Recently, many people are debating when this continuous rally in the market will end. To be honest, instead of wasting energy guessing where the top is, it's better to focus on understanding the current market trend — that's the real key to making money.

Today, within just 20 minutes of the A-shares market opening, the total trading volume across the two markets broke the 1 trillion yuan mark. Seeing this data, you can feel how intense the market’s bullish enthusiasm is. This is not just a number; what does it reflect behind the scenes? Retail investors also need to keep up with the rhythm.

**What does the massive market transaction volume really indicate?**

Today, the market opened at a ten-year high, although it later pulled back to fill the gap, but the trading volume was even more aggressive than last Friday. Within half an hour of opening, the combined trading volume exceeded 1 trillion yuan; another half hour later, it surged by over 200 billion yuan. At this pace, the total daily volume could easily reach 3.8 trillion yuan. Even if there’s some contraction later, around 3.5 trillion yuan is almost certain.

Compared to last year, this level of volume was a clear risk signal — last year, whenever trading volume exceeded 3.2 trillion yuan, the market would immediately adjust. But this year, it’s a completely different story. Why am I still confidently bullish? Because the themes have fundamentally changed.

Where was last year’s problem? Institutions were all clustering around a few concepts like CPO optical modules and computing power — too narrow. Once these sectors faced obstacles, the entire market slowed down. But now? Commercial aerospace, AI applications, brain-computer interfaces, robotics… these tech subfields are taking turns to power up, each showing a clear upward trend.

With multiple themes flourishing, the profit-driving effect is fully activated. Incremental funds keep flowing in, and even if one theme surges too much and pulls back in the short term, others can immediately take over. Is such a market healthy? Absolutely healthy. This is the way a market should look.

**Don’t get stuck on the question of "when will it end"**

When will the continuous bullish trend end? Honestly, no one can predict precisely. But that’s not important. Since the market broke above 4,000 points, the upward space has already opened. My target is 4,200 points, and there will definitely be some fluctuations along the way — when new funds pour in, the main forces will shake out more aggressively. But as long as you recognize the main trend, you can stay confident and hold on.

A set of data makes this very clear: within half an hour of today’s opening, the commercial aerospace sector’s trading volume exceeded 200 billion yuan. Compare that with last year’s hot CPO concept, which was only around 60 billion. What does this indicate? The main investment theme has shifted from last year’s CPO optical modules to the new main line of commercial aerospace.

Here’s a practical suggestion: don’t cling to last year’s popular stocks; timely portfolio adjustments are really necessary. However, jumping directly from CPO to commercial aerospace can be risky — chasing gains and then selling off can lead to big pitfalls. A safer approach is to wait for CPO to show an oversold rebound, then shift your holdings to the current mainstream themes.

The AI application sector continued to surge today, confirming my previous judgment. As early as late 2025, I said that in 2025, funds would focus on AI hardware, and by 2026, the core direction would be AI applications and software. This year is the inaugural year for AI applications. Ultimately, AI must be grounded in practical applications; only when AI applications explode across the market can concerns about AI bubbles truly dissipate. When I said this back then, many didn’t pay much attention, but now, with large-scale capital inflows into AI application sectors, it proves how important choosing the right direction is.

**Stick to your own rhythm; holding positions is the key**

Some people this weekend think my outlook is too optimistic. But I’m not gambling; I’m just sticking to my trading rhythm. In the current market environment, this is especially crucial: some will encourage you to leverage or add to positions, others will scare you to avoid risks, but the core is to trust your own judgment and not be swayed by external voices.

When bullish sentiment is rapidly released, responding to the trend is far more important than subjective predictions. We cannot ignore what the market’s bullish forces are changing. Before and after the holiday, I kept advising everyone to hold stocks, even repeatedly reminding those who missed out to quickly build positions. I know not everyone dares to be fully invested, but regardless of the size of your holdings, maintaining a certain position is necessary. The upcoming market will prove the value of holding.

**About the top: It’s not predicted, it’s revealed**

Finally, when will the market top out? Honestly, no one can predict precisely. Tops gradually reveal themselves through market movements. If clear signals of a top appear, I will be the first to warn. So, the best approach is to keep tracking market dynamics — that’s the right way to seize the opportunity.