Year-end market sprint phase, the A-share market shows a clear continuous upward trend. As of the most recent trading day, the index has achieved seven consecutive positive days and has stood above the 10-week moving average for two consecutive days. This performance suggests that the upward momentum may continue into next week.

From a technical perspective, the 4000-point threshold is becoming a key target in the near term. If the index can break through and stabilize above this level around the last trading day of the year next Wednesday, it will not only mark a strong finish but also lay the foundation for a long-term slow bull market in 2026. Looking at historical benchmarks, the eight consecutive positive days on August 13, 2024, were followed by a continued rise of over 300 points to a new high. Currently, the market is at 3959.62, just under 50 points away from 4000, and the mid-term target of 4317 points (the top during the transition from bull to bear ten years ago) still has over 300 points of room. This distance creates a similar benchmark.

**Recent Market Logic and Sector Opportunities**

In the short term, the year-end weekend effect may lead to a rise followed by a pullback tomorrow, but the overall upward trend remains unchanged, and the pattern of eight consecutive positive days is highly likely to form. The appearance of seven consecutive positive days often indicates that the bearish momentum is waning, and after a short-term correction, new highs are more likely.

Regarding sector allocation, semiconductors, photovoltaics, and securities remain the core areas for long-term tracking. Notably, recent main capital flows show that the military industry and commercial aerospace sectors are exhibiting obvious inflows, ranking among the top ten consecutively. As a representation of hardcore technology, commercial aerospace is expanding rapidly under policy stimulation. Breakthroughs in constellation networking and rocket recovery technologies have opened growth ceilings for it. In the context of global technological competition, it is expected to become the second most important tech sector after semiconductors.

**Trend Investing vs. Short-term Trading**

In the current market environment, short-term opportunities are gradually diminishing, while the value of trend investing is becoming more prominent. A long-term slow bull market is an inevitable path driven by policy-led economic transformation and upgrading, as well as the evolution of the stock market from wild growth to maturity. High-frequency trading in the short term faces increasing difficulty, much like a collapsing tightrope—more participants make it easier to miss the step. Only by standing on the trend bridge can one walk steadily and far.

Those high-profile short-term traders should moderate their profile; frequent market interference will ultimately backfire. True investment wisdom lies in grasping the big direction and patiently waiting, rather than chasing emotional swings. Short-term trading will eventually decline, and the trend will reign—this is the inevitable logic of market evolution, and time will provide the final answer.