Today, A-shares experienced a clear wave of capital reallocation, with the entire market net selling of 23.6 billion yuan throughout the day. The main players' strategies are quite straightforward—selling off AI and resource stocks, and turning to bottom-fishing in commercial aerospace and robotics.

Looking at the top ten net sells makes it obvious. Shenghong Technology (PCB) was hit hardest, with a net sell of 1.69 billion yuan, and its stock price dropped by 3.16%; Tianfu Communication and Xinyi Sheng, leaders in optical modules, also didn't escape, with net sells of 851 million and 812 million yuan respectively, both falling more than 1%. Companies like Saiwei Electronics and Sugon (Sugon Computing) in semiconductors and computers were also hammered. The consumer sector didn't fare much better, with Yonghui Superstores and Dongbai Group under selling pressure and declining.

On the flip side, the net buyers are what the main players truly desire. Aerospace electronics and Goldwind Technology, leaders in commercial aerospace, both hit the daily limit up, with net buys of 1.73 billion and 822 million yuan respectively—that's serious momentum. The robotics sector is also gaining steam, with Sanhua Intelligent Controls net buying 743 million yuan, rising 5.5%, and Changying Precision even more aggressive, with a net buy of 556 million yuan and an 8.52% surge; Wanxiang Qianchao also hit the daily limit up.

The liquid cooling segment has also caught the attention of capital, with Feilong Co., Ltd. net buying 670 million yuan, rising 7.84%. Even photovoltaic leader Sunshine Power attracted a net inflow of 778 million yuan. Industrial Fuxin, representing AI servers, also received a buy-in of 687 million yuan, up 2.43%, indicating that this area hasn't been completely abandoned, just relatively overlooked.

From the overall capital perspective, the logic is quite clear: AI tech stocks have fallen from high levels and become targets for selling, while commercial aerospace has continued its strong performance for two days and is now entering an acceleration phase. The robotics sector has also become a new target for incremental funds. This sector rotation reflects a market hot spot shift from technology-driven to application-driven—moving from pure AI concepts to more practical industries like aerospace, manufacturing, and automation.

With such capital reallocation, how the market will perform in the future still depends on how long these sectors can sustain their momentum.