Today, the A-shares market experienced a mixed bag of gains and losses, with net main force selling of 38.8 billion yuan, but this number seems relatively small. The real story lies in the dramatic shift in capital flows.

The main force concentrated on unloading positions in high-flyer thematic stocks such as Commercial Aerospace, Goldwind Science & Technology, and Aerospace Development. Goldwind Science & Technology was net sold for 2.87 billion yuan, dropping 6.74%; Aerospace Development was sold off for 2.38 billion yuan, down 3.13%; China Satellite also couldn't escape, with a net sell-off of 2.01 billion yuan, falling 1.91%. Shenjian Co. fared even worse, with a net sell of 1.25 billion yuan, directly hitting the limit-down. This operation is very clear—the main force is cashing out at high levels.

But the money hasn't disappeared; it has just shifted. Sanhua Intelligent Controls stubbornly bought in 2.79 billion yuan of main force funds and hit the daily limit-up. Low-priced robot concept stocks like Shanzi Gaoke and Wanxiang Qianchao also all hit the limit-up. The new stock N Qiang Yi and N Shuangxin are even more exaggerated, soaring 165% and 187%, respectively, each attracting 1.82 billion and 722 million yuan in funds. Hualing Cable, within the Commercial Aerospace concept, defied the trend and surged to the limit-up with a net buy of 638 million yuan.

This is a typical high-low switch—withdrawal from crowded high-level themes and a turn to bet on low-priced individual stocks. The main force is choosing to avoid risk at the end of the month, but it's not a real exit; rather, it's a precise targeting of undervalued low-priced stocks that have been misjudged. Funds emerging from Commercial Aerospace are flowing into robotics and auto parts, which is purely a rotation logic. The decline in the A-share index and individual stocks isn't significant, indicating the market's resilience is still intact—just waiting for the next wave of low-level explosion. The rhythm of the year-end market is like this—whoever can buy low will be able to catch the rebound.