1. My thoughts
Technology has risen generally, new energy has fallen generally,
is what we call seesaw effect, that is, AI computing power and new energy tracks (solid-state batteries, photovoltaic inverters, energy storage), continuing the mode of walking on both legs. Of course, each has its own logic. The main thing is to judge the rhythm of the game and try and error in major differences. Don’t chase high prices at all times.
Technology has been pulling back for a few days, and it was good last night. opened directly today, but without the participation of institutions, funds had to follow the quantitative cash to sell high and buy low, so most of them left low.
AI hardware is still the most certain direction in the field. Then other sectors rotate rapidly, and because of the lack of institutional participation, they fall into a quantitatively dominated up and down fluctuations to recycle the model.
A shares are always like this, they are all game thinking,
We talked about the noon video, because the organization does not participate much, so we can only quantify our thinking and respond. In addition, the trading volume did not keep up today, which means that the institutional participation is not high. In this way, it is easy to pull back again tomorrow. At that time, it may be a better opportunity to intervene, and then play a game for the rebound on Friday.
From the afternoon high and fall, it means that the chips are not stable enough, and they are mainly quantitative, so they will have to be repeated later. In short, the market continues to shrink and institutions do not return, so they can only respond with quantitative thinking. Of course, it is also very difficult.
2. Section rhythm
1.Computing power sector
There was positive catalysis last night, with Oracle's disclosed performance and its cloud business growing significantly, with revenue guidance exceeding expectations, and Oracle's cloud infrastructure revenue is expected to grow 77% to US$18 billion this fiscal year, and then to US$32 billion, 73 billion, 114 billion and 144 billion respectively in the next four years.
After the explosion's guidance catalyzed, it rose 25% after the market:
This is the reason for the rebound of AI computing power. AI computing power first opened high and closed low, and the typical quantitative arbitrage once dragged down the index to turn green; Then the key node was Shenghong Technology's re-up rise, which led to the entire sector rising again, otherwise it would be another day to hit popularity.
This also shows that this is either a secondary pull-up, or a quantitative dominant rotation.
Let's look at the concept of light, Tengjing, Photon, Lightku, Yuanjie, Dekoli, etc., and you can stare at the five-day line for trial and error. There is also Dingtong Technology, which seems to be recovering.
Anyway, what I mentioned are all tracking.
2. Solid-state battery
Two legs, low-level capacity; today there is a big difference, and the rhythm is somewhat seesaw with AI computing power. In the future, look at the device side, pilot intelligence, and feel that it is copying the trend of computing power.
3. Semiconductor chain
Ai has driven the demand for various semiconductors, and its technology is iterating at a high speed. At least there has not been any slowdown yet, and various new technologies are still emerging.
Sometimes it is helpless. Overseas, we interpret the industrial logic, and we interpret the bargaining game,
It really doesn't make any sense
The storage direction has frequently changed in the past two days. Storage hynix related to nand and dram,MicroWestern Data, SanDisk's move is stronger than the other, and the new high is much stronger than Nvidia's trend
This week, the price has increased by 10%, and customized storage is also available, so Zhaoyi Innovation is still optimistic. Just talk about the four major modules, Xiekan is actually a new high. The ones lying on the ground, Berwei Storage can also be seen; the previous sales of HBM, the fragrance is also a new high, and I can't reason.
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