1. My thoughts
I was too busy today's roadshow. I just sat next to the computer
Today's market is a rotational style, but there is still a rhythm.
One is the rotation style, which meets the expectations of last night. AI computing power climaxed yesterday, overdrawing today's space, and the differentiation began at the opening. Overseas computing power, Gongsheng Yi Zhongtian Yingmai, all of them collectively opened lower, and then the funds rotated internally, and the liquid cooling and power supply were flowed back;
Domestic computing power, ASIC Xinyuan shares hit the daily limit by 20cm after resuming trading, AI chip Cambrian fluctuated and strengthened, and the server Inspur increased in volume, which once again led to the domestic computing power sector. Shengke Communications, Huafeng Technology, and Yuntian Lifei all rose sharply
Then the solid-state battery also continued to adjust, and the weather vane pilot intelligently triggered abnormal movement. Today, the deep water oscillated low, suppressing the sector's sentiment.
Other rotation directions, non-ferrous metals (copper, electrolytic aluminum), robots, real estate, semiconductor chains, etc., are the strongest memory chips here. Micron card nodes announced that they will raise prices again, and today they will become the strongest sector in the day market. Then non-ferrous metals, commodity prices rose and interest rate cuts in the United States next week are the main driving forces.
The second is about pressing the rhythm,
The index just reached a new high in the morning, and Big Finance broke down again. It was obvious that the control signal was the same. Everyone is familiar with this technique.
So, next, enter the oscillation mode, and the sector will continue to rotate. Today, the market rises and falls, we should pay attention to the market's retracement again next Monday, and it should still be suppressed here.
2. Section rhythm
1.AI computing power
① Overseas computing power, there are too many floating chips, and this wave of adjustment is not thorough enough. It requires repeated fluctuations and digestion of these floating chips. In this way, if the subsequent upward trend is re-entered through narratives, there will be no too much selling pressure.
② Domestic computing power has a sufficient pullback. Moreover, Xinyuan shares hit the daily limit and Cambrian's rise again has also driven the impact. The rhythm is that public opinion fermented on the weekend, and then it will rise and fall next Monday. These are all very typical arbitrage methods.
③End side AI, pay attention to the lower side AI next week to see if it can be rotated to make up for the increase. Everyone will take out our pool on the weekend and take a look at it and make preparations
2. Storage direction
Overseas hard drives, those who sell memory, such as SanDisk, Western, Kioxia, Hynix, and Micron, are really unparalleled when it rises, and are more powerful than AI giants Nvidia and Broadcom.
This really shows the super power of AI computing power
Of course, it has soared today, so I started to whine. What did you do before that?
AI is powerful, customized storage, Zhaoyi Innovation, I used to be slow, but now I am Mrs. Niu; as for the four major King Kongs of the module, the day before yesterday, the likes of Baiwei Storage, etc., it is purely to benefit from the price increase.
It will ferment this weekend, and then rise and fall next Monday. It is estimated that it is the same rhythm gameplay as domestic computing power.
3. Nonferrous metals,
The node you pay attention to later is to real cashing out interest rates, which is to realise the positive news. That means it fluctuates a lot.
4. Hong Kong stocks,
Today's macro group colleagues' roadshow,
Share a set of objective data, this year, the cumulative net purchase of southbound funds has exceeded 1 trillion Hong Kong stocks. What did you buy with such a large amount of funds?
I have classified the index today, including Hang Seng Technology Index, Hang Seng Internet Technology Industry Index, Hang Seng Healthcare Index, and Hang Seng Hong Kong Stock Connect High Dividend Rate Index, and bought more than 300 billion, 250 billion, 150 billion, and 230 billion respectively, corresponding to the Hong Kong stock ETFs we talked about this year, 513180, 513050, 513120, 513820. Open the annual K-line and take a look
Now you know the reason. Smart people buy good things, but fools buy rotten winter melon
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