Yesterday was a bottoming rebound, and today did not continue yesterday's **trend, but weak**. In the past few days, the AI technology stocks with strong performance have been greatly differentiated, and Suzhou Keda has 4 consecutive boards!Yunding Technology 2 boards!The upstream CPO** retracement, such as Cambrian, Xinyada, Zhongji Innolight, Liante Technology, Xinyisheng, etc.
Most of this is profit-taking. But it has also lowered the heat of the AI industry chain. The AI industry chain has high certainty opportunities in the future. Once it falls deep, there are still funds to enter the market to participate. Therefore, Pioneer feels that the opportunity for AI is not yet over, and the drawdown may bring us a low-absorption opportunity.
China Shipbuilding Department led the two cities today. CSSC Technology has a strong price limit!Kunzhou Shipbuilding Intelligence, CSSC Hanguang, CSSC Emergency, Jiuzhiyang and other top gainers. The strength of the China Shipbuilding Department is, on the one hand, the internal catalysis of over-falling kinetic energyOn the other hand, there is news stimulus, such as China has become the world's largest emerging market for dynamic positioning ships.
In addition, real estate stocks are strong, Zhongdi Investment, CCCC Real Estate, Dalong Real Estate, etcThe strength of real estate stocks is mainly related to the news of Poly buyback, Wuhan no longer restricts the area and amount of purchases, and it is not excluded that more stimulus policies will be introduced after the game, such as policy relaxation of real estate, interest rate cuts, etc.
However, the intrinsic operating environment of real estate has not improved significantly. Each positive in the early stage brought a wave of impulse to the market, but did not reverse its trend. Therefore, the cost-effective advantage of real estate participation is not high.
Finally, the market has shown strong resilience. Yesterday, financial stocks stepped forward to protect the disk, and today it is the military industry, real estate and other abnormal movements, but in the context of seven or eight billion transactions, it is difficult to support the market to launch a fierce offensive, but it also shows from the side that the market still has the strength to undertake. The current market is roughly in the bottom correction phase. In terms of operation, it is prudent to chase the rise, and try to find a spread operation that buys low and sells high.