Today's market performance was in line with and even exceeded expectations. The market shows a clear money-making effect, no matter what kind of trading strategy is adopted, such as low**, mid-way intervention or chasing the price limit, as long as you focus on the core theme of the market hotspot, investors seem to be able to get good returns. Artificial intelligence (AI) is undoubtedly the focus of the market, and its derivative fields such as AIGC (AI commercialization), computing power (AI infrastructure), metaverse (AI application scenarios), multimodal interaction (AI-enabled technology), big data (the "blood" of AI), and CPO (AI-related equipment) are all active. Nevertheless, there are also some hot spots in the market but mediocre performance, by excluding those who failed to rise, afternoon or follow the trend within half an hour after the leading stocks, the real market leaders surfaced.
Behind the boom in the market, there are also some hidden concerns. First of all, the market trading volume has shrunk, falling below the trillion mark again, although it has rebounded in the afternoon, but the main funds as a whole show an outflow trend. In addition, the external market, especially the Hong Kong market. Many ** fell back after rushing higher in the morning, and although there was a rebound in the afternoon, the strength was insufficient. Compared with the pre-holiday period, the number of ** and up limit ** has decreased. Although AI is the main thread of the market, there is still a possibility that the funds will be diverted by other themes. Among the many themes, AI is the core, and its potential for commercial application is particularly eye-catching. Last year, a number of companies in the digital economy and artificial intelligence space were studied, and it was found that there are not many companies that are truly competitive. The greatest significance of AGI (Artificial General Intelligence) is that it demonstrates the potential of AI commercialization. Although China may be slightly inferior to Western countries in terms of technology research and development, it has performed well in commercial application. Industries such as games, film and television, and advertising may be the main scenarios and direct beneficiaries of AI commercial applications. If the main line of AI can be sustained, then for traders, the rise and fall of the index may become less important, because the money-making effect is mainly concentrated in the main theme.
Nonetheless, the previous strong performance ** looks a little weak today, and even the AI sector may be at risk of limiting gains if the market is not high enough. If even the main line is suppressed, then the subsequent market trend may become less optimistic. Personally, I suggest that investors should focus on small ** test plates, after all, after a long vacation, they need to regain their market feeling.