Today's A-share is off to a good start, driven by the AI artificial intelligence sector, A-shares have achieved a general rise of four consecutive yangs, the number of ** 4258, ** amplitude greater than 7 points of 809, this kind of data, almost everyone is a stock god, from the perspective of the disk, the hot spot is also very clear, that is, AI, **drug heat is very general in comparison, and after the market we also sent a good post, from all aspects, today is the feeling of the bull market, then the question is very simple, is it AI to hold together again, we** Is this going to be the end of it?
Said here must first say the index, today's index opening is a good trend, not too high, this is very important, if the opening is too high, it will cause smashing, and today's opening is not high, but also smashed down before it began to pull up, this situation is actually more suitable for the aesthetics of large funds, this last night article mentioned
And the key direction, that is, the direction that the article clearly reminded last night, is the artificial intelligence driven by SORA, and yesterday the four branches of artificial intelligence logic were also clearly stated, if you dare to buy as long as you dare to open, the ** mentioned in the article last night, even if it is not a daily limit, it is not much different from the daily limit.
It's clear enough, so if you read the article yesterday, you can do just one, and you should make money today, and if you make money today, you will be safe tomorrow. I want to brag a little bit here, the focus is on Tianfu, which I reminded earlier, and this is also the only new high in the direction of artificial intelligence. I'm talking about all-time highs since last year's highs.
Why the new high? You taste. As for the direction of artificial intelligence, when will I remind everyone to go long? In fact, I have reminded you many times a year ago, and if you don't believe it, just go to my article, especially my article on January 18, but I clearly reminded everyone. Tianfu xx our cost is relatively low, this I clearly reminded you to do in the previous article. In January, I reminded everyone to pay attention to the best opportunities in artificial intelligence. How? That's a horse gun, isn't it? Other big V told you about Sora last night, I told you in January that artificial intelligence can do it, and the tickets will be given to everyone early, if you don't do it, then I can't help it. Brother Tianfu xxx is now earning 70 per share.
And today's AI** is obviously the main line, and from the time-sharing chart, today's AI** is obviously divided into two paragraphs, that is, what I said in yesterday's article, the two directions of focus. And what?
One is the generation of large models**,The so-called generation**,A little turn you will know that this directly corresponds to the direction of the media,And before the rise of AI must rise media,So today's media direction is a collective rise in the morning,If you hesitate to open,There is no chance for you to eat meat at all,And yesterday I also gave everyone all the tickets。
In the afternoon, the direction of AI hardware is collectively raised, and the typical plate is the CPO optical module, and on the contrary, the CPO is more in the afternoon, so isn't the morning just giving you the opportunity to get on the bus, and even the ticket is given to everyone .........
How to understand this phenomenon?
In fact, from the perspective of the tickets themselves, there is no good or bad, you can make money by doing any one of these tickets, but you have to look at the flow of funds, this phenomenon can not be regarded as a group. That's the question of the title of my article, and the answer is for you.
Because it is obvious that the market value of the ** that rose in the morning is small, and the market value that rises in the afternoon is significantly larger. This is completely different from last year's chatgpt speculation, at that time, the tour capital and institutions were concentrated in one direction, the typical one was to speculate CPO at that time, and the tour capital institutions would speculate a few votes, that kind of group is called a group, and today's rise is not counted.
So is there anything wrong with this kind of **? In fact, the answer is tomorrow's**,If tomorrow's artificial intelligence can continue today's**,And the funds are obviously moving closer to the big ticket,and**Generation This direction as long as it is not obviously weakened,Then it means that the signs of huddle are more clear (huddle fried hardware),So,After walking tomorrow, you will know whether artificial intelligence is rising。
If it is obvious that artificial intelligence is a little weak after tomorrow, and it is not as strong as today, then it is better to do small tickets, and it is best to follow the tour capital, because the flexibility is good, and the money is faster, which needs to be said? 
What about the travel capital? In the circle plate above, I went to see it myself, and the tickets were all said yesterday.
As for the ** medicine spare tire mentioned last night, compared with artificial intelligence today, the intensity is relatively poor, the logic is still that logic, and the practice is still that practice. It's good to stare at this direction as a spare tire. Not as a focus of attention.
Today, there is another direction where the increase is actually considerable, that is, coal. I guess many people didn't think about this, why this coal can also rise. Why coal? Because we reminded you of coal at the beginning of January this year, it was almost the first reminder on the whole network, and coal is a defensive plate throughout January, have you felt its charm? How miserable January is, you know how good coal is, don't forget. So after January, it is still rising today, what is the reason? If you follow my friends, you should know that I also reminded everyone to reduce their positions two or three days before the Chinese New Year, which is still rising, has the logic changed?
Let's put it this way, coal is an institutional sector, **few people can hold it, today's funds to buy coal is obviously ** funds, as for why to buy coal, in fact, in addition to the defensive attributes of coal, coal also has the performance attribute of price increases, in fact, in the institutional group I saw the ** table of thermal coal price increases, and the funds to buy coal today may be aimed at price increases.
My point of view is very simple, reducing the position is reducing the position, the institution has been significantly reducing the position of coal at the opening today, but the ** funds are still rushing, this is a new logic of buying, since this is the case, reduce the position then hold the remaining **, no need to buy back. Let's go up, remind coal today, just to do a track.
Because we did rely on coal to withstand the pressure in January, dear ones. And if you want to say whether we want to make coal tomorrow, I don't recommend this, because it's obvious that the focus of the money is not on coal.
After today's rise, I estimate that many friends have the feeling of stepping into the air, because so many people ran on Wednesday before the holiday, everyone can see that this morning, artificial intelligence is high again, and I don't want to chase high, so this part of my friends will feel more anxious. Not necessarily.
Because you have to understand the difference between pre-holiday and post-holiday funds, you can see from the charge of today's funds that the funds are willing to rush, willing to rush, indicating that the risk appetite is high, especially the rush AI, it is obvious that the foreign SORA comes out, and the relationship with the domestic is not very big, you have to say that the big relationship is the CPO optical module, after all, there are overseas purchases. But as I said last night, rubbing can also rise, since it is rubbing, then don't talk about what people are more advanced, our side is more backward, ** stir up the concept of emotion.
And if you are in the AI industry, you may see that as soon as SORA comes out, you may be more pessimistic, and you may feel that your efforts are completely meaningless, because the gap is obvious. And if you think this way, then you will step on today's **.
Rubbing can also rise, and you can experience it well.
And what about the pre-holiday period? No matter what the subject matter is, no matter what the benefits are, no matter what the drive is, everyone seems to find that it doesn't work, doesn't it?
This is contrast, and only with contrast can you have confidence. Because the funds are willing to attack, the sectors that have not risen in your hands have a chance to rise, otherwise everything will fall if it doesn't rise, how can you make money?
This is the core point of today's article, not to say that it is pointless to boast that it has given everyone a few price limits.
As for the operation, it is obvious that what you have to do is **, you don't do it if the market goes up, when are you waiting to do it?
Then you want to say that today is really empty**, so what should I do? Just follow my article, but where there is a main line**, this number has never been missed. How much you can catch depends on your own hands, such as coal, you said that how many people told you before that coal can be paired with the Spring Festival in January?
Therefore, it is recommended to read more logic and not to copy **. Tomorrow I will continue to wish you all good fortune.