Today's semiconductor technology direction suddenly broke out, before the article has been operated, today and tomorrow you can consider adjusting ** to the new direction, the following article will share some of the plates that have not yet been rotated.
Semiconductor chips are an extension of the direction of AI, and the core of technology is chips. So when the hype on the application side is over, it will return to the basics, and chip semiconductors will start to rotate today. The overall performance of small and mid-cap is better than the ** weight. Because the index has not risen much, but the money-making effect today is more obvious than the index rose sharply a few days ago.
Today, the entire semiconductor sector rose by 38%, * most of them are more than 5% increases, and the sector has rotated from the AI application end to the chip base a few days ago.
At the same time, brokerages and automobiles have begun to rotate, and the most likely sectors to rotate are pharmaceuticals and food and beverages (wine, snacks) that are over-falling. Decoration building materials (home, kitchen and bathroom supplies).
These directions will rotate next, and the operation mode is still **right. But it is not completely on the right side, first enter the bottom warehouse, and when the right side starts, you can directly increase **. Be flexible in operation.
This year is the right side of the year, the emphasis is on flexibility, don't fall in love with **, this year's market operation, in principle, the shareholding cycle is about three days. **Operation only depends on the intention of the funds.
Remember, the **operation, generally on the hot spot ** target is within 20%, not on the hot spot short is within 5%. Some earn and withdraw in time. If the hot spot becomes a trend, then according to the situation at the time, in short, it is a flexible operation.
Personal opinion, FYI!