It's time to cool down! Today's four major news shocks are coming (221）！
1. The three major U.S. stock indexes collectively closed down most of the popular technology stocks**.
The three major U.S. stock indexes collectively closed down, and the Dow fell 016%, the Nasdaq fell 092%, and the S&P 500 fell 06%, most of the popular technology stocks, robots, blockchain, semiconductor sectors fell first, Canaan Technology fell more than 6%, ARM fell more than 5%, Nvidia, AMD fell more than 4%, Tesla, Coinbase fell more than 3%, these days, A** field technology stocks are very strong, mainly the concept of SORA, but the U.S. stock technology stocks last night across the board, the leading Nvidia has been ** for two consecutive days, yesterday's largest intraday decline of more than 6%, * more than 4%. A** field technology stocks are all pseudo-technology, only imitation, no transcendence, today should be cooled down!
Second, the wave of AI has driven the demand for this segment to increase, and the advanced processes of leading enterprises are nearly fully loaded ahead of schedule.
According to the ** report, the semiconductor chain said that TSMC not only fully rebounded the capacity utilization rate of the existing process, but also the 2nm progress was better than expected, in addition to the 8-inch capacity utilization rate in the first quarter, TSMC's 12-inch production utilization rate was more than eighty percent, especially the 5 4nm process to maintain full load.
3. The "main battlefield" of the next-generation communication revolution! The industry ushered in a big year of 0 to 1 construction and high prosperity.
According to reports, China is developing a new generation of communication satellites, which can greatly reduce the volume and cost of satellites, and improve the networking efficiency of multi-satellite deployment. The scaled-down model of the new generation of communication satellites and the core products such as phased array antennas are being developed by the Galaxy Aerospace Ark Laboratory, which can be used to support advanced communication technologies such as mobile phones directly connecting to satellites. By "hiding" the satellite's antenna into the solar wing, the volume and cost of the satellite can be greatly reduced, and the networking efficiency of multi-satellite deployment can be improved.
Fourth, the quantitative trading reporting system of the Shanghai and Shenzhen Stock Exchanges has been implemented smoothly!
It is emphasized that it is necessary to continue to strengthen the monitoring and analysis of quantitative trading, especially high-frequency trading. Some time ago, A-shares continued to be smashed, including high-frequency quantitative institutions. Strict supervision is now helpful for maintaining the stable development of the market.
There is a high probability that there will be an inertia rush to the action, to challenge 2950 points, the selling pressure on this position should be relatively large, after all, the pre-holiday **profit chips have not yet been profit-taken, and there should be a closing action in the next two days, plus some **liquidation shipments, there will be a certain selling pressure in the market in the second half of the week, **You can do a moderate reduction of positions on the highs, and do a band operation.
The focus of today's attention is the same as yesterday, it is still the basis of holding 2900 points, try to increase as much as possible, the cooling is expected to be obvious, and the leading differentiation will inevitably appear. Another thing is to observe whether the market can have a sustainable money-making effect and attract more incremental funds to enter the market.