Today's market atmosphere:
It's another day of the stock god per capita! Today, the market continues to rise ** pattern, the Shanghai Composite Index continues to stubbornly strengthen, with the trend of 7 consecutive yangs approaching the 3000 point mark again! Yesterday's end of the market rose and fell, and most of the voices of the after-hours market were going to be **, but today I was taught to be a man by the market, which is really too strong! Sure enough, the bear market is bottomless, and the bull market is bottomless!
In the short term, the Shanghai Composite Index is still along the 5-day line, the hype is still high, and the high-level stocks have not appeared obvious after the break, and the two cities are also in a state of 0 down limit, and the market outlook may still have upward momentum.
However, it should be noted that today's market volume can once again show a more obvious contraction trend, in the context of the Shanghai Index is about to challenge the pressure zone near 3000 points, whether the turnover can be further amplified is still the key to stamping. Once the follow-up amount can not increase but decrease, it is necessary to pay attention to the risk of falling back under pressure!
Plate Opportunities:
Artificial Intelligence:At present, there is no doubt about the status of the main line! Whether it is the SORA theme that started to rise sharply on Monday, or the state-owned assets cloud that rose sharply today, it is all hype around the software and hardware side of artificial intelligence! Since it's the main story, then just keep all in AI! Of course, there is another blockbuster drama tonight, that is, Nvidia's performance has come out, which has exceeded expectations! Before the market was bearish, all kinds of funds fled, and now Nvidia began to rise by more than 14% before the market, which is worthy of being the leader of the universe and the invincible existence! If it continues to soar tonight, do you think artificial intelligence will continue to carnival for a day tomorrow? At the end of the day, there were already funds in ambush in advance!
In the past few days, our scumbag classmates have been really active, and whenever there is a small essay about t+0 on the plate, the scumbag classmates are a wave of jerking, and then they will pull down the index! Here is our point of view, **here** band play is no problem, but it is still difficult to replicate the main wave of last July-August**! After all, last year, the major official media were blowing the need to reduce stamp duty, and the interpretation and imagination of the market must be infinite! But this year's T+0 news is all small essays, have you seen the official media talking about it? Yesterday, I saw that some official media were opposing it, so let's sober up!
Coal:This wave of trend is really invincible! It is worthy of the coal of time! The main line of investment this year should be high dividends, so in addition to coal, power, banking, insurance, oil, liquor and other high-dividend industries will also follow a wave of general trends this year? If you look carefully, in fact, the leaders of industries such as electric power and petroleum are also silently trending to new highs! So how to play the varieties with high dividends, it must not be to chase up, but to gradually reduce the absorption in the shrinkage!
Photovoltaics:After all, new energy has not beaten the old energy! Obviously, the performance is very good, but why does it keep falling and not rising? In the past few days, the index has risen from the bottom by nearly 400 points, and most of them have risen by nearly 30%. In fact, to put it bluntly, the dividend period of the industry has passed, coupled with the friction of the external environment, it is a few ghost stories to suppress the stock price, and finally there is a stampede! You can take LONGi as an example, it is full of hedging plates, but whenever it goes up, it will sell a lot of money every time, how do you say it will rise? So here is one more thing, friends who can not go try not to go!
Robot Concept:The performance of the robot in the past few days is actually quite good, mainly because of the logic of making up for the rise in the plate driven by the 10 board of Kelai Electromechanical! But judging from the performance of today's market, although Kelai continues to be on the 10th board, the linkage within the plate is not very strong, and even the board echelon has fallen behind! Coupled with the shrinkage of the trading volume to more than 800 billion, it is undoubtedly robbed of the limelight by artificial intelligence and coal todaySo you should pay attention to the risks here, and don't look at it!
Tomorrow's Perspectives & Goals:
There's not too much language to talk about here, it's still that sentence, since the ** is up,If it suits your own mode, you can hit it with a hammer until there is a loss effect!
Tomorrow's Goals:Continue to be bullish on the mainline opportunities of artificial intelligence(Multimodal, CPO, Hashrate).In the selection of varieties, we try to choose the over-falling varieties that start with 300 or 688 and have no big elastic space!
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