The attack was weak in the morning, and the selling pressure gradually increased in the afternoon, especially the CSI 500 and CSI 1000, which rose sharply before the holiday, while the small and micro cap stocks led by the CSI 2000 performed well.
Indeed, they are driven by public opinion during the holiday, and many ** open directly to the limit, basically not giving ** friends the opportunity to participate. Most of these are based on trading games.
From the perspective of the industry, AI hype should first be the computing power side (including AI server parts, server machines, computing power leasing, data centers, etc.), followed by the first generation direction, then data elements, data security, etc., and finally the application side.
However, there is a clear divergence in the market. One is that there are institutional funds to protect the disk, which is mainly concentrated in high-dividend varieties, and high-dividend varieties such as Yangtze River Power and China Shenhua have hit a record high.
Of course, the high-dividend varieties that have risen sharply recently have also diverged, and some varieties have shown a trend of rising and falling. As the market's risk appetite increases, they will also face certain selling pressure, and it is not excluded that there are funds to consider leaving the market from a safety perspective.
The other is the selling pressure caused by the recent rapid rise of varieties. This is mainly concentrated in the CSI 500 and CSI 1000 areas. Judging from the transactions of 50 ETFs, 500 ETFs and 1000 ETFs, funds are still showing a continuous trend. This shows that institutional funds are still optimistic about the market outlook, which has boosted market confidence to a certain extent. Therefore, I personally feel that this divergence needs to be consumed through time and **, and the probability of a sideways ** is larger.