Overestimated performance, prevent liquidation!The three major news in the early hours of this morning officially hit (110）！
1. The Nasdaq Composite Index of the United States **22%, AI leader Nvidia hit a new high, driving artificial intelligence, robotics and other related sectors to strengthen yesterday;
2. China Duty Free announced that its performance exceeded expectations, with a net profit of 671 in 2023700 million, a year-on-year increase of 3352%。As a result, it triggered an intraday impact on China's free shipping price limit, driving **tracking stocks, performance forecast stocks and other sectors**;
3. According to the latest data from the private placement network, private equity stocks increased their positions sharply last week, and the latest position index rose to 7903%, an eight-week high. Yesterday's domestic outflow slowed, bringing a brief respite to the market
As an important part of the technology sector, the expectation of the nandflash contract also reflects the recovery in demand. For the tech sector, this will also have a certain stimulating effect. However, it should be noted that due to the current weak overall market performance, this news is more based on future expectations. Therefore, in order to evaluate the positive role of the relevant concept plates, it is necessary to pay attention to various changes in the short and medium term for a long time, evaluate A-shares, and be cautious about the impact of the relevant concept plates.
According to Trendforce's estimates, the average quarterly increase in the Nandflash contract price in the first quarter of 2024 is expected to be between 15% and 20%. This indicates that the memory chip market will face a certain degree of opportunities and challenges. Although the overall market is currently weak, as demand recovers and the technology industry develops, the Nandflash contract*** indicates that market activity will increase.
However, it should be noted that this is only the ** of the research institute and does not represent the actual situation. The market is complex and volatile, and we can't just rely on data and ** to make judgments. Investors should remain rational and prudent and make decisions based on their own investment strategies and risk tolerance.
Overall, the expectation of a Nandflash contract in the first quarter of next year is good news for the memory chip sector. This will boost technology-related sectors and show a recovery in market demand. However, investors should consider many factors and remain vigilant when making decisions.
Needless to say, the general trend will reach 3400 points one day. It's just a matter of time. I think the average investor would say that, so most people are misguided.
Therefore, we must think against human nature and have our own independent subjective opinions. Take the ** circle Internet celebrity "Hu Qijin" as an example. He thinks he entered the market at the bottom of the market. In addition, some "Xiao" propaganda, entering the market is what you like, what is the result?
Everyone should know that, therefore, the market is quite scary.
As a result, there is no sustained energy release, and there is no upward impingement flow. We are strictly neutral, wait and see!
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