Today, the CSI 300 index closed up +009%；The CSI 2000 Index closed up +078%。In terms of volume and price trends, there is no major problem with the index. However, there are signs of a weak upward attack. Pharmaceutical, home appliances and other sectors, the top gainers;The automobile, real estate, and financial sectors have adjusted significantly.
5 boards: Sichuan Jinding (hydrogen energy) Anel (computing power).
4 boards: Tian Yuan Intelligent (hydrogen energy).
3 boards: Kangsheng shares (hydrogen energy), Gauss Bell (satellite communications), Accelink technology (optical module), Furong technology (consumer electronics).
2 boards: MeiG Intelligence (computing power), Honghe Technology (consumer electronics), Zowee Technology (consumer electronics), Cultural Investment Holdings (Media), City Media (AIGC), Shanghai Film (AIGC), Suzhou Keda (multi-modal), thinking train control (high-speed rail).
Uni-President (liquid cooling, 1.3 billion) Etron (server, 1.6 billion) Chuanrun (liquid cooling, 1.7 billion) Jialitu (liquid cooling, 2.5 billion) Sunsea Intelligent (liquid cooling, 2.9 billion) Hubei Radio and Television (computing power, 3.1 billion) Invic (liquid cooling, 9.9 billion) High-tech Development (computing power, 13.3 billion) Sichuan Changhong (computing power, 20.5 billion) Industrial Fulian (server, 102.2 billion).
Rundu Co., Ltd. (Pharmaceutical, 1.3 billion), Shuangcheng Pharmaceutical (Pharmaceutical, 1.3 billion), Jingfeng Pharmaceutical (Pharmaceutical, 1.5 billion), Nanhua Biotechnology (Pharmaceutical, 1.7 billion), Panlong Pharmaceutical (Pharmaceutical, 1.8 billion), Xinlong Holdings (Pharmaceutical, 2.1 billion), Tonghua Jinma (Pharmaceutical, 13 billion).
Intelligent automatic control (AI, 1.5 billion), TD Optics (AI mobile phones, 2.4 billion), Spring and Autumn Electronics (AIPC, 2.9 billion), innovative new materials (consumer electronics, 4.5 billion).
Fasten (communications, 900 million), Sichuan Kyushu (satellite navigation, 5.9 billion), Tiantong shares (optical module, 9.3 billion).
Hongchang Electronics (HBM, 1.9 billion), Wenyi Technology (advanced packaging, 3.1 billion), Tongfu Microelectronics (HBM, 26 billion).
Hanshang Group (multiple births, 1 billion) Baby-friendly room (multiple births, 1 billion) Blonde Rabbi (multiple births, 1.3 billion).
Starlight Agricultural Machinery (Agricultural Machinery, 900 million), Greenfield Machinery (Agricultural Machinery, 1.1 billion), Yituo shares (Agricultural Machinery, 3.1 billion).
Space-time technology (VR, 800 million) Hengmingda (VR, 4.2 billion).
Zhongguang Tianze (AIGC, 1.8 billion) and Southern Media (media, 5.2 billion).
Lvkang Biochemical (photovoltaic, 1 billion) Letong shares (photovoltaic, 1.8 billion).
Guochuang High-tech (infrastructure, 1.4 billion) and East Lake High-tech (infrastructure, 10 billion).
Toncin Environmental Protection (sodium battery, 1.2 billion), Huapei Power (hydrogen energy, 1.4 billion), Dima (real estate, 2.3 billion), Zhonglu (two-wheeled vehicle, 2.8 billion), Wangbian Electric (transformer, 3 billion), Yinbaoshan New (robot, 3.9 billion), Jingui Silver (**5.2 billion), Jinkong Coal (coal, 11.2 billion).
There has been a differentiation and cleaning of the price limit. Hydrogen energy, the differentiation is more serious, and there are only 3 votes left on the board echelon. Sichuan Jinding, after stepping back on the five days, pulled up the sealing board in the afternoon. This is a classic tactic of a certain way of money. However, hydrogen energy has receded, and it is difficult to support the stock to go far.
The chip concept that had just emerged was all withdrawn and swept away. It was a flash in the pan. There are many hot spots on the price limit, which is prone to this situation. Not all hot spots can grow into the main line.
Until today, the total leader of the price limit board has finally been revealed, and that is Anel. Promoted to the fifth board in a row, PK dropped Huiyuan Communication, detonating computing power-related topics. Computing power and liquid cooling are a category, and they are also the focus of tomorrow's one-in-two, and there are opportunities to make up for arbitrage.
The theme of market expectations that are too consistent is often not the real leader. And the real faucets come out unconsciously. Oriental Seiko?Sichuan Jinding?Huiyuan Communication?Did you have a guess about Anel?
Medicine is also the subject of tomorrow's focus, after all, it has set off a tide of price limits, and it is also the top sector today. There must be logic behind the focus of funds.
It's not easy to review, new and old friends, like it, and give a reward. It is still to maintain an active dry ticket strategy, see tonight's review strategy for details.