Yesterday 5,000 **, however, today violently counterattacked. **The number of homes is at an all-time high. Yesterday's 1,000-share limit, today's 181-share limit, only what you can't imagine, no A shares can't do, these two months A shares will be extremely extreme ** to the end. Yesterday, I drew a line and told you that the general policy ** will be divided into three stages, and the wave will not end, and friends who have stepped on the air have a chance.
Today is February 29th, the last trading day of February ends, and this month closes out the yang and yin. The net of northbound funds was 16.6 billion, a new high in the past 7 months. So how to look at today's strong repair, today is based on yesterday's yin line on the basis of low opening, directly low open high, seems to be very strong, this week's highest 3016, today's highest 3015, that is, this week across the platform, the alternation of the yin line and the yang line, the angle from straight to ** has become sideways. Tomorrow can still rush high and fall, and then open the yin line, to the sideways rise stage, the red column of the daily line is almost consumed by the long kinetic energy, 60 minutes and 120 minutes to a golden fork after the top divergence of the resonance of the dead fork formed, then the back is the death fork of the daily line**, so it is still **differentiation, plate rotation.
1. The semiconductor lithography machine took the lead in the opening of the market, mainly related to a report by a think tank: about the 5nm lithography machine, at the same time, the state provides R&D funds for key enterprises, and allocates funds on demand, and there is no upper limit in principle. As a result, lithography machine, photoresist and equipment companies opened sharply. The opening of the early recognition target was closed soon after. Then the whole technology began, basically as long as it is technology, most of it will be carried by semiconductors. The semiconductor industry is actually an industry with obvious growth, and the market will also repair the valuation here and rise!
2. Shandong announced: from March 1, 24, hydrogen vehicles installed with ETC will be temporarily exempted from high-speed tolls for a trial period of 2 years. Long-distance logistics is the main application scenario of hydrogen trucks, and toll fees and fuel fees are the main basis for drivers to consider replacing hydrogen cards. The front row of the faucet is basically a direct second board at the opening. Hydrogen energy is not currently widely used, and the core is that it is dangerous. Whether it is the production and transportation of the electrolyzer process, it must be tested, the production must be tested, the transportation must be tested, and every link must be tested. So even the afternoon of hydrogen energy testing in China also flew. In fact, there is no problem with the logic of the plate, it is relatively new in the new energy, and the location is generally OK, but the stock nature of the hydrogen energy sector is generally not good, after all, the capital is dominant, so the short speculation is the mainstay, and it is not appropriate to invest too much.
3. AI. Recently, the focus has been on domestic substitution, for example, chips, computing power, storage and other domestic substitution logic trends are significantly stronger, and they are also stronger than optical modules. In the past, the strong optical module was mainly with Lao Mei. Today's dawn is at a new high, and the entire AI mood is exploded again, and the subsequent rush up and fall has also greatly hurt the morale of AI, so the subtraction of today's failed sealing attempt is just right. In fact, it can't be said that it has a **, but ** when it comes out of a hydrogen energy, which is completely the time of the card. Then the core stocks of AI, those in it, continue to be treated with trends. Don't chase high here, and then get closer to ** in the future. And always keep an eye out for new news and excitement. And this year's application side has played a high degree of momentum after the year, focusing on the new application news, and today it has also been excavated at a low level, based on no loss, and the big logic board is the leading strategy.
Fourth, consumer electronics. It is rumored that Huawei P70 has increased by 50%, OmniVision is in short supply, OmniVision is a multinational high-tech company headquartered in the United States, and was later acquired by Weir, and the company that assembles the P70 is also quickly 20cm up and down. However, the authenticity of the rumors is still uncertain, but if the follow-up news continues, consumer electronics has a chance to rush. In addition, Huawei also has software, and the logic of domestic substitution is relatively hard.
The main line is already very clear, that is, the various conceptual plates around the new quality productivity; It includes AI, robots, equipment updates, new education, new technologies, etc., and the so-called new technologies also include new photovoltaic technologies and some new technologies of biopharmaceuticals. These are all concepts that can effectively increase productivity. Of course, it's all about rotating roles, pay attention to the rhythm, and don't chase up! Now our main line direction has shone brightly, and many auxiliary online brokerages have entered the starting position of re-attacking, the first choice for short funds, and the outbreak starts at any time to go up with the index.
At present, the general trend is still upward, and it is expected that A-shares will rise back in March, and everyone is here when they hope to return.