The Market
Volume:182.7 billion, with a volume increase of 116.7 billion
Northbound: Domestic investors bought 7.6 billion
Sentiment:4100 stocks rose, 1000 stocks fell
84 stocks hit the upper limit, 12 stocks hit the lower limit
The market has transitioned from a volatile zone into an upward zone
The market continues to break through strongly, with increased trading volume. Since the market has chosen to go up, we will continue to follow the market and remain bullish. Today, the leading sectors include PEEK materials, microLED, consumer electronics, AI hardware, PCB, CPO, fintech, solid-state batteries, lithium extraction from salt lakes, and CRO, among others. There are many leading directions, blooming in multiple areas.
Robotics: Today, the leading sector is still PEEK materials. Zhongda and Changsheng are not active. Currently, I only hold Zhongda and Changsheng, and I will focus on Zhongxin and Xinhang tomorrow. Last time, there was a rush to buy at the end of the day, and the next day opened low. Today’s closing was also a sneak attack; I wonder if there will be a sell-off tomorrow?
AI Applications: After a significant drop on Friday, today it was able to recover due to the overall market. In the morning, it was still quite weak. After the market plunged, some funds from hardware flowed into applications. Once hardware rises, it will be their turn. Cherish the 77 and 78 levels of Wanxing. Increase the position. Previously thought 80 was too little, but adding at high positions led to a total loss. Among them, Dingjie is the weakest. The best are Zhuoyi, Danghong, Wanxing, and Yidian.
Lithography Machines: Today, they underperformed the market, trending downwards.
Today, AI hardware began to expand from liquid cooling to power supplies. The speculation path for AI hardware is: CPO—PCB—liquid cooling—power supply.
Pharmaceuticals: Impressive. Unfortunately, I didn’t see it. Otherwise, I would have jumped into Guangshengtang this morning. If I had, I could have reduced my position tomorrow and increased my profits. What a pity. Forget it. If it’s not meant to be, let it go.
Today, AI applications, lithography machines, and robotics underperformed the market. I regret not buying Oulutong. Tomorrow, I will properly manage the individual stocks I hold. Now, I feel like the market might start to decline tomorrow. Holding onto rising stocks feels uneasy. It seems like a trap for more buyers, as the MACD’s red bars are still quite weak.