First, the market index has shown a breakthrough after three consecutive days of shrinking volume. A new wave of oscillation and upward movement has begun. The index will confidently enter a critical valley stage next week.
The robotics sector has maintained a strong upward trend for six days this week, with some divergence appearing on Friday morning. However, this divergence only lasted for half a day. Some friends believe this is a sign of strength. But I do not think so. It is important to note that next week marks the opening of OpenAI’s 12-day event in the artificial intelligence sector. The fundamentals have logical developments that continue to ferment, and this sector will definitely be the focus of the market next week. Moreover, it has a very strong capital absorption effect, so now is the time for the high-flying robotics stocks to avoid adjustments to prevent profit-taking from running to the artificial intelligence sector. This is also why there was a quick return to robotics on Friday, including the leading company Shandong Mining Machinery, which rushed to buy in the closing auction. Overall, for the first half of the week, we only look at high-position leading varieties in robotics, while opportunities lie in the mid-tier stocks. For the second half of the week, we continue to be optimistic about the entire robotics sector.
Tomorrow’s plan:
1. The recovery of the mid-tier giant robotics stocks.
2. The second wave trend of AI search mid-tier antivirus software is expected to reach new highs.
3. Yonghui Supermarket and GuiF Xiang are expected to stop falling tomorrow, with low absorption opportunities in consumer adjustments (Zhongbai, Guangbai, Liangmian Zhen).
4. The only spark in solid-state batteries: Guanghua Technology will face a test of explosive volume tomorrow; if it can continue to rise, arbitrage opportunities will arise.