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On Wednesday, the major indices showed mixed results, with the Shanghai Composite Index falling by 0.15% to close at 3864.18 points; the Shenzhen Component Index rose by 1.02% to close at 12907.83 points; and the ChiNext Index increased by 2.14% to close at 3044.69 points. The total transaction amount in the Shanghai and Shenzhen markets was 1.7833 trillion yuan, a slight decrease of 28.8 billion from yesterday. Technically, the Shanghai Composite Index is fluctuating near the 5-day moving average, and we should continue to monitor whether it can stay above this average. Currently, the index cannot be deemed stable, and there may still be fluctuations in the short term, so it is important to control the pace well.
In terms of sectors, artificial intelligence hardware performed impressively, with CPO and OCS switches showing strength, and Yi Zhongtian continuing to rise sharply; AI applications are diverging, with Rongji Software hitting the limit down, while BlueFocus experienced a pullback after a surge. It is worth watching whether individual stocks can continue to strengthen after this divergence.
Yesterday, we commented on the robotics sector, noting that the recommended Fangzheng Motor once hit the limit up. In the afternoon, six departments issued a document requiring the key development of urgently needed products such as elderly care service robots. The robotics sector still has opportunities, but it is still viewed as a rebound for now.
In the short term, there is a high possibility of continued rotation in several directions, including Google, commercial aerospace, and influenza. In terms of operations, we should continue to pay attention to related stocks, and the targets can refer to the content of previous articles.
Disclaimer: This article is for personal learning and communication purposes only and should not be used as a basis for trading. The industries and stocks mentioned in the article are for case discussion and not recommendations. Please exercise rational judgment. The operational ideas in the article only represent personal views and are based on simulated funds. Any trading gains or losses based on this are at your own risk. The stock market has risks, and one should be cautious when entering the market!