Tonight, major hits to themes like Weixin Materials and Moer have put pressure on market sentiment.
However, this has no impact on me; I focus on fundamentally strong stocks. The stocks I hold are rarely below a market capitalization of 30 billion.
Pre-market plan: I looked at the US stock market; Apple and NVIDIA are holding strong, while Xpeng, Li Auto, and NIO are performing relatively well, but Tesla is under pressure. I expect that tomorrow, robotics-themed stocks will face significant pressure. Automotive electronics are also likely to be affected (the specific impact will be less than that on robotics, and my initial judgment is that the problem is not serious), but I am very optimistic about consumer electronics and SoCs, with Apple and Intel abroad and Xiaomi domestically.
Intel surged today, and Inspur Information hit the daily limit, while Zhongke Shuguang also saw a significant rise; the computer sector is expected to continue its peak tomorrow.
Potential copper and non-ferrous metals may see a pullback; tomorrow we need to observe the support situation, and I prefer to engage in small metals and rare earths. Innovative drugs have some support and can be considered as alternatives.
What needs to be said has already been mentioned in previous articles; in booming industries, rolling trades should be done, focusing on the top five industries. Keep it up!
Today, the emerging sectors include non-ferrous metals, rare earths, copper, gold, small metals, as well as innovative drugs and CXO, which I will keep under observation.
There are only two trading days left next week; let’s pass them quietly.
I hope tomorrow will also be steady.