The Shanghai Composite Index fell by 0.26%, while the ChiNext Index rose by 1.52%. 【1. In the afternoon, the index retreated, with the Shanghai Composite weekly analysis showing support at 3836 points. The ChiNext had a long shadow, and the rapid rise above 3100 points is certainly too fast (not in line with the requirements of a slow bull market).
The total trading volume for the day exceeded 22.7 trillion, with a decrease in volume.
2. The market showed divergence throughout the day. CATL’s solid-state battery surged and then retreated. Originally, the leading intelligent regulation was in place, but this adjustment will extend the timeline. We should stick to the main line of AI hardware (divergence for 2 days, with expectations of a rebound).
Eight stocks hit the 20% daily limit up.
According to the recent regulatory stock model, Dongxin Technology and Shuangwei New Materials will be under regulation for one day tomorrow. Dongxin Technology and others are expected to see a significant rise after the regulatory period ends on Wednesday. Capcloud originally closed up by 10.22%, and in the closing auction, it surged to close up by 13.71%. We will observe whether it will enter regulation again tomorrow (Shuangwei New Materials closed up by 14.66% on September 2 before entering regulation).
AI hardware divergence is suitable for buying after a significant drop in the ChiNext. The core leaders’ gains are: Shenghong Technology (300476, PCB) > Shijia Photon (688313) > Xinyi Sheng (300502) in the top three; Zhongji Xuchuang (300308, Goldman Sachs target price 442 yuan), Tianfu Communication (300394), and Yuanjie Technology (688498).
AI Chips: Cambricon – U (688256) has had its target price raised by Goldman Sachs to 104 yuan, waiting for a bullish market sentiment.
Dongxin Technology (688110, GPU chip; under regulation until September 16) is in a regulatory game.
Robot Technology (300757, plans to issue H shares).
Liquid Cooling: 20% leader Siquan New Materials (301489, under regulation until September 24).
AI hardware bull market, this round of PCB (Shenghong Technology) is strong: Dazhu CNC (301200), Dingtai High-tech (301377), Nanya New Materials (688519).
Tengjing Technology (688195) leads the rebound.
Storage Chips: Shannon Chip Creation (300475, social security) is the leader; 10%: Demingli (001309).
Solid-state batteries (reduced configuration): 20% leader Leading Intelligent (300450, under regulation until September 25), Hangke Technology (688006, under regulation until September 24). Haibosi Chuang (688411), Honggong Technology (301662).
Dongfeng Technology remains unchanged.
Abnormal movements: 6 stocks hit the limit down (limit down + drop over 10%): directly blacklisted.
Hangzhou High-tech (300478): Amplitude of 21.78%, change of control, do not buy at high positions, wait for it to return to the 20-day line.
Online and Offline (300959): Amplitude of 21.77%, 20% limit up, not a hot stock, do not buy.