NVIDIA’s Jensen Huang stated that the U.S. government has approved export licenses, and will begin selling H20 chips to the Chinese market, with many orders already placed. Some companies that have pre-ordered the H20 chips are currently waiting.This is Huang’s third visit to China this year, and NVIDIA’s market share in China has dropped from 90% to 50%, which is understandable. As the subsequent chip releases are allowed, the related computing power industry chain is expected to continue to be hyped, but in a rotating market, it is advisable to focus on buying on dips rather than chasing highs.Today’s new stockHua Dian New Energy indeed exceeded expectations; it was surprising to see such a large market cap, with the initial public offering peaking at nearly 220%. This time, the number of winning tickets is4.3892 million, and it is estimated that there may be over a million winning investors, which can be considered a sunshine award.Additionally, the World Robot Conference,Robot Sports Games will be held in Beijing from August 8 to 12, with over 200 participating companies, including more than 50 humanoid robot companies. This year, such exhibitions are being held quite frequently, indicating that the commercialization scenarios are expanding and accelerating.In the rotation, the market is rising while banking and insurance continue to lead the decline, causing the index to rest and consolidate around the 3500 level. These high-dividend sectors and technology stocks exhibit a clear seesaw effect, one representing defense and the other offense.From a short-term perspective, the high-dividend banking sector has already dropped to near the 20-day moving average, indicating a technical demand for a rebound.The current index remains stable, representing a normal pullback after breaking previous highs, but from an operational perspective, the significance of referencing the index is limited; the recent market has been in a rotation rhythm, and specific sectors need to be analyzed for operations.The rotation of AI and robotics has shifted from the previous anti-involution in photovoltaic and steel to the recent computing power. To seize opportunities, one must enter at the beginning of the market’s unusual movements; waiting for the market to ferment before entering can be quite passive, which is one reason why short-term trading has been challenging recently.In the long run, we must adapt to the current market trends; the size of the A-share market has become so large that it is difficult to replicate the previous bull market.However, you will notice that during this rapid rotation, the focus of many individual stocks is continuously shifting upwards. Therefore, rather than passively chasing highs in the rotation, it is better to hold onto core sectors, buy on dips, and patiently wait for the trend to arrive.Clearly, the market style has shifted back to technology. However, this time, technology has shown a clear rotation, primarily between AI and robotics.On Monday, robotics rebounded, on Tuesday AI surged, and today robotics saw another significant rise. The collective rebound of robots mentioned in the “Weekly Strategy” saw old favorites like Rongtai and Fuda hitting the limit up, while Weike and Yinlun also surged; tomorrow could very well see another AI surge.Over the past month, while the market has been bearish on robotics, I have repeatedly reminded everyone to bottom fish. After several months of consolidation, the second wave adjustment of humanoid robots has finally ended. How to trade robots after the end of the second wave has already been discussed in detail this afternoon in the Hexun live studio. As the old saying goes, the next three months will be a wonderful time for technology stocks; whether it is AI, robotics, or other tech stocks, there will be profits to be made.
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