Strong Performance in Chips, Divergence in Solid-State Drives

The technology sector is experiencing healthy divergence, with a primary focus today on storage chips, as well as cyclical movements in robotics and defensive metal sectors. However, there has been little sector-wide effect; technology remains strong. Since Wednesday, there have been three consecutive large gains, while solid-state drives have not seen any rebound, leading to four days of divergence. The leading stocks faced regulatory scrutiny yesterday, opening lower and continuing to decline. Guoxuan attempted to take the lead but ultimately fell back after a brief surge. Today marks a day of divergence; the main line remains strong. It is advisable to focus less on secondary lines and more on the main line for low absorption and major upward opportunities. The biggest oversight has been a failure to recognize that technology is the overarching theme that has persisted for several months and is closely related to the index. The previous gains were merely adjustments after a significant rise, which led to the rotation into solid-state and defensive sectors. Understanding who is primary and who is secondary is crucial. Moving forward, it is better to concentrate on the main line and avoid getting involved in minor sectors.

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