The Semiconductor Setback and the Counterattack of Photovoltaics and Lithium Batteries: What Secrets Lie Behind the ‘Seesaw’ Effect in the Capital Market?

With a calm heart, let’s delve into the content below.After familiarizing ourselves with our capital market, we can always identify some patterns, some of which may seem nonsensical, such as speculating on zodiac signs or investing in concept stocks.For instance, on the morning of October 29, the simultaneous reverse movements of Cambrian and Longi revealed subtle signals.While Cambrian plummeted, Longi quickly surged.This trend continues today, with semiconductors experiencing wide fluctuations and declines, while funds are flowing back into photovoltaics, lithium batteries, and solid-state batteries.In the overall lack of incremental funds, one sector must be hit hard to attract fresh capital to lift the others.What you see is guided by the underlying funds.Is that clear enough?There is no denying the mainstream operators behind the scenes, but for individual investors, it’s best to remain focused.However, the overall medium to long-term main line still revolves around the competition between China and the United States.This year, unexpectedly, after a brief adjustment from both sides, the likelihood of continued tension remains high.The ideological differences make it difficult to return to a honeymoon phase in relations.Based on this, in a market lacking incremental funds, there will be constant rotations, with the flags on the city walls changing frequently.Those who can accurately predict each step certainly have a combination of strength and luck, and possibly connections. You might be the parent of the operator.Overall, the cyclical fluctuations have ups and downs, so try not to take it out on the market.

Leave a Comment