What Happened with the Surge in AI Hardware?

What Happened with the Surge in AI Hardware?

Last Friday’s significant drop left the entire market bewildered.A large volume drop contains excellent opportunities!In fact, there is no essential difference between a large rise and a large fall; the core issue is the short-term changes in market sentiment and risk appetite.In terms of short-term news, last night the NASDAQ surged, and the Federal Reserve … Read more

Today’s A-Share Market: A Comedy Show of Speculative Trading

Today's A-Share Market: A Comedy Show of Speculative Trading

Today’s A-share market is like a comedy scene, with speculative trading completely letting loose—some stocks are hitting the limit up based on map check-ins, while others are taking off due to mysterious metaphysical signals. Even the usually composed veteran investors can’t help but complain: “Nowadays, trading stocks doesn’t require looking at financial reports; you first … Read more

The Semiconductor Dark Horse is About to Surge! 10 Shares for 20 Yuan + Major Players Accumulate in Secret, Retail Investors: Is it Too Late to Run?

Title: Jianye Co., Ltd. (603948): A Dark Horse in Semiconductor Materials or a Trap for Retail Investors? A Night of Tears for 100,000 Retail Investors, Sleepless Tonight! Recently, the A-share market has been turbulent, with rapid shifts in the main lines resembling a game of whack-a-mole—just when you think you’ve caught the semiconductor wave, you’re … Read more

Healthy Divergence Following Chip Surge on September 25

Healthy Divergence Following Chip Surge on September 25

[Introduction] In the past year, my trading strategy has shifted: from purely focusing on leading stocks to gradually identifying emotional cycles as starting points for trading. Although my understanding of emotional cycles has deepened, my account balance has unfortunately decreased instead of increased. 😔 I often watch live streams on Douyin and follow various influential … Read more

Continuing to Firmly Believe in Consumer Electronics SoC + Autonomous Driving, Observing Computer Servers

Continuing to Firmly Believe in Consumer Electronics SoC + Autonomous Driving, Observing Computer Servers

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 … Read more

Focus on T-Chain in Robotics

Focus on T-Chain in Robotics

1. Evolving along the path of least resistance, this is the trend; the overall market trend determines the trend of individual stocks. Real profits come from the overall market trend, and big money is not made from arbitrage but from the main trend’s upward wave. 2. Only bet on active and liquid stocks. For me, … Read more

SoC Chips: A Weak Yet Resilient Situation

SoC Chips: A Weak Yet Resilient Situation

Today, the three major indices rose in the green. Market sentiment indicators show that the All A Index increased by 1.26%, with an 80% rate of positive performance; short-term sentiment indicators show a 28% continuation rate and a 37% breakout rate. Although the overall market sentiment indicators performed strongly today, the short-term sentiment indicators were … Read more