GuShiio.com Track the entire life cycle of the main line sector
Introduction:① As many high-ranking stocks have doubts about ebbing, market risk appetite has been further reduced;②DeepSeek, as a super-theme, has little probability of ebbing. Yesterday’s concept left capacity alive, and there was funds rushing to raise in the late session, and the follow-up or continuation of the shrinking focus model;③DeepSeek released an NSA purely technical paper that exceeded expectations, and its impact on market sentiment is the focus of today’s market observation;④DeepSeek released an NSA purely technical paper that exceeded expectations, and its impact on market sentiment is the focus of today’s market observation.
February 19 12:00
Today, the market rebounded in shock, and all three major indexes were red. Among them, robot concept stocks broke out again. More than 20 stocks in the sector rose daily. The direction of semiconductor chips was also active. Huahong Company rose more than 9%. In addition, the DeepSeek concept also rebounded, with relatively strong computing power. Overall, after yesterday’s adjustment, today’s technology stocks have ushered in full-line repairs. However, with limited incremental funds, hot spots are still dominated by rotation, and grasping the rhythm during the shock process is still the key.
February 19 10:45
Looking at the first hour of opening, robot concept stocks strengthened again, Changsheng Bearing once again rose to the limit, and Fengli Intelligent, Zhongdalide, Jiangsu Leili, Siling Shares, Xiangyou Oil Pump, Amperon and other stocks hit record highs. DeepSeek also ushered in a rebound, with Fiberhome Communications, Jinyu Medical, and Donghua Software trading at daily limits. However, yesterday, the six-company high-standard Weipag fell to the limit again. Hangzhou Steel Co., Ltd. and Huayang Lianzhong were also among the top losers. Overall, the degree of repair was relatively average.
February 19, 9:30
Yesterday, the market fluctuated and fell. The three major indices closed down, and the GEM index fell nearly 2%. The short-term emotional direction has also weakened, with many high-ranking stocks showing doubts about ebbing and returning to the consolidation pattern in the short term.
On the market, the previous two DeepSeek high-standard Hangzhou Steel Co., Ltd. and DreamNet Technology both fell to the limit at the opening, setting the tone for the whole day. As the banking sector bucked the trend and strengthened, market risk appetite further declined. On the other hand, the DeepSeek concept has deduced that relevant stocks have reached high levels so far, and have accumulated more short-term profit-making orders. Therefore, when the short-term trend decreases, it is inevitable that funds will choose to cash in collectively in the afternoon. From the perspective of short-term sentiment, it is still of strong observation significance when these weakening and high standards will stop falling and stabilize.
However, it should be noted that DeepSeek, as a super-themed market with clear industrial logic, is unlikely to recede suddenly. In fact, there was still a lot of capacity left in the DeepSeek concept yesterday, especially in the late stage of the game. Rusai Zhilian quickly pulled up to the daily limit, while Tuowei Information, Daily Interaction, Digital China, Youkede, etc. all bucked the trend and closed in popularity. In the process of overall adjustment in the sector, active funds are clustered at a high level. It is expected that a similar volume reduction and focus model will continue in the future, and the response will adhere to the principle of eliminating the weak and retaining the strong.
Yesterday evening DeepSeek released a purely technical paper report on NSA on social platform X. Judging from the interpretations of all parties, it exceeded expectations. NSA is specially designed for long text training and reasoning, using dynamic hierarchical sparse strategies and other methods. Through optimized design for modern hardware, it significantly optimizes the performance of traditional AI models in the training and reasoning process, especially improves long-context reasoning capabilities, and improves reasoning speed while ensuring performance. And effectively reduces pre-training costs. At the node where doubts arise, this positive news and feedback on market sentiment are the focus of today’s market viewing.
In the direction of robots, although the core Changsheng Bearing (Yushu Robot Concept Stock) continues to hit new highs, its driving effect on the overall sector is becoming increasingly limited, and the core targets of other branches do not echo. At present, the robots with daily limit are still marginal varieties, reflecting that the robot as a whole is still in the sorting stage. After experiencing the precipitation of chips, it is waiting for the next new catalyst to ignite the next round of market.
