GuShiio.com Track the entire life cycle of the main line sector
Introduction:① The market is still in a short-term ebb phase, and the money-losing effect of high-end stocks continues, so we still need to be cautious in responding;② The differences between solid-state batteries have intensified after yesterday’s climax, and today we are focusing on the intensity of capital return;③ Robots and AI continue to be differentiated and adjusted in the short-term, but you can still pay attention to opportunities for short-term partial repairs
March 4 10:45
At the opening, the market rebounded today, and robot concept stocks strengthened again. Tianzheng Electric stepped out of four consecutive boards, and more than ten stocks including Zhaowei Electromechanical and Wanma had daily limit. In addition, DRG/DIG concepts, military industry and other directions are also active. However, it should be noted that today’s volume has shrunk significantly, and the overall situation is still a recovery trend after downward adjustment.
March 4, 9:15
The market rallied and fell back yesterday, and the three major indices were mixed. At the individual stock level, although the market still rose more and fell less yesterday, the money-losing effect of high-end stocks was still continuing. In the short term, the market has not escaped the ebb period, and it is still necessary to be cautious in responding.
On the market, solid-state battery concept stocks collectively strengthened and gradually began to spread towards the entire new energy track. As the direction of technology stocks fell into adjustment, the market took the lead in strengthening the newer hot direction, which is attractive to active funds that profit from high levels. It is expected that the market is still expected to become a transitional hot topic and be active repeatedly during the ebb period. However, it should be noted that after the entire market broke out in early trading yesterday, short-term sentiment has reached a climax, and market divisions have intensified in the afternoon. In particular, Huafeng shares, which had high core standards in the late session, plunged, which may cause a certain blow to their confidence in going long in the short term. The internal differentiation of solid-state batteries may further intensify at the opening stage today. By then, the intensity of capital backflow and repair will still be the focus of attention on the market.
The robot direction tried to repair it in early trading yesterday, but quickly followed up on insufficient buying and fell back again. After experiencing repeated hype in the past, the robot concept stocks have been fully interpreted in each segment, and there is a need for technical adjustments in the short term. However, the market is still optimistic about the implementation of industrialization and subsequent policy expectations, so we should respond to it and wait for opportunities for low-demand in relevant segments after short-term risks are fully released.
AI computing power concept stocks continued to be differentiated and adjusted yesterday, with early popularity stocks such as Hangzhou Steel and Capital Online falling sharply. It is also worth noting that some funds have begun to try to bottom out the AI direction. The all-in-one concept stock has been trading again for the bottom of technology. The previously popular volume of China Military Tuowei Information also encountered a rush to raise funds late yesterday. However, before market sentiment warms up, even if AI is undergoing internal repairs, most of them are mainly local stocks.
