GuShiio.com 
Guoman Finance, interpreting politics and economy, hello everyone, welcome to watch Gushi Finance, I am Shengcai. This week’s A-share market can be described as “some are happy and some are sad”, and the overall market is structural, just like a wonderful football game, some players shine on the field, while others are unknown off the field.
This week, the technology and education sectors led the gains, as if they were on a “rocket” and “soaring” all the way. Technology stocks seem to have been injected with “heart tonics”, and various good news continue to make investors seem to see a bright “money prospect”. The education sector is not to be outdone. Under the “spring breeze” of policies, it ushered in the long-lost “spring”, allowing those investors who have been sticking to education stocks to finally raise their heads and feel proud. Communications, computers, and electronics, the three giants, directly dominated the list of gains. Sectors such as liquid-cooled servers and computing power leasing, which sounded like “future warrior equipment stores,” took off directly. China Telecom and China Unicom, two “top central enterprises”, actually hit the daily limit, and China Mobile also rose by 4%. This wave of operations made netizens exclaim, “Have all the operators switched to AI?”
After a period of adjustment, the new energy sector also ushered in a rebound this week, as if telling the market: “I am not old yet, and I can fight again.”
The most eye-catching humanoid robot concept stock Wanda Bearing received a 30% daily limit, which was the second consecutive day of the stock’s daily limit; Yushu Technology concept stock Changsheng Bearing rose more than 19% in the afternoon, and the intraday stock price reached a high of 118 yuan, which was nearly 10 times higher than the lowest price of 10.84 yuan in February last year.
However, the differences in funds in the market have also intensified, just like a group of people dividing the cake, and everyone has different ideas. Some funds are frantically pouring into hot sectors, pushing up stock prices, while some funds are quietly retreating, looking for the next “prey”. This divergence has led to an accelerated rotation rhythm between sectors, and investors are like playing “pass the parcel”, fearing that they will receive the last stick.
For the trend of A-shares next week, It is said that “looking at flowers in the fog and the moon in the water” is full of uncertainty. Despite this, I think the trend of A-shares next week is still promising. First of all, policy expectations are still strong. With the two sessions approaching in early March, the market’s expectations for stable growth policies may promote the main line of “domestic demand recovery”. Secondly, the demand for capital allocation is also increasing. High-dividend defensive sectors such as banks and non-bank financial institutions are more attractive in an environment of falling interest rates. The main line of technology also has continuity. Policy details such as AI application acceleration and computing power infrastructure may further catalyze the technology sector. However, as stock prices rise, the risk of callbacks is also increasing. Finally, the new energy sector is expected to continue to rebound, but its sustainability needs to be paid attention to. After a period of adjustment, the consumer sector may have an opportunity to repair its valuation.
This week is a carnival for the technology party. Next week, please hold the steering wheel steady. Either continue “AI cultivation” or switch to “policy mining”, but don’t forget to pay attention to risks, pay close attention to market trends, and adjust investment strategies in a timely manner.
Domestic video address: https://www.bilibili.com/video/BV1EFAmeFEPF
Overseas video address: https://www.youtube.com/watch?v=VFPSAzR0nGc
