GuShiio.com Track the entire life cycle of the main line sector
Introduction:① The market fluctuated and adjusted yesterday. The three major indexes closed down and shrank in volume. After a continuous rebound, they returned to normal. If there was no obvious destructive decline, they still looked to be shaken higher;②DeepSeek concept stocks gradually entered a stage of shock and differentiation, and subsequent focus on sector consolidation. Relatively counter-trend stocks;③DeepSeek divergences have begun, and the rotating hotspots have revolved around AI. Apple and Ali have cooperated to develop AI for iPhone users in China, which may benefit related industrial chain concepts.
February 12 12:05
Today’s morning trading surged high and fell back. The three major indices were mixed, and the volume could shrink further. AI remains the absolute core direction of the market. Driven by positive news, Ali concept stocks have strengthened, and DeepSeek concept stocks have continued to be active. In addition, data centers, liquid-cooled servers, consumer electronics and other related directions are also among the top gainers. But apart from AI, there are few other hot spots in the market, and individual stocks are also falling more than rising. Therefore, in the context of the structural continuation of the market, the focus of attention should still focus on the rotating opportunities within the main line.
February 12 10:45
Today, the market continues to be turbulent and differentiated. Market hotspots are still centered around AI. The DeepSeek concept has once again strengthened. Meg Intelligence has emerged from eight consecutive boards, and Tuowei Information and DreamNet Technology have emerged from six consecutive boards. Data centers, liquid-cooled servers, cloud computing and other stocks were among the top gainers. In addition, consumer electronics also strengthened, with Jierong Technology trading at a daily limit, while Jierong Technology and Furong Technology were among the top gainers.
February 12, 9:15
Yesterday, the market fluctuated and adjusted, and the three major indices closed down across the board, and the volume and energy also shrank further. From the perspective of the index, it is reasonable to see a certain degree of backstepping correction after three consecutive days of heavy volume rebound. As long as there is no obvious destructive decline in the subsequent period, it is still appropriate to treat it as a volatile and higher structure.
The divergence of concept stocks in the DeepSeek concept intensified yesterday afternoon, with Daily Interactive, Capital Online, and Ucede sharply rising and falling back. However, the absolute majority of consecutive high-level bids still remain strong. If there is no subsequent incremental funding relay, it is expected that the divisions within the DeepSeek concept may continue to occur. In fact, it will be easier to find the leading target for recognition after the differences in the subject matter. If we continue to rush first, it will aggravate the extremes of the knockout rounds. Therefore, the consolidation of short-term differences does not mean that the market will end there, but can be regarded as the next round of upward attacks to accumulate momentum.
In terms of hype style, usually when a certain theme is in the continuous promotion stage, the 20-cm and 30-cm style dominates due to the pursuit of efficiency in the use of funds. After entering differentiation and consolidation, the funds will gradually become conservative. At this time, 10 centimeters will be relatively prominent, and the increase in the front row of 20 centimeters has already been 1.5 times, and 10 centimeters has a logical need to make up for the increase. Therefore, in follow-up responses, pay more attention to relatively strong stocks in differences, or wait patiently for low-selling opportunities from trend stocks.
As DeepSeek divergences open, there will be more hot spots in rotation, but it is still expected to focus on AI. According to the technology media The Information quoted sources, Apple is working with Alibaba to develop and launch AI for iPhone users in China. It is expected that today’s related Apple and Ali industrial chain concepts may directly benefit. Of course, you can also pay attention to whether it will further extend to end-side hype. On the other hand, as one of the core applications of AI downstream, the direction of robots that has been continuously divided and divided is also worthy of attention. In fact, there was a certain degree of rush for funding in the late stage of yesterday. However, since the main line is still dominated by the DeepSeek concept, even if there is a return of funds, it is more difficult to repeat the previous continuous main rise. The subsequent high probability is still dominated by shocks, focusing on low-selling opportunities of trend stocks.
