GuShiio.com Track the entire life cycle of the main line sector
Introduction:① The hot spots are centered around AI, and the differentiation of DeepSeek concepts is expected to be pulled back by the Ali concept. The current fault tolerance rate of short-term hype is still high, but we need to be wary of secondary differences;② The bean bun news catalyzes end-side AI, and this year is expected to become the first year of the outbreak, with multiple fields Benefiting, we can pay attention to the direction of subdivision;③ Semiconductor rose yesterday afternoon, leading the rise to the low level, or trying to cut funds to the low level, causing late changes in finance and real estate, and subsequent rotation with high probability.
February 13 12:05
The market was volatile and adjusted in early trading today, and the three major indexes fell slightly. Among them, the differentiation of Deepseek’s concept intensified, and some stocks suffered heavy losses. Previously, another hot robot concept was also among the top losers. Therefore, in this context, funds began to flow back to the defensive sector, with liquor, pork, etc. leading the gainers. Defensive sectors such as liquor and pork strengthened, while films, media marketing and other directions were also active. Overall, although the previous hot spots have fallen into adjustment, the index still shows strong momentum to take on, and the loss effect of individual stocks is fair, and they are still in the category of increase and correction. In the future, we can still pay attention to the differences in the main line sectors. Low-draw opportunities during the sorting process.
February 13 10:45
Today, the DeepSeek concept fell into adjustment again. Meg Intelligence hit a limit, and popular stocks such as entrepreneurial dark horses, Guozi Software, Hand Information, Guanghetong, and Fastcloud Technology were among the top losers. On the other hand, robot concept stocks also fell sharply collectively. Zhaowei Electromechanical fell more than 9%, and Wolong Electric Drive, Evert, Keri Sensing, and ASD all fell more than 6%. Against the background of the weakening of hot spots in the early stage, funds began to pour into the defensive sector, with liquor, pork and other directions leading the increase.
February 13, 9:15
Yesterday was volatile and higher throughout the day, especially in the late session, driven by finance and real estate, the index accelerated upward. Overall, the benign structure of fluctuating upward along the 5-day line continues, and the transaction volume has always remained above 1.5 trillion yuan. The overall benign structure is expected to continue.
On the market, yesterday’s market hype still centered around AI. Originally, the DeepSeek concept had certain expectations of divergence in the short term, but many individual stocks overlapped with the Ali concept that was stimulated by the news, causing differences to be pulled back. Therefore, the market has shown a very high fault tolerance rate. The previous day plunged and fell back to high levels without leaving A, which also provides motivation for funds to continue to chase after the rise. Therefore, the high-ranking connected stocks continued to be strong yesterday. Among the connected stocks with more than 5 boards, only Hangjin Technology failed to advance. However, it should be noted that the interpretation of the DeepSeek concept has reached the stage of an open game, and short-term fluctuations are inevitable to intensify. Therefore, once there is not enough funds to undertake it in the future, we still need to be vigilant against the possibility of second differences.
It is also worth noting that the news that bean buns reduce reasoning costs has once again catalysed the direction of end-side AI. With the continuous development of end-side AI technology, its market scale is expected to continue to expand. This year is expected to be the first year of the outbreak of end-side AI. In addition to traditional consumer electronics such as mobile phones, PCs, glasses, and headphones, home appliances, robots, smart cars, educational office equipment, toys, etc. are also expected to benefit from the trend of end-side AI, and we can continue to pay attention to AI data center computing infrastructure in the future., Soc chips, edge computing and other segments.
Yesterday afternoon, the semiconductor sector suddenly emerged, and judging from the leading stocks, they tended to be relatively low in the direction of consumer electronics, automotive chips, etc. In essence, it may be an attempt to carry out high-low cutting and rotation with funds in the form of tapping potential at low positions. Similar to this is the financial and real estate changes in late trading yesterday. However, the demand for turnover in these weighted sectors is also high. If there is not enough incremental funds to continue to assist, the subsequent high probability will still be dominated by rotation.
