GuShiio.com Track the entire life cycle of the main line sector
Introduction:① The market rebounded yesterday, and all three major indexes rose, with more than 4600 stocks floating red, but the volume could shrink, and the short-term shocks occurred repeatedly;② The robot concept broke out with a daily limit of more than 40 stocks across the board yesterday, but there were high doubts in the short-term, and differences may intensify today;③ The DeepSeek concept rebounded, and the front row core still maintained a very high level of activity. Later, we can focus on the second wave of new segments
February 20 10:45
At the opening, the market fell into division as scheduled today. Driven by the news that China Institute of Information and Technology launched a special test for AI glasses, AI glasses concept stocks broke out. In addition, AI medical has been repeatedly active, with international medical prices trading at a daily limit, and Tiger Medical and Innovative Medical are among the top gainers. On the other hand, the concepts of robots, chips, and DeepSeek are all differentiated and organized, and the overall disk is still appropriate to be viewed in a rotating structure.
February 20, 9:15
The market rebounded yesterday. The three major indexes closed up across the board. More than 4600 stocks in the entire market were in red. Among them, robot concept stocks surged, and technology directions such as semiconductors and DeepSeek also performed well. However, behind yesterday’s general increase, the quantity and energy have further shrunk, and the short-term may still experience a certain degree of shocks and setbacks.
Robot concept stocks broke out across the board yesterday, with 40 stocks in the Super League in the sector trading limit, and many stocks such as Changsheng Bearing, Wanda Bearing, Junchuang Technology, Fengli Intelligent, Obi Zhongguang, and Henggong Precision hit record highs. From the perspective of segmentation, due to the continuous catalysis of the news, this round of robot hype focuses on the Yushu concept stock, and Changsheng Bearing is undoubtedly the most core target. Therefore, the feedback from its market outlook has a weathervane significance for the robot as a whole. However, from the perspective of short-term emotions, as the hype continued to spread in intraday trading yesterday, extending to almost all segments of the robot, today we are facing a situation where there is no strong and no strong, and there is a high probability that differences will arise. In the process of differences, we will be relatively contrarian in the trend. Subdivisions are the focus of the market outlook.
The DeepSeek concept rebounded yesterday. The transaction volume of Tuowei Information and Daily Interaction in the front row, which has exceeded 10 billion yuan, further climbed upward, while Hangjin Technology once again recorded a daily limit of 9 boards in 12 days. It is not difficult to find that some logically positive trend capacity votes still remain strong. It is expected that DeepSeek’s differentiation and consolidation may continue, but the core targets in the front row are still expected to be active repeatedly. In addition, if the short-term consolidation can be ended and the second wave can be started in the follow-up, the direction of the new outbreak will still be the focus of attention.
The semiconductor sector was also active yesterday. On the one hand, it was catalyzed by Huahong Semiconductor’s exceeding expectations. This once again confirms that the cycle of the entire semiconductor industry has begun to improve. On the other hand, Weil shares also have a daily limit. As the leader in the direction of automotive chips, as it starts to accelerate its rise, this segment may have a chance to make up for the increase. Overall, in the context of the current dominance of technology stocks, the semiconductor sector, as a highly popular sector in the market, is still a high probability that it is an unavoidable direction for long funds.
