GuShiio.com Track the entire life cycle of the main line sector
Introduction:① The market volume was heavy last Friday, and the Science and Technology Innovation 50 hit a new high in nearly two years. However, the money-making effect was concentrated on technology stocks, and structural differentiation is expected to continue;②AI concept stocks broke out, and Ali’s performance and cloud service capital expenditures catalyzed the direction of hardware computing power., covering a large number of weights, driving the market, heavyweights are expected to continue the upward trend, and the direction of cloud computing may be repeatedly active. Previously, there was no first-hand chip to arbitrage at low prices;③ State-owned Assets Cloud is gradually attracting financial attention, and pay attention to the opportunities of segments or individual stocks to make up for growth; ④ The robot market has strong continuity. Figure AI releases models, Yushu Technology debuts robots, etc. Under the high certainty of industrial logic, pay attention to the momentum of the sector.
February 24 10:45
Today, the market is showing a turbulent and differentiated trend. The internal hardware direction of technology stocks is relatively strong, with computing power leasing, data center, and Huawei Shengteng leading the gainers. On the other hand, many popular stocks in DeepSeek weakened, Hangjin Technology fell to a limit, and Daily Interactive, Ucede, Fastcloud Technology, and Parallel Technology all suffered heavy losses. The direction of another hot robot has bottomed out, with Keli Sensing, Xingguang Agricultural Machinery, Xinshida, and Landai Technology trading at daily limits. In other directions, the agriculture, low-altitude economy, real estate and other sectors are also active in turn, with turnover further increasing compared with the same period last Friday.
February 24, 9:15
Last Friday, the market ushered in heavy volume, the three major indices closed up across the board, and the Science and Technology Innovation 50 hit a new high in the past two years. However, it should be noted that the vast majority of the money-making effects on the market are still concentrated in the direction of technology stocks, while traditional industry sectors such as banks are significantly weaker than the index. It is expected that similar structural divisions may continue this week, and follow-up attention should still focus on the main line and its extension direction.
On the market, AI concept stocks broke out across the board. Ali’s performance exceeded expectations and continued increase in capital expenditures on cloud services have directly catalyzed the direction of hardware computing power. Data centers, computing power leasing, chips, servers, optical modules and other segments were among the top gainers. The direction of hardware computing power covers a large number of weights, which plays a significant role in driving the overall disk. Against the background of accelerating capital inflows, heavyweights are expected to continue their volatile upward trend and pay attention to low-buying opportunities when sorting out differences. In addition, it is the cloud computing (service) direction with the strongest continuity in this round of market. It is expected that the high probability will still be active repeatedly. However, since the overall level of the core targets in the front row is not low, there is a possibility of increased fluctuations in the short term, if there is no first-hand bargaining before, low-draw arbitrage will still be the main focus. In addition, you can also pay attention to the high and low cuts in the main line or focus on the targets that resurrect after differences are settled.
With February 19, the State-owned Assets Supervision and Administration Commission held a deepening and deployment meeting for the “AI+” special action of central enterprises to summarize the progress and effectiveness of the development of artificial intelligence by state-owned and central enterprises, and study and deploy the next key tasks. Recently, the government system announced its connection to DeepSeek. As the infrastructure support for government informatization, state-owned assets cloud and government cloud are expected to usher in a new demand side comprehensive acceleration. The daily limit of China Unicom and China Telecom last Friday is a better confirmation of the above view. It is expected that amid the craze for large-scale model deployments in the state-owned enterprises, finance and government fields, there is a high probability that the hype about state-owned assets cloud will continue. Pay attention to newly launched segments or opportunities for replenishment of individual stocks.
In addition to the DeepSeek concept, robots have also maintained a strong continuity in the near future. In the news, Figure AI recently released the end-to-end humanoid robot Helix VLA model, and Yushu Technology unveiled two robots at the 2025GDC over the weekend. In addition, various local policies have also continued to increase support for the robot industry. Under the certainty of industrial logic, this round of robot market will not end easily, and we will still pay attention to rotational opportunities in the sector in the future.
