Just after lunch, closed today, here to talk about the views of the software and artificial intelligence sector that have been very popular recently (the following only represents personal views, personal suggestions):
1. Future development: It is safe to say that artificial intelligence is a trend in the future, even the next era of artificial intelligence after the Internet era, so there is a lot of room for future development. But for now, don't expect big development and expansion in the short term. Because artificial intelligence also has many problems, especially the constraints of laws and regulations, if this thing is not well constrained, it is not good to do it as Mr. Hawking said, "human beings will be destroyed by artificial intelligence in the future", so countries around the world will inevitably introduce many laws and regulations to restrict and correct the development of artificial intelligence. Secondly, if artificial intelligence expands rapidly, it will inevitably cause large-scale unemployment, we have just experienced the epidemic for more than 2 years, many small and medium-sized enterprises have closed, and jobs are missing, so if the rapid development of artificial intelligence, the pursuit of profit business owners, will inevitably lay off a large number of employees, resulting in large-scale unemployment, social turmoil. At present, the stock market, artificial intelligence and software sectors are rising well, all because the institutions and consortiums behind it take advantage of the popularity of ChatGPT to hype.
2. How to do it now? From the perspective of the 50-week cycle of science and technology and the computer application sector (see the following 2 figures), the two sectors have come to the pressure level of the early clamping area, although the amount of energy is amplified, but how many people who have been trapped in the early stage need to sell unpacked, and since October last year, the computer application sector has risen by more than 66% (see the third figure below), and most of the related stocks have risen by about 1 times. Accumulate a lot of profit orders, the key is that there is almost no deep washing in the process of rising (see the 4th figure below), which shows that there are really many profit orders.
3. Suggestions: So combined with the above analysis, I personally think that shareholders who hold the software and artificial intelligence sectors can sell 1/3-1/4 at an appropriate profit to reduce some holding costs, which is more secure, even if the later wash will not be very panicked. Of course, there is no holding, it is not recommended to chase higher, be careful of the institution at any time shipment, in fact, the institution sometimes has begun to ship when the stock rises, pay special attention. It should be noted that I have sold one of the 2 software stocks I currently hold, you can look at my previous article, I have made a profit on one software stock, and the other software ticket of the science and technology innovation board rose 3 points yesterday and also sold half of the position.
4. Finally, I wish everyone a happy life~