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Cash in Cambridge Technology, hit the board Hongbo shares! Artificial intelligence returned as scheduled

author:The road to doubling the compound interest boss

Today's operation: (Statement - the individual stocks involved in the review are only personal interpretations of the day's market, do not push stocks or recommend stocks, and do not make reference for trading.) )

Selling Cambridge Technology, the morning is relatively weak, can not be the leader of the rise, as a set of arbitrage first out. Backhand buying of the strongest Hongbo shares in the sector is regarded as a switch of individual stocks within the sector. For our short-term players, limited selection leads the bullish variety.

Cash in Cambridge Technology, hit the board Hongbo shares! Artificial intelligence returned as scheduled
Cash in Cambridge Technology, hit the board Hongbo shares! Artificial intelligence returned as scheduled

Selling Taihai nuclear power, it was delayed on the board in the morning, and the arbitrage was sold. Buy Ruineng Technology, superimpose semiconductor properties, open a deal, and row a board.

Cash in Cambridge Technology, hit the board Hongbo shares! Artificial intelligence returned as scheduled
Cash in Cambridge Technology, hit the board Hongbo shares! Artificial intelligence returned as scheduled

To explain here, many friends will be concerned about what ticket I bought in the intraday, generally speaking, I will buy trend-type varieties as soon as possible, such as Wednesday Baoming Technology, Thursday's Cambridge Technology. Emotional tickets can already be on the board when they can be issued, such as Taihai Nuclear Power on Thursday and Hongbo shares on Friday. This short-term emotional flow may not be able to keep up, but the thinking is based on the idea of the previous day's review. Let's talk about everyone to read more and understand the ideas more.

Cash in Cambridge Technology, hit the board Hongbo shares! Artificial intelligence returned as scheduled

Plate interpretation:

Artificial intelligence continues to strengthen today, following Thursday's return. The CPO led by Cambridge Technology and Hongbo shares has seen a significant return of computing power. Memory chips have exploded simultaneously, including the old media sector has shown a significant return. The expectation of this kind of return, we say every day, on the one hand, is the stimulation of news, and on the other hand, there are divergent expectations on new topics dominated by electricity and robots.

Cash in Cambridge Technology, hit the board Hongbo shares! Artificial intelligence returned as scheduled

There are many subdivisions of artificial intelligence, and the following combines various branches to sort out the echelon of recognition:

1, CPO, computing power sector, Qianqiao technology trend, do not need to go too intense, as long as it can continue to reach new highs. Hongbo shares walk the board structure, is a representative of height, how much vertical height the plate can play depends on his performance. Liante Technology follows the trend along the 5-day line, which is a relatively strong trend variety. Lithography technology, Tianfu Communication Two waves at the bottom of the bowl, it is a relatively back row, arbitrage variety.

2, memory chips, Longke Technology, Hengshuo shares The bottom of the bowl and the two waves, all hit a new high. The main board's Demingli and deep technology are stop-and-go trend patterns. The old leader Cambrian, Baiwei Storage There are beginning to have two waves, and if the AI chip continues to strengthen, both tickets still have a chance to hit new highs. Ruineng Technology belongs to the semiconductor sector, superimposed on the robot concept. Today's seal is also because of the blessing of semiconductors.

3. Data elements focus on Golden Bridge information.

4, PCB side of Jin Baize two consecutive word boards, also go NVIDIA this line, next week test to change hands.

Cash in Cambridge Technology, hit the board Hongbo shares! Artificial intelligence returned as scheduled
Cash in Cambridge Technology, hit the board Hongbo shares! Artificial intelligence returned as scheduled
Cash in Cambridge Technology, hit the board Hongbo shares! Artificial intelligence returned as scheduled

Electricity:

The power sector diverged as scheduled, and Hangzhou Thermal Power continued to diverge, and these divergences were all points for reducing positions. Whether the latter exceeds expectations is another matter, and all broken boards must have a position reduction action. The next turnover can be strong, because the expectation of this broken board is low open, even if there is a pattern, you can reduce the position and control the cost first. Driving the faucet is like this, trading according to the pattern, should go in, should go out, don't be too subjective to think what will happen. Guidong Electric Power and Taihai Nuclear Power have appeared in a waterfall diving, this continuous acceleration is easy to usher in a dumping pressure, Thursday's review is very clear, careful friends should be able to experience. Xinlian Electronics did the action of the earth and the sky in the afternoon, and this median earth and sky are guiding funds back to the power sector.

Cash in Cambridge Technology, hit the board Hongbo shares! Artificial intelligence returned as scheduled

For the power sector, there has been a certain money-making effect, no matter how disagreements are on Friday, and no matter what the regulatory level is, there will be funds to do it back. It's nothing more than two directions:

1. The current core varieties stepped back to the 10-day line and started two waves.

2, the low level of the re-rise of the limit board, to make up for the echelon, so today's new first version of the power sector is very important, because it should focus on the object. If not, Monday's inaugural edition is also a top priority.

Cash in Cambridge Technology, hit the board Hongbo shares! Artificial intelligence returned as scheduled
Cash in Cambridge Technology, hit the board Hongbo shares! Artificial intelligence returned as scheduled
Cash in Cambridge Technology, hit the board Hongbo shares! Artificial intelligence returned as scheduled
Cash in Cambridge Technology, hit the board Hongbo shares! Artificial intelligence returned as scheduled

Robot:

Fengli Intelligent did a certain repair in the morning, directly from underwater -10% to +7% on the water, can only say that the dragon trend is not pitted, will always give you the opportunity to come out of the red plate. Normally, this kind of broken board is the expectation of the deep-water opening, and continue to pay attention to the capital undertaking after the low opening. Normally, there will be funds to do underwater low suction, if you directly seal the drop limit, then continue to anchor to the 10-day line. Yum Intelligent High open and low break board, can be regarded as a follower in the rear row. The motherboard's Ruineng Technology superimposed the concept of semiconductors, focusing on whether it can be crossed. Keli Sensing The re-grounding sky plate failed, and it is currently on the 5-day line, and if Monday continues to open higher than expected, there is still a chance to go on the board.

Cash in Cambridge Technology, hit the board Hongbo shares! Artificial intelligence returned as scheduled
Cash in Cambridge Technology, hit the board Hongbo shares! Artificial intelligence returned as scheduled
Cash in Cambridge Technology, hit the board Hongbo shares! Artificial intelligence returned as scheduled

Summary:

Friday's market logic is relatively simple, that is, the new theme of electricity, robots divergence adjustment. The old theme artificial intelligence has the return of funds, the general direction is like this, so we have been saying earlier that if you step on a new theme, we will make an article around the old theme, and the game funds will return, which is the truth. On the contrary, if you step on the empty and chase again, it is easy to hit the face left and right.

Coping strategies:

1. The new theme of electricity, the robot has a big adjustment, and there is an expectation of repair next week. Don't look at Taihai nuclear power, Guidong Power's explosive large black line is scary, as long as the plate warms up, there is an expectation of anti-package. In addition, if the core leader has high stagflation, focus on the low limit board, such as the robot's Koyo shares, this first board must be added to the optional observation target.

2. Artificial intelligence next Monday is the expectation of divergence, focusing on Cambridge Technology, Hongbo shares such as the core target after the divergence. If the divergence continues to anchor the low-suction opportunity of the core, if the faucet continues to strengthen the walk acceleration, you can focus on the branch representatives. For example, Cambrian, Baiwei Storage, Century Tianhong and other varieties that have not yet reached new highs.

3. The relationship between new and old themes continues to PK, one goes up and the other, and everyone pays more attention to the linkage effect of the sector.

Finally, a reminder:

The short-term fight is about understanding, talking about the overall situation, talking about the logic of operation, and the underlying logic is relatively not so important. Therefore, the height of everyone's thinking is improved, and the specific stocks are not so important. Instead, the direction and timing of the shot are the point.

Thank you again for your support, friends who eat meat come on, 7 on the essence ha. Friends who don't eat meat can like it, the more the better, love must be shown, don't hide in the psychology, haha! Finally, I wish everyone a nice weekend and continue to eat meat next week!

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