AI concepts are reviving again! The heavyweight boss is delayed, I'm afraid something big is going to happen!
ChatGPT and the media are reveling again, and many shareholders can finally breathe. But this disk is very unusual: the direction of the main force is unusual, the timing is unusual, as if waiting for something to happen.
Funds frantically ran to the theme, and the old hot spots represented by ChatGPT and the media rose wildly. Indeed, the chips at the bottom of the CSI 1000 index are full of blood. The logic of normal trading, this is just sucking chips, and there are still some conditions missing from the rise.
The outside gave this east wind, recently representing the top power of AI chips NVIDIA CEO is very active, the stock price of the US stock NVIDIA has also hit a new high, and the conditions for speculation are met.
In terms of internal logic, although the preparation for the rise is not particularly sufficient, there is still some space from the trap, and the selling pressure is small, so there are conditions to quickly attack a wave in the cracks, and the continuity is not clear enough.
Can this kind of opportunity be pursued?
First, this kind of opportunity similar to floating capital is difficult for most people to grasp. And after three consecutive yangs and four consecutive yangs, the adjustment will come quickly; Some of them, although they only have a positive, are directly pulled up to the pressure level by 10CM or 20CM. The sustainability behind needs to be questioned, at least for now, the continuity is not clear.
Second, there are hidden dangers, missing some key things, and the timing is too shrewd, which will be discussed in detail later.
The plate is somewhat unusual.
The first is unusual, the current box of the big market, missing a mainstay.
The two markets traded 986.6 billion, a new high in the past 10 trading days, approaching trillions. It shows that there is money, but I have been waiting and waiting recently and refusing to enter the market, and today I finally put the amount.
Normally, there is so much money that it is enough to solve many problems in the broader market. For example, if the big white horse and the weight rise for a day or two, let the index stay away from the current position, the box will be solid, and the plate will be stable. At this time, go to the theme to sing, everyone is at ease.
But the main force does not pull blue chips, like waiting for something, like brewing something. It is very likely that a change is brewing. Once the change is down, these themes will also fall down.
Without weight, these mainstays, the subject matter falls very ruthlessly.
The second is unusual, unusual at the point in time. Keep in mind that the current trend of the ChiNext index is downward, and if this big rally occurs on Friday, it may indicate that something good will happen over the weekend, something good that can be expected in advance.
But it was Thursday's big rally, and it was a small-cap rally. They have the ability to do a day trip. Observe again on Friday, you can enter or retreat. They have the ability to choose how to spend the weekend and avoid sensitive windows of the weekend.
Don't forget, the U.S. debt thing hasn't completely landed, and it's not clear what will happen over the weekend. It's a good habit to think a step or two more and be cautious.
Although there is a lack of weight to build a stage, after all, there is quantity, and you can remain cautiously optimistic in this position.
The long-term 3.5 into unchanged, do small T, spread out the number of shares.
The short term continues to execute the dynamic 1+1 strategy. Kill and buy 10%; There is a quantity to buy the second 10%.
Old hot spots TMT, ChatGPT, etc., the trend can be done, but beware of explosion smashing.
The stagflation of China Special Estimate, focusing on the reform of state-owned enterprises and central enterprises.
New energy, the trend is still upward, pay attention to the target that is in line with the double and good trend.
Power sector, there are small changes. Although the trend is not broken, but stagflation runs to the forefront of the rise, the position should be smaller, you can do some stagflation stocks, do not do the rally particularly good stocks.
Chinese medicine, continue to pay attention.
Personal opinions are for informational purposes only and do not constitute investment advice.
Pay attention to Kangkang and let you slowly become rich. #Finance##A股 #
