Funding attack line route
Morning: Robot (up limit: Zhongdaide) → CPO (up limit: Huaxi shares) → auto parts (up limit: Changchun Yidong) → computing power (up limit: Meiliyun) → AI data (up limit: Zhuochuang Information)
Midday: CPO (up limit: Fuxin Technology) → AI data (up limit: Zhongyin fashion)
The time when the sector is up and down individual stocks
chip
000936 Huaxi shares 9:32:30CPO has an open board. Triple plate.
300620 Optical Library Technology 10:55:31 CPO
688662 Intertrust Technology 13:01:01 CPO
300570 Taichenguang CPO has an open plate.
688195 CPO of Tengjing Technology
300548 Borche Technology CPO
300308 Zhongji Xuchuang CPO
688182 Canqin Technology CPO
688205 Decoli CPO
300303 Jufei Optoelectronics CPO
301419 Aled CPO
.AI
000815 Meiliyun 9:44:46 Hashrate has an open board.
603887 Chengdi Xiangjiang 14:22:31 The computing power has an open board.
300678 Information Computing Power
301299 Zhuochuang Information 9:57:46AI data
002095 Business 10:09:01 AI data
002995 Tiandi Online 10:15:31 AI data
002878 Yuen Long Yatu 10:41:46 AI data
600633 Zheshu Culture 11:27:46 AI data has an open board.
300901 Zhongyin Fashion 13:44:31 AI data There is an open board.
603108 Runda Medical 9:59:16AI Medical has an open board.
002777 Long Yuan Yinhai 13:20:46 AI Medical
603990 Meditech 14:55:33 AI Medical There is an open board.
002527 New Times 9:30:00 Robot Duo board.
002896 Vigorous 9:30:00 Robot Triple plate.
603015 Hongxun Technology 9:34:00 Robot Erlian.
300823 Jianke Machinery 9:37:45 robot
300378 Dingjie Software 11:23:16 Robot There is an open board.
600215 Paislin 13:30:46 Robot There is an open board.
002833 Hongya CNC 14:14:31 Robot There is an open plate.
002236 Dahua 14:39:32 Robots
002520 Nippon Seiki 14:44:47 Robot There is an open plate.
300382 Slack robot
688448 Magnetic Valley Technology robot
600602 Cloud Race Zhilian 9:54:46 State-owned Cloud
603860 Zhonggong Hi-Tech 9:41:01 Artificial intelligence
688095 Foxit Software 14:29:01 Artificial intelligence
688232 Newpoint Software artificial intelligence
300418 Kunlun World Wide Artificial Intelligence
New energy
600148 Changchun Yidong 9:31:00 car clutch
002823 Kaizhong precision 9:50:31 auto parts
001282 Triple Forging 11:08:31 Auto parts have open plates.
603767 Zhongma Transmission 13:13:16 Auto parts have open plates.
002536 Feilong shares 14:19:46 Auto parts
600330 Tiantong shares 13:51:46 lithium battery has an open plate.
002272 Chuanrun shares 13:12:46 photovoltaic
600151 Aerospace Mechatronics 13:17:46 Photovoltaic
Bulletin board
688472 Canadian Solar 14:37:47 Pre-winning bid + energy storage has an open plate.
000151 Zhongcheng received performance compensation + Chinese prefix at 9:30:00
603629 Litong Electronics 13:35:31 Layout computing power leasing
603727 Bomec 14:35:16 There is an opening board for signing the contract.
Other limit stocks and concept hype
000036 Hualian Holdings 11:27:16 Real estate There is an open board.
600246 Vantone Development 14:00:16 Real estate
002848 Gaussian Bell 9:33:15 copper cladding
603698 Aerospace Engineering 9:35:00 State-owned enterprise reform
002989 Zhongtian Hardcover 9:55:46 Fine Decoration
600962 SDIC Zhonglu 10:23:46 Concentrated fruit and vegetable juice
002694 Gudi Technology 10:14:01 Water Conservancy
000421 Nanjing Public 13:13:31 Natural gas There is an open plate.
002116 China Haicheng 9:40:00 Belt and Road Initiative
603665 Kangronda 10:24:46 Medical devices
002424 Guizhou Bailing 13:25:16 Traditional Chinese Medicine There is an open plate.
603477 Superstar Farming 13:20:16 Pork
Data speaks
The increase was greater than 72 of the ten, 54 of the volume of the price limit board, and the decline was greater than 1 of the ten
The number of Shanghai stock exchange gainers: 1261, the number of Shanghai stock market decliners: 890, and the turnover: 444.3 billion
7 ChiNext rose 786, ChiNext declined: 437, turnover: 296.2 billion
Stocks with gains greater than 5%: 259, Stocks with declines greater than 5%: 26
Sector and individual stock views
On Friday, the two markets traded 1,067.7 billion, basically the same as the previous trading day, standing steady for 3 consecutive days, indicating that market activity is really improved, under the expectation of easing Sino-US relations, the northbound also has a sharp inflow for two consecutive days, and the liquidity environment is very good. As long as liquidity does not shrink sharply, the market will not stop abruptly, but will only switch between different directions, and can still actively follow hot spots. But the three major indexes here have also accumulated a lot of profit after rising continuously, And at present, the two cities have traded close to 1.1 trillion, at the upper level of the overall liquidity this year, you can see the recent volume as looking for short-term liquidity on the upper edge of the action, if the latter volume can not further break through, and begin to appear when the tendency to shrink, the pressure of the profit market here is easy to begin to eat, so the next still need to pay attention to liquidity changes, if the two cities shrink to below 950 billion, it is necessary to be vigilant.
Emotionally, after releasing a few days of risk last week, with the seamless switch of the index Yang and the concept of robots, the overall mood of the market has returned to the positive period, from the rhythm point of view, Friday's please know should reach a peak, and then it will slow down or fall, but there is no extreme loss effect on the plate at present, tomorrow even if it is divergent, it should be a weak divergence, and there will not be much emotional risk for the time being.
In terms of direction, the trend of speculative relay is more in line with expectations, and after a single word, the sector has walked out of a relatively good sustainability, harvesting more than 10 price limit boards. In this way, Zhongda Virtue has no reason to open the board tomorrow, continue to be a single word expectation, the plate may continue to go to the weak divergence path of weak and strong, the overall strength is difficult to exceed Thursday and Friday, but there will not be too strong divergence for a while, and there are still arbitrage opportunities in the front row. On the trend side, AI has recently catalyzed more, various branches rotation speculation, such as optical modules, these have come out of a large wave of main rising waves, in the current liquidity environment dare not easily say the top, but after the big rise is not easy to chase higher, opportunities are in the divergent node. AI short-term is still the absolute main line of the market, the difficulty lies in the direction of the branch line is more, pay more attention to the catalyst of the news surface, such as Gates this time to get the highest standard reception, as well as weekend HMB news, Tencent large model related news, etc., the expected anchoring of the news side of the scope of attention, intraday is following the choice of funds. On the other side, the new energy direction of Thursday and the resonance of the exponential yang, you can pay attention to whether it will go out of the seesaw effect with AI when AI diverges.
In general, before the market has a significant contraction, continue to actively follow the capital switch, but just the direction of the sun or the climax, the next day or try to chase as little as possible, some opportunities missed is missed, patiently wait for the next time, don't start when you can't look at it, rise to the end can't help but chase in on the top of the mountain.
