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June 19, 2023 Review Summary! Artificial intelligence is hot, the market is polarized!

author:Harukawa Investment Notes

Monday, June 19, 2023 Today's market situation:

June 19, 2023 Review Summary! Artificial intelligence is hot, the market is polarized!

The three major indexes were volatile throughout the day. The Shanghai Composite Index fell 0.54% to 3255.81 points, the Shenzhen Component Index fell 0.29% to 11274.05 points, the ChiNext Index fell 0.21% to 2265.18 points, and the Science and Technology Innovation Board Index rose 1.54% to 938.41. The two cities traded a total of 1,106.5 billion yuan, an increase of 38.8 billion yuan over the previous trading day. Today's theme is more active in artificial intelligence, chip semiconductors, auto parts, etc.

June 19, 2023 Review Summary! Artificial intelligence is hot, the market is polarized!

1. The actual number of limit increases is 44, the actual number of limit is 3, and the sealing rate is 69%.

2. The number of gainers was 1937, and the number of declines was 2933.

3. Northbound funds outflowed 1.4 billion A-shares, and southbound funds flowed into Hong Kong stocks 5.7 billion.

Market summary: The market stocks fall more or less, and the money-making effect is average. Today's market is very polarized, waterlogging death, drought death, if the brother is not doing artificial intelligence sector, today is quite uncomfortable, the market rhythm is like this. Artificial intelligence is now playing the trend style, short linear is not very good, even the individual stocks are not much, the individual stocks are basically the first version or the direct trend style is on the upside. The brother who does artificial intelligence may not feel the warmth, because he chose the second wave of strong stocks, the current artificial intelligence trend tickets are basically new faces, the hype is like this, it is impossible to fry those forever, you must fry new faces, the market will work together, the old faces are now piled up with too much capital, the main force can not be pulled, and then there is the short-term rise of the old face, there is a demand for consolidation. The last two trading days before the holiday are over, continue to enjoy the pre-holiday red envelope market.

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Emotional High Zones (4):

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Huaxi Co., Ltd. - optical chip + CPO, 6 days 5 boards,

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Zhongdaide-robot, 4 consecutive levers,

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Fuxin Technology-semiconductor hot spot technology + optical module heat dissipation, 4 days 3 boards,

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Acceletic Technology-CPO+ liquid cooling server, 4 days 3 boards,

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Advance to the second board (8):

(1) Runda Medical-AI medical model, 2 consecutive levers,

(2) Feilong shares - liquid cooling server + auto parts, 2 consecutive levers,

(3) Meiliyun - asset restructuring + computing power lease, 2 consecutive levers,

(4) Dingjie software - artificial intelligence + robot, 2 consecutive levers,

(5) Changchun Yidong - auto parts, 2 consecutive levers,

(6) Triple forging - auto parts + sub-IPO, 2 consecutive levers,

(7) Cialis-New Energy Vehicle, 3 days 2 boards,

(8) Keli Sensing-Robot, 3 days 2 plates,

Today's market sentiment:

The three major indexes chose to pull back today, looking at the index you will feel that the market has little opportunity, but today the market is not bad, or the same old, the market has only two sectors, one is artificial intelligence, the other non-artificial intelligence, while KTV, ICU, big A is so magical, the rhythm is wrong, it is very uncomfortable. The transaction of 1.1 trillion energy, continue to increase, this is four days trillion, the market is still very rich in living money. Northbound funds outflowed slightly, foreign capital is currently no problem, but domestic capital is a little too much today, smashing more than 30 billion, last week's backbone is so quickly gone, it seems that domestic capital is still a problem before the holiday. The index is still rebounding normally.

The strongest in the sector today is still artificial intelligence, today is another explosion, last Friday everyone thought that so fierce always have to diverge, but the market is not divergent, continue to hold high and fight, those who do not participate in the capital every day shouting the top of the face is also swollen. For this wave of artificial intelligence's three core trends, big wave information, industrial Fulian, iFLYTEK, continue to attack, continue to reach new highs, don't you dislike large-cap stocks, what, just ask you if you are convinced. Those brothers who shout the peak of artificial intelligence, look at the artificial intelligence sector index, look at these three core trend tickets, or obey the answer given by the market. The strongest branch of artificial intelligence now is the hardware branch, CPO, chip semiconductor, liquid cooling server, especially CPO are all in the sky.

Short-term relay I am still too overestimated, hot money is still relatively intimidated, although today Huaxi shares successfully five boards, and the gradient is also perfect, but the promotion target is still weak and weak, short-term second wave of tickets have not been able to continue to perform strongly, the first two days of short-term popular stocks prosperous development and Lianming shares do not reverse but weaken, it is doomed to short-term relay has no chance. Let's wait for the short-term emotional recovery after the holiday.

I found that there are still many brothers who do not understand the game of the trend, and still operate according to short-term thinking, the biggest difference between trend tickets and short-term tickets is that trend tickets are aimed at rising and rising, while short-term tickets are aimed at rising and rising. Short-term tickets are to boldly play board intervention, trend ticket board intervention is not the best operation method, and the best operation method of trend tickets is to consider intervention when the five-day line and ten-day line reverse, so that you can eat big meat in the next three or two days. Trend ticket board or high intervention does not mean that there is a problem, trend ticket stop-and-go, when the deviation from the five-day line is too much, individual stocks may use three or two days to wait for the five-day line to come again to exert force, you intervene at a high point, can you endure three or two days of loneliness, from the income ratio, trend stocks have pulled back, now reverse, that is a greater opportunity, come more certainly, trend tickets are also to consider the time cost of quick income opportunities.

Today's trend continues to eat meat, but today there is a selling situation on the trend, or the return is better, the problem is still not that today's deviation from too large stocks continue to attack. I can also eat meat on the short-term line today, that is, the two tickets lurking on Friday afternoon to eat noodles, which made me lose confidence in the short-term short-term market. At present, the trend is still full, and the short-term has now fallen to a position.

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Thank you for your likes, comments, support, and thank you for your support along the way!

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Disclaimer: My views are only personal thoughts and records, and do not constitute any investment advice. Keep a good attitude, the stock market is long.

June 19, 2023 Review Summary! Artificial intelligence is hot, the market is polarized!

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