Registration system, more than 5,000 stocks, trading volume trillions, what can be the general rise market, only structural market, industry rotation, A shares are a combine harvester, everyone likes to chase up and kill, then forever in the bear market. Just a trillion trading volume, even if it rebounds to 4,000 points, it is only to pull up the index weight stocks, most stocks still fall!
The last 1 day of the small long holiday, there are 3 important news, all related to artificial intelligence, is there still a chance? It is closely related to the market.
1. Artificial intelligence: the core technology of a new round of scientific and technological revolution! In the AI era, can domestic manufacturers still win the first opportunity?
Personal interpretation: This concept, has been more than 7 years, realistically speaking, this year, even if there is no big model, it will rebound with a high probability, this year does not rebound, next year will be. When friends lurked artificial intelligence in the second half of last year, they didn't know what big models there were, that is, the cycle had arrived, and it fell for so long, especially games and media, just to find an excuse to hype.
An industry, will it rebound, the core is how many chips the main force has collected in the bottom area, not news, performance, these are just a hype reason, can be A, can be B, performance growth, and short-term stock price rebound has too much to do? Value investors, that is, lurking before the hype, they are time for space, short-term speculators, that is, participate in the process of speculation, is to earn the game difference, there is no good or bad, but the style is different, farmers grow their own grain, traders sell during the harvest season, the bottom is copied by investors, the rebound is speculation are chased out, mutual completion. Without hype, how can the stock price rebound?
2. Throw early? A number of asset management giants "stepped short" NVIDIA
Personal interpretation: When will the artificial intelligence of A shares peak, pay close attention to the rebound of the Nasdaq, 13,000 points is my own cognitive limit, I am also selling flying, the rest of the bottom position does not matter. Combined with the settlement income of the foreign exchange market, the increase was more than 30%. The main force, institutions will sell fly, don't take yourself as a god, Xiaofan doesn't know where the top is, I have my own trading plan, and I will leave the market when I arrive.
Chasing high gameplay, I won't. Rise, choose to hold stocks, will take the elevator, rise, choose take profit, will sell fly. Xiaofan, only participate in the bottom rebound of the first wave, the second wave, the three waves are less involved, because the risk is to rise out, the opportunity is to fall out, the more down, the heavier my position, the more rebound, the lighter my position. Dare to fall and dare to make up, earn the number of shares, rebound, I will sell, position management, is to deal with market uncertainty, I think the most effective strategy.
3, Tesla FSD hidden Easter eggs "Elon mode" turns on L3 automatic driving, and you can get rid of your hands and feet under the speed limit
Personal interpretation: AI will also mine, currently it is to dig to robots, sensors, cold liquid, etc., at the beginning of the month is unmanned, millimeter wave radar, etc. In the future, it will switch, batch by batch chasing high, batch by batch cut meat, so, obviously the market in June is not bad, the monthly line fell by 0.21%, artificial intelligence upward trend, built a double top, liquor, new energy, etc. just a round of 5 consecutive Yang rebound, why so many people are pessimistic, nothing more than a loss.
What is the reason for the loss, only they themselves know, and they will continue to lose money after the holiday, even if the broad market index bottoms, the industry may still fall. Do not complain, we face the same market, can play to participate, can not play to stay away, the stock market, and not work, must enter the market, must also make their own profits, who do not know that only less than 10% of people can make money, losses are too normal. You have nine people around you, you make money, and they all lose!
Artificial intelligence, is the market over?
Simply say that it is meaningless to be optimistic about artificial intelligence, industry differentiation, is semiconductor counted? Does a large model count? They were also flat when they accelerated to the top in June. In the future, it will also be mined, just find an excuse to hype, AI+.
All walks of life are related to artificial intelligence, optimistic about all stocks! To put it bluntly, it is digital intelligence, this year, is there no industry without digitalization? Securities are manually filled, banks are counter deposits and withdrawals, it is also intelligent, self-service access and withdrawal, even liquor is intelligent, online traceability...
Education, automobiles, batteries, electricity, chemicals, finance, infrastructure, real estate, medicine, the Internet, etc., which can not rub the concept, replacing artificial is intelligent, therefore, it is not the main line, let alone the track, just a hype outlet. There is a difference with the US stocks, others are speculating in the field of hard technology, we are speculating in the application of technology, all walks of life can be applied, and the funds will be dispersed and rotated.
Personal opinion, not as a basis for investment. Thank you for liking and following, so that next time you will receive the update as soon as possible...
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