As long as the stock speculation, sooner or later will be beaten, our team has been beaten a lot over the years, but today is very special, it belongs to a precision strike, with an 8x mirror.
Both the broader market and the ChiNext board rose, and the ChiNext board rose by more than 1%, and individual stocks also turned more than half red, but artificial intelligence lay down across the board, and even the most resilient CPO was honestly lying at the top of the decline list.
In the past few days, I have been saying that hugging artificial intelligence, the tighter the good guy holds, the harder he hits, we are four positions, down about 2.5%, the bearish range is barely acceptable, and the comparison index feels very uncomfortable.
Brothers should have encountered this situation, the most afraid of stock speculation is not that I can't eat meat, or even get beaten, but that others eat meat and I get beaten, it's just a dog.
Why is artificial intelligence weak today?
The most direct reason is that part of the weight represented by consumption has risen (the leader is exempt), but the total transaction volume of the two cities has created a land, insufficient liquidity, and the siphon effect has led to a fall in artificial intelligence, including the robot that caught fire some time ago, and today it is also pounded.
Today's total transaction is only 762.9 billion, the lowest value since 3.9, extreme volume means that the transaction is extremely light, the activity of the stock is not enough, when the weight rises, growth stocks will naturally become the seesaw down.
Some people say that there is a land price after the land volume, but no one can say how much more it will fall and there will be a land price, so the land volume is only a qualitative element of the land price, not a quantitative element.
Take the 3.9 as an example, the market fell for a few days after the volume, and then came out of a wave of rise driven by artificial intelligence, given that the market was an oscillating structure at that time, so the geometry in the oscillation structure is a signal of direction selection, not a bottoming signal.
So we came to the very nonsense conclusion, this amount of land... Completely useless.
Only one thing is certain, even if the market falls, it will not fall much, after all, it has also been a shock structure recently, and the support of the previous low is very strong, coupled with the worst expectations inside and outside have been fulfilled, the second half of the market can be described in one sentence: there is a lower limit, no upper limit.
At least at the exponential level, don't be too pessimistic.
In terms of sectors, under the pressure of today's beating, I am still optimistic about artificial intelligence.
The current situation of artificial intelligence is similar to that in late April, both are in the earnings disclosure period, the divergence of funds, coupled with the overcrowding of the track some time ago, led to a correction in large and small stocks.
Considering the high heat characteristics of artificial intelligence, it is impossible to complete the exchange of chips by relying on small fluctuations, and it is necessary to take violent means, if you want to smash hard, smash until the main force itself panics, it is possible to get out of a new round of the market.
I started to talk about artificial intelligence last week, and I have taken profits from two stocks in a row, namely Huagong Technology and iFLYTEK, with a return of 7.5% + 4.5%, and there is really no way to be beaten today, the only thing I can do is two words: Lizheng.
The difficulty of bottoming out is here, you can't predict where the lowest point is, and you can't predict when the bottom will end and start to rise, when you hit it, you may make money or lose money, so you must have a trial-and-error mentality and courage in operation.
You guys look at the last round of adjustment of artificial intelligence, first Bangbang punched down the plate index with a few punches, and then how did it go? In the 60-day line oscillation for more than half a month, until many people completely believed that artificial intelligence had no market, scolded and handed over the chips, only to rise another wave.
This time too, first punch a few punches, is currently in the process of entanglement with the 60-day line, at this time to the bottom, I make sure that you can't copy the lowest point of artificial intelligence, but from a trading point of view, the odds are already more cost-effective.
Many people have a misunderstanding, thinking that the bottom of a certain sector is because it has fallen a lot, how is it possible.
If this is the case, I have long been prompted to copy real estate, everyone pay attention, the bottom sector is the same as the bottom of individual stocks, can not fall more as a premise, the underlying logic of the bottom plate must be that you judge that this sector can rise later.
The lover cheated and did not leave TA, because he firmly believes that the person and heart of TA can come back, rather than thinking that TA will not cheat again if he cheats more times.
That's what I mean by artificial intelligence.
Artificial intelligence in policy, events, heat and other aspects of the driving force is very strong, the only thing criticized is performance, and the main speculation of artificial intelligence is the current poor performance of related companies, the future will become better, there is a valuation repair expectation, if the performance is now good to explode, what else to speculate later?
Take iFLYTEK, the half-year report forecast shows a net profit of 55 million to 80 million, down 71%-80% year-on-year, and the year-on-year decline in non-net profit is 196%-218%.
Including many companies related to computing power, the half-year report data will also be very poor, but the market values their reversal expectations in the third and fourth quarters and the year after next year, which is the core.
For those industries or stocks with good performance, the market will worry about the future growth continuity, such as COSCO SHIPPING Holdings, which made a net profit of 16.5 billion yuan in the first half of the year, but fell 74% year-on-year, because of the insufficient growth rate caused by the high base last year, and the stock price had peaked as early as July of the previous year.
There are many similar examples, you taste the scientific truth in this, so to speak, at least for the two major categories of growth and cycle, look at the relationship between performance and stock price to have anticipatory thinking.
Finally, two sentences of exemption, today's almost up limit, will it reverse the downward trend from then on to start a new round of rise?
Just look at my article on Friday.
From the perspective of the market as a whole, there will be no style switch in the future, the economic environment is still poor, the liquidity of big A is still insufficient, and it is impossible to support the weight to rise in a wave of big markets, which is the most realistic problem.
Moreover, even today, the weights are internally divided, such as insurance, oil, automobiles, and real estate.
The above content is the personal opinion of the author (Wang Lun, license number: A0780617070010), for reference only, please bear your own profits and losses according to this operation.
The stock market is risky, and investment needs to be cautious.
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