#精品长文创作季#从年后以来, AI-related concept plates, began an upward road, but in recent trading days, AI-related adjustments have been made, on Tuesday AI continued to consolidate, while the CPO direction of the dive, has become a hot topic in the market, in the test of the 3000 points of support, can the blue-chip plate top?
Let's take a look at the specific K-line trend, the index opened slightly higher in the morning, and then began to fluctuate wave by wave, at about 11 o'clock began to go down, the afternoon opened, the index once continued to weaken, close to 2 o'clock, the market has relatively risen, and finally closed the Shanghai Composite Index rose 0.17% to close at 3031.48 points, the Shenzhen Component Index rose 0.28% to close at 9449.43 points, and the ChiNext Index rose 0.44% to close at 1841.54 points.
In terms of trading volume, the turnover of the Shanghai and Shenzhen markets shrank, and the turnover of the market on Tuesday was less than 1 trillion yuan.
In terms of capital flow, the net purchase of northbound funds was about 4.725 billion yuan.
On Tuesday, the market continued the trend of the previous day's relative adjustment, especially AI-related concepts, and continued to be at the top of the list of decliners.
What I want to talk about here is the concept of CPO, which suddenly dived in the afternoon, which further impacted market sentiment.
In this round of AI rising market, CPO is a relatively strong sector, in fact, the logic is very simple, at present, we enjoy the development of AI in the industry, CPO is a relatively high certainty industry, because the optical module does export data before the relatively good, in the case of continuous development of AI, it is foreseeable that the demand for optical modules will further increase.
However, after Nvidia released the latest chip, the optical module seems to have encountered some questions, mainly in the internal architecture of the chip, Nvidia uses the way of overall connection, which is not actually a technological innovation, the most important thing is that in the short distance, it has formed a higher cost performance, and then Broadcom also uses copper high-speed connection, people began to have more questions about optical modules, and for a time the secondary market began to hype copper cables.
And Tuesday is because of Huawei's patents,A little bit of the effect of catching the wind and shadows,For example, if Huawei wants to do optical modules,Will it have an impact on the original optical module companies,And whether Huawei wants to end up making optical modules,In fact, it is unknown,Another point is about Nvidia800G switch through the use of 1.6T dual-port transceivers,14480G ports,But then industry insiders said that the current industry is discussing 1.6T and 3.2T,There is no point of view that the demand for optical modules is reduced。
In fact, Da Na looked at the trend of the optical module, and there was also a shuffling action in the process of pulling up, not a straight line up, so it is more likely that the funds will have a wait-and-see attitude towards the performance of the new earnings season.
In addition, the AI concept related to computing power was also adjusted deeply on Tuesday, and it rose more and faced a pullback, which is the performance of the market that has not changed.
Correspondingly, blue-chip stocks are much more stable on Tuesday, as Dana said a few days ago, when the concept of AI is adjusted, the blue-chip sector may play an important role, let's observe whether there are signs of a beautiful blue-chip sector starting, such as non-ferrous metals.
There is no operation in the simulated market today, in which the AI concept follows the adjustment of the market.
Overall, the current market remains calm, do not chase higher, and observe the support strength of 3000 points.
Finally, the old saying:
Double.
- The above content does not constitute any investment advice. The stock market is risky, and you need to be cautious when entering the market.
——— Finance Wang Dana, more investment thinking and logical analysis, welcome to pay attention!