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市场维持震荡向上的反弹结构 留意泛科技方向中的轮动性机会

The market maintains a rebound structure with fluctuations upward, paying attention to the rotational opportunities within the broad Technology sector.

cls.cn ·  Jan 19 17:21

Track the entire lifecycle of the main sector.

Introduction: ① Today's Index is likely to open high, key focus will be on the market's ability to hold after the high opening; ② Discrepancies among Robot Concept stocks are intensifying but some opportunities remain, the market is facing a directional choice, pay attention to whether a second wave can be initiated, otherwise watch for core symbols to lower their prices for absorption opportunities; ③ Semiconductor chips continue to be active, with Semiconductor Manufacturing International Corporation driving the speculation heat, AI edge chips are strong, the high symbols in the front have opened up the market height, and there is hope for a continued trending market, focusing on sub-sector opportunities for equipment and materials.

Looking back at last Friday, although there was a slight retracement after a rise, all three major indices still closed in the green, and the market overall continues its upward oscillating trend. Combined with the expectations of eased Sino-US relations, today's Index is likely to open high, and the key focus will be on the market's performance after the high opening. If there's a continuous influx of incremental funds after the high opening, a short-term rebound may still be expected. Conversely, one must be wary of a potential rise then fall.

From the market perspective, as one of the most recognized directions for recent market funds, although discrepancies among Robot Concept stocks have intensified, opportunities still remain. Shenzhen King Explorer Science And Technology Corporation became the only stock to achieve a 7-limit high after a successful entry last Friday. Overall, the dynamics of the Robot market may now face a new round of directional choices, whether it can further increase in volume to initiate a second wave of price growth is still worth noting, otherwise short-term adjustments or corrections may be extended, and at that time, focus on core symbols' potential buying opportunities on dips.

Recently, semiconductor chips have been continuously active. Last Friday, core company Semiconductor Manufacturing International Corporation saw rapid gains in both the Hong Kong and A-shares, reigniting market speculation in the semiconductor sector. Recently, AI edge chips have been the strongest, with Shanghai Fortune Techgroup, Quectel Wireless Solutions, and Rockchip Electronics all reaching new stage highs in succession. Therefore, under the backdrop of the front high symbols successfully opening up market height, this direction still hopes to maintain a trending market. In addition, Semiconductor Manufacturing International Corporation has recently garnered ongoing capital favor, which may imply that the market's logic regarding semiconductor autonomy further strengthens. Moving forward, it is still possible to find supplementary opportunities in segmented directions like equipment and materials according to this logic.

Additionally, the large financial sector remains an important direction not to be overlooked. On one hand, last Friday saw some preliminary discrepancies consolidate, and there may be certain expectations for a return today. On the other hand, several brokerages have recently begun to pre-disclose their performance reports, benefiting from the 924 market, with a general increase in performance among 15 brokerages, including CITIC with a stable net profit increase of 21.7 billion, and China Merchants with a nearly 20% increase to 10.4 billion. According to previous market trends, if the Index aims to push further upwards, the large financial sector is still a direction that funds cannot ignore; CNI Xiangmi Lake Fintech Index might be a short-term flexible topic to pay attention to.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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