Evaluation: 7 major hotspot mainline deep-separation to clarify the direction of stock a tomorrow

Hello, i'm ray。

And with the sound of the closing bells, today's day falls. The day-to-day market maintains a concussion-saw pattern, with faster rotations between plates and a high incidence of ice fires. Some of the race tracks continued to flow in and out of the rebound, while a number of front-end hotbeds were paid off。

Throughout the day, market funds were concentrated in the seven main lines of round-trip games. Many of the shareholders were lost after closing, unable to see whether the main line was strong or weak, or whether it should be maintained or adjusted. Today, in combination with full-time financial flows, rising numbers and changing volumes, one-by-one analysis of the current state of the seven main hotspots, a mapping of opportunities and potential risks, and a clear line of reference for tomorrow’s drive。

First of all, let's look at the whole picture. The index maintains an inter-temporal shock throughout the day, with multiple time fluctuations in the disc and intense multispace games. The market is still in the middle of a stock-market playing environment. The fragmentation of the plate into the main melody, with the hot spots switching faster, with uneven continuity, making it difficult for the whole line to rise. In order to increase the success rate of operations in the current market, the identification of the main lines is a top priority。

Then, one by one, the seven main lines of the highest market interest。

First main line: semiconductor and storage chip. As the core of science and technology, the dynamics of day-to-day movements are distinct. Upstream equipment, material plates are more resilient; downstream storage plates are disturbed by emotional disturbances in the outer japanese and korean stock markets, and then pressurized. The greatest feature of the current plate is internalization, with institutional funding focused on the top end of the list with the capacity to replace national production, and a continuous decline in the attractiveness of simple conceptualized small votes. The logic of medium- and long-term growth remains unchanged, but in the short term it is vulnerable to shocks from overseas news。

Second main line: ai computing and communication hardware. It is still one of the main lines of the technology track. The long-term demand for servers, light module industrial chains is expected to stabilize as ai applications continue to land. It should be noted, however, that many of the targets have accumulated large upturns in the early stages and are prone to short-term reversals once the financial mood has fallen. The focus will then be on tracking performance reported by the enterprises concerned, and performance performance will determine the subsequent high value of the stock。

Third main line: ai application industry chain. In comparison with upstream hardware, downstream application plates have been continuously active in the near term. A number of enterprises forecast a significant increase in performance over the six months, and commercialization continues to accelerate. Funding is gradually spreading from upstream hardware to applications with real liquidity. However, the race lanes are highly competitive, with a large number of enterprises competing with the same quality, and the selection of shares needs to avoid the unsettled niches。

Fourth main line: high-end manufacturing, industrial automation. It is the direction of both growth and defence. Manufacturing continues to drive intellectual change and industry demand is steadily released. The plate fluctuations are smaller than the calculator, the semiconductor, and are suitable for pursuing sound investors, often becoming a haven for money when market sentiment is unstable。

Main line of article 5: medical biocosms. After a lengthy adjustment, the valuation of the plates was relatively low. Funding began to explore the layout gradually, with a breakdown of innovative medicines, medical equipment and rotations. The overall trend is largely restorative, with no strong major surges for the time being, and more structural rebounds, suitable for low-level layouts and not for blind pursuit。

Main line of article 6: consumption block. The consumption plate shows a shock recovery. Markets are divided over domestic demand recovery, and the slabs are dominated by rotation. Food, household electricity break-ups are intermittent, the plates are temporarily not continuously catalytic, and it is difficult to break out of the unilateral surge as an alternative to financial risk avoidance。

Main line of article 7: high-equity financial block, banking, insurance. Whenever growth tracks fluctuate, funds go to high-interest blocks to avoid risk. The greatest advantage of this main line is that it is stable, less volatile and suitable for low-risk investors, but it is difficult to generate significant excess returns in the short term。

It is easy to find that there is no absolute main line in the current market that can drive the whole scene. The rapid rotation of hot spots, today's strong plate, and the prospect that funds will be forthcoming tomorrow, are also the underlying reasons for the recent increase in operational difficulties. Many investors frequently followed up on hot spots on the day, and the following day they were retraced and lost。

In combination with today's roll-out, financial movements and potential disturbances in the outer market, there are probably two operating scenarios for stock a tomorrow。

Scenario one (70 per cent probability: continuation of inter-temporal shocks, continuous rotation of the main line)

The large disk maintains the existing inter-temporal shocks, and the index does not rise or fall unilaterally. The seven main lines continue to switch quickly, and some of the tracks that rise today are prone to rush back tomorrow. Funds continue to be exchanged at high and low levels, moving back and forth in technological growth, medicine and high-interest blocks。

Operational thinking: stop chasing the hot plate of the day. By rebounding, the holding investors managed to reduce their weak shares and optimize their holding structures; and they waited patiently to wait for the race track to turn back to low-suction, with no rush to catch up. Balance configuration, not bet on a single track。

Scenario ii (30 per cent probability: risk preference for heating and technology alignment)

If the external market is calm overnight and asia-pacific stock markets are not subject to large fluctuations, it is expected that the technology track will be collectively repaired. Semiconductor, calculator, ai application to create a resonance, leading the index to test the pressure level upwards。

Operational thinking: focusing performance is expected to deliver a broken-down lead, circumventing pure ballot papers. Control the position, not blindly increase it when it bounces back, and keep an eye on whether the turnover can be continuously amplified。

Here you can share two practical ideas on the selection of main lines to help avoid the trap。

First, priority is given to performance window margins. At present, it is at the stage of a semi-annual centralized disclosure, where funds focus on screening enterprises that report a six-month increase and that have a healthy cash flow, regardless of the main line, the performance is the most important litmus test of the subsequent situation。

Second, a distinction is made between short-term scenarios and medium- to long-term trends. The rise in single-day plates, many of which are short-term capital games, does not represent a reversal. In order to participate in the course of the race, it is possible to choose the direction of sustained policy support and industry performance。

It also clears the common investment error areas of two dispersed households。

Zone one: the skyrocketing plates of the day are the strongest and can be traced directly. In stock markets, most hot spots travel on a day-to-day basis, blindly pursuing heights is highly susceptible to trapping, and short-wind hot spots are discouraged。

Mistake ii: the rebound of the plate determines the reverse trend. In order to confirm a reversal of the trend, successive discharges, multiple trading days and continuous validation, with a limited one-day rebound reference value, are required。

Taken together, the main line of the seven hot spots today is moving in a mixed fashion, and plate fragmentation and rapid rotation remain the main features of the current market. Short-term large-discussion patterns are difficult to break quickly, and tomorrow's operations focus on screening the continuity of the main line and not on short-term hot spots. Following up on changes in the semi-annual performance disclosure tempo and market penetration, it is far more important than frequent transactions to follow the main line and control the position。

May you take a cool look at the wheel, keep your hands up and take advantage of the structural opportunities of the market

I'd like to ask you, which track are you looking at at at this stage? Welcome to the comment section