宽客秀

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Technology Theme Cools Down

The hot topics from the past few days have cooled down today. Technology, 5G, and military industry have all declined, and even the concept stocks of RCS, which were only hyped for 2 days, have started to diverge. The overall market has returned to below 2800, with a trading volume of less than 700 billion. The volatile market has been going on for a while, but the overall direction is still upward.

Many of today's limit-up stocks are those with increased performance, such as Yi Wang Yi Chuang, Fu Lin Jing Gong, and Shan He Yao Pu, while collective strength concepts are basically absent.

Yesterday's article "Will Zhenhua Stock Relay Changfeng?" mentioned Zhenhua Stock, and I bought it during the opening auction today, but it ended up closing with a limit-down. The overall trend has not changed, so I can only continue to hold it. However, in the future, I will avoid participating in the opening auction and would rather not buy it.

I continued to increase my holdings in the AI ETF. Although technology-themed stocks are falling today, the overall trend of technology-themed stocks should not have changed, so I chose to accumulate at a low point.

So far today, ETFs account for half of my positions, and individual stocks only include Xin Cheng Holdings and Zhenhua Stock, which account for a negligible position.

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