601138

📌 At the midday close, three major A-share indices are all slightly red in decline; the Korea stock market jumps more than 7%, triggering a circuit breaker

🍖 Chopper says:
When this news comes out, people’s first reaction is definitely, “It’s down again—since Korea is moving so strongly, will A-shares follow?” Today, the STAR Market 50 (000688.SH) fell by nearly 4%. The pullback is broad across computing-power hardware; stocks that were bid up earlier, such as InnoLight Creative (300308), face relatively more pressure. Market sentiment is clearly cautious, with capital running toward defensive sectors like innovative drugs.

However, Korea’s surge is because they issued their own emergency measures to stabilize the stock market, which doesn’t line up with A-share logic—don’t expect it to be copied directly. Comparing InnoLight Creative with Industrial富联 (601138): both are in the computing-power chain, but Industrial富联’s recent performance has been more resilient, suggesting that investors are looking for higher value targets within the sector. The risk warning is that the computing-power sector is undergoing high-level consolidation; don’t chase rallies—wait for a pullback and reassess based on whether earnings get delivered.

#000688 #300308 #601138 #A股