Good news has run its course; now it’s time for bad news. #avgo
The China State-owned Assets Supervision and Administration Commission is conducting a fact-finding survey into SOE data centers’ use of Broadcom high-end switches. The market is concerned that this may later drive domestic substitution and restrict procurement. However, there is currently no formal ban. This is considered a potential policy negative, but it has not yet escalated into a substantive business blow.
Six Lines Divination: Today’s US Stock Semiconductor Trend
In Six Lines, we look at today’s US stocks: strong first, then weak. Today’s US stocks come from Earth above Lake “Lin” → Water Thunder “Tun.” The core is the spouse wealth (wife-cai) in亥 water.亥 water is nourished by the酉 month and supported by the子 day, so the early momentum is relatively strong—there is动力 to rise and push higher during the session. However, the key is this: the spouse wealth (亥 water) moves and transforms into brother earth (戌土), forming a “returning-overcoming” effect (回头克). When the wealth line first is旺 and then becomes constrained, it means the upward strength cannot be sustained. So this hexagram is not simply a straight bearish call. Instead, it indicates: First rise, then fall; a rally that peaks and then retreats; and in the end, compared with today’s price, it tends to close down. Strength assessment: ★★★★☆