#399001
399001
6 visualizações
2 a discutir
Popular
Mais recente
📌 Breaking News: ChiNext Index and Shenzhen Component Index both fall more than 2%; AI infrastructure/hardware stocks fall again
🍖 Qiao Ba says:
When I saw this news today, my first reaction was whether the AI infrastructure segment is going to take another hit. The ChiNext Index (399006) and the Shenzhen Component Index (399001) both dropped about 2 points. AI infrastructure hardware stocks like MOCVD/中际旭创 (as an example) and Industrial 富联 (as an example) have indeed pulled back quite a bit recently, roughly down around 10% from their highs.
At this level, I won’t add to my position for now. Although I’m bullish in the long run about the computing demand driven by AI, in the short term sentiment has been affected by the selloff in Korean stocks. Plus, there are also negative rumors coming from the memory chip sector, and capital is switching from hardware to software. My reasoning is: the technical chart has broken the short-term support level, and the sector rotation is not over yet. I’ll wait until things stabilize.
Risk warning: If the Korean memory market really turns bearish, it could drag down the valuation of the entire electronics sector—don’t rush to bottom-fish. Compare this: even within the same computing chain, NVIDIA ($NVDA ) has also been pulling back recently, but its performance is solid and tangible. These A-share hardware stocks are more driven by expectations, so they have higher sensitivity but also greater volatility; it’s better to wait for right-side confirmation.
#NVDA #399006 #399001 #美股 #A股
🍖 Qiao Ba says:
When I saw this news today, my first reaction was whether the AI infrastructure segment is going to take another hit. The ChiNext Index (399006) and the Shenzhen Component Index (399001) both dropped about 2 points. AI infrastructure hardware stocks like MOCVD/中际旭创 (as an example) and Industrial 富联 (as an example) have indeed pulled back quite a bit recently, roughly down around 10% from their highs.
At this level, I won’t add to my position for now. Although I’m bullish in the long run about the computing demand driven by AI, in the short term sentiment has been affected by the selloff in Korean stocks. Plus, there are also negative rumors coming from the memory chip sector, and capital is switching from hardware to software. My reasoning is: the technical chart has broken the short-term support level, and the sector rotation is not over yet. I’ll wait until things stabilize.
Risk warning: If the Korean memory market really turns bearish, it could drag down the valuation of the entire electronics sector—don’t rush to bottom-fish. Compare this: even within the same computing chain, NVIDIA ($NVDA ) has also been pulling back recently, but its performance is solid and tangible. These A-share hardware stocks are more driven by expectations, so they have higher sensitivity but also greater volatility; it’s better to wait for right-side confirmation.
#NVDA #399006 #399001 #美股 #A股
Inicia sessão para explorar mais conteúdos