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📌 Breaking News: The ChiNext Index’s decline widens to 2%, after having risen more than 1% earlier
🍖 Qiao Ba says:
Today’s ChiNext market action is pretty typical. It flipped from up by over one point to down by two points, which shows that market sentiment isn’t really stable. The ChiNext Index is currently hovering around the 1,900 mark. The rebound from last week gave people a bit of confidence, but today’s sharp sell-off likely left many confused again.
This kind of rapid surge and then rapid drop is mainly related to the struggle in the capital flows. Recently, tech stocks—especially in AI and chip-related areas—have been rising hard. Once there’s even a hint of trouble, profit-taking tends to happen quickly. For heavyweight stocks like CATL (300750), it also moved back with the index today, but the overall valuation of the new energy vehicle sector is still not low.
The risk is: don’t rush to bottom-pick. In a sentiment-driven market, pullbacks can keep happening in succession. Compared with Sunlight Power (300274) in the same sector: although both are leaders in inverters, Sunlight Power’s valuation is lower than CATL’s by a notch. When volatility comes, it tends to withstand declines a bit better.
#300750 #300274 #A股
🍖 Qiao Ba says:
Today’s ChiNext market action is pretty typical. It flipped from up by over one point to down by two points, which shows that market sentiment isn’t really stable. The ChiNext Index is currently hovering around the 1,900 mark. The rebound from last week gave people a bit of confidence, but today’s sharp sell-off likely left many confused again.
This kind of rapid surge and then rapid drop is mainly related to the struggle in the capital flows. Recently, tech stocks—especially in AI and chip-related areas—have been rising hard. Once there’s even a hint of trouble, profit-taking tends to happen quickly. For heavyweight stocks like CATL (300750), it also moved back with the index today, but the overall valuation of the new energy vehicle sector is still not low.
The risk is: don’t rush to bottom-pick. In a sentiment-driven market, pullbacks can keep happening in succession. Compared with Sunlight Power (300274) in the same sector: although both are leaders in inverters, Sunlight Power’s valuation is lower than CATL’s by a notch. When volatility comes, it tends to withstand declines a bit better.
#300750 #300274 #A股
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