300782

📌 A-shares see a one-way decline in the afternoon; the ChiNext Index falls 4.37%

🍖 Qiaoba says:
When I see the ChiNext Index down 4.37%, my first reaction is a little panic, but on second thought, what’s hitting the hardest today is actually technology stocks—especially semiconductors and AI themes that surged earlier. I’m holding $Vairon Shares (603501)$, and it’s down about 6% today; the stock price is hovering around the 100-yuan mark.

Reasons to be bearish: First, tech stocks have indeed run up too fast lately, so profit-taking pulling back is completely normal. Second, the external news flow is a bit messy, and funds are steering clear to play it safe. But I’m not in a rush to sell, because the logic behind domestic chip substitution hasn’t changed, and earnings are gradually improving. Risk warning: if it keeps falling tomorrow with increased volume, you may still need to adjust in the short term—don’t rush to bottom-pick.

Compare with $GoerTek (300782)$: it’s also down nearly 5% today, but Vairon’s valuation is lower—its PE is around just over 40x, while GoerTek is still above 50x. If I had to choose one over the other, I’d probably be more willing to hold Vairon.

#603501 #300782 #A股