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📌 Breaking: ChiNext Index and Shenzhen Component both fall more than 2%; compute-power hardware stocks slide again
🍖 Choba says:
When I saw this news today, my first reaction was whether compute power is about to get hammered again. The ChiNext Index (399006) and the Shenzhen Component (399001) both dropped about 2%. Compute-power hardware stocks like TSMC/related—e.g., InnoLight/Industrial & Commercial Electronics—have indeed been pulling back recently. From their recent highs, they’re down roughly around 10%.
At this point, I won’t add to my position for now. Although I remain bullish long term on the demand for compute power driven by AI, in the short term, it’s being hit by sentiment from the sharp selloff in Korean stocks, plus there are negative signals coming from storage chips. Money is rotating from hardware to software. My reasoning is: the technical trend has broken the short-term support level, and the sector rotation isn’t over yet. Let’s wait until things stabilize.
Risk warning: If Korean storage really turns bearish, it could weigh on the valuation of the entire electronics sector—don’t rush to bottom-fish. Compare this: even within the same compute-power chain, NVIDIA ($NVDA ) has also been pulling back recently, but their performance is solid and real. Meanwhile, many of these A-share hardware names are driven more by expectations; they have high elasticity but also bigger volatility. It may be better to wait for right-side signals.
#NVDA #399006 #399001 #美股 #A股
🍖 Choba says:
When I saw this news today, my first reaction was whether compute power is about to get hammered again. The ChiNext Index (399006) and the Shenzhen Component (399001) both dropped about 2%. Compute-power hardware stocks like TSMC/related—e.g., InnoLight/Industrial & Commercial Electronics—have indeed been pulling back recently. From their recent highs, they’re down roughly around 10%.
At this point, I won’t add to my position for now. Although I remain bullish long term on the demand for compute power driven by AI, in the short term, it’s being hit by sentiment from the sharp selloff in Korean stocks, plus there are negative signals coming from storage chips. Money is rotating from hardware to software. My reasoning is: the technical trend has broken the short-term support level, and the sector rotation isn’t over yet. Let’s wait until things stabilize.
Risk warning: If Korean storage really turns bearish, it could weigh on the valuation of the entire electronics sector—don’t rush to bottom-fish. Compare this: even within the same compute-power chain, NVIDIA ($NVDA ) has also been pulling back recently, but their performance is solid and real. Meanwhile, many of these A-share hardware names are driven more by expectations; they have high elasticity but also bigger volatility. It may be better to wait for right-side signals.
#NVDA #399006 #399001 #美股 #A股
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