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📌 快讯：创业板指、深成指双双跌超2%，算力硬件股再度走低
🍖 乔巴说：
今天看到这条新闻，第一反应是算力这块是不是又要挨锤。创业板指(399006)和深成指(399001)都跌了2个点，算力硬件股像中际旭创、工业富联这些最近确实回调不少，差不多从高点下来有10%上下了。
这个位置我暂时不会动手加仓。虽然长期看好AI带来的算力需求，但短期受韩股暴跌情绪影响，加上存储芯片那边传利空，资金在从硬件往软件切换。我的理由是：技术面破了短期支撑位，板块轮动还没结束，等企稳再说。
风险提示：如果韩系存储真走熊，可能拖累整个电子板块估值，别急着抄底。对比一下，同样是算力链，英伟达($NVDA )最近也在回调，但人家业绩实打实，A股这些硬件股更多是跟风炒预期，弹性大但波动更大，不如等右侧信号。
#NVDA #399006 #399001 #美股 #A股
🍖 乔巴说：
今天看到这条新闻，第一反应是算力这块是不是又要挨锤。创业板指(399006)和深成指(399001)都跌了2个点，算力硬件股像中际旭创、工业富联这些最近确实回调不少，差不多从高点下来有10%上下了。
这个位置我暂时不会动手加仓。虽然长期看好AI带来的算力需求，但短期受韩股暴跌情绪影响，加上存储芯片那边传利空，资金在从硬件往软件切换。我的理由是：技术面破了短期支撑位，板块轮动还没结束，等企稳再说。
风险提示：如果韩系存储真走熊，可能拖累整个电子板块估值，别急着抄底。对比一下，同样是算力链，英伟达($NVDA )最近也在回调，但人家业绩实打实，A股这些硬件股更多是跟风炒预期，弹性大但波动更大，不如等右侧信号。
#NVDA #399006 #399001 #美股 #A股
📌 China A-share three major indexes close lower; the Shanghai Index falls below 4000 points; trading volume shrinks to over 500 billion
🍖 Chopper says:
Today, the Shanghai Composite Index (000001.SH) broke below 4000 points. It closed at around 3980, with a noticeable decline. Trading value across both markets suddenly shrank by 500 billion, suggesting that a lot of funds are standing by or bailing out.
I’m a bit cautious at this level for two reasons: first, trading volume has quickly contracted, indicating there’s no new money stepping in to take the other side—it's hard to hold up the market relying only on existing liquidity; second, we’re approaching the mid-year report season, and many companies’ earnings may not meet expectations, so funds may choose to play it safe in advance.
Risk warning: 4000 points is only a psychological level. If it’s broken, it doesn’t necessarily mean the selloff is over. If the gap can’t be refilled later, prices may test lower again with momentum.
Compare this with the ChiNext Index (399006.SZ): it fell even more than the main board today. With high valuations and large volatility in tech stocks, they are even harder to hold up at times like this. If you currently have positions, it’s advisable not to rush to add—wait until the market stabilizes on reduced volume before deciding.
#000001 #399006 #A股
🍖 Chopper says:
Today, the Shanghai Composite Index (000001.SH) broke below 4000 points. It closed at around 3980, with a noticeable decline. Trading value across both markets suddenly shrank by 500 billion, suggesting that a lot of funds are standing by or bailing out.
I’m a bit cautious at this level for two reasons: first, trading volume has quickly contracted, indicating there’s no new money stepping in to take the other side—it's hard to hold up the market relying only on existing liquidity; second, we’re approaching the mid-year report season, and many companies’ earnings may not meet expectations, so funds may choose to play it safe in advance.
Risk warning: 4000 points is only a psychological level. If it’s broken, it doesn’t necessarily mean the selloff is over. If the gap can’t be refilled later, prices may test lower again with momentum.
Compare this with the ChiNext Index (399006.SZ): it fell even more than the main board today. With high valuations and large volatility in tech stocks, they are even harder to hold up at times like this. If you currently have positions, it’s advisable not to rush to add—wait until the market stabilizes on reduced volume before deciding.
#000001 #399006 #A股
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