Guide: ① The internal rotation of technology stocks continued to be healthy, and the consumer electronics sector led the rise throughout the day and received more and more capital returns and increases; ② the semiconductor sector did not rise smoothly, but there was no obvious negative feedback on capital. In the future, we can keep an eye on the possibility of further strengthening the direction of power semiconductor segmentation; ③ The car road cloud concept also showed good carrying strength yesterday, and is expected to rebound in the future

The market continues to differentiate. Among them, weighted sectors such as cycles, real estate chains, consumer, and finance are relatively weak, while the pan-tech direction continues to strengthen. Consumer electronics led the way throughout the day, and sectors such as PCBs and semiconductors bucked the trend. Overall, although the index side is still not strong, with healthy internal rotation of technology stocks, related individual stocks have had a better profit effect, so the current market is still viewed as a structured market.

Looking at the market, consumer electronics was undoubtedly the brightest direction yesterday. In terms of core drivers, there are still benefits and new volume opportunities brought by AI to the consumer electronics direction. With the implementation of the free model of giant companies such as Apple Intelligence, the agency believes that the switching trend brought about by AI is stronger than the switching trend brought about by the 5G upgrade, and it is expected to usher in a new wave of switching.

Looking back at the market, the core targets with large capacity and high labeling are also rising in volume relative to the bottom. Among them, Lingyi Intelligent Manufacturing, Pengding Holdings, and Dongshan Precision, which have a market value of 10 billion, rose and stopped, while Lixun Precision, which has a market value of 200 billion, also surged by more than 7%. Obviously, the consumer electronics sector is receiving more and more capital flow back and allocation after a long period of consolidation, and it may still be worth looking forward to the continuity of this direction. However, in terms of the current market style, there is often a possibility that differences will be corrected after a single day's collective outbreak, so it is still inappropriate to pursue prices emotionally when dealing with it, and wait patiently for the chance of a reversal of differences and then take the opportunity to reduce absorption or have a higher win rate.

Attention is still being paid to the semiconductor direction. Recently, semiconductor-related stocks have mostly been criticized for not having a smooth rise, but in fact, individual semiconductor stocks are still in line with the current trend hype model. For example, Taiji and Huahong have all shown a relatively standard 20CM trend, and Shanghai Beiling, which is a 10cm popular brand, has not declined, even if it has experienced a backlash in the short term, and has maintained a strong carrying capacity. Therefore, as far as the semiconductor sector as a whole is concerned, although it has not emerged from the top, there has been no obvious loss of money.

Furthermore, in terms of segmentation, power semiconductors continue to strengthen. Individual stocks with high labeling levels such as Xinjie Energy, Yangjie Technology, and Silanwei were active yesterday. Compared with previous popular segments such as lithographers and memory chips, power semiconductors still have a hierarchical advantage, and there may be a possibility that capital will increase under the continuous rotation of subsequent hot spots.

However, last weekend's public opinion grew as an obvious concept of vehicle road cloud integration. Although yesterday's light was overshadowed by consumer electronics, most individual stocks in the sector maintained strong carrying capacity. Combined, the market still has favorable policy expectations in this direction. It is expected that the core target of the front row may have momentum to rise further. Therefore, the car-road cloud integration concept is still worth continuing to track in the future.