Track the entire lifecycle of the main Sector.
Introduction: ① The market continues to experience fluctuations and differentiation, with the three major indices showing mixed results, and a slight increase in trading volume. Attention should be paid to whether the high-low cutting style continues; ② Technology stocks collectively rebounded, with Robot Concept stocks becoming active again due to event catalysis, but the subsequent performance may show a focus on specific individual stocks; ③ Some Consumer Electronics and AI computing capacity weightings have seen repair, and whether they can continue to strengthen remains key; ④ High-priced stocks collectively retreated, with many stocks hitting the daily limit down, and today they may continue to decline, so attention should be paid to the return of funds to repair symbols.
Yesterday, the market continued in a state of fluctuation and differentiation, with mixed results from the three major indices and a slight increase in trading volume. Currently, there has been a certain rotation of market hotspots, with overvalued stocks experiencing a collective decline, while technology stocks have started to rebound. It is important to pay attention to whether similar high-low cutting styles will continue in the market moving forward.
On the market, technology stocks collectively rebounded, and Robot Concept stocks have returned. In the news, Tesla held its Q1 Earnings Conference and is expected to deploy thousands of Optimus robots in factories by 2025, aiming for an annual production goal of one million units by 2029-2030, marking the first mention of the one million unit production target. Additionally, at yesterday's Shanghai Auto Show, XPeng robot IRON appeared at the XPeng booth, demonstrating beyond expectations. Moreover, the upcoming Robot Sports Games will be held today. Under the continuous catalytic events, the Robot Sector still has some active space. However, it must be noted that many Robot Concept stocks have accumulated a certain amount of selling pressure during previous adjustments, and together with the generally poor continuity of the current market, it is expected that this round of Robot rebounds will likely turn into a focus on specific individual stocks.
In addition, Consumer Electronics and AI computing sectors also rebounded, with Eoptolink Technology Inc. rising over 10%, while Luxshare Precision Industry, Lens Technology, and Zhongji Innolight also performed actively. This was primarily benefiting from the market's expectations for easing China-US trade tensions. Additionally, most related stocks have delivered impressive annual reports and Q1 reports, and as the panic caused by bearish sentiments gradually dissipates, the market is slowly returning to rationality, allowing core symbols with strong performance to attract fund repair. These stocks have a certain driving effect on market sentiment and style, and if they can continue strengthening, they are likely to take over the market leadership.
Another major focus yesterday witnessed a collective decline of high-priced stocks, with Gansu Guofang Industry & Trade, Anji Foodstuff, Jiangxi Guoguang Commercial Chains, Hongbaoli Group Corporation, Chifeng Jilong Gold Mining, and other stocks all hitting the daily limit down. It is expected that today there will still be inertia in downward momentum, but with deep capital involvement, there is still an expectation for short-term capital to engage in a counter-play. Identifying which stocks will see a return of funds for repair will remain a key focus for observation in the future.
