TODAY'S MARKET INTELLIGENCE
[Huatai Financial Engineering Intraday Comment] DML and ZYCX broke the board, basically corresponding to the end of the rally in shadow stocks and module makers; overhead trapped positions are heavy. Today's rebound driven by external sentiment is more like a mid-decline pause; the rebound is a good opportunity to switch directions. On the other hand, the market is gradually spreading to AI applications; media and computer industries have both risen over 6%, outpacing the STAR 50. If the next round of AI rally is to take off, seeing breakthroughs in AI applications is a prerequisite.
English summary
[Huatai Financial Engineering Intraday Comment] DML and ZYCX broke the board, basically corresponding to the end of the rally in shadow stocks and module makers; overhead trapped positions are heavy. Today's rebound driven by external sentiment is more like a mid-decline pause; the rebound is a good opportunity to switch directions. On the other hand, the market is gradually spreading to AI applications; media and computer industries have both risen over 6%, outpacing the STAR 50. If the next round of AI rally is to take off, seeing breakthroughs in AI applications is a prerequisite.
The English text is machine translated and may require verification against the Chinese version.
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