CPO倒车接人？帮主郑重：缩量调整藏黄金，三招挖出真机会！

Core Viewpoint - The CPO sector is experiencing a temporary pullback, but underlying fundamentals remain strong, indicating potential investment opportunities despite recent market fluctuations [1][3]. Market Performance - The CPO sector declined by 0.82%, with leading companies like Zhongji Xuchuang and Xinyi Sheng showing negative performance, and net capital outflow exceeding 400 million [3]. - The decrease in trading volume suggests reduced selling pressure, indicating that short-sellers may be running out of ammunition [3]. Market Drivers - Recent volatility in Nvidia's stock has created market uncertainty, leading to profit-taking from previous gains in the CPO sector [3]. - Overall market liquidity has decreased, with funds shifting towards dividend stocks for safety [3]. Industry Fundamentals - The global competition in computing power continues unabated, with major companies like Google, Microsoft, and Meta significantly increasing their capital expenditures for data centers and AI servers [3]. - The CPO market is projected to grow from $46 million to $8.1 billion by 2030, with a compound annual growth rate of 137%, highlighting the sector's long-term growth potential [3]. Competitive Landscape - Domestic companies like Zhongji Xuchuang and Xinyi Sheng are well-positioned, with strong production capabilities and significant market shares, particularly in high-end chip replacement [3]. - The fundamentals of these companies remain robust, suggesting that recent stock price fluctuations are primarily driven by market sentiment rather than underlying performance [3]. Investment Strategy - Investors are advised to look for signs of stabilization in trading volume, monitor for earnings surprises in upcoming reports, and focus on technological advancements in the sector [3]. - The current market dip is viewed as an opportunity to accumulate shares gradually, emphasizing the importance of patience in long-term investment strategies [3].