帮主郑重午评：创业板暴跌近3%！是危机还是机遇？

Market Overview - The market experienced significant declines, with the ChiNext Index dropping by 2.9% and the Shenzhen Component Index falling over 2%, while the Shanghai Composite Index decreased by nearly 0.8% [1][3] - Over 4,400 stocks in the market were down, and trading volume surged to 1.93 trillion yuan, an increase of 84 billion yuan from the previous day, indicating panic selling [1][3] Sector Performance - The hardest-hit sectors included computing hardware, with companies like Cambridge Technology hitting the daily limit down, and Huafeng Technology and Ruijie Networks dropping over 10% [3] - Military and digital currency sectors also faced declines, with Zhongyou Capital and Dongxin Pingping hitting the daily limit down [3] - In contrast, gold and banking stocks showed resilience, with silver and precious metals stocks hitting the daily limit up, and banks like China Merchants Bank and Chongqing Rural Commercial Bank rising against the trend [3] Market Sentiment and Analysis - The sharp decline is attributed to a collective adjustment in computing hardware, reflecting a technical correction in the overheated AI sector, compounded by concerns over future policy support [3] - Despite the short-term panic, the long-term outlook for AI and the digital economy remains strong, with a continued explosive growth in global computing demand and a pressing need for domestic alternatives [3] - The current market volatility is viewed as a potential opportunity to invest in companies with strong fundamentals and industry positions, suggesting that sharp declines in a bull market can serve as a chance for reallocation [3]