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和讯投顾李景峰:大盘反弹还能延续吗?
Sou Hu Cai Jing·2025-09-12 14:06

Group 1 - The current market is experiencing a significant rebound, with AI technology being identified as the main driving force behind this trend [1][2] - The CPU sector, particularly the leading company, is expected to have a synchronized impact on the ChiNext index, indicating a close relationship between their movements [1] - A zigzag correction pattern was previously identified, with a completion of the C wave leading to a phase of reduced trading volume, suggesting a normal application of moving averages and price-volume techniques [1] Group 2 - The ongoing rebound is expected to follow an ABC structure, with the current phase likely being the B wave, indicating a potential for further C wave rebound [2] - The anticipated C wave rebound is projected to occur around September 18, coinciding with the Federal Reserve's interest rate cut, which may trigger a positive response in overseas markets [2] - A potential pullback in overseas tech stocks could negatively impact domestic AI stocks, as they are linked to export logic, particularly in sectors like CPU, liquid cooling, PCB, and power supply [2]