帮主郑重午评：北证50飙3%，午后该追还是等？

Core Viewpoint - The market is experiencing volatility, with the AI application stocks performing well while hardware stocks are facing corrections, indicating a shift in investor focus towards application-driven growth in AI [1][3]. Group 1: Market Performance - The Shanghai Composite Index and Shenzhen Component Index are declining, while the ChiNext Index has dropped over 1.4%. In contrast, the North Stock 50 surged by 3.4%, highlighting a divergence in market segments [1]. - AI application stocks such as 360 and Huace Film & TV are seeing significant gains, with some stocks hitting their daily limit up, while hardware stocks like Shenghong Technology and Zhongji Xuchuang have fallen over 5% [3]. Group 2: Investment Strategy - Investors holding AI application, battery, and innovative drug stocks should maintain their positions as long as they do not break the 5-day moving average, suggesting a continued positive trend [3]. - For those holding computing hardware and storage chip stocks, it is advised to wait for stabilization and volume confirmation before making additional purchases, rather than rushing to buy the dip [4]. Group 3: Stock Selection - Investors are encouraged to avoid chasing stocks that have just hit their daily limit up, as this may lead to missed opportunities. Instead, they should consider smaller stocks within the North Stock 50 that have not experienced significant price increases but have solid fundamentals [4].