Core Viewpoint - The market experienced a "rise then fall" pattern, with significant movements in the computing hardware sector and structural opportunities in gaming and Hainan stocks [1] Group 1: Computing Hardware Sector - The computing hardware sector was the standout performer, with stocks like Dekoli and Changguang Huaxin hitting the daily limit up, driven by the release of Google's seventh-generation TPU and Amazon's $50 billion investment in expanding AI government services [3] - Institutional funds are returning, with a net inflow of 16.97 billion yuan in the morning session, particularly in semiconductor equipment and communication services [3] Group 2: Gaming Sector - The gaming sector saw a short-term surge, with Giant Network hitting the daily limit up, attributed to valuation recovery and AI empowerment [3] - The dynamic price-to-earnings ratio of the gaming sector has returned to a relatively reasonable range, encouraging funds to replenish positions [3] Group 3: Market Dynamics - The total trading volume in the Shanghai and Shenzhen markets reached 1.17 trillion yuan, an increase of 149.3 billion yuan from the previous trading day, but afternoon trading volume did not sustain, indicating a lack of enthusiasm for chasing higher prices [3] - The current market pattern of "increased volume on the rise, decreased volume on consolidation" is seen as a healthy market behavior [3] Group 4: Investment Strategy - Recommendations include accumulating positions in leading optical modules and optical chips if they pull back to near the 5-day moving average [4] - Caution is advised in the gaming sector, focusing on companies with new product launches and AI technology implementation, while avoiding purely speculative stocks [4] - High-position thematic stocks, such as those in aquaculture and the shipbuilding sector, should be avoided as adjustments are just beginning [4]
帮主郑重收评：普涨行情藏分化！明日紧盯这三条主线
Sou Hu Cai Jing·2025-11-25 10:10