Group 1 - The market is experiencing a significant downturn, with all three major indices in the red and the ChiNext index down nearly 2%, indicating a broad market decline with over 3,300 stocks falling [1] - Certain previously popular sectors such as commercial aerospace, CPO, and controllable nuclear fusion are leading the decline, suggesting a rapid retreat from pure sentiment-driven speculation [3] - In contrast, the chemical and chemical engineering sector is rising due to multiple favorable factors, indicating a cyclical turning point for bulk chemicals, while traditional sectors like real estate, insurance, and banking are also showing unusual activity [3] Group 2 - The strategy in response to the market's divided situation is to "go with the trend and abandon the high for the low," advising against bottom-fishing in sectors that have already seen significant declines [4] - There is a focus on the sustainability of the chemical sector's strength, which is supported by fundamental logic, with potential for small position following if it maintains its momentum [4] - Attention is drawn to two potential directions: semiconductors, which may present opportunities after adjustments due to industry prosperity, and AI applications, where certain stocks are performing well and need to be evaluated for real products and scenarios [4]
帮主郑重：指数普跌资金却暗涌！午后盯紧这个关键信号
Sou Hu Cai Jing·2026-01-20 05:11