12 Mei, pasar mulai menunjukkan perbedaan pendapat

I. Popularity of sectors (total transaction amount of limit-up stocks in parentheses):[Taogu Ba]

Semiconductors (26.7 billion 中) ＞ Power New Energy (20.3 billion 中) ＞ Optical Communication (14.2 billion 中)

II. Analysis of hot sectors and individual stocks (red text involves subjective comments, experts please skip)

Computing Power
300449 Hanbang High-Tech 9:25:00 Computing power consecutive limit-up.
603269 Seagull Co., Ltd. 9:31:44 Liquid-cooled server consecutive limit-up.
600869 Far East Co., Ltd. 9:39:54 Computing power AI opened. Consecutive limit-up.
Comment: The linkage within the sector has always been weak, individual stocks mostly follow their own rhythm for supplementary gains. After today’s divergence, there are few targets left.

Optical Modules
002522 Zhejiang Zhongcheng 9:46:15 Optical fiber gel opened.
300265 Tongguang Cable 9:56:42 Optical fiber cable opened.
002300 Sun Cable 9:51:15 Cable
002498 Han Cable Co., Ltd. 10:17:00 Optical fiber
002560 Tongda Co., Ltd. 13:00:21 Optical fiber cable opened.
002491 Tongding Interconnection 13:04:09 Joint investment + optical fiber opened. Four consecutive limit-up.
002254 Taihe New Material 13:16:57 Optical fiber
603688 Quartz Co., Ltd. 13:54:46 Optical fiber material opened.
001359 Ping An Electric 14:47:06 Glass fiber price increase
301196 Vico Technology 14:56:30 Optical fiber opened.
300292 Wutong Holdings Optical fiber opened.
000925 Zhonghe Technology 9:52:06 Indium phosphide opened.
002428 Yunnan Germanium Industry 14:51:30 Indium phosphide
Comment: During intra-day divergence, it’s evident that the optical fiber sector is the strongest, and the close also confirms this trend.

Semiconductors
603052 Kechuan Technology 9:25:01 Bullish investor buying + Silicon photonic chip
600076 Kangxin New Materials 9:31:01 Semiconductor M&A three consecutive limit-up.
000672 Shangfeng Cement 11:04:57 Semiconductor opened. Two consecutive limit-up.
603061 Jinhai Tong 13:14:20 Semiconductor equipment opened.
002787 Huayuan Holdings 13:23:54 Semiconductor equipment opened.
002208 Hefei Urban Construction 13:51:06 Indirect technology holding
002552 Baoding Technology 14:09:36 PCB copper foil opened. Four consecutive limit-up.
600667 Taiji Industry 14:28:29 Storage chips
603203 KuaiKe Intelligent 14:30:01 AI chips opened.
002081 Golden Mantis 14:34:57 Semiconductor cleanroom opened.
603186 Huazheng New Material 14:41:06 Copper-clad laminate opened.
300903 Kexiang Co., Ltd. Storage chips opened.
Comment: Many stocks in the semiconductor sector hit the limit, but the sector’s linkage is weaker than optical fiber, with many trending stocks and generally lower high standards.

Robotics
603037 KaiZhong Co., Ltd. 9:31:05 Robotics
603331 Baida Precision Engineering 9:39:10 Robotics
603211 Jintuo Co., Ltd. 9:46:58 Robotics
603007 Huawang Co., Ltd. 10:06:28 Robotics opened.
603895 Tianyong Intelligent 10:13:11 Robotics
Comment: Robotics sector is quite volatile, with inconsistent rhythm, making it hard to synchronize.

New Energy Power
000601 Shaoneng Co., Ltd. 9:35:27 Green electricity opened.
301197 Gongda Keya 9:40:03 Smart heating + buyback
601991 Datang Power 9:46:05 Green electricity opened. Five consecutive limit-up.
002346 Zhezhong Co., Ltd. 9:48:30 Power grid equipment
000591 Solar Energy 9:56:18 Green electricity opened.
000767 JinKong Power 10:13:42 Green electricity opened.
002606 Dalian Electric Porcelain 10:17:06 Ultra-high voltage bid successful
600719 Dalian Thermal Power 13:42:33 Green electricity opened.
300004 Nanfeng Co., Ltd. Nuclear power
600396 Huadian Liaoning 14:42:35 Green electricity two consecutive limit-up.
Comment: Green electricity has been strong for two days in a row, especially with Datang Power at five limit-ups and Huadian Liaoning reaching new highs, the sector is basically riding the trend to a climax today.

III. Announcement Board
300959 Online and Offline 9:25:00 Shareholder transfer + mobile information services
001259 Liren Technology 9:25:00 Share transfer + small home appliances two consecutive limit-up.
001331 Shengtong Energy 9:34:24 Tender offer + Qiteng Robotics
300736 Baibang Technology 9:47:00 Change of control + Apple authorization opened.
600683 Jingtou Development 13:51:06 Planning to acquire Qixin Optoelectronics, opened. Three consecutive limit-up.

IV. Other limit-up stocks and concept hype
605198 Andeli 13:24:03 NFC juice
600530 Jiaoda Angli 13:21:35 Health products opened. Three consecutive limit-up.
603682 Jinhe Commercial Management 13:26:56 Urban renewal opened.
000006 Shen Zhenye A 10:43:33 Real estate development opened.
000029 Shen Shen Fang A 14:20:09 Real estate opened. Two consecutive limit-up.
002190 Chengfei Integration 13:50:12 Aerospace
002918 Mona Lisa 9:25:00 Building ceramics three consecutive limit-up.
001211 Shuangqiang Technology 13:14:27 Titanium porcelain with volume opened. Two consecutive limit-up.
300736 Baibang Technology Consumer electronics opened.
603320 Dibei Electric 9:49:42 Compressor motor
000950 Chongyao Holdings 10:12:12 Pharmaceutical commerce
600488 Jinyao Pharmaceutical 13:03:16 Steroid hormone two consecutive limit-up.
600172 Yellow River Cyclone 14:12:14 Major breakthrough + Diamond heat dissipation two consecutive limit-up.

V. Data speaks:
Today, the number of stocks with a rise greater than 10 (including limit-up) is 83, and the number of stocks with a fall greater than 10 is 14.
Shanghai Composite Index: 625 stocks up, 1686 stocks down. Turnover: 14652 billion.
ChiNext: 317 stocks up, 1066 stocks down. Turnover: 8456 billion.
Beijing Stock Exchange: 103 stocks up, 202 stocks down. Turnover: 273 billion.
Stocks with a rise greater than 5%: 201, stocks with a fall greater than 5%: 136.

VI. Market popularity stocks:
601991 Datang Power (Power sector five limit-up)
002491 Tongding Interconnection (Optical fiber four limit-up)
002552 Baoding Technology (PCB four limit-up)

Comment: Although the market is good, since April, most high-standard stocks have been suppressed around five limit-ups, and the trend has lasted a long time. Many trending stocks have already gained significantly in the short term. Attention should be paid to possible style switching in the market later.