Hexun Investment Advisor Yu Rongzhuo: Why Are Optical Chips Making a Comeback? Four Key Logic Reveals the Anti-Drop Main Trend!

Hexun Investment Advisor Yu Rongzhuo said that at the moment, 700 stocks are rising and 4,000 are falling. At this time, people may wonder, should we still say that “thick-skinned” attitude toward optical chips is warranted, or do they really have potential? I know everyone’s situation has been difficult recently—accounts are shrinking and confidence has been hit. When someone says to stick to the main theme, it sounds like empty talk, but the more it’s like that, the more we need to figure out who is “swimming naked” when the market falls and who is quietly building up momentum.

We track sectors such as optical chips and domestic hardware. During this adjustment, their decline is smaller than the overall market’s and smaller than many other sectors. This is not luck; it is supported by logic. However, merely falling less is not enough. How do we determine whether they’re just falling more slowly? We don’t need to guess—we analyze step by step with a framework: First, industrial logic. The demand for AI computing power is real. Optical chips can address high energy consumption and transmission bottlenecks. This is a must-have, so tick it. Second, market recognition by capital. The market is shrinking in volume, but the share of trading volume for these sectors hasn’t collapsed. Active capital is still structuring within them. Tick this. Third, technical formations. While the overall market breaks down, these sectors are consolidating around key support levels, and even building small platforms. What should have fallen but didn’t. Tick this. Fourth, the ladder structure. The leaders are moving forward steadily, while the mid-tier is supporting gains without dropping the ball. Tick this.

All four aspects are ticked, indicating that they’re not only able to withstand declines, but may also be a direction that could continue to strengthen in the next wave of the market.

Someone may ask what to do when your own situation is awkward. This question is difficult to answer directly. But what is clear is that when we do research on the main theme, we cannot precisely bottom-fish at every turning point. Instead, we clarify the logic when the waters are calm, and observe who can stand firm when the storms hit. This is a market retreat phase. Only when the tide goes out can we see who is “swimming naked,” and only then can we know who is worth following. The market won’t be bleak forever. Opportunities will only be left for those who are not flustered during declines and still keep watching.

（责任编辑：崔晨 HX015）

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