Shenwan Hongyuan: Short-term structural divergence reaches its extreme; the market needs to gather strength before breaking through again

Mars Finance News: Guosen Hongyuan released a research report stating that, in the short term, the overall market is unlikely to effectively break through, and the structurally diverging market is moving toward an extreme. The AI computing power inflation direction that continues to gather momentum is reducing, with a shift in focus to PCB sub-sectors, capacitors, and other areas. In the medium term, it remains optimistic about opportunities to verify business conditions for new energy, new-energy vehicles, and the export supply chain. Meanwhile, it continues to allocate resources around the AI industrial chain and strategic resources.
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SilverLiningOfPessimism
· 9h ago
AI computing power inflation decreases, which means don't chase high-priced tokens anymore.
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GateUser-634ae966
· 10h ago
PCB and capacitors have both been subdivided, there's really nowhere for the funds to go.
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BridgeTroll
· 10h ago
The mid-term logic for new energy is still there, but who can hold on in the short term?
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DAOBackbencher
· 10h ago
This report is for institutions; retail investors copying blindly are likely to get hurt.
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TheWindOnTheBridgeIsTooStrong.
· 10h ago
Shenwan's research reports, just take a look, don't take them seriously.
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RiskParityKid
· 10h ago
Strategic resource allocation, will there be another wave of rare earth lithium mining?
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BridgeSideEyes
· 10h ago
Electric vehicle export data is indeed decent, but the stock price has already reflected that.
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LunaCircuit
· 11h ago
Still optimistic, but short-term breakthroughs are difficult; a typical case of wanting both.
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PuppyLooksAtTvl
· 11h ago
Capacitors have become the main theme, indicating how competitive the market is.
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DaoSidekick
· 11h ago
The momentum continuation direction is decreasing, and quantitative funds are going to contract.
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