6.26 Freezing day!

Chongqing's rain has been falling for a week [Taoguba] It seems like it hasn't stopped at all today. Drizzling Today's A-share market has also been raining with several pieces of news.

1. Last night and this morning, downstream Apple + Microsoft Xbox announced price increases: The market believes that storage has absorbed all the profits, and ultimately the decline in terminal demand will also backfire on storage.

2. Optical communication sector: Han's Laser announced yesterday to expand optical fiber production, triggering a batch of limit-downs in optical fiber stocks. Performance concerns about optical modules (old news), and rumors of price cuts again. Corning's glass bridge technology route squeezes existing domestic routes. It is said to affect FAU and Zhongji.

3. ChangXin: The market is still worried about the siphon effect. IPO timeline: Launch issuance on 7.2, inquiry on 7.7, subscription on 7.13, listing on 7.21-7.24 (unconfirmed). How long can semiconductor equipment be hyped continuously? The ETF has risen nearly 50% in a month. Few people can outperform the ETF, right?

4. Whether price increases in the upstream of chips are smooth: Only if token prices rise, the inflation logic upstream is smooth. If there is a token price war, the market worries about the smoothness of price increases.

The technology sector in the market has corrected, but the core of each sub-sector hasn't been heavily sold off. In the afternoon, the strong rally was still in the performance direction. It's unclear whether this will continue or follow a supplementary decline adjustment. The strongest are still semiconductor equipment and materials: Fortrend Precision, Kema Technology, Youyan New Materials, Jiangfeng Electronics. Silicon wafers: Zhonghuan, Lion Micro. Storage: Demingli, Taiji, Zhaoyi. Electronic cloth and CCL also had varying degrees of rally in the afternoon. Honghe, Jushi, Nanya. Relatively independent: Physical AI Suochen, MLCC: Fenghua, Torch, Aiwa. Glass: mainly BOE is a bit weak. Let's check again next week.

At the end of the session, after thinking, I only reduced some of Jiantou, and will check again for one day. Hithink RoyalFlush added positions in the morning, got it wrong.

I am waiting for the wind to rise, soaring straight up ninety thousand miles! Time to work!