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Brothers, sure enough, it’s still that same flavor.
First kill the people, then give you a day to get blown up.
$NVDA On this round, BNB Chain de-leveraged—today it directly flipped around to beat the shorts.
On 7/18, the day in question: 中际旭创 -12, 寒武纪 -6.93, 兆易 -10.
The result was that in three days they fell—today, basically all of it has been made back.
This round isn’t a single-point rebound; it’s three sets lifting together.
First group: domestic AI chips lead the charge.
寒武纪 +11.66%, 海光 +7.63%, 紫光 +5.68%.
Second group: the “three brothers” of optical modules collectively resurrect.
中际旭创 +13.20%, 新易盛 +8.19%, 天孚 +8.18%.
Third group: the storage sector takes another hit to catch up.
兆易 +10.00%, 景嘉微 +3.96%.
The most abstract part is that NVDA only rose 0.23 percentage points last night.
When it gets translated to the A-share market, 中际 directly churned out 13.20 percentage points.
You can only say: translating Nvidia’s行情 into A shares has always been leveraged “interpretation.”
On this round of NVDA-chain de-leveraging, it looks like the clearing is basically done.
When it comes to killing, each one is harsher than the last; when it comes to rallying, it also really doesn’t give anyone a chance to get on the bus.