[A-share] 21st Closing analysis: Talkweb Information, Shanghai Belling Corp.,Ltd., Ofilm Group Co., Ltd., Nations Technologies Inc., Jiangsu Hoperun Software, Dawning Information Industry, Chengdu Hi-tech Development, East Money Information

The market index rose in the morning but fluctuated and fell back in the afternoon, in line with the expected trend. Market sentiment was relatively positive at the opening, driving the rotation of short-term sectors, but the warming sentiment mainly focused on specific themes. Friday's volatility was more affected by the news, showing a cautious optimism and structured fund flow in the market sentiment.

Specifically, the semiconductor sector showed significant differentiation, indicating that funds are starting to selectively lay out after oscillating at high levels; the consumer electronics and low-altitude economy sectors showed continuity, implying that market sentiment is shifting from short-term chasing to thematic investments. In sectors that have risen continuously, the short-term divergence and the risk of sentiment decline are accumulating. Investors need to pay attention to the risk of high rebounds. Overall, the market is in the rhythm of rotational trading, with constant switching between themes, and this emotional fluctuation is a typical performance of a fluctuating market.

II. Individual stocks and hot sector analysis: The driving logic of market sentiment
1. East Money Information:
Emotion and trend interpretation: Today, East Money Information opened low and went high. As a leader in internet finance, the market's attention to its funds remains unchanged. The intraday rise of Tianfeng Securities boosted market confidence in the large financial sector, indicating that the current market sentiment is very sensitive to bullish news. Although the recent index has been fluctuating, East Money Information, as the market's "stabilizing factor," its stable performance conveys bullish signals.
Expectations and Strategies: The stock has recently experienced a significant adjustment, but has formed support near the ten-day moving average, indicating that there is capital at the bottom of the market. Although there are no specific bullish news, this volume increase reflects the characteristics of spontaneous emotional repair. It is expected that in the short term, the stock still has upward potential, but it will take time to digest the selling pressure in the previous high area.

2. Ofilm Group Co., Ltd.: $OFILM Group Co., Ltd (002456.SZ)$

Emotion and Trend Analysis: Ofilm Group Co., Ltd. opened high today and accelerated, achieving three consecutive limit up performances, showing strong bullish sentiment in the market. Its logic revolves around concepts such as consumer electronics, robots, and Huawei AI glasses, especially the continuous rotation of Huawei concept stocks, providing emotional support to the market. With the confirmation of orders for the Mate 60 series, the stock is experiencing a strong rebound.
Expectations and Strategies: The high concentration of market sentiment towards Ofilm Group Co., Ltd. leaves almost no room for pullbacks, and this emotion-driven market trend often accelerates stock prices. However, after three consecutive limit up performances, investors should be vigilant against profit-taking pressure from funds. The future stock price may exhibit a volatile rising pattern, with high risks in chasing highs.

3. Shanghai Belling Corp., Ltd.: $Shanghai Belling Corp.,Ltd. (600171.SH)$

Emotion and Trend Analysis: The stock rose by the daily limit today, offering no opportunity for bargain hunting. The underlying logic involves a combination of the concepts of semiconductors and low-altitude economy. Particularly under the boost of better-than-expected performance from Taiwan Semiconductor, the overall sentiment of the semiconductor sector has been significantly boosted.
Expectations and Strategies: Shanghai Belling Corp., Ltd.'s trend shows typical breakthrough market characteristics, steadily rising regardless of index fluctuations. This indicates that market funds have formed a long-term bullish sentiment in specific sectors. Currently, market sentiment remains high, but the risks of a high opening and low closing in this stock cannot be ignored.

4. Nations Technologies Inc.: $Nations Technologies Inc. (300077.SZ)$

Sentiment and trend analysis: As a popular symbol in the automotive chip and cybersecurity concepts, the stock quickly hit the limit up after opening high today, indicating a high degree of market recognition. However, the retreat in the afternoon due to benchmark stocks like Semiconductor Manufacturing International Corporation caused its increase to narrow.
Expectations and strategies: The rebound of Nations Technologies Inc. is in line with the current market's optimistic expectations for chip stocks. The subsequent performance will depend on the trend of the market leader Semiconductor Manufacturing International Corporation. If Semiconductor Manufacturing International Corporation continues to strengthen, Nations Technologies Inc. still has the opportunity to continue the rebound. But if the market leader pulls back, the stock will also face a short-term decline in sentiment.

Holdings logic and adjustment strategies: How to deal with market sentiment fluctuations
1. Talkweb Information: $Talkweb Information System (002261.SZ)$

The HarmonyOS concept and cybersecurity logic of Talkweb Information drive its limit up today, indicating the continuous favor of market funds towards emerging technology concepts. Although the stock opened flat in the morning, it later rallied strongly, showing signs of fund buying. The market sentiment gradually warmed up under the driving force of Talkweb Information, and spread to symbol like Hoperun Software and Changshan Beiming.

Response strategy: The rise of this stock is driven by market sentiment and thematic investment strengthening. The current market is constantly rotating between semiconductor and HarmonyOS concepts, investors should pay attention to whether funds continue to inflow. If the market sentiment remains strong, Talkweb Information still has room to rise; but if sector rotation slows down, then one must beware of the risk of short-term pullback.

2. Jiangsu Hoperun Software: $Jiangsu Hoperun Software (300339.SZ)$