On the 21st, A shares [held]: National Technology, Topway Information, Runhe Software, Hi-Tech Development, Zhongke Shuguang; [Early Trading]: Oriental Wealth, Oifei Guang, Shanghai Beiling

On Friday afternoon, A-shares also made people experience the feeling of a bull returning quickly. Like a bull trapped in the 3087 gap. Once the mud loosens, poof! Running wild without stopping, the cornerback pointed directly at the target of 3261.56.

At one point, GEM surged more than 10%. Although there was a correction at the end of the session, it still surged and closed throughout the day. The volume of energy also reached 2 trillion in one fell swoop. Obviously, incremental capital was used, but it is expected that there will still be a rebound today. The direction is still autonomous and controllable. The segment is semiconductors, and there are quite a few people who are popular on the weekend. They should have a good premium. In the early stages, they were mainly National Technology, SMIC, Jiejie Microelectronics, Shanghai Beiling, etc., but now they have sufficient capacity. Other technology branches of consumer electronics, Hongmeng, and robots also have rotation opportunities.

Automobile chip+cybersecurity+MCU chip+mobile payment, analyzed many times earlier, as the core leader in semiconductors did not end that quickly. It opened 4.07% lower on Friday, and directly weakened and strengthened after stepping back, which clearly strengthened the characteristics. The stock began to change on Thursday due to the G-concept of cybersecurity. The semiconductor rebound on Friday immediately strengthened. The logic is simple. The technology rebound must have been dominated by highly recognizable leaders, Jiejie Microelectronics, SMIC, and National Technology. Since it was the first to rise and stop, it will rise sharply today.

Hongmeng+ Xinchuang+ Cybersecurity. Friday was a slow and upward trend. There was also an upward trend in the intraday market. The Hongmeng sector rebounded continuously for many days, and a pullback was inevitable, but I noticed that trends such as Changshan Beiming and Runhe Software in the front row are still strong. Well, this direction should not be over yet, and Tuowei Information is still rising. The stock price will continue to break through on Friday, and it is expected that it will continue to rise.

Hongmeng, Xinchuang, and Internet Finance, when the main rise was reduced. There is no need to panic now. Its position is the Chinese military in the sector. It is the core leader in the sector. There is no shortage of acceptance, and there is no strong pullback. Judging from the trend, it is the only one to break through first among the many strong stocks in the market. Yinzhijie, National Technology, and SMIC are actually all affected by it. Open low and go high on Friday, and the trend was not bad at the end of the session. However, it was also observed that the K line continued to rise and fall for several days. The high point continued to drop. Hog strength was flowing out, so be prepared to fall into the bag.

Housing construction+chip+national reform+acquisition of Huakun Zhenyu's expectations were high. As mentioned directly on Friday, the K-line market is not over yet, rising as scheduled, and there is no need to worry when there is no room reduction. The current trend of high-tech development is still very healthy. If the trend is not broken, there will still be drama. It has been reduced in the early stages, and the costs are low, so they are not afraid of fluctuations.

Dongfang Wealth SZ300059: The logic is Internet financing+securities+artificial intelligence, with a total market value of over 360 billion dollars. From this, it can be seen that the market sentiment is high. The position is in the middle of the sector's capacity. The weekend market is still growing well. Today, it should still rise. The company highlights are leading Internet financial information platform operators, leading internet brokerage firms, and the main business is securities business, financial e-commerce service business, financial data service business, etc. The main products are securities services, fund sales services, and financial data services.

I couldn't be more familiar with the fundamentals. It is very popular, and it is also the guiding principle for the market. As soon as Dongcai rebounded, the market stabilized. Si Nan believes that if a bull market arrives, Dongcai cannot bypass it. Judging from the trend, there were major adjustments in the early period. After short-term sideways trading stabilized, volume suddenly strengthened due to the news, and there were 3 20CM rises and stops in the middle. This rapid pull indicates that the market has high attention and positive expectations.

However, the stock continued to recover after breaking the market after a few days of turbulence. After a few days of turbulence, the news was not favorable. This indicates a spontaneous rebound in pig power. This is a characteristic of weakness and strength. It still has a continuous upward trend, and volume can follow up. However, the selling pressure around the previous high was heavy, so it is difficult to break through directly. Recently, however, the pace of the market is reversal. Runhe Software, SMIC, etc. have all broken through previous highs. Well, Oriental Wealth also has this expectation; the target is around 29.

Shanghai Beiling SH600171: Logic is semiconductor+low altitude economy+memory chip+wireless headphone+national reform. There are many hot spots. The company highlights are an integrated circuit design company under China Electronics, one of the main suppliers of integrated circuit products in China. The company is an integrated circuit design company that provides analog and digital-analog hybrid integrated circuits and system solutions. The company focuses on integrated circuit chip design and product application development. During the reporting period, the company focused on developing two major product segments: consumer and industrial control. The company's integrated circuit product business was divided into five major product fields: intelligent metering and SoC (system-level chips), power management chips, non-volatile memories, power devices, and analog/digital converters. These product lines have enabled Shanghai Beiling's business to cover multiple fields, such as consumer goods and industrial applications such as mobile phones, smart homes, flat panel displays, and set-top boxes.

According to news, SMC's performance surged 54% year on month, surpassing market expectations, and gross margin also increased significantly by 4.6% month-on-month to 57.8%. As a result, it has also encouraged semiconductors such as Haibeling. The stock's performance is obvious to all. It has been rebounding since the year, and it has been rising and stopping at no action. The linkage with Taiji shares is the most obvious. These two have taken turns driving semiconductors to strengthen. The recent performance is even more impressive. Under the influence of the general trend, it also went up and down 2 times in the middle. After a few days of high fluctuation, it went up and down again. It was observed that after opening 27.86 times low, it went up and down in a straight line of 30.82. The rise and stop time is very far ahead. The short-term upward trend is still maintained in terms of technology. The upward trend continues, and it is expected that they will advance today, and take the initiative to try if there is any disagreement.

Individual stock reviews have reference value, like, retweet, and follow

The content of this article does not constitute any individual or collective investment advice or basis. The individual stocks mentioned are for technical exchanges only and are not used as a basis for market entry transactions. Investing in the stock market is risky, so you need to be careful when entering the market!