The volatility of Technology stocks has intensified in the short term, waiting for low-buy opportunities after risks are fully released.
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The central No. 1 document first proposed "new agricultural productive forces", and the Jiangsu Nonghua Intelligent Agriculture Technology Sector is expected to be catalyzed.
The No. 1 central document of 2025 first proposed "new quality productivity in Agriculture." Jin Wencheng, director of the Rural Economic Research Center of the Ministry of Agriculture and Rural Affairs, stated that the connotation of new quality productivity in Agriculture is quite rich, including current Biological Breeding technology, Drone technology, AI technology, and digital technology.
The 'Deepseek' Concept is not afraid of performance pre-loss as Talkweb Information System joins the 50 billion Market Cap club in Hunan stocks.
① As of today's close, Talkweb Information System is priced at 41.76 yuan per share, with a cumulative increase of 147.39% this month, and a total market value of 52.453 billion yuan, ranking seventh among listed companies in Hunan by market value; ② Analysts told journalists from the Financial Link that behind the soaring stock price of Talkweb Information System, there is an influence from market funds speculating on it, and if the company cannot improve its performance in the future, there may be a risk of valuation correction for the stock price.
Siasun Robot&Automation, Deepseek and other main themes are repeatedly active, pay attention to the possibility of further differentiation after the emotional climax.
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The DeepSeek Concept may enter a phase of reduction and focus, pay attention to the recovery strength of the high-standard money-losing effect.
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After the concept divergence of DeepSeek intensifies, the market may enter a volatile rotation rhythm.
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