(Data pictures are for reference only)

Affected by the social finance data, there was also a rebound in the session. The Shanghai Stock Exchange Index rose 0.84%, and the turnover of the two markets was 833 billion, 23.1% higher than the previous trading day. The rise/fall ratio of individual stocks is 1:3, which can basically be said to be the general rise of individual stocks. Despite the general rise of individual stocks, the plate is still in high-speed rotation. Yesterday, the rate of plate frying was as high as 40% every day. The most striking thing was Huawei's concept. When the market opened yesterday morning, there was a panic due to the rapid outflow of funds from the north, and then it was repaired. However, in the afternoon, in the process of the market's rapid growth, Huawei's concept was again divergent. It can be said that there are two disagreements within the day, which is not common, and this also means that the general market rate of Huawei's concept direction will continue to diverge in the future. The biggest highlight of today's chip direction is Zhangjiang High tech's four link board, with 6.5 billion transactions in the whole day, including 565 million net purchases by institutions, which means that institutions are increasingly recognized for the direction of chip manufacturing. Huawei line is still in the two segmentation directions that we have stressed to everyone these two days ：

1. Direct or indirect suppliers of Mate60 Pro+and Mate X5 mobile phones.

2. Huawei mobile phones have driven the technological development of some industries, such as satellite communications, chip manufacturing, satellite flash technology, folding screen technology, etc. The entry of insurance funds is favorable, undervalued, and high dividend blue chip. Intraday medicine and medical care rebound and rise higher. Whether other banks, photovoltaic and chemical industries with the same attributes will make up for the rise can be properly noted, but they are not eager to participate before the trend is generated. Of course, this expectation is beneficial to the stability index. In the direction, The opportunity is still in the big science and technology, so this week we will continue to focus on the technology line, with the focus on lithography, satellite navigation and chips. Lithography machine direction: The strength is still very high. The main board core is Zhangjiang High tech, the GEM core is Lanying Equipment, and others are Aopu Optoelectronics, Guangxin Materials, United Precision, Guanshi Technology, etc. Continue to focus on the divergences in the direction of the lithography machine to find low absorption opportunities. Huawei cable: With the return of Jierong Technology, Huaying Technology still needs to pay attention to the risk of high position stocks, and do not go to high position relay easily. Satellite navigation direction: Huali Chuangtong made a one-day adjustment of high level shocks, and the rear row made a collective adjustment. It is expected that Huali will not end easily, and will focus on the opportunities of diversification and low absorption in the core of price inflation within the plate. Strategic stocks also give China Satcom a buying range, focusing on the repair of the plate. The star flash direction, Chuangyao Technology, Ronglian Technology and Gaohong Co., Ltd., which were blown out at the weekend, were also not easy to take over. Let's wait and see. The CPO and the server pulled a wave in the composition of the small and medium-sized disk, but most of them went up and down. Today, we can focus on the sustainability. Core Wave Information, Zhongji Xuchuang, Xinyisheng and Optical Technology.

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