📊《Weekend Market Watch》|Which sectors are worth watching next week?
The market experienced significant volatility this week, but the hot spots remained relatively concentrated.
If I had to choose the key areas to focus on next week, I would put them in these sectors.
① AI — Still the Main Theme
The AI story is not over yet.
Whether it's computing power, data centers, or enterprise applications, there is still room for continued development.
There might be short-term fluctuations, but I believe AI remains one of the most noteworthy directions for the next few years.
② Semiconductors — Focus on Whether Capital Flows Back In
After a round of gains, the semiconductor sector has recently seen some divergence.
I believe if capital flows back into the tech sector next week, semiconductors are still worth close attention.
Especially in sub-sectors related to AI, such as chips, memory, and advanced packaging.
③ Quantum Computing — Watch for Opportunities, Don't Blindly Chase Highs
Quantum computing is a long-term track.
Every time there is news-driven momentum, stock price volatility tends to be significant.
I prefer to monitor it continuously rather than chase highs due to short-term rallies.
Real opportunities often emerge when the market is calm.
④ Robotics — Bullish Long-term, But Patience is Required
Robotics is one of the key areas for AI implementation.
In the coming years, both industrial robots and humanoid robots have substantial growth potential.
However, many companies are still in their growth phase, so short-term volatility may be quite noticeable.
My Personal View
The market sees new hot spots every day.
But what's truly worth investing in is not the stock that rises the most today, but the industries that still have room for growth in the coming years.
I will continue to focus on:
✅ AI
✅ Semiconductors
✅ Memory
✅ Robotics
Short-term, watch sentiment; long-term, watch the trend.
The above is just my personal opinion and does not constitute any investment advice.
Which sector are you most bullish on for next week? Let's discuss together.
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Quantum Computing(QUBT.US) Quantum Computing Inc. Signs Framework Deal for Up to 100 AI Systems
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ 𝐐𝐮𝐚𝐧𝐭𝐮𝐦 𝐂𝐨𝐦𝐩𝐮𝐭𝐢𝐧𝐠 𝐈𝐧𝐜. signed a framework agreement with Netherlands-based 𝐏𝐥𝐚𝐧𝐜𝐤 𝐃𝐲𝐧𝐚𝐦𝐢𝐜𝐬.➤ Planck Dynamics placed an initial order for 𝟓 𝐍𝐞𝐮𝐫𝐚𝐖𝐚𝐯𝐞 photonic reservoir computing systems.➤ Delivery of the initial systems is expected during 𝟐𝟎𝟐𝟔.➤ Agreement provides a pathway for deployment of up to 𝟏𝟎𝟎 systems.➤ Potential aggregate contract value exceeds 𝐨𝐯𝐞𝐫 $𝟏𝟎 𝐦𝐢𝐥𝐥𝐢𝐨𝐧.➤ Additional orders remain contingent on 𝐩𝐫𝐨𝐠𝐫𝐚𝐦 𝐦𝐢𝐥𝐞𝐬𝐭𝐨𝐧𝐞𝐬 and other conditions.➤ NeuraWave targets 𝐞𝐝𝐠𝐞 𝐀𝐈 workloads requiring low latency and power efficiency.➤ Program focuses on 𝐞𝐥𝐞𝐜𝐭𝐫𝐨-𝐨𝐩𝐭𝐢𝐜 𝐀𝐈 processing for commercial and government markets.➤ Planck Dynamics plans to develop AI applications for 𝐍𝐀𝐓𝐎 and allied forces.👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:➤ Marks a potential commercial expansion for QCi's 𝐩𝐡𝐨𝐭𝐨𝐧𝐢𝐜 𝐀𝐈 computing technology.➤ Highlights growing demand for 𝐥𝐨𝐰-𝐩𝐨𝐰𝐞𝐫 edge AI solutions in defense applications.➤ Successful milestone completion could unlock 𝐦𝐮𝐥𝐭𝐢-𝐦𝐢𝐥𝐥𝐢𝐨𝐧-𝐝𝐨𝐥𝐥𝐚𝐫 follow-on orders.👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:➤ "We believe photonic reservoir computing represents an important new computing architecture for AI workloads that must operate at the edge, where data are generated." — 𝐘𝐨𝐧𝐠 𝐌𝐞𝐧𝐠 𝐒𝐮𝐚, Chief Technology Officer at Quantum Computing Inc.➤ "We partnered with QCi to develop AI applications for NATO and allied forces, citing the need for low-power, edge-native computing capabilities." — 𝐍𝐚𝐭𝐡𝐚𝐧 𝐄𝐬𝐤𝐮𝐞, Managing Director of Planck Dynamics.
However, for ordinary people to truly understand it and see real-world applications, the earliest would be 2027, with large-scale breakthroughs expected around 2030 — so consider building a long-term ...
The quantum computing rally on Thursday was dramatic. D-Wave up 33%, Rigetti up 30%, IBM up 12%. A USD 2 billion government grant package triggered one of the sharpest single-day moves in the sector's...
The quantum computing thingy is another pump and dump. Valuations has to be supported by real earning with clear growth instead of pumps from news hype. Just feel that funds need to be rotated from sectors already pumped hard.
Genuine question — is quantum computing actually close to being commercially useful, or are these stocks just moving on policy vibes? I don't want to chase something that's still 10 years from making money. 🙏
Recently, I've been keeping an eye on $Rigetti Computing(RGTI.US) and $Quantum Computing(QUBT.US) again. One dropped a bit today, the other is just lukewarm. The quantum computing sector has always been quite advanced, the theme is cool enough, but how to put it... the fundamentals are still on the weak side. Occasionally, it surges up a bit and then immediately gives back the gains.
To be honest, these niche tech stocks are now just for a small position to seek some excitement. Operating with a large position would really be too much for the heart to handle.
Anyway, it doesn't matter to wait with a small position. If there's really a big market move and it can be hyped up, we can still compete on speed then. For now, just slowly grind it out and observe 😸
The AI concept is another roller coaster ride. $C3.AI(AI.US) actually surged today, while the other smaller players were basically flat. It feels helpless, like the big brother is leading but the little brothers can't keep up... $Quantum Computing(QUBT.US) dropped 10% in just one day, that's brutal. Ordinary people really can't handle this kind of play. Sectors like AI and quantum computing, I can only say, involve too much gambling. My mindset is quite zen now, occasionally watching the excitement, truly dare not go heavy. Picking stocks is like picking your fate, but don't bet your life on it. Take care, everyone~
1120 | Dolphin Research Focus: 🐬 Macro/Industry 1. The U.S. September non-farm payrolls are set to be released tonight. This is the first monthly employment report issued by the U.S. Bureau of Labor Statistics since the release of August data in September, filling the gap in official employment data caused by the previous government shutdown. The market generally expects an increase of 54,000 in non-farm payrolls for September, with the unemployment rate remaining at 4.3%. However, this data is significantly lagging, and the U.S. Bureau of Labor Statistics has clearly stated that it will not release the October non-farm report. 2. According to foreign media reports, "China is considering introducing new real estate stimulus policies," leading to intraday fluctuations in real estate stocks today...
$Quantum Computing(QUBT.US) This stock is too powerful, and some viewpoints believe that the solutions provided by this company (as well as quantum computing technology in general) will become an alternative to $NVIDIA(NVDA.US) processors, making a purchase at a market value of over $2 billion reasonable.