财神爷的小软糖
2026.02.27 10:40

Looking at these smart manufacturing, computing power, and heavy machinery sectors today, tech stocks on one side opened high and went higher, for example $HESAI-W(02525.HK) was directly included in $MSCI(MSCI.US) and surged, but then Tianyue Advanced Materials came with a reversal in the afternoon, leaving those who chased in the morning session with a face full of question marks now.

$ROBOSENSE(02498.HK) is said to be turning profitable for the first time, but it's still not turning red (rising). The most stable one is actually Chongqing Machinery & Electric, quietly hitting new highs, solid business is really good.

The rotation in the tech sector is as fast as a blitzkrieg, it's really tiring if you don't catch the rhythm. It's better to be more zen now, the strong ones can turn around the next day, the main trend is still where the smart money is...

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