---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39955606.md"
description: "$NASDAQ Composite Index(.IXIC.US) When overseas markets rise, $SSE Index(000001.SH) A-shares also rebounded today. All three major indices were in the green this morning, with over 3,800 stocks rising across the two markets, indicating a clear improvement in sentiment.Now that the situation in the Middle East has calmed down a bit, the market is temporarily moving to its own rhythm. Coinciding with the intensive earnings reporting season, big money is still flocking to sectors with strong performance, a trend likely to last until the end of the month. The longer it drags on, the greater the risk of earnings disappointments, and capital will become increasingly cautious.Therefore, it's best to avoid purely sentiment-driven rallies in the short term and focus more on companies with expected earnings growth. After the earnings reports are fully disclosed by the end of April, without earnings-related interference, A-shares can move forward unburdened in May, and there will be more opportunities in individual stocks.Looking at the indices, the ChiNext board directly engulfed yesterday's bearish candlestick today. After breaking out of the previous large consolidation range, it's clearly in a primary uptrend, with a pretty nice chart. The Shanghai Composite is still suppressed by the 60-day moving average; volume needs to be watched, as a breakout is unlikely without increased volume.Sector-wise:First, computing power leasing continued to strengthen today. HongJ Technology rose over 19%, hitting another all-time high; LiT Electronics achieved three consecutive limit-up days; MeiLiY, AoRDe, and HengR Co., Ltd. also hit the limit-up. The computer sector saw a net inflow of over 3.4 billion yuan, with XinYisheng and Industrial Fulian being actively bought by major funds. I've been repeatedly emphasizing the computing power sector; the target I shared in the morning session on the 9th has been hitting consecutive new highs these past few days.The wave of computing power price hikes is fermenting globally. By March, China's daily average token usage had exceeded 140 trillion, up over 40% from the end of last year. This indicates rapid growth in demand related to AI applications. Although capital is currently concentrated in upstream computing power, downstream applications are equally indispensable. In the short term, you can look for dips in the AI application direction, such as AI marketing, AI e-commerce, and AI gaming. Perfect World, shared earlier, also saw a surge today.Also in lithium batteries, CATL released its Q1 report, with net profit of 20.738 billion yuan, a year-on-year increase of 48.5%. Single-quarter capital expenditure exceeded 12 billion yuan, achieving a 20% year-on-year growth rate even on last year's high base, exceeding market expectations. It rose over 4% in the morning session today, with the stock price reaching another all-time high. This logic remains valid, and the related industry chain can continue to be explored.Combining earnings expectations and energy substitution, the energy storage direction can be a short-term focus. The gas turbine mentioned last Saturday saw another rotation today; you can watch for low-entry opportunities later."
datetime: "2026-04-16T04:58:40.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39955606.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39955606.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39955606.md)
author: "[点金胜手](https://longbridge.com/en/profiles/12090136.md)"
---

# $NASDAQ Composite Index(.IXIC.US) When overseas ma…


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