Morning Trend | KLA's capital movement, is the main uptrend of semiconductor equipment about to break through?
KLA exposed unusual signals last night, with stock prices fluctuating upward. Traders in major communities are all shouting, "The leading equipment stock is rotating again, is the next high point coming?" There was significant net capital inflow throughout the day, directly activating the trading sentiment of the entire semiconductor equipment sector. Core news: The demand for AI computing power remains high, and rumors of new orders from autonomous driving giants and wafer manufacturers are heating up expectations on the equipment side. Large orders are circulating upstream and downstream, and KLA's performance is expected to be upgraded again, with "performance-driven, valuation-killing" becoming the new trading logic. Funds are rotating into technology growth targets, and the short-term index windfall is reappearing, with speculative trading clearly increasing. On the technical side, the daily K bullish structure has formed, and after continuous upward attacks, capital has surprisingly dominated the market. The MACD has shown consecutive upward movements, and the KDJ is generally biased towards bullish, but the trading volume is slightly lacking, leading to occasional fluctuations at high levels. Some funds have shown divergence, so caution is needed against sudden movements at high points. The sector's positive stimuli are strong, but variables must be guarded against—upstream price increases or a unilateral market correction could lead to extreme fluctuations in semiconductor equipment. The general opinion in the community is to closely monitor trading volume and core leading stocks for intraday movements. If more funds gather, the rebound window is likely to continue; otherwise, if trading volume weakens, caution is needed against the main force taking profits. Whether it can continue to hit new highs depends on whether today's funds can dominate the rhythm again. The main rising wave node can come at any time, and technical analysts are ready to capture unusual movements
KLA exposed unusual signals last night, with stock prices fluctuating upward. Traders in major communities are all shouting, "The equipment leader has rotated again, is the next peak coming?" Throughout the day, there was a significant net inflow of funds, directly activating the trading sentiment of the entire semiconductor equipment sector.
Core message: The demand for AI computing power remains high, and rumors of new orders from autonomous driving giants and wafer foundries have heightened expectations for the equipment side. The circulation of large orders in the upstream and downstream suggests that KLA's performance may be revised upward, with "performance-driven, valuation-killing" becoming the new trading logic. Funds are rotating into technology growth targets, and the short-term index windfall is reappearing, with speculative positions clearly increasing.
On the technical side, the daily K bullish structure has formed, and after consecutive upward attacks, funds have surprisingly dominated the market. The MACD has shown consecutive upward movements, and the KDJ is generally biased towards the bullish side, but trading volume is slightly lacking, leading to occasional fluctuations at high levels. Some funds have shown divergence, so caution is needed against sudden movements at high points.
The sector's positive stimuli are strong, but variables must be guarded against—upstream price increases or a unilateral market correction can lead to extreme fluctuations in semiconductor equipment. The general consensus in the community is to closely monitor trading volume and the core leaders' intraday movements. If more funds gather, the rebound window is likely to continue; otherwise, if trading volume weakens, caution is needed against the main force taking profits. Whether it can continue to hit new highs depends on whether funds can dominate the rhythm today. The main upward wave node can come at any time, and technical analysts are ready to capture unusual movements
