COWELL (1415.HK): Main capital fluctuations are active, AI hardware orders frequently bring good news, and high-level divergences are gradually increasing

On February 3rd, COWELL continued to strengthen during the trading session, with active main funds driving the stock price to rise multiple times. The electronic components sector performed outstandingly, especially as AI hardware-related companies received attention from multiple institutions this week, with new orders and positive news on customer collaborations serving as catalysts for right-side trading. The company announced an increase in its AI camera module project during the session, and there was a noticeable follow-up from funds after the market closed. There were multiple instances of increased volume pushing the price higher, but as it approached the previous high pressure zone, divergences intensified, leading some funds to actively adjust their positions. The technical structure remains bullish, with the 5-day and 10-day moving averages forming technical support. In terms of the industry, the tight supply chain for ICs has improved, and the recovery in terminal demand has enhanced the sector's attractiveness. After further release of overall trading volume, short-term divergences and volatility have intensified, and the risk of high-level plunges needs to be monitored. It is essential to dynamically monitor the distribution of main funds and real-time market changes, avoiding blind chasing of highs, and paying attention to controlling the risks of chasing after price increases