pepper 花椒 (决战A股美股)
pepper 花椒 (决战A股美股)|Aug 14, 2026 09:43
Today's rebound is of really high quality. Although compared to North America, it might just take some time to rebuild confidence. Anyway, Da Guang gave a decent opportunity today. The other rebound directions mentioned yesterday are still looking good. Today, the rotation focused on domestic equipment and storage. Zhongchuan Teqi and Demingli are relatively recognizable names. In terms of strength, it's still the computing power leasing sector, specifically the Neocloud segment, which remains the strongest. The core focus is still on Litong Electronics and Xiechuang Data. These two have repeatedly shown market cap expectations with solid foundations. The rebound in storage and domestic sectors signifies quality. As for whether Da Guang will return, theoretically, if it does, it will strengthen the rebound. Next, it's about observing the strength and patterns of various tech and AI sectors. Just follow the charts and take it step by step.
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