The Bank of Korea continues its dovish stance: maintains interest rates unchanged and downplays the expectation of a rate cut in NovemberOpenAI aims to compete for the "future internet gateway," but Google's moat is very deepRoss Gerber Still Holds Tesla Stock But Calls Elon Musk's Focus Away From EVs 'Strategic Error'Hong Kong Stock Market | The Hang Seng Index rose 1%, the technology sector under pressure; Meituan up 5%, Junshi Biosciences surged 6.42%ARK's Chief Futurist calls on Tesla shareholders to vote in support of MuskBlackRock: The U.S. stock market's third-quarter earnings season starts strong, supported by AI and interest rate cuts, maintaining an overweight position in U.S. stocksAI infrastructure is far from over? PE giant Apollo: The energy demand for AI "will not be met in our lifetime"The top three leading funds announced their holdings: increasing allocation to intelligent robots and edge AIElon Musk Says His Biggest Concern With Tesla's Optimus Robot Army Is Losing Influence Over It: 'Not Like Some Walk In The Park'Tesla, American Airlines And 3 Stocks To Watch Heading Into ThursdayTesla (3Q25 Minutes): The release and mass production of Optimus 3 have been delayed to 2026.Intel Reports Earnings Today. The PC Chip Business Might Be Improving. — Barrons.comHong Kong Stock Market Midday Review: Hang Seng Index down 0.09% at midday, pharmaceutical stocks show weak performanceUnder the "Iron Chain," this indicator of tech giants is very importantTesla's Q3 Earnings Divide Analysts, But Dan Ives Says 'The Worst Is In The Rearview Mirror' For The 'Most Undervalued' Name In AICiti: Xiaomi Corporation-W's car sales fell last week and may need to consider promotionsWall Street believes that Takami Saito is "bullish" on Japanese stocks: the bull market continues, and valuations are risingKey strategic assets? The Trump administration considers investing in multiple quantum computing companiesUnderstanding the Market | Chip Stocks Continue to Decline as the U.S. Plans to Restrict Key Software Exports; Institutions Optimistic About Accelerated Domestic Self-Control ProcessTesla: Relying on the Stars and the Sea, It's Time to Pay for Faith AgainAmazon develops AR glasses for truck drivers: displays cargo information, scans packages, shows routesHong Kong stock market intraday | The Hang Seng Index rose slightly by 0.03%, consumer electronics under pressure, GigaDevice rose against the trend by 9.06%, POP MART fell sharply by 8.50%Understanding the Market | Apple concept stocks lead the decline, Q TECH falls nearly 5%, COWELL falls nearly 4%Low interest rates have persisted for a long time! Japanese regional banking giants are preparing to "return" to the bond market after interest rates peakThe U.S. CPI data is about to be released, and the dollar shows bullish signalsAmazon's "glasses + robotic arm" combination directly addresses logistics pain points! Morgan Stanley: $4 billion in cost savings by 2027Tesla, IBM, Quantumscape, Lam Research And Nuburu: Why These 5 Stocks Are On Investors' Radars TodayiPhone Air Has 'Fallen Short Of Expectations': Apple Analyst Ming-Chi Kuo Flags Limited Market PotentialTesla executives interpret Q3 financial report: Samsung chip agreement will not replace NVIDIATesla's conference call will disappoint the market, Musk lowers the targets for robots and Robotaxi, stating that "Tesla is at a critical moment"Understanding the Market | LI NING Rises Over 4% Announcing Entry into Meituan Flash Purchase Platform to Layout Instant Retail ChannelsFormer Tesla AI Chief Gives Insights On Elon Musk's 'Unique' Style Of Running The 'Biggest Startups' On Earth — And Of Course He Is UnconventionalIn the wave of short squeezes, a "reverse strike" unfolds: Beyond Meat shorts are skeptical and bet that the meme frenzy will inevitably collapse?The AI power supply sector has been severely impacted! The CEO of "gas turbine leader" GE Vernova expressed concerns about "cooling electricity demand" during a conference call, leading to a sharp decline in stock pricesMorning Trend | FIH's main force enters to boost, small stocks show volatility with risks and opportunities?Morning Trend | XINYI GLASS surges on increased volume, raising concerns about a price-volume divergence adjustment?Morning Trend | CKH HOLDINGS in a low-level tug-of-war, is the turning point for blue-chip sentiment approaching?Morning Trend | EVEREST MED tests with reduced volume, is an opportunity in the pharmaceutical defensive sector approaching?Morning Trend | TOPSPORTS capital chase upgrades, will the main force push higher lead to short-term differentiation?Morning Trend | JST GROUP pulls back to support, new moves in the TMT sector are coming?Morning Trend | CHALIECO Approaches Resistance Level, Is Capital Crowded or a Short-term Inducement?Morning Trend | TSUGAMI CHINA continues to rise, is high-level pressure critical again causing ripples?BLACK SESAME recently opened high and surged strongly, accompanied by multiple points of explosion in the second-tier chip and AI sectors during the session, with the heat of the technology growth trend continuing. The trading volume throughout the day increased compared to previous periods, with price performance showing significant volatility, and a wide fluctuation range between intraday highs and lows, with frequent battles between buying and selling forces, forming a tug-of-war around 21 yuan.
There were no company announcements this week, and the market continued to be driven by the popularity of AI chips. ETF and leading stocks frequently showed abnormal movements, with internal sentiment in the sector remaining high. The turnover rate of main funds rapidly increased, with some short-term funds intensively flowing in at high points and taking profits. Under the rotation of themes, mainstream focus concentrated on the internal differentiation of technology and the rapid switching rhythm of funds.
From a technical perspective, BLACK SESAME is positioned in an active trading zone, with fast fund turnover during the day and frequent changes in main funds. Overbought indicators are heating up, and a head-and-shoulders top structure is beginning to appear. If a breakout occurs during the session, attention should be paid to whether the intraday volume can keep up. If trading volume is insufficient, the risk of "false bullish" cannot be ignored.
In the short term, increased volatility poses a significant test for risk appetite in right-side trading. It is recommended to track changes in fund divergence during the session, with the support and pressure signals around the 21 yuan line being particularly critical. There is a large amount of structural liquidation, and if there are no new stimuli in the future market, a high-level pullback and repeated volatile trend may occur. Right-side trading should focus more on market information and industry dynamics to "profit from both ends," avoiding chasing highs and cutting lossesMorning Trend | CHINA OVERSEAS breaks support, will the real estate sector welcome a dark horse or test the bottom?Morning Trend | JIU RONG HOLD is active in capital, how long can the low-priced "shell" market last?Morning Trend | SAIMO Technology sees both volume and price rise, is there a clear short-term trading rhythm in the new wind direction?Morning Trend | SHANGHAI PECHEM fluctuates at a high level, can the capital inflow drive a breakthrough?Morning Trend | CK ASSET's main force increases positions, can the consolidation near the previous high change the trend?NASA urgently kicks SpaceX, who can "take over" the U.S. moon landing plan?Currently "the largest meme stock in the U.S.": Once the "leader in plant-based meat" Beyond Meat, surged 450% in a week, doubled overnight and then returned to its original position