Zhongxin is set to go public on Monday, and it will be an important watershed for the AI market. In the near term, many stocks that reported earnings above expectations have still been falling; fundamentally, this is because capital is re-pricing through sideways relative comparison. The outlook is destined for extreme divergence: the large-cap leaders with solid performance and technical barriers are likely to stabilize and then recover to make new highs, while most theme-driven small caps will likely see further lows. Pay close attention to how things perform at Monday’s opening—don’t impulsively add positions during the early session. A true trend reversal needs about a week to be confirmed.
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