[Red Envelope] In-depth analysis of the steel sector's surge as the strongest blow to the tech market (Sentiment Cycle Analysis)

StrawberryIce · 2026-02-25T03:22:12+00:00

Guangming Real Estate responded quickly to the market's lack of imagination in the sector, with analysis pointing out that the big tech sector has risen too much and may face a lack of momentum in the future. Consumers should pay attention to the performance of emerging fields such as AI and robotics, as well as the market's reaction to their narratives.

StrawberryIce

2026-02-25 03:22:12

Abstract generation in progress

$Bright Realty (sh600708)$ Because the least promising sector has risen, the market will immediately react. We should defend the most imaginative (the best at creating hype) sectors [Tao Gu Ba].

Don’t ignore the above. Everyone, look at this: the AI anime dramas that have been strongly narrated before the New Year—what will happen after the New Year? Then there are the hot robot topics during the Spring Festival. Also, the US digital economy’s power export, and the AI applications in the US and Hong Kong stock markets—software companies, tech firms—all of these are being thoroughly analyzed!

It’s not that the narratives are no longer appealing. The big tech sector has surged too much over the past year, with too large a market cap. The momentum to continue is struggling. How to put it? It’s like China’s real estate market in 2021—no matter the narrative, population ratios, or even monetary policies, they are just the causes. The core issue is that the market size was too big, and it can’t sustain itself!

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