A-share midday review | The ChiNext Index fell by 0.91%, with over 3500 stocks in the market trading in the green. DeepSeek concept and precious metals sectors are leading in terms of increase.

On February 11th, the A-shares fell in the morning, with over 3500 stocks in the market showing a decline. By the end of the trading day, the Shanghai Composite Index fell by 0.16%, the Shenzhen Component Index fell by 0.44%, and the ChiNext Index fell by 0.91%. In terms of the market, the non-ferrous metal sector continued to strengthen, with gold and copper leading the gains. Leysen Jewellery Inc. hit the limit up. The IP economy concept also showed strength, with Wuhan Golden Laser up 20%. Stocks related to DeepSeek concept remained active, with PARATERA rising over 260% in 6 trading days and MeiG Smart Technology hitting 7 consecutive boards. On the other hand, the photovoltaic sector continued to decline, leading the drop, while the pharmaceuticals, software development, and real estate sectors also saw significant declines. In terms of major capital flows, funds favored industries such as industrial metals, jewelry, and large state-owned banks, while funds moved away from IT services, semiconductors, software development, and securities industries. Institutional views: Looking ahead, Orient pointed out that it is still a time window for long positions. However, with the recent surge in AI themes, volatility will further increase, and it is not advisable to blindly chase highs in the short term. EB SECURITIES stated that the AI sector continues to be strong, and the market uptrend is expected to continue. GF SEC recommended focusing on the main TMT line and low-growth supporting lines in the continued spring market excitement. Popular sectors: 1. The non-ferrous metal sector strengthened, with gold and copper leading the gains. 2. Stocks related to DeepSeek concept remained active, with PARATERA hitting a limit up. 3. The IP economy concept showed strength, with Wuhan Golden Laser hitting a 20% limit up. This article was originally published on Tencent Stock Selection, edited by: Wang Qiujia.