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[Overall Strategy Review] This week's market capital flow landscape has only one core theme: large-scale capital is undergoing an extremely concentrated "survival of the fittest and cross-period allocation." While the index fluctuates at high levels, Smart Money is unhesitatingly concentrating resources heavily on the core supply chains of "AI infrastructure and semiconductor cycle recovery," while mercilessly liquidating and withdrawing from sub-sectors that are overvalued and lack substantial fundamental support.
📌 Big Investor Capital Flow Indicator (Smart Money) — Identifying the "Absolute Consensus" of Macro Trends
📌 EDGE Industry Resonance Scan — Using Micro-Capital Flows to Debunk "Positive News" and "Shakeout" Illusions
📌 Featured Topics Deep Dive Analysis
- Focus One (Macro Trend Dominator): [PCBs and Substrates] — A Long-Term Accumulation Hub Embracing PCIe 6.0 Specification Bonuses
- Focus Two (Strongest Bullish Consensus): [Semiconductor OSAT] — Controlling the "Pricing Power" and Path of Least Resistance for AI Computing Lifeline
- Focus Three (Intense Rotation Hot Zone): [Passive Components and Electronic Components] — The "Five Levels of Fire and Ice" of AI Specification Bonuses Spreading and Traditional Consumer Downgrades
- Focus Four (Trap Warning Zone): [Semiconductor Equipment and Fab Services] — Sweet Poison and Main Investor Liquidation ATM
📌 Conclusion and Trading Philosophy
![[Industry Capital Flows Weekly] 20260215 Capitalizing on AI Specification Bonuses, Avoiding Equipment Makers' Book-Closing Sell-off](/content/images/size/w2000/2026/03/Gemini_Generated_Image_mq6ktymq6ktymq6k-1.png)
![[Industry Capital Flows Weekly] 20260309 Capital Reallocation and Micro-level Capital Flow Divergence in AI Infrastructure](/content/images/size/w1200/2026/03/Gemini_Generated_Image_9yzcdz9yzcdz9yzc-1.png&q=100)
