[Red Envelope] Challenge Small Goal Day 185: 12.48 million

Today, the major index opened low and then rose to close up 0.38%, with market volume shrinking to 220 billion. There isn’t much to say about the index direction; today continued its strength, and market sentiment remains quite good. The high-level Yunnan Energy also showed strong rebound to new highs, providing significant short-term momentum for the market. Multiple sectors blossomed simultaneously, but volume has not picked up yet; the market is still dominated by quantitative factors. Yesterday’s review article advised paying more attention to opportunities in continuous board relay plays. The success rate of second and third-tier upgrades yesterday and today is very high, so it’s worth keeping an eye on this sector. Moving forward, the focus remains on several new themes and short-term sectors, which are likely to strengthen further. Have a great weekend!

The sector that was particularly strong today was the power grid sector, which was emphasized in yesterday’s article. It performed very well today and has been the most persistent sector recently. Keep an eye on leading relay plays, prioritizing opportunities in the front ranks and among the core players, focusing on logical reasoning and recognition. As for the new terms mentioned earlier, the smart economy has not yet taken off. The batch of limit-ups yesterday, such as Guangdian e-sports, was quickly abandoned after opening. Today, the strong performer was the computing power collaboration sector, which was also highlighted last night. Next week, focus on whether the leading stocks can continue to strengthen and sustain their momentum. If they do, then pay more attention to the computing power sector. As I always say, computing power is interconnected; focus on this theme.

The holdings in Shun Na followed expectations with large single orders, still blocked outside overnight. These two days have seen the best limit-up performances, with no volume to give opportunities. This aligns with the recent advice: when a new sector appears, trust it early, act quickly—those who trust early get the rewards, and those who enter later share the rewards. Currently, the pioneers are the power grid and computing power sectors, and it depends on how high they can go. Yesterday’s intelligent bidding did not meet expectations; traders exited in batches during bidding and at open, showing a lack of recognition from the market. Last night, Zhaochi and San’an in the optoelectronics sector also did not meet expectations during bidding. San’an couldn’t cancel orders after bidding for over 20 minutes, and Zhaochi hesitated and didn’t cancel, resulting in a missed opportunity at the open. This is a common mistake in daily trading—if expectations are not met, cancel early and exit. Better to miss out than to make mistakes. At the open, Aerospace’s Aero Engine sector was strong for two days, with continuous capital inflow, so traders jumped in during the strength. However, the market rotation was too fast, and there was a late-day plunge. Hopefully, next week can continue the strength and start a new wave, breaking the recent curse of continuous losses in aerospace stocks.

Tomorrow’s focus remains on the recent news and new themes, such as the power grid and computing power collaboration sectors. Watch which sector can sustain strong momentum, and follow accordingly. Next week, the main focus will be on relay plays in the continuous board sector and the core stocks in these two sectors. Build around these core stocks, and leave the rest to the market to determine the heights. March has started with a good beginning, and I wish all partners a smooth journey in 2026. Prepare for the big doubling market in March—recover what was lost this month. Please like, share, and support! Keep supporting with coupons!

Support from everyone is appreciated. Once followers reach 1,000, I will start a second live session to share more daily knowledge points and logic! $Shun Na Co., Ltd. (sz000533)$ $Aerospace Development (sz000547)$ $Zhaochi Co., Ltd. (sz002429)$