Market consolidates with a broad rally, trading pace is the key

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【Like and follow before viewing, wishing everyone wealth beyond measure】

To succeed in trading, first guard your mind, then maintain your rhythm. Only by controlling market emotions can you meet your family’s expectations and keep your account in the green.

Today’s operations:

  1. Take profits in Zhongbei Communications, Fuling Electric Power, AnKao Smart Electric (floating gains), YoukeDe (2-day arbitrage 20%)
  2. Monitor Meiliyun during bidding
  3. Buy the dip in Wangsu Technology

Sector analysis:

  1. Geopolitical conflicts & oil: Sensitivity to news will gradually diminish, and the topic will come to an end.
  2. Computing power/cloud computing (Lobster): The sector started yesterday, and after opening today, divergences were realized, with a rebound expected tomorrow.
    Meiliyun surged immediately at open but was later corrected, causing a gap down. Near midday, Tencent promoted Lobster and the logic of computing power shortages gained recognition. Qunxing Toys led a straight rally, driving the sector back. In the afternoon, Kehua Data hit the daily limit, and Tencent-related stocks like Litong Electronics surged. The previously divergent YoukeDe and Meiliyun also recovered. The core logic remains token growth and synergy between computing power and electricity, with the key being to identify truly benefiting stocks and grasp the rhythm.
    Sector core: Ningbo Construction, YoukeDe, Meiliyun, Qunxing Toys, YunSai ZhiLian
  3. Computing power & electricity synergy: Today’s sector experienced its first major divergence, which will continue to fluctuate; the trend is not over yet. Keep an eye on Yunnan Energy Holdings for arbitrage opportunities.
    Sector core: Shunna Co., Yunnan Energy Holdings, China Western Electric, Southern Power Digital
  4. Domestic computing power & liquid cooling: Huasheng Tiancheng, Tuowei Information, Feilong Shares
  5. Commercial aerospace: Aerospace Development, GCL System Integration

Pre-market plan and additional comments tomorrow! Please give more likes!

Disclaimer: The logic in this article reflects personal review opinions and daily market notes, not any securities consultation or recommendation. The stocks involved are not recommendations. The views are for reference only and not for buying or selling decisions. Trade at your own risk. The market is risky; invest cautiously. Wishing you long-term stock success, wealth, and happiness.

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