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March 10, 2026 evening, operation logic for tomorrow
A day of overall gains, with the potential for 5 limit-up stocks, and the rate of hitting the limit dropping below 30%. Short-term sentiment is recovering, but the only downside is that the market is once again showing volume-price divergence. If tomorrow’s funds continue to decrease, it will likely be a day of further decline. The total market capital needs to reach 27,000 to stabilize today’s market gains. The main market theme is computing power, with electricity also being a hot topic. It’s uncertain which sector will rotate tomorrow. AI applications are emerging, and the aerospace sector is also involved. [Taogu Ba]
The same trading logic as yesterday still applies: continue holding the 5 stocks.
Ningbo Construction’s probability of moving from 3 to 4 is higher. It is definitely the short-term leader in computing power. However, I am not optimistic about moving from 5 to 6.