2.27 Midday Trading: The fourth day of the Year of the Horse. Is today the real start of a good beginning? How about that?

[Stock Forum]

Market

Exceeded expectations, playing the east rises and the west falls again?

Not falling is very strong, shrinking volume is normal, too many uncertainties here.

Whether they play or not, the Two Sessions bring spring breeze like scissors.

Profit-making effect

Strong recovery

The market here is weak, but sentiment is very strong.

In the morning, Yunnan Energy Investment meets expectations with a 5%+ open.

Then it shrank volume and hit the limit down instantly.

Can do, what direction to do? Do resonance.

Last night, every tech stock, Nvidia led the decline. Today, overseas computing power collectively faltered.

Longfei, Honghe Technology, and other high-recognition stocks all opened lower, Honghe even hit the limit down.

Tonight, discuss why Nvidia’s earnings and guidance exceeded expectations but still fell.

Yesterday, there was already something wrong because Nvidia’s stock price plunged after earnings.

On Wednesday, overseas computing power, Longfei, had negative feedback. Thursday was our local institutions.

They boasted about various favorable factors, feeling overly confident, pulling big backs, overseas institutions.

As a result, today they were pressed down. Actually, yesterday should have continued divergence.

But on Wednesday, overseas computing power and various historically high stocks, which had been underperforming, pushed back.

Today, the highest overseas computing power divergence.

Funds are definitely flowing to other directions.

The high-standard continuous board sentiment gave a theme, just see what to do.

The direction given by the one-word signal

Three: China Tianying (Environmental Protection + Chemical Industry + Robotics)

Geer Software (Quantum + AI + Intelligent Entities)

Taijia Shares (Commercial Aerospace + Huawei Ascend)

After the opening, it mainly revolved around AI intelligent entities and Huawei Ascend.

So it’s still about token going overseas, feels like after the holiday, three days back.

It’s not that funds are not optimistic about this direction, but too many pre-emptive positions were buried before the holiday.

Then they first made a price increase line, overdone, and then returned to normal.

So today feels like a good start, with 7 boards.

Then it returned to the sentiment-driven theme, which has sustainability.

AI intelligent entities, early morning, Pingyuan Information, Jindai Modern hit the limit.

Huawei Ascend, Tuowei Information, second board; Yuntian Lifei surged; Taijia Shares hit the one-word limit.

In non-ferrous metals, tungsten resistance has a small essay; Zhangyuan Tungsten, Xianglu Property, Jiang tungsten equipment.

This direction has dual buffs, considered non-ferrous metals and PCB drilling raw materials.

It depends on which direction you prefer.

I don’t like commodities.

The domestically produced computing power I’ve been longing for is here, happy.

Chemical industry is active; Jinhongda is stuck; Chengtian and the same root, why fight each other? They can’t effectively hit the limit.

If this wave of chemical industry doesn’t leave an opening, then the so-called post-holiday resonance with chemical industry is a joke.

Like Seedance, it’s better than Seedance; no opening, no 4 boards.

So it’s all about supplementary rise themes.

Two Sessions preheating, yesterday’s rotation, low-altitude bidding and environmental protection, no effective limit-ups today.

Now commercial aerospace is also a Two Sessions expectation theme.

But today, a new batch of limit-up stocks appeared: Aerospace Power didn’t continue; replaced by Shuangliang Energy Saving, Junda Shares. This is a small essay praising Elon Musk’s moon landing.

Fenghuo Communication, with Huawei Ascend logic.

Lior Shares
No movement

Sell, daily lows rising, highs rising

If not selling, no initiative, and no limit-up.

Still want to see if this stock can turn into a new high on the right side and break through.

The green line is the peak of trapped chips on the left side, suppressing for a long time.

This stock owes us, can it return to us?

Although passive today, the intraday attack volume shows sincerity.

Taijia Shares
No movement

Runze Technology
Morning first wave turned red, reducing positions

This kind of institutional trend stock needs T, today just barely retested the 3-day line.

But no position T, and I actually don’t like T.

Want to add to Huasheng Tiancai, can only reduce this.

Huasheng Tiancai
Adding positions midway

Maintain original judgment, my expectations are high.

Can it break out? Let’s see.

Feels like it’s here to compete for becoming the core trend of domestic computing power’s main rise.

Sentiment today is fine, just wait for the afternoon to see if the market maintains oscillation.

Whether there’s rotation to other sectors or if the focus remains on computing power and AI.

All-day trading, then there’s expectation for Monday.

Half-day trading, it’s hard to say.

If it’s a half-day on computing power, then Huasheng’s early move to take off the watch isn’t bad.

Overseas computing power divergence as expected, mainly because the external environment is too dark, so the divergence is larger.

But if you say overseas computing power is gone, that’s not necessarily true.

Longfei touched the 10-day moving average; future movement depends on whether it consolidates or oscillates.

There’s still room for rebound at low levels.