February 27, 2026 AI Application End (11) Is the computing power of the application end the main focus?

April 27th, midday [Taogu Ba]

1. Rare Earths
   Northern Rare Earths break new highs, stabilize at high levels
   Healthy high-level consolidation, hold your positions
   (For personal review only, not recommending specific stocks)

2. Commercial Aerospace
   Buy the dips and sell the rallies, currently viewing as a rebound
   Remember not to chase highs

3. Application Sector

4. Computing Power
   Huasheng Tiancheng hits the second limit up,
   Popular stocks Dayi Shares continue to attempt to re-accumulate
   Showing signs of leading the trend

5. Advertising & Marketing
   Lio Shares + BlueFocus
   Today added to the MISN index
   Requires building positions,
   Lio Shares faces difficulty hitting the daily limit today
   Market is healthy, focus on stability
   Showing strong long-term trend, be patient
   BlueFocus’s funds are waiting for an opportunity, be patient

6. Dream 2.0
   Including film and TV colleges starting to stabilize
   Zhangyue Technology begins to attempt recovery
   Can wait for a rebound after the key trigger

Summary:
Application sector begins to attempt recovery, computing power strengthens,
Unfortunately, advertising & marketing did not smoothly accelerate to a breakout at high levels,
So switching to computing power at low levels was not possible
Market trading always differs from expectations
For those who are investing in computing power, consider a longer-term view
Protect your own small territory
Opportunities will come next week

Warm reminder:
Spring warmth and blooming flowers will arrive!
The gloom of these days will eventually pass
Taogu Ba partners are very tolerant
Believe that the future will be even better!!!
Data + traffic!