[Red envelope] Can Power Replicate Commercial Spaceflight (Live broadcast at 8 PM)

Monitoring the market can reveal early opportunities; reviewing past trades helps clarify direction. [Taogu Ba]
**
Monitoring and reviewing are ways to understand others; the next step is to understand yourself, and finally, choose the right time to act.**
**
Stock trading isn’t based on guesses. Those who profit often have either foresight (prediction) or adaptability during trading (following).**

Market Overview:
All three major indices are experiencing weak pullbacks. Market volume has shrunk to 2.46 trillion compared to yesterday. This week’s gains and losses: Monday待涨3900+, Tuesday rose above 4500, Wednesday待涨3200+, Thursday待涨3900+.
In the short term, energy and chemical sectors performed in the morning, power sector in the afternoon. AI hardware and computing power weakened intraday, with rotation into new sub-sectors: yesterday energy storage, today coal.
Number of stocks hitting daily limit-ups: 51, down from 53 yesterday. Success rate of hitting the limit: 70%, down from 75%. Number of stocks in the continuous limit-up tier: 8, down from 10 yesterday.

Continuous Limit-up Tier:
4-limit: Zhongnan Culture (Power)
3-limit: Greenland Power (Power), Huadian Energy (Power)
2-limit: Chint Power (Energy Storage), Jinniu Chemical (Chemicals), Energy-saving Wind Power (Energy Storage), Green Power (Power), China Energy Construction (Electricity)

The 4-limit tier failed to advance to 5, compressing back to 4. Power-related stocks dominate the continuous limit-up tier.

Like and follow, develop good habits, stay persistent, and profit daily.
**
If you find this helpful, please support with likes, tips, or donations. Your support motivates my updates.**

Market Summary:
Hot sectors: Computing power, AI hardware, energy chemicals, etc.
Waiting for rotation: Aerospace, storage, etc.
**

1. Power-related: Gas turbines — transformers — energy storage — wind power, etc.
   Market sentiment: Zhongnan Culture.
   Large-cap: China Energy Construction, which was pushed up in the afternoon but closed weak, yet holding the continuous limit-up is better than expected.
   Next large-cap: Sungrow Power Supply.
   Old large-cap: China Western Power, which continues to be shorted; watch if the 10-day moving average can hold.
   Trend of large caps: GCL System Integration and Jinkai New Energy are showing strong trends. GCL attempted to lead a sector rebound in the morning but failed; in the afternoon, benefitting from wind power news, it re-encountered the limit-up. Jinkai New Energy also strengthened, trend-wise.
   Top high-standard stocks: Han Cable, Hang Electric, Yunnan Energy Holdings. Han Cable rebounded strongly within the day, aiming for a fourth wave. Hang Electric maintained control of deviation, Yunnan Energy tried to break twice the deviation but was sharply knocked back; max gain 196%, representing the sector’s upper limit. Watch if Han Cable’s unusual movement can continue upward and break through.
   Mid- and low-cap stocks show random performance.
   Overall, sub-sectors are rotating constantly. Yesterday, European energy news boosted energy storage; today, UK G’s wind power import tariff liberalization caused collective sector movement, crossing and underperforming stocks simultaneously. The strongest direction remains energy.
   Market opinions:
   One: Sub-sector at late-stage rebound, energy storage and wind power are catching up with gas turbines and transformers.
   Two: Sub-sectors are fermenting, similar to the start of a long cycle in aerospace; the sector hasn’t peaked yet. When it surpasses twice the height, it will be the sector’s climax.

2. Domestic computing power industry chain:
Involving computing power, data, intelligent agents, etc.
News: The 319-320H conference, with expectations for DS-V4 release.
Second wave new highs:
Litong Electronics, aiming for a second wave, with the upper limit of the main board.
Roman Shares, a speculative stock, oscillating to new highs, aiming for a second wave.
309 ChiNext leader: Hongjing Technology, unaffected by sector fluctuations, closed higher at the end, benefiting from Tencent’s computing power price increase.
Popular stocks: Meiliyun, Ningbo Construction, similar to power sector stocks like Tongna Shares; whether they can rebound remains to be seen.
Low-position anomalies: Hanggang Shares, Hangjin Technology, Runjian Shares, etc., all benefited from DS in early 2025, showing intraday activity.
JG trend: Dongyangguang, Xiechuang Data, the former consolidating at the 10-day line, the latter at the 20-day line, both independent of sector influence.
Sector capacity: Huasheng Tiancheng, acting as a smaller version of China Western Power, attempting sector rebound; its sharp decline ended the rebound opportunity, but a rebound back to the 5-day line is still possible.
Low-priced servers, switches, and related large stocks: Unigroup, Sugon, Great Wall, Inspur, etc., attempted to lead sector attack in the morning but failed; the whole day was flat, with signs of large funds accumulating. Watch for potential explosive moves.
Intelligent agents: Hande Information, benefiting from AI factory investments; a closed-door event with Nvidia on March 20 in Wuhan, with intraday activity.
Overall, this sector attempted to rebound in the morning but was halted by Huasheng Tiancheng. Both high- and low-priced stocks still have room for activity, similar to yesterday’s power sector situation.

3. AI hardware:
Potential news: Nvidia GTC conference from March 16-19.
JG large-cap: Yizhong Sheng adjusted; Tiansheng recovered at the close.
HuaGong Tech, HuiLu Eco, Changfei Fiber all adjusted intraday; HuaGong Tech’s gains are about double the initial rise.
Low-priced stocks: Guangxun Tech, Reiscanda, failed to hit the limit; Dushanying Precision surged at the close. All are new low-tier trends.
COS sub-sector rotation: Guangku Tech, Tengjing Tech, YingTang ZhiKong strengthened.
New sub-sector from GTC:
CPO micro LED: Jufei Optoelectronics, Huacai Optoelectronics, Zhaochi Co., Sanan Optoelectronics, continue to strengthen; others fluctuate randomly.
PCB silicon micro powder: Lingwei Tech, Lianrui New Materials, all adjusted today.
Overall, the sector peaked Tuesday, pulled back Wednesday, and diverged further Thursday. The hype revolves around two themes: potential benefits from GTC and domestic chain development. Currently, each trend seems to be a copy of these directions.

4. Other sectors:

1. Chemicals: continuing to break through.
   Top standards: Baichuan Shares, Runtu Shares, Jinniu Chemical.
   Baichuan failed to hold at the close; Jinniu rebounded with two consecutive limit-ups; Runtu Shares continued to adjust.

2. Energy: Coal.
   Related to oil and gas, aiming for a rebound.
   Another similar sector to energy storage yesterday, serving as an index tool.
   In a bull market, sector rotation is common; wind, solar, and storage are regular players, especially during market declines.

5. Summary:
Overall, the market continues to rotate, with short-term sentiment still weak.
Direction-to-direction rotation, sector internal rotation, and individual stock rotation.
A strong sector often means others weaken; sector rotation within sub-sectors suggests targeting specific segments. When stocks like A outperform, B is likely to be knocked down. Sector rebounds yesterday were hindered by China Western Power; today, Huasheng Tiancheng’s activity is a barrier.
Future market outcomes: either a consolidation and strengthening of a main theme or a violent decline resetting everything. Which do you prefer?
Let’s wait and see what the market chooses~
(直播 tonight at 8 PM, friends interested are welcome to reserve)

——————————————————————————————————————————————————————————————————————————————————————————————————————————————————————
These are personal insights and may not suit everyone. This is how I currently operate. If you find it unsuitable, just ignore it. No harsh words needed. If it helps you, I am glad.
The bull market in A-shares persists, but it’s within individual stocks, not the index. Catching the right stocks means being in a bull market; missing them, even if the index rises sky-high, remains a bear market for you.
Disclaimer: The above review, posts, and comments are for entertainment and reference only. Not to be used as sole investment advice. Do not trade solely based on this. The stock market involves risks; invest cautiously! Remember, there are no stock gods in A-shares!
Note: Stocks mentioned in the article and under #￥ do not represent holdings or endorsements. Do not follow blindly.
Sharing is also a joy; within these words are beauty and gold.
Hope readers find valuable insights here.

Disclaimer: This article records my personal operations. Investing involves risks. Trade cautiously. Plans are always faster than changes; follow the market. The content reflects my personal thoughts and is for record-keeping only. It does not constitute investment advice. Trade at your own risk.