Zhuque Road Morning Session: February 4 Pre-Market Strategy

2026-02-03 23:52:10

Abstract generation in progress

Today, the index is expected to rise sharply and then fall back because the volume is not supporting it. If a low-probability surge in volume occurs, we can consider a broader perspective and observe. [Taogu Bar]
Yesterday, we focused more on certain stocks, and most of the bullets have been fired. Today, we can still expand profits, and a surge is also expected.
Commercial Aerospace and Space Photovoltaics: Today only unfollow points; the focus game is very difficult. The front-row low positions opened very high, and if they don’t open high, the results may be below expectations. Chasing highs today is a divergence expectation.

Commercial Aerospace: Tiantong Co., Aerospace Development, Tongyu Communications
Space Photovoltaics: Shuangliang Energy Saving (with convertible bonds)

Communications: Hang Electric Co.
Electrical Equipment: Hang Electric Co.
Computing Power: Taihao Technology
Gas Turbines: Aero-Engine Control
These are the core sectors that performed well yesterday. If we need to play, we should confirm through bidding which ones meet expectations and then look for low-position opportunities to focus on.

Gold: Short Dragon, Hunan Silver, Silver Nonferrous Metals. Today, it probably won’t open at the floor price because of the performance of Xiaocheng Technology. Many funds will rush in. Consider focusing on deep-water areas for safety.

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