[Red Envelope] Node selects Dragon to target the Chinese Super League, the King returns to take great power!

1. Position [Taogu Ba]
Zhongchao Holdings
Position: 20%; the only second board in Commercial Aerospace!
The Commercial Aerospace sector saw a strong rebound yesterday, currently rotating, so it’s the safest position. Midway + picking stocks in Zhongchao Holdings, combined with robotics concepts and ultra-high voltage attributes!
If today opens with high volume and a gap up, and Hunan Silver does not hit the limit down at open, there’s a chance to add to positions as weakness turns to strength!

Juli Sling
Position: 20%;
When the Commercial Aerospace sector rebounds, it was the first to break through the left-side trapped positions, leading the charge. As long as recoverable reuse isn’t successful, Juli still has expectations! Trend-following is ideal!

Lio Co., Ltd.
Position: 20%;
The stock’s nature is really good, always giving comfortable moves. AI applications are the core of the middle camp, almost from start to finish! Sentiment is online, Zhejiang Wenlian;
As long as Longyun Co., Ltd. hasn’t resumed trading, expectations remain. If it can break through quickly today, AI applications are worth watching!

Baichuan Co., Ltd.
Position: 20%;
Chemical + photoresist, double buff. Yesterday followed the trend with Hongbaoli! Sold the leading stock, bought miscellaneous stocks, which shouldn’t have happened. If it cannot break through a new high today, expect arbitrage opportunities.

Tongguang Cable
Position: 20%;
Ultra-high voltage + commercial aviation + robotics, guessed the institutional leaderboard blindly, but funds chose Zhishang Technology. Watch who’s strong today, adjust positions accordingly.

2. Pre-market Ideas
Artificial Intelligence (February main theme, focus on this trend)
AI is divided into software and hardware. The strongest software segment is AI marketing, with core online platforms, Hengdian Film & TV (sentiment), Longyun Co., Ltd., Zhejiang Wenlian, Lio Co., Ltd., Tiannlong Group, Blue Focus;
The strongest hardware segments include optical communication, chips, lithography machines, etc., with core stocks like Hangdian Co., Ltd., Hongbaoli, Tiantong Co., Ltd., Hengtong Optoelectronics, Zhishang Technology, etc.
On Monday, the 3-day rally was led by AI marketing; on Tuesday, the 3-day rally was led by optical communication. Therefore, from now until the end of February, look for opportunities during the first divergence. When the sector shows its first downtrend, watch for defensive stocks at the close! If Tongding Internet and Litong Electronics close with a downtrend but not hitting the limit down, it’s an opportunity.

Electrical Equipment (Ultra-high voltage, Perovskite batteries)
This sector has already established its mainline position. After the market correction, there was a continuous pullback last week, with recent funds flowing back for rotation and recovery;
Key stocks: Hangdian Co., Ltd., Junda Co., Ltd., Lushan New Materials, Mingyang Smart, Tongguang Cable, etc.;

Commercial Aerospace
The commercial aerospace sector is an epic theme. Starting from 8.28 with 3D Communications, ignited on 11.14 with Aerospace Development, exploded on 11.27 with Tongyu Communications, established as the main line on 12.1, continuing until the end of December;
Reconfirmed as the main line on 12.29, riding the main upward wave, resonating with the broader market! Then, Hige Communications was suppressed, Zhenzhen Technology showed a split retreat, and after stabilization on 1.22, continued strength on 1.23. Over half a month of oscillation with recognizable new highs, can the third wave rise again? Watch if it continues to strengthen today; if not, expect rotation. Continued strength indicates a main upward trend.
Anchors:

1. Will Runbei Hangke or Lushan New Materials make a one-word statement? 9:25 with 500 million+ in orders;
2. Zhongchao Holdings opens more than 5cm higher with a volume of 200 million, or a very weak to strong one-word move, not exploding at open.
3. Core capacity of Aerospace Development, can it open more than 3cm high without sinking?
4. Recognizable core stocks: Zhongchao Holdings, Juli Sling, Western Materials, Junda Co., Ltd., Robert Bosch.

Non-ferrous Metals and Gold
Have exited the main battle for now; subsequent recoveries are exit points.

Passionate likes, monthly income of millions; tips and support, as always! 7 likes + 200 shares, sharing pre-market ideas, for reference only, not recommendations, profit and loss at your own risk! Happy to share, live broadcasts facilitate better communication, so click to urge the broadcast, up to 10 times a day = 1 check-in, 13 check-ins equals a hardcore supporter! Besides urging the broadcast, supporting posts in October four times also count as one check-in! Stock selection for rebound + overview of bidding secondary charts! 20 check-ins to view Tianbao MODEL or extreme low absorption! More interaction and communication, progress together! +Special attention, real-time alerts, surprises nonstop!

Disclaimer: Investment involves risks. Trading should be cautious. Plans are never faster than the market. Follow the market movements. The article reflects personal ideas and records, only sharing personal understanding of the market. It does not constitute any investment advice. Trade at your own risk!