Stay tuned: "Lobster" and the new trend of collaboration with the Computing Electricity Association

Let’s give myself a passing grade for this week’s trading. The return is less than 1%, but at least I mostly kept my hands in check and maintained discipline—which is more important than how much I made in this chaotic market. [Taogu Ba]
Recently, the market has been hard to summarize properly. No clear main theme, hot spots last no more than two days, chasing highs and selling lows blindly usually results in blood loss. I’ve been saying that the market is chaotic, so I participate with small positions, but last week I still impulsively traded twice during the session. The biggest mistake was the MicroLED hype—despite repeatedly warning myself not to get in, I still lightly bought three related stocks. The next day, the sector was hit hard. Fortunately, I only bought related stocks that act as “sellers,” so the damage was limited. On Friday, I lightly bought Huagong Technology, which represents the 3.2T optical module, as well as Sanneng Tiancheng and Dongxin Shares in storage chips. The feedback was good that day, and I expect to make some profit on Monday. I decided during the session to leave the weak and keep the strong. Overall, this week’s return was less than 1%, but it’s okay—maintain a good mindset!
I think there are several directions the market might perform well this Monday. First, the situation intensifies, and oil and gas may perform again. Second, some “little lobsters” that fermented over the weekend might show some one-word moves, but the sustainability remains to be seen. Third, the official voice from the Two Sessions mentions “computing and electricity collaboration,” which provides some hype. Fourth, we should watch for rotation in commercial aerospace.
Since I missed the early move in oil and gas, a high open tomorrow might trigger profit-taking. I won’t focus on that. I’ve reviewed the “little lobster” concept, and will also keep an eye on computing power / computing and electricity collaboration as a reference:

1. Weekend hot concept of “little lobsters”—Openlaw:
   Ruixinwei (603893) Chip computing base. The company’s RK3588, RK182X, and other chips are officially confirmed suitable for deploying AI agents like OpenClaw on personal devices, providing computing power support for edge AI. As an upstream chip manufacturer, it benefits from the trend of local deployment of AI terminals.
   YunKeDe (688158) Cloud deployment pioneer. The company launched related OpenClaw images in late January and offers ready-to-use lightweight cloud applications, lowering user barriers. Providing cloud computing and easy deployment services, it’s one of the preferred platforms for ordinary people to “raise lobsters” in the cloud.
   Shunwang Technology (300113) Built-in AI cloud computer. The company’s AI cloud computer already has OpenClaw pre-installed, allowing users to have a “cloud AI integrated machine” without complex deployment. Pre-installing OpenClaw as a core application, it targets a large user base, making the mode lighter and faster to implement.
   Ruantong Power (301236) New model of computing power operation. The company launched the “Ruidong AI Intelligent Body Cloud Platform,” with OpenClaw as the core engine for computing power absorption, creating a closed loop from infrastructure to application scenarios. Exploring the implementation of OpenClaw in industrial and government B-end scenarios, with considerable potential.
   Beixin Yuan (300352) Software application adaptation. The company’s self-developed “Xinyuan Mixin” product has completed integration with OpenClaw, capable of providing related solutions. Combining OpenClaw’s capabilities with its own secure communication products, focusing on safe and controllable AI assistants.
   Zhongke Chuangda (300496) Full-stack technology adaptation. The company announced in early March that it has completed full-stack deep adaptation and large-scale deployment of OpenClaw on its two major platforms. With deep experience in operating systems and smart terminals, it provides technical support for running OpenClaw on various devices.
2. Computing power / electricity collaboration
   Jinkai Xinneng (600821) Upstream: Green power supply, 10cm limit-up
   Guxin Nengke (002015) Upstream: Green power supply, 10cm limit-up
   China Western Electric (601179) Midstream: Smart grid and power transmission, limit-up (one limit-up this week)
   Tongli Tianqi (Tongyu Heavy Industry) (300185) Midstream: Smart grid and power transmission, touched limit-up during trading
   Look at the TBEA, Baobian Electric, Guodian Nari, and data center stocks like Invek, Kelan Shares, and Kehua Data.
   Additionally, focus on Yunnan Energy Holdings, and see if Tuo Wei Information, Shunna Shares, Meiliyun, Guxin Nengke, and Hangjin Technology continue to hit limit-ups or stay strong, as that would support the sector’s outlook.
   In summary, continue with small positions to feel the market’s temperature—absolutely avoid losing money.