Funds are still focused on electricity, computing power, and energy price increases; the core remains tied to the key themes of the Two Sessions.

Pre-market forecast indicates the overall sector will open significantly lower. Be cautious today! Many people are likely to buy the dip today, prioritize safety first.

Observe more, act less, wait for market sentiment to recover before making decisions.
Hold stocks with strong performance in power, computing power, energy, and price increase logic, closely related to the Two Sessions. No need to panic about the core trends of leading stocks; they can be lifesavers at critical moments!

[Taogu Ba]
Pre-market prediction is not guesswork; it’s based on reasonable judgment driven by market sentiment and news.

Today’s focus -

1. No new positions opened, only watching the S&P ETF T0, which surged to 8%. It’s a pity it didn’t trade when it resumed.

2. Deep water -5%, re-watching Yunnan Energy, which rose to 5.16%, then un-followed.

3. Floor shares - again watching Tongtong! Huagong Deep Water -5%, re-watched, then unfollowed at 2.34%.

4. China Xidian - 5.3%, unfollowed again; 0.36%, re-watched.

5. Aerospace Development - 1.93%, taking partial profits, continue observing and partial selling.

Today’s stocks to watch for consecutive limit-ups:

1. Shunna, Wangli, due to lack of early position, intra-day risk-reward not high, and unclear next-day upgrade, chose to give up. Congratulations to the insiders.

2. GCL System Integration, Jinkai New Energy, good follow-through, sold last week, no longer watching as they lack smoothness and high cost-effectiveness.

Top stocks with the most main force inflow this morning are related to electric computing:

Yunsai Feng’s smooth rise, related to computing power + AI intelligence + State-owned Assets Supervision and Administration Commission background, also Electric Light Technology, computing power, Qunxing - also computing power.

Sunlight Cable - related to data centers + ultra-high voltage, still inseparable from electric computing, along with Guodian South, Yin Xing, also electric power.

Three transformations - electric computing combined with backing from the State-owned Assets Supervision and Administration Commission.

Today’s market sentiment continues to be panic and risk aversion
Affected by the escalation of Middle Eastern tensions overnight and a sharp decline in overseas markets,
our market also has some linkage effects.
But performance stocks + the strong logic of the Two Sessions, such as computing power, electricity, energy, and price increases, have not faced serious negative selling pressure, and remain resilient. This is the charm and smoothness of top-tier A-shares.

1. Funds still favor defensive sectors and the logic of rising prices—computing power, electricity, energy price hikes.

Energy sector (oil services, coal) defies the trend and surges: As an arbitrage, especially in Hong Kong stocks and convertible bonds, holding stocks that rise sharply should be cashed out promptly to prevent emotional-driven pullbacks. Taking profits is the true king; avoid blindly chasing high prices—they’re not worth it.

Power grid equipment/energy price hikes remain strong: As defensive sectors, power grid equipment concepts are strengthening against the trend. As I said, as long as the emotional dragon doesn’t fall, the sector won’t easily collapse. Market funds favor high-dividend, energy-price-increase, and high-performance stocks like electric computing.

2. Growth tracks face a bloodbath:
Tech hardware collectively declines: Previously popular sectors like computing hardware, semiconductors, optical modules (CPO), etc., lead the decline today.
What kind of lobster is that? If the meat isn’t cooked, dare you eat it? Aren’t you afraid of getting diarrhea?

Be cautious today:
Market panic sentiment has not fully released, and external turbulence (high oil prices, US stock volatility) persists. Short-term, it’s advisable to control positions and avoid blindly bottom-fishing. Don’t chase highs impulsively.

3. Also monitor safe-haven themes: The logic of computing power, electricity, energy, and price hikes mentioned in the Two Sessions must focus on stocks with strong performance, themes explicitly mentioned in the meetings, and leading stocks and sectors that are key to the trend—hold the line at critical moments!

Disclaimer: The related suggestions are for reference only and do not constitute investment advice. Involving individual stocks is not a recommendation. Invest rationally and bear your own risks. The posts reflect my simulated operational ideas and sharing; they do not constitute any investment advice. Use at your own risk. Feel free to like and follow!