[Red Envelope] Market sentiment has been bearish for two consecutive days. Is there a chance tomorrow, Friday (2.5)?

Winning soldiers win first and then seek battle----[Taoguba]
In a war, those generals who always win before the battle have often carefully calculated that they have a very high probability of winning this fight before they even engage.
**Defeated soldiers fight first and then seek victory----**Those generals who always lose start the battle first, and only think about how to win during the fight, which is why they always fail.
This market is never short of opportunities; what’s lacking is the calm patience to wait and the clarity of self-awareness. Looking inward is the only way to anchor your direction amid fluctuations. Waiting for the wind, and acting in accordance with the trend, can create miracles through compound interest.
The core of trading has never been about frequent trades. Keep your inner peace, don’t be easily affected by market volatility. Trade your plan, plan your trades. The higher the win rate, the more you can leverage your odds. Perfect your trading system.
Slow down, move steadily forward—that’s the real speed; after all, flowing water does not compete to be first, but it flows endlessly.
Like first, then watch; profit consistently for years~! Like while watching, keep your mind clear~! Thanks~!
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1. Overall Market Trend
In the morning, influenced by external factors, the opening of yesterday’s strong intra-day photovoltaic sector was below expectations. The opening auction was dull, and aerospace and photovoltaic stocks directly underperformed. There are issues both internally and externally. Internally, the mistake was in judging a point: Here’s the core info, yesterday’s bottoming and rebound in semiconductors on January 27 was different from the attack the next day. The difference is that yesterday’s tail-end rally was not resonant with aerospace or photovoltaics; it was led by liquor stocks first, then securities, with the index artificially pulling up. Photovoltaics followed without resonance. The index’s rise was not backed by real capital, and the attack the next day lacked intra-day capital accumulation, so it lacked confirmation. Externally, after the market closed yesterday, the PV association president made cooling remarks, and many companies issued denials that space photovoltaics are still far away, with some denying visits to factories, etc. Previously, the photovoltaic sector was institutionally priced, and recently combined with quantitative factors, so under the false premise of logical falsification, quantitative trading helped to boost or cut stocks, leading to direct profit-taking. Even yesterday, the hottest stocks on the HS and DongC platforms were photovoltaic stocks.
Intraday, the better performers were AIGC and computing power, but these two were also the most aggressively sold yesterday. The sharp sell-off suggests a continued rotation. Zhejiang Wenlian’s early morning auction directly rebounded, and the entire day hovered around the moving average with 5 points, showing resilience. Yesterday’s resilient stock was Yaowang Technology, which initially wanted to open flat, but due to poor market conditions, it gapped up and hit the limit, supporting the sector. Overall market style is rotating; with deep blue capital involved, it’s best to watch and see.
Non-ferrous metals previously discussed the logic; the red close at the end of the day looks more like a trap to induce buying. The large volume earlier was used to slightly improve market sentiment and reduce losses, serving as a continuation of the decline. Today, if the judgment is correct, it will continue downward to hit the limit.
Yesterday’s post
Commercial aerospace also saw a follow-up decline at the open, with aerospace development stocks rising briefly during the day before retreating. The market opened slightly higher but then continued to sell off. The earlier judgment about photovoltaics was proven wrong, which directly falsifies the expectation of an upward attack today. The index fell below the 60-day moving average, with the Shanghai Composite at 4000 points, a strong support level. But market style is rotational; after the decline, what to buy is uncertain, and it’s hard to tell now.
Shortly after the afternoon open, securities stocks attempted to rally again as they did yesterday, but quickly fell back, with the overall market slightly up. Some funds might be contemplating; old leading stocks are moving, and financials, as old leaders with solid earnings growth—having just hit new account opening highs in January—are actively trading these days.
In past market history, there have been many operations where financial stocks led a rally, only for thematic stocks to perform theatrics afterward.
Let’s see if there’s a chance for some movement going forward.
After financials, aerospace stocks followed a wave of capital inflow, led by Shenjian Co., which lifted Zhongchao Holdings, followed by Juli Sui Gu, Aerospace Development, and photovoltaic TCL Zhonghuan also followed briefly before retreating. Reminder: in a rotating market, such thematic pulses with red days are usually sell points. When no one is paying attention, during deep water, take a breath; the next day might bring surprises. This kind of low-buy strategy is about risk-reward ratio: buy in deep water, if wrong, lose 2-4 points; if right, profit 4-8 points. Use trade frequency and aesthetic judgment, and profit through probabilistic and risk-reward rolling.
The market closed with a slight upward tail, overall okay. If it doesn’t tail up, tomorrow will be more likely to present opportunities.

Throughout the day, I will remind and interact in various ways. Most of the valuable insights are in the review and in my replies in the comment section. You can set me as “Very Followed” so you won’t miss posts. Also, leave comments and likes to become a Silver Fan. I believe I don’t set high requirements; veteran friends should feel from my style and communication that I don’t like to boast or talk nonsense, nor do I do hype. My normal life is just brewing a cup of tea, quietly chatting, meditating, listening to the wind and watching the rain. If you can, give some support and tips, and increase tips to boost the post’s popularity. I put effort into every post—review and write carefully, sharing valuable content. Let each post become a highlight. Just add 7 tips, no need more. Tips are based on your gains and situation; we work together. Thank you all.
2. Market Expectations
Today’s market opened with a sharp decline again. When I mentioned photovoltaics in the previous text, I talked about the difference between this round of market and the semiconductor bottoming rally on 0127. Currently, there is no main theme; it’s mainly rotation. Yesterday’s sharpest declines were in AIGC and computing power, which held up relatively well. Today’s sharp declines are in photovoltaics and smart grids. What about tomorrow? Overall, there’s a lot of uncertainty. If new themes are added, they must be highly imaginative; otherwise, like coal, it’s just a one-day wonder. Retail stocks, which were lifted yesterday, had little faith from investors. The dilemma is that the style of rotation is so strong that even if the index and sentiment rebound, resonance is a problem. Because the style is solidified, the new logic for resonance isn’t strong enough, and some funds still see rotation as the main strategy, increasing selling pressure. The breakthrough will be a gradual process of trial and error, decline, and then upward breakthrough.
From the index and sentiment perspective, sentiment has accompanied the index’s two-day pullback, with strong support at the Shanghai Composite 4000 and Shenzhen 60-day moving average. Tomorrow might see a sharp drop, a shakeout, or a quick upward move after a dip—opportunities are there. It’s uncertain what will resonate; just follow the market tomorrow. Will it truly lift financial stocks? That’s a question.
3. Market Style
Rotation~! I’ve already written about expectations and rotation above.
4. Data Presentation
Will post later. For now, just water the post, say hello, and I’ll answer questions one by one later. Thanks.
5. Random thoughts–
Let’s imagine this together:
If the market shows strength in one direction tomorrow, do you prefer
A: Aerospace + Photovoltaics
B: Photovoltaics
C: Retail
D: AIGC + Computing Power
E: Financials
F: Others—specify which direction
Think about it, and share why you think it’s that direction.

Then, keep encouraging~! For short-term trading, if you haven’t achieved stable profits for over 6 months, I suggest reducing your positions. This advice is for those who are receptive; for those who listen, it can help. Of course, I hope everyone gets better and more stable, and makes money~!

Throughout the day, I will remind and interact in various ways. Most of the valuable insights are in the review and in my replies in the comment section. You can set me as “Very Followed” so you won’t miss posts. Also, leave comments and likes to become a Silver Fan. I believe I don’t set high requirements; veteran friends should feel from my style and communication that I don’t like to boast or talk nonsense, nor do I do hype. My normal life is just brewing a cup of tea, quietly chatting, meditating, listening to the wind and watching the rain. If you can, give some support and tips, and increase tips to boost the post’s popularity. I put effort into every post—review and write carefully, sharing valuable content. Let each post become a highlight. Just add 7 tips, no need more. Tips are based on your gains and situation; we work together. Thank you all.

Finally, thanks to the bosses who tipped and supported Yu Nian yesterday~!
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@QiniuZhuFeng@DongbeiXuan@XingLan@HHDayanJing@PaoPao1018@AichiMihouTaoDeMuTouRen@LingYuCheXing@BinBinNiu

Thanks to the bosses who tipped Yu Nian yesterday~! Please welcome Long Yi to Long Wu to attend~!
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@MingHuYiJian @XiaoYaoYou10010 @CangYueZhiSen @HeiBaiJiaoDie @QiniuZhuFeng @LiuJinSuiYue1188 @CengQianYouShan8 @H147 @ChuxueZhe2024
May the bosses who tip and support, in your future stock market journey, remain calm amid the ups and downs of K-lines, steadily grounded in logical analysis, and step by step win amidst changing emotions!~ Wishing you great wealth~!~! Thanks also to friends who liked the posts~!!~!

Spread the word through writing, assist others with friendship, walk together all the way, grateful for the encounter. Sending a red envelope to add joy, which is both a blessing for everyone’s trading and an invitation for everyone to like and interact. First, to receive blessings and good luck; second, to gather flow and increase communication. On the trading road, let’s connect with words and move forward steadily~! Like to receive a red envelope, sharing good fortune together��
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Waiting for opportunities requires the ability to recognize them. This involves long hours of watching the market, developing market sense, and cultivating a trading system— the 10,000-hour rule. No rush. If you have questions, ask; I will answer when I am here.
About myself, I was invited here; how long I stay is unknown. For very novice friends, I only suggest lowering your positions; for those with over 2 years of short-term trading experience or in a bottleneck period, I believe I can help a lot.
Finally: There are many true and false things; time will help you discern authenticity and strength. Don’t pretend; the gains and losses won’t perform for you.