[Red Envelope] Market hot spots hype enters the BP stage (Live at 8:00 on Thursday)

Spot monitoring can see the early opportunities, while review helps clarify the direction. [Taogu Ba]
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Monitoring and reviewing together already means understanding both sides; the next step is to understand oneself, and finally, choose the right time to strike.**
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Stock trading is not based on guessing. Those who profit often have one of two qualities: first, the insight to anticipate opportunities (prediction); second, the adaptability to respond during trading (follow).**
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Market Overview:**
The three major indices show mixed performance: the Shanghai Composite Index has returned to 4100, the Shenzhen Index is slightly red, and the ChiNext is relatively weaker. Market trading volume shrank to 2.48 trillion compared to yesterday. Weekly performance: Monday above 4300+ awaiting rise, Tuesday above 4500+ uptrend, Wednesday above 3100+ uptrend.
In the short term, aerospace and photovoltaic sectors performed strongly intraday, while other recent hot sectors experienced brutal declines. Intraday sentiment is quite fragmented, testing sector selection and aesthetic judgment.
The number of stocks hitting the daily limit is 68, down from 69 yesterday; the success rate of hitting the limit is 78%, down from 79%. The number of stocks in the continuous limit tier is 13, up from 10 yesterday.

Continuous Limit Tier:
4-limit: Hang Electric Co. (Electronics), Mingdiao Co. (AI Applications)
3-limit: Minbao Optoelectronics (PCB), Shunnao Co. (Electronics)
2-limit: CIMC Group (Aerospace), Yinlun Co. (Robotics), Julli Slings (Aerospace), Runze New Energy (Aerospace), Tiantong Co. (Aerospace, AI Hardware), Shuangliang Energy Saving (Aerospace), Jingtou Development (Jingjinji), Hanjian Shanhé (PEEK), Guosheng Technology (Aerospace)

From the perspective of the continuous limit tiers: The current market high is at 4-limit, with the 2-limit nodes mainly led by aerospace and photovoltaic sectors.

First praise, then observe; develop good habits, persist, and earn daily profits.
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Market Summary:
Hot sectors: Aerospace + Photovoltaic, AI Hardware, Computing Power, Applications, Chips, etc.
Sector rotation characteristics:
Last Tuesday, aerospace sectors surged strongly but then experienced four days of decline.
This Tuesday, AI sectors gained strength, currently in the first day of decline.
From a rotation perspective, last week focused on applications + computing power; will this week focus on aerospace + photovoltaic?

1. Aerospace Sector:
Sub-sectors include space photovoltaic, offshore recovery, aerospace components, etc.
News: SpaceX merges with xAI, from February 3 8:00 to February 11 24:00, Long March 10A conducted low-altitude offshore recovery tests in Wenchang, etc.
Main board leading (old crossing): Julli Slings, offshore recovery concept, the strongest sector today. After hitting the limit and re-opening, increased order volume boosted confidence. If yesterday there was uncertainty about the leading sector, today it’s basically confirmed. Even if it gaps down, the trend remains upward.
Main board new star leading: 2-limit batch, strongest is Shuangliang Energy Saving, with capacity comparable to Tiantong Co.
ChiNext: Runze New Energy
ChiNext capacity leaders: Hailanxin (offshore recovery), Triangle Defense (aerospace components), Jing Sheng Electromechanical (space photovoltaic).
All three performed well intraday; Jing Sheng Electromechanical had two consecutive large positive days, slightly stronger. Triangle Defense and Hailanxin performed well secondarily, all viewed through the five-day moving average trend.
Old sector leader: Aerospace Development, slightly below expectations intraday. In terms of second-wave oversold rebounds, Guosheng Technology outperformed, but in terms of initiative, it lagged behind Julli Slings. Its advantage lies in large-scale bold moves and branding, with inherent recognition and group attributes. Future depends on whether it can trend.
At midday, Elon Musk’s potential orders for photovoltaics were briefly discussed. Beneficiaries include Maiwei Co. and Jiejia Weichuang, but the market favored Jinko Solar, which has had previous strong contact. Market sentiment remains cautious about high valuations, as seen in the performance of Xinwei Communication, Feiwo Technology, Chaojie Co., Zhenlei Technology, etc.
Currently, the sector style combines old crossing battles with new star main rises. Most weakening old sectors are unlikely to strengthen further, while some new weak sectors still have rebound opportunities.
In terms of sectors, intraday strongest are space photovoltaic-related stocks, with only two offshore recovery stocks: Julli Slings and Hailanxin. Aerospace components show mixed performance.
Overall, yesterday focused on AI vs. aerospace; today’s early trading saw Zhewen Internet (yesterday’s strongest AI sector) vs. Julli Slings (yesterday’s strongest aerospace sector). Julli Slings’ straight-up move established sector dominance; the rebound and increased orders boosted confidence. The rise of three ChiNext stocks and the decline of older ChiNext capacity stocks indicate that large funds are favoring new stars.

2. AI Hardware:
Mainly overseas chains, including fiber optics, PCB, OCS, CPO, liquid cooling, power supplies, etc.
Fiber optics (news: Corning’s 6 billion order + fiber optic price hikes): Hang Electric Co., Longfei Fiber, Changxin Bochuang, Hengtong Optoelectronics, Tongding Interconnection, Tefa Information, Taichen Optoelectronics, etc. Intraday adjustments at high levels; Tefa Information strengthened at low levels, and Taichen Optoelectronics showed unusual activity.
OCS-related: Tengjing Technology, Deke Li, Saiwei Electronics, Guangku Technology. All saw some degree of accumulation late in the session, expected to be influenced by tonight’s Google earnings report.
Large-cap stocks like Yizhongtian Shengfu are adjusting with the market decline. The main sectors currently are fiber optics and OCS; others are more random. Await Google’s earnings report.

3. AI Applications, Computing Power, etc.:
External briefings + today’s PK failure + early market volatility indicate a broad sell-off intraday. Short-term recovery is difficult; patience is needed to see if the market stabilizes.

4. Chemical Sector:
Mainly two sub-sectors: Dyes and Propylene Oxide.
Dye sentiment: Wanfeng Co., trend leader: Runtu Co.
Propylene Oxide trend leader: Hongbaoli.
ChiNext: Yida Co.
A niche sector, but if the market remains weak, this sector will likely strengthen; if the market turns strong, it will impact this sector. Follow the trend and observe whether it can continue crossing.

5. Summary:
Yesterday’s market resonated mainly with two sectors: AI and aerospace. Today, the market favors aerospace, while AI declined sharply.
Looking back, last Friday’s aerospace layout avoided the recent sharp declines.
Next focus: can aerospace replicate last week’s application + computing power rally, i.e., aerospace + photovoltaic?
Other sectors rotate randomly—chips, robotics, or others.
Every market decline is an opportunity to focus; as long as indices do not hit new lows, there’s no major risk.
The challenge is that each decline requires rapid elimination; yesterday, many expected AI vs. aerospace rotation, but today’s market environment clearly shows a “weakening to strengthen” elimination. Slow-reacting funds and those choosing wrong sectors will suffer setbacks.
Hope the market can maintain a more sustained focus. Monday: ICU, Tuesday: KTV, Wednesday: ICU or KTV depending on BP. Before the market volume picks up, there are no new sectors to watch; the market is simple but brutal—stocks that have risen too much get sold, those that fall too much get bought back.

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The above are personal insights and may not apply to everyone, but this is how I am currently operating. If you find it inappropriate, just ignore it. No harsh words needed. If it helps you, I am glad.
The bull market in the big A is ongoing; it’s just shifting among individual stocks, not the index. Grasping the bull stocks means being in a bull market; missing them means even if the index soars, you’re still in a bear market.
Disclaimer: The above review, posts, and comments are for entertainment and reference only, not definitive. Do not base investment decisions solely on them. The stock market involves risks; invest cautiously! Remember, there are no stock gods in big A!
Note: Stocks mentioned in the article and below #￥ do not represent holdings or favorites of mine; do not follow blindly.
Sharing is also a kind of happiness—there is beauty and gold in the text.
Hope readers gain something from this article.

Disclaimer: This article is just a record of my own operations. Investing involves risks; trade cautiously. Plans are always faster than changes; follow the market. The content reflects my personal thoughts and records, for sharing and documenting my understanding of the market. It is not investment advice. Trade at your own risk.