February 5, 2026, a boring trading session!

StrawberryIce · 2026-02-05T08:54:47+00:00

February 5, 2026, Thursday. A terrible opening. Yesterday, Jin Kong Coal Industry opened slightly red, with basically a bunch of stocks without premiums, each worse than the last, and they all just moved on after the open. The sectors with strong bidding were banking and insurance, which basically set the main tone for today—an explosive drop in the index, with financial stimulants pushing it up. I initially planned not to open positions today, but as consumption started to strengthen and with the Chinese New Year approaching, boosting consumption still seemed viable. I selected Zhuangyuan Pasture, Seven Wolves, Shede Wine Industry, Sanjiang Shopping, Xinhua Du, and Dongbai Group. However, today’s market doesn’t seem to be solely about consumption; it looks like both the Taiwan Strait and AI sectors are also performing. The Taiwan Strait sector is mostly driven by consumption, mainly supported by last night’s news about Kinmen tourism, while AI stocks are largely related to internet and e-commerce attributes.

StrawberryIce

2026-02-05 08:54:47

February 5, 2026, Thursday.

The market opened terribly. Yesterday, Jin Kong Coal Industry opened slightly red, with most stocks not having any premium, and each one looking worse than the last. After the open, everyone just left.

The sectors with strong bidding were banking and insurance, which basically set the main tone for today—an explosive drop in the index, with financial stimulants doing their work. I originally planned not to open any positions today, but as consumption started to strengthen and with the Spring Festival approaching, I thought it might be good to boost consumption. I selected Manor Farm, Seven Wolves, Shede Spirits, Sanjiang Shopping, Xinhua Du, and Dongbai Group. However, today’s market seems not to be solely about consumption. Looking at the charts, both the Cross-Straits and AI sectors showed some performance. The Cross-Straits sector was mainly driven by consumption, supported by last night’s news about Kinmen tourism. As for AI, many stocks are related to internet e-commerce, indirectly boosting concepts like Xiaohongshu, cultural media, and similar sectors. Overall, the themes are AI marketing, tourism consumption, and Cross-Straits (tourism). The main tone appears to be consumption combined with AI-related stocks. So this morning, I was most satisfied with Xinhua Du—AI marketing + consumption + Cross-Straits—covering all bases. In this unclear market environment, these stocks are considered the safest. While I was still observing the sector indices, Xinhua Du suddenly surged. I quickly placed an order, but ended up being way behind and couldn’t catch up.

After watching the market for a while, there weren’t many big changes in the afternoon. The index rebounded and rose a bit, mainly driven by banks supporting the market. Besides Xinhua Du, there didn’t seem to be many other favorites. The market was still weak, and after Xinhua Du, there was basically no selling pressure left, so I decided to cancel my order. This chaotic market is not worth trading in.

We’ll see what tomorrow brings!

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