Optical communication CPO double negative first division, electrical equipment first negative first division!

1. Position [Taogu Ba]
Tongding Interconnection
Position: 10%;
A key stock in the AI communication equipment main line, today affected by external negative news, opened significantly lower, sold off during the rally, and regained 10% in water; if tomorrow the sector recovers in resonance, add to T!

Litong Electronics
Position: 15%;
Tencent Yuanbao computing power + AI, took a position at the end of yesterday for observation, confirmed upward entry today!

Zhongchao Holdings
Position: 10%;
Yesterday’s downward candle, today’s upward candle reduced, if no proactive action tomorrow, plan to clear the position for profit-taking.

2. Pre-market Strategy
Artificial Intelligence (February main line, focus on this direction, follow the trend)
The main line established on Tuesday, optical communication CPO concept, divergence yesterday, US tech negative news last night, continued divergence today, the main line is expected to recover within two days! If not recovered tomorrow, the main line status will be lost!
Core recognition: Tefa Information, Tongding Interconnection, Litong Electronics, Xingmin Zhitong, Industrial Fulian, Hengtong Optoelectronics, etc.;
On the software side, after divergence yesterday, partial rebound today, core recognition: Tiandi Online, Hengdian Film & TV, Yaowang Technology, Longyun Shares, Tianlong Group.

Electrical Equipment (UHV, Perovskite Batteries)
Secondary strong direction established on Tuesday, continued strength yesterday, first divergence today;
Resilient stock: Hang Electric Co.!
Node stock: GCL System Integration!
Recognition: Hang Electric Co., GCL System Integration, Minbao Optoelectronics, Zhongchao Holdings.

Commercial Aerospace
The commercial aerospace sector is an epic theme, starting with Sanwei Communication on 8.28, ignition of aerospace development on 11.14, explosion of Tongyu Communication on 11.27, main line established on 12.1, continuing until the end of December; re-established as the main line on 12.29, riding the main upward wave, resonating with the market! Then Hige Communication was suppressed, ZhiZhen Technology showed a split retreat, then stabilized on 1.22, continued strength on 1.23, still oscillating!
Recognition: Hangzhou Jiebai, Julite Rope, Western Materials, Shenjian Shares, Fenghua High-Tech, Beimo High-Tech.

New Retail: Hangzhou Jiebai

Passionate likes, monthly income of millions; tips and support, as always! 7 likes + 200 comments, share pre-market ideas, for reference only, not a recommendation, profit and loss at your own risk! Happy to share, live broadcasts facilitate better communication, so click to urge the broadcast, up to 10 times a day = 1 check-in, 13 check-ins make you a loyal follower! Besides urging, 4 support posts in October also count as 1 check-in! Stock picking for rebound + bidding chart overview! 20 check-ins to view Tianbao MODEL or extreme low absorption! More interaction and communication, progress together! +Special attention, real-time alerts, surprises keep coming!

Disclaimer: Investment involves risks, trade cautiously, plans are always faster than changes, follow the market movements, the article reflects personal ideas and records, only personal sharing and understanding of the market, not investment advice, for reference only, buy and sell at your own risk!