Tomorrow, the trend will first decline and then rise to start sending red envelopes. -2.11 review

StrawberryIce · 2026-02-11T11:10:40+00:00

Today, the three major indices showed mixed performance, with the Shanghai Composite Index remaining steady and slightly up, while the ChiNext Index performed relatively weakly. Market trading volume approached 20,000, and with the Chinese New Year approaching, trading has been light, expected to return to normal after the holiday. The AI video sector has pulled back, and most stocks in the overall market are declining, making short-term trading more challenging. If there are authoritative reports in the future, they could impact the market trend. Investors should maintain a positive mindset and wait for opportunities after the holiday.

StrawberryIce

2026-02-11 11:10:40

Abstract generation in progress

The three major indices of the market showed mixed performance today. The Shanghai Composite Index remained relatively stable, fluctuating within a narrow range. The ChiNext Index was somewhat weak today, likely due to mysterious funds only protecting the Shanghai Index. Market trading volume approached 20,000 billion yuan, which is normal as the Spring Festival approaches, when trading tends to slow down. After the holiday, trading volume is expected to gradually return to normal levels.

Today, over 3,200 stocks declined, which was weaker than expected. This impact should be ending. Tomorrow is the second-to-last day of the holiday; normally, trading would be sluggish, so the market might see a slight rebound with three to four thousand stocks rising collectively. The day after tomorrow will be the pre-holiday big red envelope, and investors are waiting patiently. The major indices are expected to first decline and then rebound tomorrow.

Yesterday, the AI video sector surged, with many stocks hitting daily limits, leading many to believe that a main market theme had emerged. However, today’s opening quickly reversed, becoming the market’s biggest laggard. Investors who chased yesterday’s gains are now facing losses, with some suffering from the “golden star” effect. It’s a classic case of missing the boat or getting caught in the crossfire. At this stage, it’s difficult to identify a clear main theme. The news about AI videos isn’t strong enough; only a significant volume or breakthrough could establish a main trend. Currently, the market lacks funds, and the sector ecosystem is unstable, with rapid rotations. As the Spring Festival approaches, investors’ willingness to buy is weak, which is inevitable.

If official media or authoritative sources release reports later, the market trend could become clearer. For now, it’s good that the market has limited liquidity; funds from AI-related sectors have benefited several other sectors, giving the previously dull market some breathing room. Sector rotation continues, so it’s best not to overthink. A clear main trend is unlikely until after the Spring Festival.

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Market overview today:
The three major indices showed divergence throughout the day. The Shanghai Composite rose 0.09% to 4131.98, Shenzhen Component fell 0.35% to 14,160.93, and the ChiNext Index dropped 1.08% to 3,284.74. Total trading volume was 20,010 billion yuan, down 1,237 billion from the previous trading day. The more active sectors today included chemicals, non-ferrous metals, computing power, and communications.

Actual number of stocks hitting daily limits: 62; stocks hitting daily limits on the downside: 13; limit-up rate: 75%.
Number of advancing stocks: 2,050; declining stocks: 3,241.

Market summary: The overall market saw widespread declines, with a moderate loss effect. Today, my short-term account remained fully invested in fiber optic concepts, but one stock dragged behind, which was quite frustrating. It seems that within the fiber optic sector, trend stocks tend to rise one day and fall the next, creating a rhythm that frustrates traders chasing gains or cutting losses. Trend stocks fluctuate like this; as long as the trend remains upward, it’s fine. I remain optimistic about the fiber optic sector and firmly believe in this outlook. My trend-following account is also fully invested. My plan for this year is to hold stocks through the holiday.

My thoughts and plans will be posted in the morning in the comments of the thread.

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High-emotion zone (10 stocks):

Baichuan Shares - Chemical, 4 consecutive limit-ups,

Jihua Group - Control change + chemical, 4 out of 5 limit-ups,

Jinfu Technology - Liquid cooling acquisition, 4 out of 5 limit-ups,

Huanrui Century - AI videos, 3 consecutive limit-ups,

Zhangyue Technology - AI videos, 3 consecutive limit-ups,

Decai Shares - AI videos, 3 consecutive limit-ups,

Dawi Technology - Computing power, 3 consecutive limit-ups,

Longyun Shares - Planning to acquire Yuheng Film, 3 consecutive limit-ups,

Yabo Shares - Photovoltaics, 3 consecutive limit-ups,

Jinniu Chemical - Chemical, 3 days with 3 limit-ups,

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Second-tier upgrade zone (5 stocks):
(1) Tefa Information - Fiber optic concept + computing power + photovoltaics, 2 limit-ups,
(2) Cuhua Shares - Chemical, 2 limit-ups,
(3) Xiaosong Shares - Short dramas, 2 limit-ups,
(4) Huar Tai - Chemical, 3 days with 2 limit-ups,
(5) Litong Electronics - Computing power, 3 days with 2 limit-ups,

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Thanks to @ZhuandaQianFafa, @DuoduoMiaomiao, @Jiaoye, @SanyieMandala, @QingtianWawa, @Xiongdi for support.
Thanks to all the friends for liking and commenting, supporting all along.

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Disclaimer: The views expressed are personal thoughts and records only and do not constitute any investment advice. Keep a good mindset, and may the stock market have a long rainbow.

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