Super Short Chronicle, 20260211, Playing with Fire

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[Taogu Ba]

Super Short Chronicle, 20260211, Picking Chestnuts in the Fire

Super short continuous limit-up stocks remain sluggish. One with four limit-ups, seven with three, three with two.

Still hopeless, still in a sluggish market.

But it seems like there’s a turning point. Continuous limit-ups are no longer just one-word upgrades. Some turnover boards have appeared. Is there capital starting to look at this sector?

Huanrui’s one-word limit-up was blown off and then re-closed, Dexai also slowly re-closed after blowing off. Cuxhua Shares and Jihua Group are both turnover boards.

The most eye-catching is Xiaosong Shares, which was blown off and then extended with a long leg at the close. A straight 15-point rally. The most impressive pattern like this was Meibang Shares on January 6, 2025. But Meibang is a three-limit-up stock, also blown off and then extended with a long leg at the close after hitting the limit.

In terms of sectors, the opening saw a quick realization, with two consecutive days of sector limit-up waves combined with Hengdian’s key JK. Originally, there was divergence expectation plus negative feedback, which caused many weaker stocks to blow off. Institutional views believe that SD is actually a negative for traditional media but beneficial for IP monetization and also good for computing power, so some computing power stocks continue to be topped with large orders in a one-word manner without divergence.

Sometimes it’s hard to distinguish between a main rise and a climax because both involve sector limit-up waves. If you think this is a super big theme, it’s actually just the beginning of the main rise; otherwise, the opposite.

The only hidden risk here with SD is that the participating hot money isn’t enough. Not just that man, but also like Brother Yu and others. So currently, the strength might be less than that of commercial aerospace.

In the chemical sector, Baichuan continues to exceed expectations, Huaritai quickly rebounds, and the smaller players below are not holding back. Independent logic and independent trends, Wanhua is a bright spot among them.

Continuous limit-ups have been silent for too long. I really hope for a breakthrough.

Tomorrow is a gold day, be cautious.

Today’s Reflection:

This round, I will definitely keep hitting limit-ups until a breakout dragon appears, because I’ve been trying and erroring, and the sunk costs of trial and error are too high.

This afternoon, when I saw Xiaosong exceeded expectations, I stopped caring and went all in—picking chestnuts in the fire.

That’s my style: trusting my judgment, bold, a pure continuous limit-up stock picker.

But this time, it taught me a big lesson. If I encounter a market with no one playing continuous limit-ups again, I will definitely switch to trend-following or low buy strategies. Be honest—never go against the trend, as going against it leads to bad outcomes.

Always, always follow the trend.

Today’s Real Trading:

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