All valuable information... cloud computing power, etc... the widespread increase in price concepts

StrawberryIce · 2026-02-12T04:27:03+00:00

The article discusses stock market operation recommendations during long holidays, including strategies such as maintaining a vacant position, focusing on certainty-driven booming industries, and avoiding speculative themes. It also analyzes trends in cloud computing power, sharp declines after market opens, and price increases, advising investors to pay attention to promising companies like QingCloud Technology and UCloud, while maintaining market sensitivity and rationality.

StrawberryIce

2026-02-12 04:27:03

Abstract generation in progress

The long holiday is coming. As a market teacher, what is the optimal strategy?

First, simply stay in cash and go out to play.

Second, look for industries with certain prosperity—simply put, those with a clear upward trend (high safety).

Third, avoid pure theme hype, such as AI video hype driven by apps like Dream…

These points are the best choices for the entire market.

Today is the last day for fund withdrawals, so the morning trading was very clear.
First, cloud computing power and UCloud Technology, represented by Qingyun Technology—very typical of a high open followed by a dip and stabilization, then a rebound…
This reflects complex investor sentiment, with some taking profits on the high open due to favorable news, and others optimistic about the continued growth of cloud computing power…
I am in the latter camp—almost as predicted—Qingyun and UCloud immediately declined…
Why not go for Wangsu Technology? Not for any particular reason… it’s a matter of chips.

The price increase in optical communications, driven by Changfei Fiber, has set a larger trend…
If you don’t understand the long-term elasticity, just choose those with “optical” in their name—like Taichen Optical, Changguang Bochuang, Juguang Technology, etc.

The price rise of target materials, along with anti-Japanese sentiment… Jiangfeng Electronics, Oulai New Materials—elasticity (a normal rebound after a dip).

Chemical price increases have been ongoing for a long time… Baichuan Shares just hit today.

Transformers and gas turbines—I’ve been mentioning these daily… The trend is small-scale CPO, ShunNa Shares yesterday reduced holdings but still hit the daily limit today, Boying, and many others…

Liquid cooling also reflects the environmental trend of Weidi, represented by Fangsheng Shares at Beijiao.

Today’s stocks for opening positions…
In AI, there are some good programming logic stocks like Puyuan Information, etc.

Remember not to chase themes… because there are no earnings, and stocks with a single-word top are prone to A-shares-like declines… Rongxin Culture exemplifies this. Some people look for rebound plays in this area, but I directly dismissed such ideas last night.

Cloud computing power, target materials, and other price increases… the trend is tangled, which is normal… especially since today is the last day for fund withdrawals.
But after tonight’s review, the teachers might align their views tomorrow… After all, the DP era of 2025, represented by Qingyun Technology and UCloud, with five stocks hitting the one-word limit, is memorable for capital.
Transformers and gas turbines—once the trend rises, don’t chase; hold for the medium term.
The same applies to optical communications.

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