[Red Envelope] Teachers are here to lift the sedan chair again? AIDC logic explodes! Stock Picks Included

The market has followed our plan for another day[Taogu Ba]

Yesterday’s plunge in Hang Electric, and today it looks like this

Actually, Hang Electric still has expectations, but under the influence of the top trending effect, this isn’t easy to catch

I’ll decide tomorrow whether to go or not based on the situation

GCL System Integration’s break also was within expectations, last night many teachers started hyping GCL System Integration as the year-end dragon

Honestly, all the hype is incomprehensible to me

Originally, I planned to look at Han Jian Heshan today

But Han Jian has one major problem — there’s no logic!

Maybe last week I mentioned that after the market shifted to a sentiment-based trend, the current market’s requirement for individual stock logic has become less strict. But having no logic at all and just riding the sector is still a big disadvantage

If I want to break out, there’s only one way — emotional grouping, walking independently!

Clearly, Han Jian at this level has little influence on market sentiment

And it’s far from being able to lead a sentiment-based rally!

Today’s strength was also insufficient, and the market didn’t have any unexpected sharp declines

So Han Jian Heshan was abandoned

What we discussed yesterday is that the market still needs to be viewed from the perspective of sentiment at Han Jian Heshan

In situations where these are all not working, where will the market funds go?

So hard to guess!

I reduced my positions today, but it has nothing to do with whether there’s abnormal movement. Mainly, I was worried that actively opening GSD might not be sustainable. Looking back, I caught it during the session, so I didn’t need to sell anymore!

In the end, today’s market still followed the seedance trend we discussed over the weekend, last year’s DS, this year’s SD, right?

So continue to explore from this angle

Chinese Online also opened the limit, and going again today after not going yesterday probably isn’t meaningful anymore

So, still focusing on computing power direction

AIDC!

AIDC is different from AIGC; the former represents data centers, while the latter is application

In terms of computing power, the most solid logic is actually Runze Technology, but it’s no longer available for purchase

It will resume trading after the New Year, which means the recent rally has been missed, and short-term it’s more of a catch-up play, with the long-term logic still intact

Setting aside Runze, ByteDance’s second-largest supplier is the Dongyang Sunshine we discussed yesterday

Honestly, the logical strength and the market’s trend strength don’t really match!

So yesterday I was thinking of just an arbitrage exit, but today there are no other good directions, plus Daji Technology hit a one-word limit up today!

Let’s wait and see for another day!

This wave of market action started with ByteDance’s seedance 2.0 exceeding expectations! So naturally, we need to consider ByteDance’s perspective first

ByteDance’s five major suppliers are: Runze Technology, Dongyang Sunshine, Guanghuan Xinwang, Oriental Guoxin, and Daji Technology!

It feels like the latter few stocks are actually pulling more?

This also relates to the current market sentiment trend, because the market favors sentiment, so considerations like logic share are less important, and the size of the market cap is considered more!

Sentiment-wise, trading small stocks is a muscle reaction!

But is this wave of seedance funding really driven by sentiment?

If this funding is from institutions, won’t it ultimately come back to logic?

Although seedance has sounded the attack horn, there are more than one AIDC company in the market, and more than one lacking computing power

Last week I mentioned that the Dark Side of the Moon and others are all lacking computing power; no domestic company has idle capacity available for any purpose

So, the AIDC direction can still be looked at further, from a medium-term perspective!

I originally didn’t want to publish this stock pool, because once published, some funds, quant firms, or neighboring teachers might use it as a reference

But not publishing it, given the current market conditions, I’m also worried about teachers stepping into traps

All tools are prepared for everyone, teachers should not lose money again in the future!

Tomorrow’s expectation

First, the index is not at much risk; after the unexpected rally yesterday, it didn’t fall today, so short-term risk is alleviated!

In terms of sectors, because the media sector (seedance) has been continuously rising for two days, tomorrow is expected to be a day of divergence!

So, a normal scenario is a weak-to-strong sideways move

It’s a process of big waves sifting the wheat, making choices

After the divergence ends, it’s time to pick the gold, and consider the year-end dragon on Thursday or Friday

If tomorrow’s market exceeds expectations without the expected divergence, I think the last two days before the New Year should be a rest period!

There will be a live broadcast after the New Year, mainly to help everyone review the uneven fundamentals, and if there’s anything you want to hear, you can tell me now!

Finally, I hope everyone can like, share, and tip more! We shouldn’t slack off just because we’re doing well!