February 10: Media domination, Seedance ignites AI applications, emotions remain in a continuous chaos period;

Today is a typical “media eats the meat, the whole market gets beaten” situation. Since the media is too high to touch, today’s highest limit only hit 3 boards. How will these stocks perform tomorrow? Not sure, we can only watch during trading. From the news and dissemination perspective, it’s still very hot. But from the sentiment and overall market trend, no one is willing to participate in consecutive high-limit hits. Plus, with the Spring Festival holiday, most people hope to exit with gains. [Taoguba]

The market trend today did not meet expectations. It didn’t start a main rally, but instead stagnated and moved sideways, with volume shrinking to 145.4 billion and turnover at 21.247 trillion, indicating insufficient bullish capital.
60 stocks hit the daily limit, 2 stocks hit the daily limit down; the losers include Hangzhou Jiebai and Caibai Shares. Jiebai’s decline was expected, but the limit-down was a bit excessive.
Tiandi Online was just one point away from hitting the limit down—haha, doing this again, but not hitting the limit down is better than hitting it. Today will see some T+0 trading, with another big move during the session. But it broke support levels; taking profits on the rise is also fine. Anyway, this stock is also in the AI marketing direction. After some play, it might be okay, but probably will take longer. Tomorrow, it’s better to exit on the rise. I think today’s surge is the last chance to exit.

From the chart, sectors like pharmaceuticals and biologicals, consumer electronics, and semiconductors continue to show strength, with media performing even better.
What did I buy? You know what I bought, haha—pharmaceuticals, semiconductors (don’t mention real estate, it’s not real estate—repeat that!!), consumer electronics!

The highest limit is only 3 boards. Under such market conditions, what is the pattern? When bulls surge high, they definitely run. They won’t miss the chance to make money. What are they thinking? Many people are asking about it.
Trading plans are just plans; static stock selection is one thing, but ultimately, you need to decide whether to stay or leave based on dynamic trends.
Today’s opening was below expectations; exit on the rise. I clearly stated my intentions during bidding, yet some still ask why I didn’t sell when it surged. Giving a chance to profit, but some refuse. If you hold on and end up with losses, who’s to blame? If you don’t understand, don’t follow! This is basic logic of selling points. If you lack this foundation, stop trading stocks. Honestly, your money is not enough for you to lose. Making money is just a fantasy.
But luckily, there are still about 20 stocks that continue to rise, which is quite good! So today, I took the lead and bought the first limit-up stock.
How to sell tomorrow? Open low, surge high, then drop again. If it doesn’t break the first high, sell!
Open low and go down, cut losses!
Open high and go high, hold or sell if it doesn’t hit the 15-minute limit.
This simple logic of consecutive selling points—do I need to say more? If you don’t understand this, you should stop buying on the rebound. I think this is a basic skill every trader should have!

Today’s market was volatile with shrinking volume. The Shanghai Composite rose slightly by 0.13%, with a turnover of 2.11 trillion. The market showed a “polarized” pattern: media and AI applications exploded across the board with a surge of limit-ups; meanwhile, the high-level consecutive limit-up stocks had a very low upgrade rate, with a significant loss effect.
There are 21 stocks with consecutive limit-ups, but only 1 stock with three or more consecutive limit-ups. Funds are shifting fully toward the low-priced media sector for a rebound.
Favor sectors: AI applications; cultural media; computing power; mergers and acquisitions; gas turbines!

Originally, the strong streak of consecutive limit-ups was very good, but the game was spoiled—last night, some stocks announced reductions! This high sentiment is hard to sustain, and they bear half the responsibility! Trash, useless stuff!!

1. Leading high-limit stock (9 days, 7 limit-ups)
   • Hengdian Film and TV (603103): The absolute leader in the film sector. Today, it accelerated with a shrinking volume to hit the limit, creating a 9-day, 7-limit-up strong main upward wave, reaching a new high. The logic is the hot pre-sale during the Spring Festival (over 86 million yuan) combined with AI video model Seedance 2.0, which is expected to reduce costs and improve efficiency in film production.
   Advantages: Highly recognizable, clear fund support, and a market sentiment indicator.

2. Core consecutive limit-up (3 consecutive limit-ups)
   • Baichuan Shares (002455): Chemical + energy storage. Today, it hit a one-word limit-up and upgraded to 3 consecutive limit-ups, becoming the highest in the market (excluding ST).
   Logic may be related to solid-state battery materials or energy storage order expectations.
   Advantages: Strong order book, representing the current height of consecutive limit-ups, but beware of the risk of insufficient sector follow-through.

3. Multiple breakout stocks (massive explosion)
   Today’s second-tier stocks mainly concentrated in media and AI applications, which are the main battlegrounds for capital:
   • Huanyu Century (000892): Film production + artist management. Shrinking volume limit-up, with over 300 million yuan in buy orders.
   Advantages: Small market cap, combined with artist management and AI short drama concepts, offering high flexibility.
   • Bona Film (001330): Core beneficiary of the Spring Festival. Over 440 million yuan in buy orders, high capital recognition.
   Advantages: Rich film reserves for the Spring Festival, strong fundamentals, and deep institutional involvement.
   • Zhangyue Technology (603533): AI language data + copyright. Over 835 million yuan in buy orders, market leader.
   Advantages: Massive text data, a core data supplier for Seedance 2.0 model training, with the strongest logic.
   • Jietian Shares (300182): AI video + copyright. 20cm limit-up, with over 1.3 million hands in buy orders.
   Advantages: Over 50,000 hours of film and TV copyrights, directly benefiting from AI video generation demand for copyrighted content.
   • Chinese Online (300364): AI language data leader. 20cm limit-up, active trading.
   Advantages: High overseas revenue, significantly driven by overseas AI video trends, a sector leader.

Seedance 2.0 ignited: ByteDance released Seedance 2.0 video generation model, which can reduce a 90-minute project cost from ten thousand yuan to a thousand yuan, completely disrupting the film industry and directly benefiting companies with copyrights and production capabilities.

• Spring Festival pre-sales: The 2026 Spring Festival pre-sales started, with box office surpassing 86 million yuan by 10 am today. Market expectations are for a new high in annual box office, improving the outlook for cinema stocks.
• Hengdian Film and TV: 9 days, 7 limit-ups, unstoppable trend. It is the core of the sector, with the tightest fund support. As long as it doesn’t fall, the media rally can continue.
Risk: The stock is already high, beware of profit-taking.

• Zhangyue Technology: First in buy orders, with the strongest logic. It is the “water seller” of AI language data. The more popular the model, the more it benefits. Large buy orders indicate strong institutional confidence.
Risk: After a single limit-up, insufficient turnover may lead to a shakeout after opening.

• Bona Film: Favored by institutions, with strong fundamentals. It not only has AI concepts but also solid Spring Festival movie reserves, with high earnings certainty, suitable for conservative funds.
Risk: Larger market cap, potential limit-up height may be limited.

Risk Reminder:
Although media stocks are hot today, the upgrade rate for stocks with consecutive limit-ups is only 7.14%.
Yesterday, a 5-limit-up high-standard stock, Han Jian Heshan, touched the limit down during trading, indicating extremely poor sentiment at high levels.
Current market is mainly low-level rebound.

Strong trending stocks are not well understood by many, and you may struggle with buy/sell timing! Sigh, so frustrating! I’ve emphasized several times: buy on dips, sell on surges, don’t chase highs—wasted effort!!
Where is your brain? Where is your brain? Where is your brain? If you don’t learn from mistakes, you’re just losing your own money! If you don’t understand, don’t follow or practice with small funds to build patience!

Since the trend is downward, ask me if you can buy low? Hey, brother, where is your brain? Buying more as it drops lower—funny, isn’t it?!

You are dumber than I thought, so frustrating! Stop asking basic questions. If you keep bothering me, I’ll block you! Unless you tip enough to get privileges, I won’t block you!

I’m afraid to share strong trending stocks with you anymore, worried you’ll buy trash and ask me if you can bottom-fish or buy the dip—no, it’s a downtrend channel!!

The six-word mantra of the Qianyu system: Timing; Trend; Stock Selection!
Timing: Choose the emotional cycle! Trend: Choose the profit effect! Stock: Choose the leading matrix!
Leading stocks (consecutive limit-up leaders, trend leaders), focus on mainline trends, market consensus stocks;
Use position management + emotional nodes + decisive action to achieve stable profits, monthly gains!
Randomly dazzling the eyes, but I profit from their confusion!
In any case, adapt to change, follow the shifts, respond at any time—this is my core principle!

Just like every negotiation, it’s a game of strategy. Opponent makes a move, I respond—simple as that!

Regarding systematic basic knowledge, I’ve written posts before, and I will keep updating when I have free time. Do you want me to write more? Feel free to leave comments.
Click the links below to view:
How to identify leading stocks and profit from them ()
How to understand auction bidding ()
How to quickly read intraday charts (trend stocks) ()
Trend trading strategies suitable for office workers ()
How to interpret sell-off issues ()
The more concise I make it, the easier you understand—no fluff, just confidence.

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Thanks to my favorite top supporter: @DaxiaoFutures with 5000 points; new supporter @FutureKeLongyi with 5000 points—so happy!
Second tier: @LuzhiTrader @yanhu198307 with 1000 points; third tier: @WangDuoRouRou 800 points! And others like @YouRendYouYuX @JieShaoXiaoMeng @SmileDragon @XiaoXiaoPikachu @TeaLife @aaabbaa @SevenTears @NoMoneyInStock @ZhaoChen @CompoundInterestClimb @A3000LifeSea @BuNan @gy1400w @StinkyFish233 @GaoSupportCloth @HiddenRhythm @RedUpward @ThatFadingSea @FlyingDragonIntoSea @Xuke @PreMarketTea @YiTengStock @GamblingOne @TEXS—total 32 supporters! So happy!
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