What are the traders' strategies (February 12) morning session thoughts

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Brothers, good morning!!

Yesterday’s “Morning Market Ideas” received
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and 6 people tipped.

Thanks to @ShenDanni @Ruimei just @JingNiu麻烦 @RuXin了咯 @ManGe666 @LiMin咯咯咯

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@ShenDanni @Ruimei just @JingNiu麻烦
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The three major A-share indices fluctuate differently. As of the close, the Shanghai Composite Index rose 0.09%, while the Shenzhen Component and ChiNext indices fell 0.35% and 1.08%, respectively. The combined turnover of the Shanghai, Shenzhen, and Beijing markets was 20,012 billion yuan, shrinking by 1,237 billion yuan compared to yesterday. A total of 2,050 stocks rose, 3,241 stocks fell, with the median change being a decline of 0.31%. Over the past week, the market has looked very lively, but sector rotation is obvious, and each rally in different sectors is unexpected, making it harder for investors to profit.

Today is the last day before the Spring Festival when you can sell and withdraw funds. So, should you hold stocks through the holiday or hold cash? Historically, February tends to be a bullish month for the market. Wind data shows that over the past 26 years, the Shanghai Index rose 20 times and fell 6 times in February; the CSI All Share Index, representing the overall A-share market, rose 24 times and fell 2 times. Additionally, February’s average gains and losses are the strongest; the week after the Spring Festival also has a high probability of market gains.

The market tends to strengthen after the Spring Festival for two reasons: first, cautious funds before the holiday start to flow back after the holiday; second, funds are betting on policy expectations during the National Two Sessions. Since today is the last day before the holiday when you can sell and withdraw funds, it suggests the market might experience a slight pullback today. Since the market peaked at 3.99 trillion yuan on January 14 during the booming commercial aerospace sector, it has been oscillating downward, with trading volume gradually shrinking, now down to 2 trillion yuan—close to the daily average during the slow bull market from June 24 to late September last year (1.95 trillion). It’s returning to normal levels.

This nearly month-long oscillation has brought trading volume back to a more normal level, providing a good safety cushion. At least now, buying at 2 trillion yuan is more stable and solid than at 3.99 trillion. If you want to position for the post-holiday market, the best time is on Friday. The market on Friday is likely to perform better and may also see a volume increase.

Long Ge is currently focusing on AI applications. The recent volatility before the holiday was just emotional disturbance.

Long Ge’s attitude toward after the holiday is very clear: the main theme is AI, and we will continue to be firm.
AI applications are expected to accelerate industry penetration. Major companies like ByteDance, Alibaba Qianwen, Kuaishou, and Baidu have released new AI products, and upcoming models like Qwen 3.5, DeepSeekV4, and Doubao 2.0 may be released. The theme will continue to ferment, and many funds are currently concentrated here, so just wait for rotation and stay relaxed.

BlueFocus, Zhejiang Wenlian, and Gravity Media have clear viewpoints; we are not looking away here.
Some are swayed by short-term fluctuations; others have a broader vision and see deeper.
Long Ge will not deny a main line that has been running for several months just because of a few days of change before the holiday. AI applications are still evolving, computing power is still upgrading, and industry logic is strengthening. There’s no reason not to follow the main line!

I don’t know whether it will rise or fall tomorrow, but I know the direction hasn’t changed. So I still maintain a position centered on “AI.”

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