[Red Envelope] February 12 Pre-market Strategy: Fans, are you planning to hold stocks through the holiday or keep your coins? Review of yesterday.

First give a thumbs up, then check for daily income of a million. Congratulations on getting rich! Like, tip, and support all in one go. Good luck always in 2026. These are the last two trading days before the Spring Festival. Wishing everyone smooth sailing.
Yesterday’s investment ideas: When the market opened, the film and television theater sector declined sharply and retreated. Happiness Blue Ocean and others rebounded, and when they dropped three or four points, I chose to take profits. In fact, when Guangxian Media hit fifteen points, Happiness Blue Ocean surged and nearly turned red after a dip—if I had grasped it well, I could have earned another two or three points. Jianxin Shares opened a new position yesterday, benefiting from the low-altitude economy; the trend is positive, and I am preparing to deploy before and after the holiday. I previously played low-altitude economy stocks that doubled; for now, I haven’t dared to allocate too much. Haixia Innovation was relatively strong yesterday morning; during the pullback, I added positions. In the afternoon, there was a significant decline. The big rise in the morning was still influenced by Pingtan Development, which I kept unchanged. The rally driven by the Taiwan Strait cross-strait tourism news was mostly offset. Actually, after taking profits last Friday, I shouldn’t have added positions too early. As the Spring Festival approaches, many retail investors are starting to withdraw gradually. The essence of the stock market is like this: when many people are optimistic, they rush in, leading to a surge. Now, with more people exiting before the festival, it’s no wonder the old leading stocks stopped falling. But I will observe their performance over the next two days to decide whether to hold through the Spring Festival. If possible, I hope to get a big red envelope before the festival. I post small red envelopes daily on TuoGuBa.

Review of yesterday (2.11, pre-holiday shrinking volume, cyclical leaders rising, AI retreat)

1. Market and sentiment
   Index: Shanghai +0.09% (4131.98); Shenzhen -0.35%; ChiNext -1.08%
   Volume: 1.98 trillion across both markets, shrinking by 120 billion, below 2 trillion
   Sentiment: Retreat from high levels, switching between high and low; 11 consecutive boards, 49 first boards; 74% limit-up rate
   Loss effect: Collective decline in film/AI applications, high-flying stocks profit-taking clearly visible

2. Top gainers (core)
   Four consecutive limit-ups (highest in the market): Baichuan Shares, chemicals/lithium batteries/price hikes, 8 limit-ups in 11 days
   Five-day four-limit-up stocks: Jihua Group (dyes); Jinfu Technology (packaging)
   Three-limit-up stocks: Dawi Technology (computing power leasing); Zhangyue Technology, Huanrui Century, Decai Shares, Seedance 2.0
   Two-limit-up stocks: Cu化股份 (chemical); Xianglu Tungsten (tungsten)
   First limit-up core stocks: Zhangyuan Tungsten, International Refractory Materials (fiberglass 20cm), China Jushi, Nanxing Shares, Sanfangxiang

3. Main lines and hotspots
   Strongest main line: Cyclical price increases (tungsten/rare earths/chemicals/fiberglass)
   Tungsten: Black tungsten concentrate up 7,000 yuan/ton in one day, APT surpassing one million; Zhangyuan Tungsten and Xianglu Tungsten hit the limit
   Chemicals: Dispersed dye price hikes; Baichuan, Jihua, Cu化 lead the gains
   Fiberglass: Electronic fabric price hikes + AI PCB demand; International Refractory Materials 20cm, China Jushi hit the limit
   Secondary main line: Computing power leasing
   Dawi Technology 3 consecutive limit-ups, Nanxing Shares first board; US stock Cloudflare catalyzed
   Retreating main line: AI/film/media
   Hengdian Film & TV, Jinyi Film & TV hit the limit down; Huayi Brothers, Huace Film & TV fell over 10%; 37 Interactive Entertainment, Perfect World adjusted

4. Short-term key points
   Capital direction: Shift from high-level AI/media to cyclical price increases + computing power leasing
   Leading stocks observation: Baichuan Shares (sentiment leader), Dawi Technology (computing power), International Refractory Materials (fiberglass)
   Pre-holiday strategy: Shrinking volume oscillation, observe more and act less; buy the cyclical core at low levels, avoid taking profits at high levels.

Pre-market thoughts and reflections for February 12 (homework: think actively and respond)

1. The AI application sector saw a major correction yesterday. Stocks like Haike Shares, Huace Film & TV, Baina Qiancheng, Hengdian Film & TV, Yue Media, Xinhuanet all declined sharply. Does the downward trend of Zhitexin Materials mean this round of AI application rally has ended? Are there any bottom-rebound AI stocks worth exploring?
2. Cyclical stocks achieved a broad rise yesterday. How sustainable is this?
3. Can the expected closure of Pingtan create a wave of main upward movement similar to Hainan’s closure? Currently, more retail investors are fleeing Pingtan Development and Haixia Innovation. Is this an opportunity or a risk?
4. After the surge and correction in the film and television theater sector, is it a one-day wonder or a oscillation before continuing upward? Which film stocks do you think are worth watching in the future?
5. Commercial aerospace bidding stocks rebounded yesterday. Can Rong’an Real Estate and Xuerong Biological sustain their upward momentum? What are your views on the opportunities ahead?

Buffett’s elite group has 129 members: @Guanshe Wuchang, @Zaori Huishou, @Yidai Qiancheng, @Hengdian Film & TV, @Yue Media, @Xinhuanet, and others.

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Some members haven’t supported or tipped for a long time. Remember, learning from Xi, rowing against the current, is necessary—if you don’t, you may gradually exit this top family. New fans who haven’t upgraded their badges should take a look, learn, and believe they will gain something.

The above ideas and stocks are only for my personal investment record and do not constitute investment advice. Please be aware of investment risks. Thank you!