Empty position for the New Year!

Last night, US stock NVIDIA’s liquid cooling supplier Vertiv surged 24%, hitting a new high. Today, the liquid cooling, computing power, and technology sectors experienced a partial breakout. Inspur, Tianfutong Communications, Tengjing Technology all soared. Bidding on Meiliyun and Dayuan Pump Industry hit the daily limit. The core of computing power leasing, Dianjian Technology, naturally advanced to the fourth board. Fiber optic communication and Tefa Information upgraded to the third board. Long Fiber Optic is a major trend! The leading core stocks in the sector continue to rise smoothly and soar to new heights! Of course, this only applies to the core; miscellaneous stocks didn’t have such luck. Another top-performing stock, Jiamei Packaging, remains steady with daily large increases, a feast for holders, who can only watch the surge every day!

The AI applications that exploded a few days ago have been collapsing for two consecutive days, leaving only the sole livestock stock, KanKan Technology. All others have been wiped out. Major film and media companies mostly avoided the May Day holiday. All hit the reset button. Yesterday’s struggling Guangxian Media and Dukang Culture also faced major resets today. If you entered yesterday, you were brutally snipered. As for other media stocks, one phrase: hard to watch. Those still fantasizing about replicating last year’s Ds market should wake up!

Another very hot sector these days is small metals. Zhangyuan Tungsten, Xianglu Tungsten, and Zhongwu Gaoxin continue to hit new highs with consecutive surges. The recent sharp decline in gold and silver has had no impact. Rising prices driven by core logic catalysts push stock prices to new highs!

After the violent strict regulation of commercial space, there have been no sustained major trends. At least focusing on top core stocks still offers opportunities, but it heavily tests trading skills and holding capacity. In the current market environment, if driven by news, most will be blocked by quant algorithms. Most purchases are traps, and various reset buttons make thematic trading quite difficult—very demanding on skill!

In the last two days of the year, I had no intention of fighting; I cleared my positions in real trading. I am now out of the market, waiting to fight again after the New Year when more certain opportunities appear. As I always say: the flowing water doesn’t compete to be first; it strives to be endless. The stock market isn’t short of opportunities; what’s lacking is patience. Let’s fight again in 2026. Happy New Year to everyone! Forget the past joys and sorrows of the stock market. Looking ahead, there will still be many opportunities. Be patient and wait!