Is the dream still erupting? Have you obtained the core?

The Dream Continues to Explode. Have You Gotten the Core?

[Taogu Ba]

Yesterday, everyone was watching short bearish plays—quantitative batch tops, industry chain guides for small brothers to take over, and today, they all obediently come to take over. Never view this market with colored glasses; respect capital behavior. Sometimes, timing is more important than logic. Master the规律 of emotional changes, simulate appropriate nodes, and be bold and meticulous! Don’t always miss the first move in doubt and regret, then chase high impulsively, or cut losses in despair…

Continuing with a new style, this way I save time points, and it looks simple for you too.

1. For ultra-short trading, watching the bidding is a must. Here are 3 articles teaching bidding, and 1 on buy/sell points. I’ll put the links here:

2. Ultra-short Techniques: Collective Bidding Part. Starting Moves!：；

3. Ultra-short Techniques: Advanced Collective Bidding Part.：；

4. Collective Bidding Expectation Management：；

5. How to Achieve Precise Buying and Selling：；

Bidding at 09:25 on February 10:

Analysis:

1. 13 stocks hit the limit-up in bidding (11 with sealed orders), 1 hit the limit-down; yesterday, 19 stocks hit the limit-up (16 with sealed orders), 0 limit-down. Max sealed order was 4.2 billion, yesterday’s max was 1.8 billion. Limit-ups decreased by 6, max sealed order increased significantly by 2.4 billion. Shangshu Technology replaced Shanshan Shares. Limit-downs increased by 1, overall bidding sentiment weakened with divergence.

2. 1-2 has 1 stock: l Baichuan Shares, Jiangsu + Chemical Industry + Lithium Battery. Yesterday’s debt limit-up was the goal; today, the accelerated expectation within the reverse推，sealed orders not large indicate difficulty in intra-day theme fermentation.

3. 2-3 has 10 stocks: l Zhangyue Technology, Beijing + AI Short Plays, driven by Dream Seedance 2.0, sentiment dragon 1, increased sealed orders in line with expectations, largest turnover 620,000 lots, expected max sealed order 1.8 billion, actual 4.2 billion超预期, continuing to guide theme fermentation.

l Huanyu Century, Sichuan + AI Short Plays, driven by Dream Seedance 2.0, sentiment dragon 2, sealed order increased by 900 million超预期, reinforcing theme fermentation with Zhangyue.

l Dawi Technology, Guangdong + Computing Power Leasing, actual demand driven by Dream Seedance, but sealed order of 1.1 billion combined with recent max turnover suggests possible turnover, insufficient for rear fermentation, implying computing power is not the current main focus.

l Decai Shares, Shandong + AI Short Plays, driven by Dream Seedance 2.0, sentiment dragon 3, sealed order maintained超预期, reinforcing theme fermentation with Zhangyue.

l Jihua Group, Zhejiang + Dyes + Restructuring, sealed order decreased by 1.1 billion, weaker chemical strength, sentiment shifting to Dream.

l Rongxin Culture, Shaanxi + AI Short Plays, driven by Dream Seedance 2.0, elastic sentiment anchor, following Zhangyue arbitrage, high theme expectation.

l Longyun Shares, Shanghai + AI Short Plays, driven by Dream Seedance 2.0, theme micro盘 following Zhangyue arbitrage, reinforcing theme fermentation expectation.

l Zhaochi Shares, Guangdong + AI Short Plays, driven by Dream Seedance 2.0, theme rear following Zhangyue arbitrage, reinforcing theme fermentation expectation.

l Jiangsu Shentong, Jiangsu + Commercial Aerospace, weak one-word封, reverse推套利 for intra-day aerospace fermentation, no回流 expected means potential炸板.

l Shanghai Film, Shanghai + AI Short Plays, driven by Dream Seedance 2.0, sealed order decreased by 800 million, theme divergence as a litmus test, if re封 then strengthen, if weaken then signal divergence.

4. 2 stocks hit the first board: l Xiaosong Shares, Guangdong + AI Short Plays, driven by Dream Seedance 2.0, sealed order 300 million, correcting and re-包 first board to strengthen Zhangyue logic, reinforcing theme fermentation expectation.

l Hainan Mining, Hainan + Restructuring + Iron Ore, no large sealed orders in restructuring, analysis of the节点 not today’s first board, combined with multiple one-word封 in 2 boards, short cycle节点 confirmed at 1-2.

5. 1 stock hit the limit-down:

Analysis: Limit-down decreased by 1 compared to yesterday, no ongoing limit-downs, no 20cm limit-downs, focus on零售 and “百”字辈, targeting the 3-board Baichuan, reverse推 to the crossing year节点.

Limit-up:

Analysis: External涨势放缓, A-shares weak震荡 with volume缩量, sentiment弱分歧, 2-day持续性 AI Short Plays, 2-board 20 stocks, 3-board 1 stock, crossing year节点确认！

Linked Plays Analysis:

3-Board Baichuan Shares (Jiangsu + Lithium Battery + Chemical), yesterday’s表现反推 within expectations, sealed order 3.64亿, strength still可, all-day板上成交1.23亿, close sealed order 2.58亿,异常封单，疑似三哥主控，跌停两个“百”字辈暗示让位节点，转债高开低走提前释放跑路信号，明天继续顶无厘头一字警惕三哥“惊喜”。

2-Board Zhangyue Technology (Beijing + AI Short Plays),参考竞价解读，题材持续发酵，次日封单不应大幅减小，否则影响接力情绪。 Huanyu Century (Beijing + AI Short Plays), 参考竞价解读，题材持续发酵，次日封单不应大幅减小，否则影响接力情绪。 Dawi Technology (Guangdong + Computing Power), 计算力先锋，目前强度仍在降本增效逻辑中，观察明天是否扩散到算力？大位加单是信号。 Decai Shares (Shandong + AI Short Plays), 参考竞价解读，题材持续发酵，次日封单不应大幅减小，否则影响接力情绪。 Jihua Group (Zhejiang + Dyes + Restructuring),封单大幅减小让位短剧，反推短剧优于化工，日内化工拉升则偏卖点。 Rongxin Culture (Shaanxi + AI Short Plays), 弹性套利先锋，题材高度指引，次日爆量程度决定后排溢价。 Longyun Shares (Shanghai + AI Short Plays), 微盘，龙马精神，扮猪吃老虎？最后高度说不定是它。 Zhaochi Shares (Guangdong + AI Short Plays), 短剧+马有没有搞头？和龙韵股份组成龙马精神好不好？ Dingguo Jichuang (Guangdong + Commercial Aerospace + Home Furnishings), 名字指引跨年预期，拼命顶，坚固的很！ Changfei Fiber (Hubei + Optical Fiber + Computing Power), 光纤独立逻辑，算力乌龟配合大位主升。 Jiecheng Shares (Beijing + AI Short Plays),弹性换手套利，明天和中文在线PK。 Chinese Online (Beijing + AI Short Plays), 逻辑上的题材核心，容量风格上对标前期AI营销蓝色光标。 Hengdian Film & TV (Zhejiang + AI Short Plays), 题材高度，为了你把杭电都核了，今天主动异动，明天千万别拉胯。 Yabo Shares (Shandong + Photovoltaic), 光伏高低切，替代协鑫维持热度，可惜抗压能力一般，2板8亿炸成筛子，明天别影响协鑫反包才好。 Liande Shares (Zhejiang + Gas Turbines + Computing Power), 烂板回封反推浙江预期，为横店服务，燃气轮机逻辑弱于长飞，算力角度跟随大位套利，股价高是硬伤，如果明天有溢价甚至晋级，反推浙江+算力预期。 Fengyu Zhu (Shanghai + AI Short Plays), 逻辑有瑕疵，转债翻绿，题材容错率锚定。 Zende Medical (Zhejiang + Medical), 浙江反推浙江预期，医疗小药箱节点确认。 Bona Pictures (Xinjiang + AI Short Plays), 逻辑没毛病，降本增效，明天左侧压力填阿凡达3的坑需要注意是否爆量高开过顶？ Gravity Media (Beijing + AI Short Plays), 蹭北京量能强度，前期炒作营销时股价有透支，全天封单力度一般，竞价漏单450万，溢价反推题材容错率。 Shanghai Film & TV (Shanghai + AI Short Plays), 一字弱封，题材前排最先分歧的，今天能回封是功臣，明日同样挑战左侧压力位，与博纳一起观察竞价表现，可能会互卡。

C8 Supermarket:

1. 协鑫XX（T）
2. 中文X线（T）
3. 中国X影（半路）
4. 亚康X份（半路）
5. 华锋X份（首板盲打）
6. 中利X团（1-2竞价关注）

2/11 Forward-looking thoughts: Focus on short plays at nodes 2-3, observe changes in front-line sealed orders, watch for core switching opportunities, see if computing power strengthens, and whether space photovoltaics flow back.

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