February 12 Retrospective

Sunrise Technology (SH603533)
Dawei Technology (SH600589)
Victory comes first in winning, then seeking battle; defeated soldiers seek victory after fighting.

Four-board node: Breakthrough of four consecutive limit-ups

Sunrise Technology (Beijing + media + short dramas) opened with only 2 billion in sealed orders remaining. The sector’s graveyard grass is already three feet high—why isn’t it hitting the limit-up? Could it be due to computing power attributes? Anyway, breaking away from AI media is always a safe bet. Market cap is large and stock price still high; I don’t plan to participate, so whatever.
Dawei Technology (Guangdong + computing power) is also showing some progress; the trend has turned emotional with a continuous one-word limit-up. Computing power is fermenting; theoretically, it could hit another one-word limit tomorrow. But what’s the point of giving an opportunity to buy? Will a billion-market cap cross the year? I won’t chase these two big board limit-ups. If there’s no main rally, hitting the limit-up is the peak. If it can truly lead the rally, divergence will inevitably involve low-priced small caps for support—no shortage of opportunities.
Yabo Co., Ltd. (Shandong + photovoltaics) low-priced small-cap with an advantage in position; the individual stock trend is fine, today’s buy point is good, but the theme is temporarily at a disadvantage. Previously, it couldn’t break away from aerospace; GCL’s plunge to the floor isn’t right either. Still, knowing that computing power fermentation is so good, they’re still vying for the top limit-up—there’s always a reason. A few days ago, AI application media and film were so strong, Dawei was also closely following. Whether it succeeds or not, observation is necessary, except for Gong Baiwan. Oops, I mean except for Dexin Shares.
Dexin Shares (Shandong + infrastructure + AI animation) can survive like this; hard to evaluate, skip.

Three-board node?
Tefa Information (Guangdong + CPO + fiber optics + aerospace) computing power is suppressed by Dawei’s position; not a blocking point, just a missed opportunity for arbitrage. Fiber optics should pay attention to the trend of Longfei Fiber after the top, the influence of the leader cannot be ignored.

Two-board node?
Meibang Co., Ltd. (Shaanxi + chemicals + pesticides) three-board group, guiding echelon node, also has risk-avoidance attributes. Is it just to wait for the theme to realize and leave a backup?
Jinshi Technology (Sichuan + power supply equipment + fiber optic investment) micro-cap with recognition; if fiber optics are viewed as computing power, opportunities are equal, but proactive performance is needed. Excessive volume on the second board is unnecessary. Better avoid stablecoins, as the most unstable thing is stablecoins.
Yuneng Holdings (Henan + electricity + computing power + restructuring) starting from two micro caps, restructuring at a low level can’t hit the limit-up; hitting the limit-up is the peak—like Hanjian, Jihua, Longyun—dead cycle with no solution, only for observation.
Massive Data (Beijing + software + database) new Ju and Guofang hit the limit due to poor sentiment. Why did you hit the limit? Like Jinshi, excess volume on the second board; wait for strength to return.
Shandong Glass Fiber (Shandong debt + building materials + glass fiber) first electronic fabric limit-up, but with debt, can only rely on proactiveness; still not enough.
Zhuolang Intelligent (Xinjiang + fiberglass) following the trend of electronic fabric.
Honghe Technology (Shanghai + electronic products + electronics) trend arbitrage of electronic fabric.
China National Materials (Jiangsu + building materials + glass fiber) following the trend of electronic fabric.
Jiangwu Equipment (Jiangxi + machinery + nonferrous metals) today’s aggressive theme fermentation is obvious; resource risk-avoidance is still so tough, something’s off. As a price-increasing chemical, it’s also been wiped out today. For those wanting to attack themes, its performance is unavoidable.
Zhangyuan Tungsten (Jiangxi + nonferrous metals) following nonferrous metals.
Xianglu Tungsten (Guangdong + nonferrous metals) following nonferrous metals.
Oriental Tantalum (Ningxia + nonferrous metals) following nonferrous metals.
Computing power fermentation is good today, but not too focused; otherwise, no color, no matter. Currently, it doesn’t look like a main rally. Yesterday, a single dominant film and media exploded, and chemical stocks with risk-avoidance and price-increases also suddenly self-destructed—can anyone understand? Better to observe more tomorrow; it won’t be wrong.

This echelon still can’t tell who will become the core. Those confident can look for opportunities to take the lead; those seeking stability can wait.

First limit-up node: ?
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Pre-market holdings: Huanrui Century
Today’s operation: bidding for Huanrui, empty position
Since Rebecca, the “Rui” character has been unlucky—completely forgot about this streak.

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