Eastern Yihou Pavilion Master: 2.13 Operation Plan

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Abstract generation in progress

2.13 Homework/Logic/Operation Plan
Focus on core logic:

  1. Space Board/Emotion Stocks/Popularity
    Emotion grouping/Popularity/Second wave
    High-position space dragon competition:
    Dawi Technology, iReader Technology
    Dawi Technology: ByteDance computing power, emotions are too consistent, tomorrow should expect a large order to buy in, if you can buy, you may need to pay attention! Consider light trading for sufficient turnover.
    iReader Technology: ByteDance main business + AI copyright, lightly participate in breakout volume.
    Other applications or computing power:
    Jiecheng Shares: If it rebounds strongly, do T+ holdings; if it weakens, avoid.
    UCloud, Capital Online, Wangsu Technology: Consider after emotion recovers and sharp decline.
    Other trends:
    Honghe Technology: Electronic fabric, second wave, buy low for T+, or consider international composite materials if there’s a sharp decline.
    Longfei Fiber Optic: Trend+
    CPO: Taichen Optoelectronics, Tianfu Communications: Trend
    Dingguo Jichuang: Aerospace+, consider if it supports, currently aerospace is performing the best.
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