[Red Envelope] Is the "Electricity Calculation Coordination" concept related to the Two Sessions the main theme for the spring market's long-awaited rally? What are the views on leading the market by a few steps?

“The market is not gambling; it is a process of redistributing wealth based on each participant’s understanding of human nature.” “This is a market with no right or wrong, only wins and losses. Learning to accept your bets is the prerequisite for enlightenment.” [Taogu Ba]

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Looking at the weekend’s brewing news, this new concept of “Compute Electricity Collaboration” is the strongest sector. Why is this the case? Actually, everything follows a logical pattern. Logical reasoning explains everything. After giving a like, I’ll share a step-by-step analysis to see if this makes sense.

Since AI’s emergence, it has brought about the so-called “Fourth Industrial Revolution.” Every aspect of our future life and work will be closely linked to AI. The strength of AI lies in its ability to continuously learn and evolve, breaking free from human thinking patterns. For example, the development of “Go” chess: after Ke Jie’s match with AI, the thousands of years of human chess records are not the optimal solutions. Who would have thought? Without AI, finding the optimal solution might be an endless pursuit. This shows how terrifying fixed thinking patterns are. AI is a talent that maximizes potential and can jump out of these patterns. Therefore, the creations of AI will increasingly surpass our imagination, and we should instead focus on understanding the principles behind AI’s creations.

AI’s applications are where humans will improve continuously. The simplest military use of AI already indicates a need for “involution” among nations. Look at its role in Venezuela and Iran—it’s beyond traditional combat. The future development of AI is limitless.

Regarding the bottleneck in AI development, the other side is stuck on power supply issues. That’s why Brother Ma is considering developing space photovoltaic projects—because their power development cannot keep up, and most electrical components rely on our exports. The physical limits of AI chips are a real obstacle, but competitors have advantages in catching up.

With our advantage in electricity, we should fully utilize it instead of blindly chasing overly ambitious projects like space photovoltaics. Remember last year’s mega project—Yashui Hydropower? It was likely built to support future AI development.

Overall, our power advantage is significant. I’ve held this view since early this year. The rise of space photovoltaics was already anticipated, giving us a market lead by several steps. Space photovoltaics are a helpless debt of the other side. Our space technology can’t even complete basic recovery, so there’s no need to abandon peanuts for watermelons.

From Hangdian Shares, Hanlan Shares, to Yunnan Energy Holdings, their persistence is based on this logical support. What keeps them going? Confidence. Confidence comes from trust in their own trading models.

The Middle East’s big rotation is a catalyst for AI development, which is entering a frenzy. Chinese people’s fear of insufficient firepower is resurfacing.

Wealth Freedom Project

Just kidding, I’ll stop at ten million.

This Week’s Review

Monday
Focus: None

Tuesday
Focus: Taishan Petroleum

Wednesday
Focus: Zai Sheng Technology

Thursday
Focus: Yunnan Energy Holdings

Friday
Focus: Guoxing Optoelectronics

Stay tuned: Hanlan Shares, Hangdian Shares, Liuguo Chemical, Guoxing Optoelectronics, Yunnan Energy Holdings

This week’s “Su’s Dragon Search” training plan has been sent out. Students who want to learn can act quickly. The plan follows the usual market rules. Usually, after the Two Sessions, new themes emerge. Last year’s Deep Sea Technology is a typical example. The Middle East’s “time bomb” has already exploded; the market just needs to desensitize. Next week, a new “main line” is expected to appear. Su Su is always trustworthy for the main line.

This week’s summary: after three consecutive trading days of major decline, there were two false recoveries, making it a hellish challenge. There’s no need to consider big profit effects; focus on whether you can preserve capital. The market’s rhythm is just right—too much or too little is not good. After the two-week post-holiday trading, the market is returning to normal, especially with fears of Middle East escalation over the weekend. Oil prices hit 90 again on Friday night, confirming Su’s market predictions. Keep the outlook steady.

Enlightenment Stage
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1. Market Analysis

Based on data, the performance is similar to Thursday’s, mainly the trading volume. The market’s volume increase will likely wait until after the Two Sessions. Once institutions and mysterious funds clarify the direction, a return to 3 trillion is expected. The support around 4100 remains strong. The “new themes” after the Two Sessions won’t be lacking.

2. Sentiment Analysis

The number of stocks hitting daily limit-ups is inconsistent with the market’s strong recovery. This can be partly understood as the Two Sessions are not over yet, and Middle East tensions may escalate over the weekend. However, stocks like Yunnan Energy Holdings, which are still strong under regulatory oversight, show that the market isn’t lacking attitude. The market needs solid logic, not just emotional themes. The post-Two Sessions period is a clear opportunity. Yunnan Energy Holdings’ resilience suggests room for growth. Spring market sentiment has not fully unleashed yet.

Relaxing Moment
Most handsome (MVP): Yunnan Energy Holdings

Loser MVP: Tongguang Cable

Hot Sector Analysis

Electric Power
News: Compute Electricity Collaboration first included in government work report; AI-driven electricity demand boosts transformer exports.
A new branch of power, with potential to become a main theme. The logic and prospects are well-explored, and the continuity has improved significantly with a more high-level story.
Popular stocks: Shun Na Shares (3), Hanlan Shares (3), Beautiful Cloud (2), Radio and Television Electric (1), Yunnan Energy Holdings (1)

Chemicals
News: Geopolitical conflicts disrupt exports; spring planting demand plus rising prices.
Similar to oil, the logic of inevitable price increases applies, but without the high consistency issues of oil. It’s a primary rotation target for risk aversion, forming a seesaw effect with oil later.
Popular stocks: Jinda Zheng (1), Hongbaoli (1), Red Wall Shares (1), Jinniu Chemical (1)

Misjudgment means everything is wasted!!!

Main Rise Period

Generally, after the Two Sessions, a period of capital adjustment occurs. The benefit for institutions is to cut losses on wrong bets and to create panic exits, which can help in subsequent accumulation. The main theme will become clearer in the second half of next week, with expectations of profit-taking and some capital outflows tomorrow.

Tomorrow’s Plan

The main themes are resilient sectors. The weekend’s brewing oil and compute electricity collaboration are two extreme themes—one with vast imagination, the other risk-averse. Let’s see if electricity, under this new concept, can shed its “risk-averse” label. With a risk-averse nature, it’s hard to become a main theme, especially in spring markets with large main lines.

Thinking Enhancement Shortcut

1. Will oil’s international market momentum be even crazier tomorrow than last Monday?
   A. No B. Yes

2. Is compute electricity collaboration the future main line?
   A. Yes B. No

No definitive answers. To improve everyone’s market understanding, think more and comment more. I will carefully review all responses and send a little red flower. There are no right answers—only to encourage thinking and deepen understanding. Students who read this daily are silent but attentive!

Ancient Wisdom Summary
1. During the retreat phase (better to miss 1000 than lose 1), focus on defense—this emotional stage’s defensive efficiency determines the offensive efficiency in the main rise. If the whole market is losing money, and we are not, then our starting point in the main rise is “new highs,” while others are “breaking even.” Don’t tempt fate, or you’ll die.
2. During the oscillation phase (boring), watch risk when gains are high, opportunities when declines are deep. The next day after a peak, avoid opening new positions; focus on trimming weak stocks and holding strong ones.
3. During the chaos phase (many green tea stocks), quick rotation, small positions hunting, quick in and out.
4. Main rise phase: everyone can become a stock god (limitless potential). Just do it.
5. Other phases: no solution, leave it to the market to decide.

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Every review, every Q&A, is a process of rethinking logic.
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What is the top-level aesthetic that often aligns with Chen Xiaoqiun?

1. Stock Aesthetics

This year’s Mengwang Technology, Chongqing Three Gorges A, Hengbao Shares, Great Wall Military Industry, Chengfei Integration, Pingtan Development, Hefu China, Aerospace Development, Luxin Venture Capital—all recognized by the market.

2. Main Line Prediction

The main lines this year have been predicted early, demonstrating strong ability to select the main themes from many topics.

Check Su Shen’s predictions on sectors like DS, mass consumption, stablecoins, chemicals, Yashui, military industry, robotics, Fujian, aerospace.

(Solemnly declare: The above content and responses are personal reviews, trading records, and opinions for discussion only, not investment advice or recommendations.)