Electricity Backflow Becomes a Selling Point, Chemicals Experience Severe Volatility, Tech Shows Resilience Amid Divergence

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Trade with a calm mind first, then follow the rhythm. Only by managing market emotions can you meet your family’s expectations and keep your account in the green.

Today’s operations:

1. Initiate T+0 trading on Xinhang New Energy and Guangxun Technology
2. Buy the dip in Haike New Source

Review and summary of today’s sectors:

1. Power sector: Continued divergence in the morning and further decline, with a rebound in the afternoon, lifting stocks like Shun Na Shares and Han Lan Shares, but ultimately they pulled back after a spike. As mentioned yesterday, this type of rebound is generally a selling opportunity.
2. Chemical sector: Experienced significant divergence yesterday, with intense battles among stocks like Chitianhua and Jinniu Chemical. After continued divergence in the morning, as the index’s tech sector stocks were cashing out, leading stocks in the chemical sector saw a rebound expectation. Chitianhua led the way, Jinnongda followed with a rebound, and Jinniu Chemical moved higher in tandem. This sector has both inverse index properties and geopolitical conflict dynamics, resulting in high volatility, making it more suitable for investors with higher risk tolerance.
3. Track technology sector:
      1. Semiconductors: Showed oscillation and differentiation during the day but remains relatively strong overall. In the cleanroom segment, Yaxiang Integration surged with three consecutive limit-ups and hit new highs, followed closely by Shenghui Group.
      2. Storage chips: In this round of market, core stocks like Baiwei Storage (20cm) and Demingli (10cm) maintained strong oscillations near zero throughout the day.
      3. AI hardware: Diverged in the morning, then bottomed out and rebounded in the afternoon. After the GTC conference news was announced overnight, early trading continued to recover and opened higher, but faced cashing out after the open. Although the rhythm aligned with expectations, the overall weak index caused more intense profit-taking, which can be uncomfortable. However, niche fields with clear industry trends, such as high-end PCB stocks like Hudian Shares and Shenghong Technology, showed resilience, with Hudian even hitting a new high with increased volume. From the closing order book, several AI hardware stocks with high recognition, like Hudian Shares, Dongshan Precision, and Tiantong Shares, showed signs of fund accumulation, with Tiantong even seeing a ten-thousand-lot order at the close. Overall, the short-term profit-taking after the GTC conference is normal. For stocks with clear industry trends and positive logic, profit-taking will eventually give way to their own rhythm. If there are no systemic risks in the market, AI hardware stocks are expected to recover tomorrow.

Overall observation: Recent market gains in sectors like agriculture, banking, securities, insurance, real estate, and steel are not closely related to most investors’ holdings. Previously popular sectors like power continue to show divergence, and the chemical sector remains volatile with repeated swings and jumps.

Pre-market plan and comments will be added tomorrow! Please give more likes!

Disclaimer: The logic in this article reflects personal review opinions and daily market notes, not any securities consultation or recommendation. The stocks involved are not recommendations, and opinions are for reference only, not as buying or selling basis. Trade at your own risk. The market is risky; invest cautiously. Wishing you long-term stock success, a lifetime of wealth from likes, and happiness!