Reached a long-awaited height, one word: lock!

Overall, due to the insufficient overall market volume, the market still shows a rotation-style recovery and rally. Sentiment funds seized the rebound window of the index, focusing on the electric power and computing collaboration sector, which has been a profitable direction recently. However, the momentum has peaked for now, and subsequent performance will likely be differentiated. Institutional funds continue to focus on storage chips and optical communication sectors. It is foreseeable that the current situation remains a tug-of-war; once the index volume fills the gap, beware of the disintegration of power groupings!

Now, let’s review each sector:

1. Computing and Power Collaboration: This also aligns with the expected normal trend. The bidding was somewhat below expectations, but the core Huadian Liaoning N units’ aggressive moves, along with increased low-level computing power, have led to a rebound in the power sector. Even early-stage emotional hype leading to limit-ups among old leaders has appeared. Once such signals emerge, combined with the extreme acceleration of core leaders, the market has reached a peak. Before the close, core Yunnan Energy stocks F have already pre-emptively diverged, and tomorrow the sector is likely to show divergence. Wait for a strong divergence to create a low-entry opportunity and see who can break out as a rebound leader. The overall focus remains on whether Huadian Liaoning N will face regulatory suspension threats tonight and whether Yunnan Energy will have negative feedback.

2. AI Computing Hardware: Under the surge of US fiber optics stocks, CPO fiber branch has also led the index higher for two consecutive days. This is a consensus point. Looking ahead, the index remains optimistic, and new carrier directions are likely to involve internal rotation and rally. This explains why core storage chips saw buying in the late session, and possibly PCB sector rotation. Overall, today’s big tech performance exceeded expectations. With this, the bull market outlook remains intact. Continue favoring big tech’s optical communication and storage chip sectors, which are still led by a few key players: Deming L, Baiwei Storage C, and CPO’s Yizhong Tian.

3. AI Applications (Cloud Computing Services): Also showed abnormal movements this morning, catalyzed by last night’s new vocabulary economy. However, it’s more of a superficial change; early morning movements were not widely recognized by funds, mainly supporting the power sector’s strength. The intensity was somewhat lacking, and there may be sporadic groupings later. Focus on sentiment leaders like Aorui D, and observe how the ByteDance-related computing halo feedback performs. The continuation likely depends on Aorui D’s large orders, but as an auxiliary to electricity, it’s hard to see a clear divergence. True divergence would come from core stocks!

4. Energy Storage and Photovoltaics: In the morning, dragged down by the energy sector, but there was still a catalyst from SpaceX’s IPO and sector rotation and recovery. The power sector also faces divergence expectations. Big tech continues to surge, so the funds are mainly flowing into energy storage. Focus on whether core Huali Ji T can shift from weak to strong, and whether the heavyweight Sunshine Electric Y can make a statement!

Two consecutive large rises, perhaps some are only now realizing the sector is entering a peak. Those who missed Huadian Liaoning N should not worry; since sentiment and space are highly open, funds will still fluctuate here. Wait for divergence to create a low-entry rebound leader. As for big tech, we already mentioned that the bull market is still ongoing. Be patient and hold, no need to panic. The volume is somewhat lacking, so wait for the index to increase volume and re-engage with the trend. For now, focus on quickly capturing short-term speculative profits!

Personally, I continue to hold positions: Yaxiang Integration has exited, Deming Li remains locked, Huadian Liaoning Energy is still locked!