The overarching theme of computing and electricity collaboration is just beginning to branch out and accelerate.

March 13th posted the first main article, clearly stating that electricity cooperation is the main theme, which is widely recognized.

It seems that not many people believe it, but last Friday there was a continuous decline. Even big players like Daxigu have retired. Most people definitely feel bad, and the index broke below 4,000 points. In this situation, I want to share my views for reference only.

The only sector with the most profit potential last week was electricity, not electricity calculation, but electricity itself. Coal power reform, along with core green energy resources controlled by Huadian Double Dragon. Now everyone has seen it. On March 13th, I posted a short comment at the close, directly telling you that Huadian Energy is the main candidate for a rebound.

Why Huadian? It is one of the five major state-owned power companies, holding massive wind and solar assets. They are the owners, not contractors. The potential for valuation revaluation is the underlying logic.

Last week I mentioned that this sector is guided by the government’s two sessions. The certainty of tens of trillions of yuan in new energy investments, combined with explosive demand for computing power, and global energy substitution anxiety. This sector can run throughout the year, as I said.

Now, let’s talk about expectations for next week:

1. The market will continue to decline, and funds will continue to flock to the most recognizable and complete power sector, without a doubt.
2. The Wang Wang team will step in to protect the face and maintain the 4,000-point level. The gap has been filled. The first to take off will likely be the ongoing main theme of electricity last week, gradually expanding to green energy, photovoltaics, energy storage, and even power grid equipment, smart grids, and virtual grids.
3. Huadian Energy will trigger a 100% abnormal movement next week. I believe funds may actively challenge the abnormality to test regulatory attitudes. In such a cold environment, regulatory standards will loosen.
4. If Huadian Energy makes a proactive statement, Double Dragon will continue and bloom across the board. Even if Huadian Energy doesn’t rise, as long as there’s no extreme A-sharp decline, stabilization is possible, which can also boost sentiment. These six boards can be confirmed for breakout.
5. State-owned enterprises, central enterprises, Huadian system, Guodian Corporation, and various local power companies are all anchor points and arbitrage directions.

Currently holding positions in GCL, Tiaoneng, Meili Cloud, and Air China.

[Taogu Bar]

Alright, that’s it. Waiting for takeoff.