Tomorrow power divergence, consider undertaking direction

First, the conclusion:
The index is violently rebounding, trading volume has shrunk but remains at a high level. The electricity sector is the main theme supporting the market, and market sentiment has significantly improved. However, the decrease in volume during the rise suggests ongoing divergence. In trading, focus on core stocks, eliminate weak ones, and hold strong ones.

Observation of individual stocks, logic, and ideas:
(1) Last week, Jixin Technology continuously increased volume on the platform and hit the daily limit. Its trend is quite recognizable. Last Friday’s intraday movement also warrants attention. Yesterday, Monday, the market plummeted, and Jixin retested the 10-line support, drawing more focus. After a strong rise and rolling gains, it closed in the green all day, showing strength. Today, it continued to rise strongly following yesterday’s trend; consider unfollowing.

(2) Yesterday, Monday, confirmed the continuation of the electric power coordination theme. During the opening, Shaoneng Co. showed signs of a rebound, leading the market. In the afternoon, the market suddenly dropped sharply, and although it was passively hit with a limit-down, intra-day funds kept fluctuating, showing resilience. This morning, it opened higher to the ceiling, then exploded upward. After the surge, consider gradually unfollowing.

(3) Zhongli Group repeatedly demonstrated strength. The photovoltaic sector is expected to continue like the electric power sector. Considering tomorrow’s divergence in electric power, funds may shift to the relay. Today, the high market heat of photovoltaic concepts was observed, with high recognition of integration. In the afternoon, it rose with the market, with obvious large-volume battles.

Deep Market Analysis:
$1
March 24 (Tuesday)

1. Core Data and Sentiment Diagnosis
1.1 Overall Market Performance
Benefiting from easing tensions in the Middle East, the index surged with increased volume. The Shanghai Composite rose 68 points; the Shenzhen Component and ChiNext indices closed in the green. Over 4,800 stocks rose, indicating excellent profit opportunities. Volume was 2.08 trillion yuan, slightly less than yesterday by over 340 billion, but still active. 83 stocks hit the daily limit, only 1 stock hit the limit-down. The rate of consecutive limit-ups increased. Yesterday’s limit-up stocks had considerable gains, showing strong buying willingness. Market sentiment quickly warmed from the freezing point to enthusiasm.

2. Deep Analysis of the Chain of Limit-Ups
The leading stock with 7 consecutive limit-ups, HuaDian Liaoning Energy, opened strong, boosting market confidence. The median stock level shows a gap, with only Zhongli Group at 3 consecutive limit-ups, but there are four stocks with 2 limit-ups, providing a foundation for future upgrades. Focus on whether 2 can upgrade to 3 and whether high-level leaders can continue expanding, driving mid-tier stocks to catch up.

3. Hot Sectors and Core Stocks Review
3.1 Electric Power Sector
The sector fully exploded, with nearly 20 stocks hitting the limit-up, becoming the absolute core of today’s rebound. The driving logic is based on the “computing and electricity coordination” policy expectation. The National Data Bureau is promoting new data center green electricity applications, directly igniting the green electricity industry chain.
Core stocks analysis:
HuaDian Liaoning Energy: 7 consecutive limit-ups, the market leader, exceeding expectations, and a market sentiment indicator.
Zhejiang New Energy: 2 limit-ups, combined with green electricity and computing concepts, successfully upgraded, becoming an important follower within the sector.
Shaoneng Co.: 4 limit-ups in 5 days, with strong momentum, highly recognizable within the sector.

3.2 AI Hardware / Computing Power Sector
Stimulated by Nvidia GTC conference news, the hardware sector for computing power warmed up, with many stocks hitting the limit-up.
Core stocks analysis:
Yunnan Geology: 2 limit-ups in 3 days, benefiting from increased demand for upstream materials related to computing hardware.
Changfei Optical Fiber: A stock with nearly 200 billion market cap hit the first limit-up, significantly boosting sector popularity.

4. Overall Market Sentiment Analysis
Currently, the market is in a phase of clear main themes and emotional recovery. The risk lies in the market’s volume shrinking during the rise; if volume cannot sustain, the rebound may fail. Opportunities are concentrated in the electric power theme and its extension, “computing and electricity coordination.” Fund behavior is obvious: consolidating around leading stocks and rotating to repair previous tech stocks’ adjustments. Sentiment indicators show a transition from panic to greed, but not yet at a euphoric stage.

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【Important Notice】: The above is only a sharing of ideas and does not constitute investment advice. The market carries risks; invest cautiously!