[Red Envelope] 2.26 Liquid cooling and gas turbines are all miscellaneous? I only recognize the certainty of optical communication and electronic fabric. Tomorrow's operational strategy

First like, then watch, daily income over ten thousand. [Taogu Ba]

Today’s operations:

Trading account:

All cash

Trend account:

Reducing positions: Huasheng Tiancheng, enjoying 14 points gain (computing power trend)

Reducing positions: Jinan Guoji, enjoying 6 points gain (PCB rebound logic stock)

Adding positions: Jinan Guoji, low buy on negative three points

Holdings: Huasheng Tiancheng, Jinan Guoji, Zhongsheng Pharmaceutical

Pre-market review:

Early thoughts: 3 points, 1: Can Yunnan Energy Holdings break through resistance to 6 boards? After reaching 6 boards, will it lead computing power and electricity backflow? Today’s earliest driver was electricity backflow, GanNeng was the first to benefit. Opening with turnover and upgrading. Then Huasheng pulled the limit, computing power backflow. Yesterday, I took the lead with Huasheng, just to see today’s backflow situation. 2: If Chengxing exceeds expectations, it’s still on the price increase line, but unfortunately, the order size was small. Although I added on 9.16, there was serious order withdrawal. 3: If Chengxing underperforms, will funds flow back into AI, commercial aerospace, and robotics? Final reminder: If the bidding still looks like yesterday, then basically there’s nothing to buy at the open. Only after emotions ferment, then choose the direction.

Next, I mentioned that recently strong sectors like PCB, AI hardware, and semiconductors are worth watching. These are all solid logic. Recently, the market has been following institutional tech trends, with various large caps trending and hitting limit-ups. I review and write every day; if you don’t take it seriously, I can’t help.

On 9.16, I warned that Yue Ling was the biggest order, Chengxing also added orders after bidding, but expectations were off. If I were to trade directly, I’d follow Chengxing’s large orders rather than Yue Ling. During the overall bidding, it was mainly phosphates and lithium mines. But there were no large orders guiding the trend, which was unexpected. (This is using news to realize gains.) Later, the divergence in price increase lines was large; we had to wait for the open. Today, only the front ranks held some divergence. Chasing high blindly will get you trapped.

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At the open, Yunnan Energy surged, I placed a 5-point order but didn’t get filled, so I gave up. Just waiting to see if it can drive computing power. After all, I have an early position in Huasheng. No big deal. The earliest benefactor was GanNeng. (Actually, whether Yunnan Energy breaks through today or not, regardless of tomorrow’s face, it’s a trial and error process. Being greedy, placing a limit-up order can buy in at 7-8 points.)

Jinan Guoji initially held back when it dipped, then rebounded and found support during the decline. Decisively added more on the negative side of 3 points. I will publish a technical post later to teach you how to water down and low buy correctly.

Around 10 o’clock, I said Huasheng had a chance to buy today, basically it’s a good opportunity. The platform rules prohibit guidance, so I can only say I see this as an opportunity. You decide for yourselves. (Later, don’t ask me about buying or selling; review the posts carefully. If you don’t understand the logic, ask me where the stock’s logic point is, I will explain. Don’t ask me to buy or sell right away, it gives me a headache.)

Actually, last night I gave you a question that was quite accurate today, but you didn’t think about the logic, just wanted to eat the ready-made. I hope our Longjia Army can learn real skills here. Being slow is okay, but being slow and lazy isn’t. (One typo: it’s not power grid, it’s power.)

The day before the market opened, I wrote about the entire cyclical pattern, highlighting computing power, gas turbine rotation, and PCB. (PCB has been rising for 3 consecutive days.) Why do I focus on these? First: these are all industry chain + performance + orders, which are solid logic. For example, eating a meal involves a complete logic chain—from buying vegetables, cooking, to washing dishes. That’s the industry chain. Second: AI robots. The Spring Festival Gala has already showcased products. These are tangible, landed products. Expectations are no longer needed. Stock trading is about expectations; once it lands, it becomes real. How to continue trading? You already know this is worth 20 yuan. Can you still buy at 50?

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Market review:

Today’s market was quite friendly to me. After chemical sector divergence, tech sectors were stronger, like structural differentiation, abandoning soft to invest in hard, very strong (PCB/CPO/liquid cooling). Power / gas turbines. These are what the stock market should have. Also, today Yunnan Energy drove computing power fermentation, electricity fermentation. Our intra-day operations focused on core low buying in tech lines like AI hardware and semiconductors. AI hardware mainly targets PCB and optical communication. As I mentioned earlier, Longfei Fiber and Hengtong Communication. The 5-day moving average is sufficient. For semiconductors, focus on core materials.

Sector ideas:

1: AI computing hardware:

PCB: limit-up

Shennan Circuit (high-end PCB leader, core supplier for AI servers)

Hua Electric (leader in computing power PCB, benefiting from 800G/1.6T upgrades)

Guanghe Technology (small-cap with elasticity)

Dazu Laser (PCB equipment + laser processing dual logic)

Leading stocks: Shenghong Technology, Dongshan Precision, Shengyi Technology (main force)

Core logic: Nvidia’s unexpected earnings + explosive demand for AI servers + upstream material price hikes (CCL) + industry chain resonance

2: CPO / optical modules / optical communication
Limit-up:
JuFei Optoelectronics (fiber optic cables + optical modules dual drive)

Zhongtian Technology (fiber optic cables + optical modules dual drive)

Hengtong Optoelectronics (fiber optic cables + optical modules dual drive)

Leading stocks: Tanfeng Communication, Zhongji Xuchuang, Xinyi Sheng

Core logic: 800G→1.6T upgrade acceleration, Nvidia AI server driving optical module demand, CPO becoming the next tech direction

3: Liquid cooling servers / temperature control

Chuanrun Co. (liquid cooling equipment leader)

Leading stocks: Gaolan Co., Shenling Environment, Zhilifang

Logic: AI data center power consumption surges, liquid cooling shifts from “optional” to “necessity,” temperature control demand explodes.

4: Gas turbines

Limit-up: Yingliu Co., Wanze Co., Changbao Co.

Logic: Wind power / solar intermittency is strong, gas turbines are a “must-have” for grid peak regulation, global orders extend beyond 2030.

No need to detail others.

Continuous boards:

6 boards: Yunnan Energy Holdings, computing power + power, breaking resistance to lead dual sectors back. Tomorrow, above 5 points meets expectations, one-word exceeds expectations. (This is the only hope recently.)

4 boards: Farsight, Light Migration, Environmental Protection. Today’s environmental protection rally at the end of the session gave them support.

3 boards: Chengxing Shares, phosphates, batteries. Today’s sector divergence was severe, didn’t meet expectations, it’s over.

3 boards: Jindazheng, phosphates, batteries. Can it block Chengxing?

2 boards: Qidi Environment, environmental protection. There might be news, some environmental stocks surged to limit-up at the end.

2 boards: Ganneng Co., power. Benefited from Yunnan Energy, a supporting role.

2 boards: Hongxing Co., an older stock. Hard to evaluate.

First board: Huasheng Tiancheng, computing power. Computing power trend leader. Emotion stock. I’ve been doing high and low swings (can it hit limit-up tomorrow? Several boards? Haha).

Other details omitted.

Tomorrow’s trading ideas:

Bidding and intra-day sharing will be posted. Careful reading of the posts will help you find tomorrow’s direction. (Cyclical view via the link below↓↓↓↓↓↓↓↓)

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7 major themes’ underlying logic + leader list + operation ideas. Don’t panic with high openings after the holiday; read carefully and get in precisely.

https://m.tgb.cn/a/2pEh6Hp5n3a

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Longjia Army likes, comments, and points all-in-one, 100 points equals about 2 yuan. Points are for boosting posts, everyone working together to push posts to trending. When I see my brothers and sisters working together, I am more motivated to share more, teach what I’ve learned, and help everyone’s accounts flourish in 2026, rising like a cloud arrow.**

If you’re lost outside or dissatisfied with your operations, join my Longjia Army’s golden fan family to quickly improve your market reasoning and logic. No need to run around. We share blessings and face difficulties together. (Golden fans need a one-time reward of 25,000 points.)

There are no standard answers in trading, only your own rhythm. The review during the holiday strengthened my resolve. In the first week of the new year, strictly follow the plan—no greed, no chasing highs, no blindly following. The additional core stocks are all selected based on logic and verified by the market, aiming to help everyone avoid pitfalls and eat more meat!**