[Red Envelope] The trend for next week, look here!

Foreword [Taogu Ba]

All things originate from existence, And existence comes from nothingness. Tangible things Are often controlled by intangible — forces. Therefore, People must understand And revere unseen forces.

In this noisy and restless world, we are accustomed to measuring everything with our eyes, fixated on gains and losses, surface prosperity, often neglecting those hidden behind the scenes—silent yet powerful invisible hands.

Just like now, with the US-Iran conflict on the verge of outbreak, the surface shows gunfire confrontation and geopolitical clashes, but in reality, it’s a silent game of patterns, trends, human hearts, and the natural order. Oil prices fluctuate, markets are turbulent, and people are anxious—all are ripples stirred by invisible hands.

We see the smoke of war, But we cannot see the course of history. We see conflicts, But we cannot see the laws of fate. True wisdom Is not just about judging victory or defeat in the present, But about respecting those invisible laws, trends, and human hearts.

Only with reverence in our hearts Can we remain calm amid changing winds and clouds, See clearly in turbulent times. The strongest force in the world Is never visible, But hidden in the unseen places.

1. Trading Review:

2. Huasheng Tiancheng: Entered at bidding, gained 6% that day. Entry logic: The domestic computing power news fermented Thursday evening, ranking first in popularity. Coupled with the sharp adjustment of US tech stocks Thursday night, Huawei Ascend’s Tai Jia large order set the tone with a one-line board, establishing direction. On Friday, Huasheng opened flat and then moved sideways, with a high probability of a rebound to new highs. Although it pulled back on Friday, normal expectations remain for a rebound. Over the weekend, the US-Iran conflict escalated, Iran’s top leader was assassinated, and next Monday, the tech sector is likely to face pressure.

2. Runze Technology: In the overall pattern, excluding partial reductions, the floating profit is nearly 19%. On Monday, the tech sector is expected to face pressure, so consider reducing some positions appropriately.

2. Market Breakdown:

(1) Index Understanding: On Friday, A-shares showed a volatile and differentiated pattern. The Shanghai Composite opened lower and closed slightly higher, while the ChiNext was relatively weaker. Shanghai rose 0.39%, Shenzhen fell 0.06%, and ChiNext dropped 1.04%. Market activity: 75 stocks hit the daily limit, 16 stocks failed to hold the limit, with an overall limit-up rate of 82%. Total trading volume was 2.49 trillion yuan, slightly down by 504 billion yuan from the previous day, maintaining high trading levels. Due to the weekend escalation of conflicts, a lower opening on Monday is highly probable. Oil, gas, shipping, chemicals, and metals related to price increases will attract funds.

(2) Continuous Board Ladder:
Today’s high reached 7 consecutive boards, breaking through the 5-board resistance, marking the second day of breakthrough. Next Monday will be the third day, a critical point. The weekend’s US-Iran war is a major variable. Besides benefiting from oil, chemicals, and metals, other sectors may face pressure. Watch whether the trend after Yunnan Energy’s break is resilient. With new events emerging, the new cycle is most likely led by chemical, metal, and oil & gas price-increase themes.

3. Sector Analysis:

(1) Small Metals (Core: Tungsten/Zirconium/Molybdenum, etc.)
Core catalysts:

• Tungsten raw material prices soared, tungsten powder exceeded 1800 yuan/kg, cutting tool industry prices increased (Huarui Precision, Xinrui Shares raised prices).
• Strategic importance + rigid supply constraints, different from base metals, many stocks doubled after Spring Festival.
• Main theme: price hikes, capital grouping on core stocks.
• Zhangyuan Tungsten: 5 boards in 7 days, high self-sufficiency in tungsten resources.
• Xianglu Tungsten: hit the daily limit, leading deep processing of tungsten.
• Zhongwu High-tech, Xiamen Tungsten, Oriental Zirconium, Jinmao Shares, Tin Industry Shares.

(2) Power (Green Power/Thermal Power/Integrated Energy)
Core catalysts:

• Policy: National Energy Administration proposes to accelerate revision of the Renewable Energy Law by 2026 + formulate the 14th Five-Year Plan.
• Industry: AIDC’s rapid growth, US AI power demand CAGR from 2025-2028 about 55%, over 150GW, driving power and supporting equipment stocks.
• Gannan Energy: 3 consecutive boards.
• Jiwei New Energy: 20CM rise.
• Nanjing Power, GCL New Energy, Min Dong Electric, Huayin Power, Jinkai New Energy: hit the daily limit.

(3) Computing Power Leasing (AI Computing/Cloud Services)
Core catalysts:

• China’s AI model token calls surpass the US; 4 domestic large models rank in the top five globally, shifting towards productivity tools.
• Global cloud service price hikes: Hetzner, OVHcloud, AWS, Google Cloud, Wangsu Technology, UCloud etc. raise prices, becoming a main theme.
• After continuous rebounds, divergence increases; watch for opportunities when divergence converges.
  Core stocks:
• Yunnan Energy Holdings: 7 consecutive boards, leading the sector.
• Yuntian Lifei: 20CM limit-up.
• Tuo Wei Information, Litong Electronics, Hanggang Shares, Jinkai New Energy: limit-up.
• Capital Online: rebound to new high in this phase.

(4) Computing Hardware (Adjustment direction)
Core catalysts:

• High-level profit-taking, capital shift from hardware to leasing/application side.
  Core stocks:
• Zhongji Xuchuang, Xinyi Sheng: fell over 6%.

(5) Cyclical Stocks (Price increase extension)
Core catalysts:

• Price increase theme expands, funds rotate within cyclical sectors for rebound.
  Core stocks:
• Zhangyuan Tungsten, Jiangwu Equipment, Jinchengda: 5 boards in 7 days.
• Xianglu Tungsten, Xiamen Tungsten, Zhongxi Rare Metals: hit the daily limit and reach new highs.

4. Tomorrow’s Opportunities:

(1) First Board to Second Board: Hunan Gold + Heshun Petroleum;
(2) Continuous Tracking: Jinchengda;
(3) Rebound Mode: Jinniu Chemical + Baichuan Shares.

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