[Red Envelope] 2.26: Leader Zhang Meng's leisure group makes a big purchase of 360 million, has Huasheng Tiancheng's trend already formed?

Super Short Dragon Technique, Which One Is the Best? Just Look at Tao County Michelangelo! [Taogu Bar]

Watch after liking, develop habits, and your wealth will keep flowing! The 7 bonus coupons in this article are the essence posts. You can like + tip + promote in one go. Here are nine systems for responding to the current market’s dragon-seeking strategies, always at the forefront of the market! The comment section is lively with exchanges; common issues will be shared as highlights!

Michelangelo’s Trading Insights: The凡者 (ordinary) see appearances, the wise glimpse reality! In the vast stock market, traders are like a drop in the ocean; drifting with the waves will eventually sink into the sea! If you can find a guide, understand the essence of trading, and develop a stable trading model, you can achieve maximum gains in extreme conditions! Every trader yearns to capture the涨停 (limit-up) factor. Michelangelo insists on speaking with data, analyzing dialectically, and understanding market operations deeply. Here, you’ll find the most detailed review and breakdown, quickly building a high-dimensional understanding of the market—truly a fish and fisherman combined. Investment master Peter Lynch once said: “Investing without research is like playing cards without looking at the cards.” Michelangelo hopes to use years of practical experience to help you play each trade well. Don’t miss out!

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This Week’s Case Analysis

2.24: Continue Short

2.25: Focus on Yunnan Germanium at opening auction; focus on Huasheng XX at closing auction;

2.26: Cross zero axis and add Huasheng XX; new cross at zero axis for Fenghua Gaoke; keep an eye on Yunnan Germanium.

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Preface: Today, the trend is basically clear—everything is in line with the trend. Stocks with hundreds of billions or trillions in market cap are performing well. When the rally is weak on the other side, don’t force it; follow the current trend to survive steadily. The market where quantitative methods exist changes very quickly. The phase of relying solely on deduction to respond is over. Now, more emphasis is on real-time monitoring, experience, aesthetics, cycles, emotions, and stock selection on the spot—integrated responses.

I recommend everyone to learn more about the nine ultra-short systems. The various ultra-short strategies in the market generally do not deviate from the “Nine Dragons Technique” framework. All these strategies are variants based on these core systems. Knowing how to fish allows you to easily catch big fish when they appear.

After the holiday, the system’s effectiveness is evident. I’ve corrected recent trading methods and restrained many greed-driven behaviors, making trading much easier. After three consecutive days of short positions, yesterday’s auction showed strength, focusing on Yunnan Germanium, using the quantitative momentum arbitrage system. Those who study this seriously will master it. Yesterday’s late auction focused on Huasheng Tiancheng, which belongs to the left-side pre-judgment system, playing on AI applications and computing power recovery, with trend recognition for grabbing shares. All have been validated.

This morning’s auction opened well. Yunnan Energy Holdings shifted from weak to strong, rising to 6, driving the related computing power industry chain—Runze Technology, Changfei Optical Fiber, Tianfu Communication—all are strengthening. As the core recognition, Huasheng Tiancheng opened on the 5-day K-line, continued upward, crossed the zero axis, and added positions.

The龙虎榜 (Top Traders List) is very luxurious: Xi’an Taihua Road bought 200 million, leisure traders net bought 260 million, Zhang Mengzhu net bought 110 million, with a volume breakthrough structure, indicating high expectations. The trend is likely to continue. Whether it can replicate the trend from August 2025 remains to be seen! Its historical peak was in May 2015. Let’s see if this bull market can surpass the past.

Recently, I’ve gained a lot by learning to主动放弃 (actively give up) many opportunities. Michelangelo has experienced many pitfalls, forming a rich pattern:节点龙接力 (node dragon relay),量化强度龙 (quantitative strength dragon),神之一手 (God’s hand),抱团龙 (grouping dragon),穿越龙 (crossing dragon),空间龙 (space dragon),情绪先锋 (emotion pioneer),市场总龙 (market general dragon),题材趋势龙 (theme trend dragon). The main pattern remains the node dragon relay, supplemented by quantitative arbitrage, God’s hand, trend dragons, and grouping dragons. Space dragons, emotion inflection points, and theme waves are more wild modes.

Regarding this, I used to focus on points within the patterns, trying different approaches. For example, yesterday’s Falsheng 2-3, a standard re-encounter; Zhongfu Electric’s trend low buy; Runze Technology’s trend low buy; Hudian Co., Ltd.’s trend low buy; Xianglu Tungsten’s trend low buy; today’s China Geostone’s intraday moving average low buy; Sanchuan Wisdom’s low buy—all very aligned with Michelangelo’s aesthetic and pattern. I also explained the logic during the session.

But trading is not about doing more, but about being safer and more streamlined! Finding certainty in trading, maintaining position control, and keeping a stable mindset are essential qualities. The current market is very much about real-time responses. Quantitative reactions are very fast; if you can’t keep up, you’ll suffer. For those who haven’t achieved long-term profitability, this is very unfriendly! Everyone should seriously learn from Michelangelo. New and old fans, stay active. The knowledge you gain can be reflected in your account. If you want to advance quickly, focus more on the Nine Dragons Technique!

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2.26: Difficult to push the index! AI fully takes over the market, with sectors like PCB, CPO, data centers, power testing, optical fiber, computing power, liquid cooling, PET copper foil, all fermenting today. Aerospace, lithium mining, environmental protection, and robotics also perform.

1. Market Overview
Market volume: 25566 billion, with an increase of 757 billion; 61 limit-ups, 3 limit-downs; yellow line above, small stocks’ sentiment improving.

The index is hard to define now; it’s in a震荡 (oscillation) period, with both upward and downward possibilities. From a purely technical perspective, there’s a top divergence structure, and KDJ, MACD are nearing death crosses. The volume of 2.5 trillion also can’t push out more; to replace the previous 4 trillion chips, pressure is high. Therefore, Michelangelo judges that a downward move would be healthier—completing this double-foot retracement, then observing the wave 5, which is a standard wave pattern. If the index really slowly pushes to 4190.87 points, be very cautious. The closer to 4190, the more cautious you should be!

Market sentiment today is good, reflected in Yunnan Energy Holdings shifting from weak to strong at 5-6, leading to positive emotions and arbitrage opportunities for quantitative funds. There are 9 consecutive limit-ups, with a good structure. Today’s ultra-short sentiment is better than yesterday’s, and sector rotation is slow, without chaotic shifts. As long as volume keeps up and the index remains stable, there’s no big problem. The risk is disorderly sector rotation—rotating every 20 minutes across a new theme, possibly 12 themes a day or more. As long as volume and index structure hold, no worries.

2. Sector Overview
In terms of themes, there’s no single strongest sector in the auction; the most active is yesterday’s lithium battery news. After opening, the market fully dispersed AI. Yunnan Energy Holdings’ rise boosted sentiment and the AI industry chain. CPO, PCB, power testing, data centers, liquid cooling, diamond heat dissipation, chips, optical fiber, etc., also showed performance during the day, with lithium batteries, robotics, environmental protection, and chemicals also active.

AI-PCB

1st board: Guanghe Technology, Han’s Laser, Aosikang, Tongyu New Materials, Yue’an New Materials, Tongfeng Electronics, Shennan Circuits, Hudian Co., Ltd.

NV will enable vertical power supply in the Faynman generation, with LPU opening up the incremental market for vertical power supply; the PCB process required for vertical power supply is highly challenging, with gross margins over 60%, making it a core growth direction.

The PCB rally is mainly stimulated by Dalian Chain-related news. Yesterday’s Nvidia earnings exceeded expectations, leading to today’s Dalian Chain-related fermentation. Smart traders already cut off related stocks yesterday; today, the PCB sector continues to be guided by Nvidia’s strong performance. Changfei Optical Fiber and Tianfu Communication have doubled already.

AI-Optical Communication

1st board: Tongding Interconnection, Jipu Tech, Zhongtian Technology, Hengtong Optoelectronics, Jufei Photonics

Similar to PCB, these are Dalian Chain-related stocks, with Longfei Fiber as the leader. Morning sentiment was supported by low positions, but now the market is wary of high levels, so chasing high is less likely.

AI-Gas Turbines

1st board: Wanze Co., Changbao Co., Fuan Co., Yingliu Co., Dongfang Electric

Today’s focus is on Dalian Chain, with morning attacks on PCB and optical communication, and afternoon on gas turbines and liquid cooling.

AI-Huawei Computing Power

1st board: Zhiwei Intelligence, Taijia Co., Chuanrun Co., Huasheng Tiancheng

The logic of TOKE N’s overseas expansion is quite significant. Comparing AI hardware, we can’t compete with Nvidia or AMD, but in software, we are not inferior. Abroad, there’s ChatGPT, Gemini; domestically, DS, Tongyi Qianwen, Doubao. Since the emergence of this AI dream, our software is not inferior to Sora’s, and the effect surpasses foreign counterparts.

This indicates that no matter how advanced foreign chips are, if our AI software applications outperform abroad—producing explosive results like TikTok—then the computing power issue becomes secondary! Although infrastructure is foreign, our AI application development is strong enough to attract global users.

Following this logic, as more global users adopt our software, indirectly they use our computing power. Foreign chips are advanced, but domestically we have advanced super nodes. The software that benefits users is good software, and popular software benefits its underlying computing power.

This explains the logic of the token going overseas: if everyone uses domestic data requests and domestic computing power, 2026 will be the year of domestic computing power’s rise, with hype comparable to the past three years’ Yi Zhongtian, Shenghong Technology, and Industrial Fuxian.

This is also why I am optimistic about Huasheng Tiancheng. Whether it’s Huawei Ascend, the name, or the structure, it’s suitable as the leading domestic computing power company, leading our great nation to the top of global computing power!

Back to the market, today’s computing power sector was not very active in the morning. Huasheng Tiancheng, ByteDance, Alibaba’s computing power, Runze Technology, Tencent’s computing power—these are key trends to watch.

AI-Electric Power

6 boards: Yunnan Energy Holdings
2 boards: Gannan Energy
1 board each: Huayin Electric Power, Shenma Electric Power, Xinlian Electronics

Today’s computing power sector is somewhat niche. Yunnan Energy Holdings’ rise is driven by the logic that major core companies build power plants for data centers, which stimulated the rise to 6. But quantitative trading doesn’t care about this; once a weak-to-strong breakout occurs, breaking market resistance, it will arbitrage around this core. It’s mechanical arbitrage without logic or emotion.

Commercial Aerospace

1st board: Chunhui Zhikong, Jiangshun Technology, Aerospace Power, Fushun Special Steel

Current aerospace development is mainly a rebound; the big wave 2 is not visible yet. Yesterday’s strong aerospace stocks didn’t show premium today, so it’s hard to be overly optimistic. We’ll observe further.

Chemical Industry

3rd board: Jinzhongda, Chengxing Shares
1st board: Xinhua Shares

The US announced strategic control over key materials like phosphorus and glyphosate, with international phosphate fertilizer prices exceeding $700/ton.

The chemical sector is basically dead, overtaken by AI hype. Tomorrow, we’ll see if it enters a primary or secondary rise to compete for AI funds.

Lithium Mining

1st board: Jinyuan Shares, Xianfeng Holdings, Keli Yuan

Yesterday’s news triggered a rally, but Jiangte Motor didn’t show a clear 1-character pattern, so it’s hard to judge.

Environmental Protection

2nd board: Qidi Environment
1st board: Zhongke Environmental, Beautiful Ecology

In the afternoon, some news likely triggered quantitative monitoring and led to a rise.

6 boards: Yunnan Energy Holdings, planning to invest 1.4 billion yuan in advanced computing power (2.11)
4 boards: Fasheng, major asset sale (2.13)
1 board: Beijing Kere, won a 288 million yuan project with Southern Power Grid (2.26)

Others are niche sectors with low recognition, not analyzed for now.

Summary: The cycle remains undefined. Today shows some signs of emotional rally. If combined with the index’s trend, it could be a main rise driven by sentiment, but the index still carries risks and cannot be clearly defined. Some AI trend stocks have already led the main rise ahead of the index. In the next two days, we’ll see if this cycle is a main rise or chaotic. Today’s sentiment is quite strong in recovery. Focus actively in the morning. The theme is fully dispersing today, mainly around AI. Follow the trend actively. The current trend is upward, and even the “relay dogs” are not acting!

I hope everyone, while reading posts, seriously reflects on Michelangelo’s review thinking. Every review is a deep four-hour market scan; every deduction is a precise expectation based on emotion and cycle. Michelangelo never seeks short-term quick profits but teaches how to maintain a steady rhythm amid fluctuations and move forward steadily. Following my approach isn’t just about code but about building your own trading model through continuous analysis. True transformation isn’t achieved by a few limit-ups but through understanding gains and losses, persevering through doubts, and I hope Michelangelo can be a booster on your trading journey!

Third, Stock Analysis

Huasheng XX: A budding trend, focused on in yesterday’s late auction, today crossed the zero axis with volume increase. Based on Huawei’s computing logic, the龙虎榜 (Top Traders List) is very luxurious! This belongs to the “God’s hand” category. Looking three days ahead, consider some promising trend stocks.

Yunnan Germanium: Focus on the first board auction, using the quantitative arbitrage model. Xi’an Taihua Road bought 200 million over the past two days, with significant selling pressure. Let’s see if the market can absorb his chips.

Fenghua Gaoke: Strong support today, also a left-side play, a trend embryo. Tomorrow will verify the idea.