[Red Envelope] JG Trend Market Coming Up (Live at 8 PM)

Monitoring the market can reveal early opportunities, while reviewing past trades helps clarify direction. [Taogu Ba]
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Monitoring and reviewing are already ways to understand others; the next step is to understand oneself, and finally, choose the right time to act.**
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Stock trading isn’t based on guesses. Those who profit often have one of two qualities: first, the insight to anticipate market movements (predictive ability), or second, the adaptability to respond during trading (follow the trend).**

Market Overview:
The three major indices fluctuate differently: Shanghai Composite shows slight adjustments, Shenzhen Composite rises slightly, the Shanghai Index holds firm above 211, demonstrating strong control, with market volume increasing to 2.53 trillion compared to yesterday. Weekly performance: Monday +3700, Tuesday +3500, Wednesday +2600.
In the short term, AI hardware continues to strengthen for three consecutive days, establishing resonance; intraday peaks driven by computing power, with chips and semiconductors making a comeback in the afternoon. Style-wise, JG trend stocks dominate the market, while risk-averse sectors like chemicals, oil & gas, and metals are retreating and adjusting.
Index movements show CATL and Sunshine Power suppress the ChiNext, Northern Rare Earth and funds support the Shanghai Index, while banking and securities sectors remain under pressure. Shenzhen Index closes slightly red, indicating a shift in resonance sectors led mainly by AI hardware and chips/semiconductors, with a clear intention to control index growth speed.
Number of stocks hitting daily limit: 62, down from 75 yesterday; success rate of limit-up stocks: 74%, up from 68%; number of consecutive limit-up stocks: 9, down from 18 yesterday.

Consecutive Limit-up Tiers:
6 boards: Yunnan Energy Control (power, computing power)
4 boards: Farsight (fiber optics, asset sales)
3 boards: Jinzengda (chemical), Chengxing Shares (chemical)
2 boards: Qidi Environment (unspecified), Gannan Nonferrous (power, following Yunnan Energy), Hongxing Shares (IP economy), Zhangyuan Tungsten (metals, tungsten), Yunnan Germanium (metals, phosphorus indium)

Looking at the tiers: market’s high point reaches the rare 6-board level. Each step upward is a challenge; downward limit-up stocks haven’t exploded significantly, which relates to market style. JG trend stocks dominate, while limit-up stocks weaken. Whether the style of consecutive limit-ups can be broken depends on whether Yunnan Energy continues to outperform expectations.

First praise, then observe; develop a good habit of persistence; daily profits are possible.
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Market Summary:
Trend directions: AI hardware (overseas chain), AI computing power (domestic chain), chips and semiconductors (domestic chain)
Other sectors: chemicals, metals, aerospace, etc.

1. Trend Directions: AI hardware, AI computing power, chips and semiconductors, etc.
1. AI Hardware: Currently mainly hype around NVIDIA Feynman industry chain, similar to last year’s hype on Rubin industry chain. The potential catalyst is NVIDIA GTC conference on March 15.
Leading the trend: Shenghong Technology, the only PCB multilayer backplane certified by Rubin, holding over 50% market share in the Feynman industry chain. Goldman Sachs upgraded its earnings forecast yesterday, boosting the sector, with two consecutive days of strength. The future trend mainly depends on Shenghong.
Related rotation opportunities involve Yizhongtianfu, with Tianfu Communications benefiting from Feynman expectations higher than Xuchuang and Xinyi Sheng, which is one reason for recent strength.
Sub-sectors include Q-boards, copper foil, multilayer backplanes, probes, drill bits, etc.

As shown, the most benefited include, but are not limited to:
Electronics weaving companies moving upstream—Zhuolang Intelligent, Feikai Materials, Quartz Shares. Previously, focus was on second-generation fabrics like international composites, Honghe Technology, China Glass. Since yesterday, funds are shifting toward third-generation fabrics like Q-boards.
Copper foil HVLP5 verification expected by the end of Q1; currently, 4 is performing well.
Resins: East Materials Technology is strongest; intra-day 20cm is Tongyu New Materials.
High-multilayer PCB: 3+1 structure, three JG stocks plus one flexible stock, as shown above.
Probes and Linweina.
Diamond-related stocks include drill bits, materials, equipment, etc., being gradually explored by funds.
Optical fiber: Longfor Fiber and others are early movers; currently, the market is exploring MCLL-related hype, such as Fenghua High-Tech and Sanhuan Group, mainly driven by price increase logic.
Other traditional segments like liquid cooling, power supplies are still uncertain; funds are tentatively probing, but no explosive strength yet.
Overall, PCB-related stocks are still the most benefited, as Feynman has established this segment early. As more details about Feynman emerge, there may be further dynamic changes.
Intraday peaks are evident; if divergences occur later, there’s still a chance for a first breakout. Most are trend stocks based on the 5-day moving average; unless expecting acceleration, there’s little issue.

2. AI Computing Power (Domestic Chain): Intraday focus on computing power industry chain.
Leading in capacity: Runze Technology, switching back to Wangsu Technology, regaining its position, but overall, the domestic computing power fermentation is somewhat follow-the-leader, causing failure to hit the limit. Future trend depends on H200-related news.
Sentiment stocks: Yunnan Energy Control, with early rapid gains boosting sector expectations.
Huawei computing power revival and strength.
Capacity leaders: Huasheng Tiancheng, which, as expected, showed a V-shaped move in the morning and confirmed an upward trend, establishing the main board capacity leadership.
Liquid cooling: Chuanyun Shares, Gaolan Shares, Shenling Environment.
Power supplies: Taijia Shares, Taihao Shares, Oulutong.
Copper cables: Huafeng Technology, Yihua Shares, Chuangyi Tong.
Computing power: Huasheng Tiancheng, Hengwei Technology.
And others—these are the main industry chain stocks. Taijia Shares quickly rebounded in the morning, followed by Huasheng Tiancheng, both returning to support levels. The strength of H200-related NVIDIA news is unprecedented, and the overall domestic computing power construction awaits further H200 news developments.

3. Chips and Semiconductors: Mainly benefiting from capacity expansion in two-memory-related industries.
Leading trend stocks: Cambrian, still needing further validation for leadership.
Target materials: Jiangfeng Electronics, Oulai New Materials, Longhua Technology, Yanyan New Materials. Oulai New Materials hit the board early in the day; Jiangfeng and Longhua performed well; Yanyan adjusted downward.
Semiconductor equipment: Changchuan Technology, Tuojing Technology, etc., with Changchuan trending to new highs today.
Packaging and testing: Changdian, Tongfu, Huatian remain in rotation.
Cleanroom equipment: Yaxiang Integration leads.
These sectors have been repeatedly triggered in the afternoon, not the strongest market direction but with daily performance. Keep an eye on internal trend rotations.

4. AI Applications:
Mainboard capacity: Lio股份, whether the sector can have a strong rebound depends on continued activity. Several days of abnormal movement, but limited funds supporting the sector.
Copyright: Chinese Online, with Chuangyue also following recent dips.
Data-related sectors: Xinghuan Technology, Haoliang Data, Guoan Technology, CITIC Publishing, etc. After strength yesterday, today they are rotating with computing power sectors, showing adjustments.
MR giants: Jiachuang Vision and Fengyuzhu show little performance today.
Funding is very low; most are waiting for strong stocks to show sustained momentum, which could change the sector style.

5. Aerospace:
Julii Rigging, representing recovery-related core stocks.
Aerospace Development, a beaten-down veteran sector.
GCL System Integration, a veteran in the photovoltaic sector.
If these don’t continue to strengthen, the sector overall won’t see much improvement.
After yesterday’s recovery, most strong stocks have adjusted; today, a new batch of oversold stocks continues to recover, with the sector in internal rotation.

2. Other Sectors:
Chemicals:
Leading high:
Baichuan Shares, attempted to rise yesterday but failed; today, it continued to adjust.
Runtu Shares, seeing Baichuan’s failure, also tried to rise in the morning but failed.
Optimistically, they keep trying; pessimistically, they keep failing.
Chemical sector’s high points mainly rely on these two stocks. Whether they will become more resilient or fade remains to be seen.
Downward, various chemical sub-sectors are catching up; most are adjusting today, unable to break through highs, so they are doing rebalancing.

Metals:
Zijin Mining and Northern Rare Earth jointly bear the pressure on the index today; the sector overall is also adjusting.

3. Summary:
Overall, after the holiday, the market’s third day sees the first two days of upward attack, breaking above 211 high, then slowing down. From a three-day perspective, the first day’s collective short-term hot spots, the second day’s confirmed JG trend sector, and the third day’s confirmed direction form a battle of market dominance by different fund types. The final phase resonance points to AI hardware as the main driver, establishing a JG trend style, with the index’s change as an anchor. The upcoming trend looks promising.
Since the holiday, the first section of daily review always focuses on AI hardware. Those who understand the order of importance won’t miss this market. How far it can go depends on the market itself.
Focus on starting points, not endpoints.
Gradually narrowing the style and direction, then it’s the vast ocean for fish to leap and birds to fly high.
Each generation has its own legend; the hot spots before the holiday are completely different from after. Those who haven’t adapted should do so quickly—time waits for no one.
Tomorrow’s market is expected to rise then fall; some strong stocks may pull back, offering initial opportunities after this wave of index rebound.
There’s a live broadcast at 8 PM to discuss current market conditions. Interested friends are welcome to book a spot. See you at 8!

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All above are personal insights and may not suit everyone. But this is how I currently operate. If you find anything inappropriate, just skip it. No harsh words needed. If it helps you, I’ll be glad.
The bull market in A-shares is ongoing, but it’s in individual stocks, not the index. Holding the right stocks means being in a bull market; missing them, even if the index soars, you’re still in a bear market.
Disclaimer: The above review, posts, and comments are for entertainment and reference only. Not to be used as sole investment advice. Do not trade solely based on this. The stock market involves risks; invest cautiously! Remember, there are no stock gods in A-shares!
Note: Stocks mentioned in the article and below #￥ do not represent holdings or endorsements. Do not follow blindly.
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Hope readers find gains in these insights.

Disclaimer: This article records my personal operations. Investment involves risks. Trade cautiously. Plans are always faster than changes; follow the market. The content reflects my personal thoughts and records, for sharing and understanding only. It does not constitute investment advice. Buy and sell at your own risk.