2026-01-02 16:22:10

Do you remember the 2024 market rally? When AI was booming wildly, power stocks followed suit and surged. At that time, analysts were unanimously optimistic, saying that the essence of the breakthrough was not just about computing power itself, but the power grid behind it. In the short term, it seemed like supply couldn't keep up, and electricity became a scarce resource. Targets like China Yangtze Power and State Power Investment Corporation were essentially betting on future dominance.

But then, moving into 2025, the trend shifted. China Yangtze Power experienced a slight decline, and State Power Investment's drop was even more significant. The market started to introduce new narratives—electricity? It’s no longer a bottleneck; capacity has long been sufficient.

This contrast is quite striking. The same infrastructure, over just a few months, shifted from "who controls the electricity controls the world" to "more electricity is useless." Market enthusiasm comes quickly and also fades fast. Ultimately, the true investment logic is something you need to figure out for yourself.

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NonFungibleDegen

· 12h ago

lmao so we went from "power is everything" to "power is nothing" in like 6 months... that's actually insane ngl

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TommyTeacher1

· 12h ago

The same old "cutting leeks" trick from a year ago is happening again this year.

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ForkYouPayMe

· 12h ago

Market trends change suddenly, this is the rhythm of harvesting the retail investors.

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FlashLoanPrince

· 12h ago

Haha, once again the market has done a big flip, this routine is completely played out. --- Last year electricity was the daddy, this year it’s become the grandpa? LOL, retail investors are always the last to catch the falling knife. --- Really incredible, in half a year it went from essential goods to scrap, this wave of manipulators made a killing. --- Still the same saying, those who follow the trend are always the chives, and the logic always comes after the fact. --- So, don’t listen to analysts spouting nonsense, looking at the candlestick charts speaks louder than anything. --- Is it still safe to touch China Yangtze Power now? I’m really afraid of getting cut. --- That’s why I insist on only watching the trend; fundamentals changing every day are not worth much.

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