2.27 Retrospective

High suppression [Taogu Ba]
8 Silver and Nonferrous Metals (Gansu, Nonferrous Metals)
5 Hanjian Heshan (Beijing, Chemical Industry)
5 Zhangyue Technology (Beijing, AI Applications)
7 Yunee Holdings (Henan, Computing Power, Electricity)

Node level: 7, 4, 3, 2, 1
Evaluation: All continuous limit-up teams are nodes, indicating that the continuous limit-up trend is gradually replacing the trend market.

Top five in 5-day gains: Yunee Holdings, Roman Shares, Jiangwu Equipment, Sains, Mingyang Circuits
Evaluation: 4 computing power, 2 metals, recent hype focus, computing power mainly in gas turbines, Mingyang is gas turbines.

Top five in 10-day gains: Yunee Holdings, Jiangwu Equipment, Sains, Zhangyuan Tungsten, Roman Shares
Evaluation: 4 main board, 1 flexible, capital prefers main board stocks.

Stocks about to resume trading: None

Seven limit-up Yunee Holdings: Reorganization embryo, breaking through with reorganization stocks is a recent style. Previous reorganizations include Hanjian and Jinfu, both unable to break high levels, so chemicals and gold are suppressed. Meibang and Jinshi also cannot make big moves. Yunee breaks through with computing power and electricity benefiting from the environment. Whether this continues depends on whether the environment favors risk aversion. Personally, I think the trend of computing power benefits is environment-independent and will definitely benefit from this wave. As for short-term limit-ups, it looks more like electricity wants to catch this height benefit, since the electricity team is basically complete.

Four limit-up Jinzengda: Chemical industry active, first limit-up guided by metaphysics and reverse inference, but difficult to form a big trend. Must first break the high suppression of Meibang 4. Logically, Hanjian 5 and Meibang 4 should end at 3, but breaking through to 4 is somewhat unexpected. Next week’s weak-to-strong shift is still worth watching, but at this position, there’s no need to hold large positions.

Three limit-up Hongxing Shares: Three-limit team, no collapse, team node confirmed. Only two options here: Ganneng and Zhangyuan. Ganneng is a clear follow-up of Yunee’s rally; it’s also a follow-up of Meibang. From metaphysics, Zhangyuan is indicated by the side.

Ganneng Shares: Yunee’s clear follow-up, you could also say it’s a co-movement. Buy early if you want to catch the rally. Follow-up rallies are usually good entry points, but the main rally is quite strong, and the task is heavy. Participation may not be cost-effective; at least buying points won’t be comfortable.

Zhangyuan Tungsten: Small metals leading high, Friday’s board was very strong. But when the sector sees a backstabber like Tungsten, similar to how Baichuan appears in chemicals, you need to be cautious. Hongxing’s hidden logic should be to push it, because Ganneng’s logic is too obvious, and the height can be calculated. Small metals have more fermentation, generally expecting acceleration.

Second limit-up: Taijia Shares: Data center power supplies and AI, very brave, but missed the late order, possibly due to AI drag, or not wanting to run a quick wave and kill itself. The node looks good; observe for weak-to-strong transition.

Beijing Kerui: Electricity, first in and out with the best turnover, the earliest to hit the limit-up, normal acceleration expectation. But the downside is the logic is too simple, with Beijing 5 heavily suppressed, and Rebecca. Decide whether it’s worth betting. Good stocks give multiple opportunities; those that can give two buy-in and profit chances are good stocks. Others are mostly single chances.

Changyuan Donggu: Computing power infrastructure, engines. Low-altitude anomaly at 2 PM Thursday, Wanfeng and others. The expectation gap is here; no particular expectation for computing power.

Huayin Power: Old face in electricity, with good stock traits and memory. Huacan benefit, e.g., Huashengchang’s big one-word order, is one of the arbitrage targets.

Shenma Power: Electricity, no clear competitiveness.

First limit-up: Initially didn’t feel like a key node. If Huashengchang’s volume is significant, then it’s a good stock to look for trading opportunities. If a one-in-two-out pattern can be formed, it’s better at low levels than high levels.