[Red Envelope] Topway Information (002261): The core of computing power is a dragon group. Next Monday, turning disagreement into consensus is a buying signal. Strong consensus, go for it!

【Practical Stock Research No. 11: Performance of the Top 10 Stocks (9 Red: 1 Green)】

Core conclusion: The short-term main upward wave window has opened. Next Monday’s only action: turn divergence into consensus and decisively enter. At the open, go straight into strong consensus without hesitation—buy in blindly. The policy expectations for computing power during the Two Sessions + Huawei’s mainline + top-tier capital grouping resonance create maximum short-term premiums and a high probability of consecutive limit-ups!

1. Core Theme: Huawei Computing Power + Domestic Computing Power, the most authentic targets in the market

Tuowei is a full-stack core partner of Huawei Ascend/Kunpeng, an alliance-level cooperative partner, mainly engaged in Zhaohan AI servers, computing power leasing, and industry large models. It is the most comprehensive target in A-shares for computing hardware + operations + ecology, directly benefiting from AI computing power explosion and localization replacement.
Combined with Hongmeng AI, digital government, and educational computing power, these multiple hot themes are pure concepts with moderate capacity. They are both trend-leading and short-term core groupings, attracting hot money, institutions, and northbound funds alike.

2. Sector Pattern: Computing power becomes the main market line, capital grouping locks in positions without retreat

Recent market mainline is clear: computing power = core track of new productive forces. State-owned enterprises continue expanding investment in computing power; MIIT’s policies on interconnection and interoperability of computing power are steadily implemented. The sector continues to strengthen, remaining high without falling, as funds shift from theme rotation to deep grouping on the main line.
Huawei’s computing power support continues to strengthen. Leading stocks like Hesheng Tiancheng hit consecutive limit-ups, opening high. Tuowei, as a central figure and popular core, attracts mainstream market funds, serving as the sector’s main star for upward movement. The sector remains resilient, and Tuowei’s rise continues.

3. Yesterday’s (2.27) trend + funds: Explosive volume limit-up, top-tier funds grouping for buying

Yesterday’s trend: strong all day, oscillating and hitting limit-up, resilient despite poor fundamentals, ample turnover, completing shakeouts during the session, closing steadily at the limit—perfect divergence-to-consensus acceleration pattern, paving the way for consecutive limit-ups next week.
Fund data (core hard data):

• Main force net inflow of 1.673 billion yuan, leading in market capital inflow; large orders net buy of 1.864 billion yuan, institutions and hot money aggressively buying;
  -龙虎榜 net buy of 567 million yuan, top hot money (Zhongshan East Road) + quantitative force + northbound synchronized increase, no weak hands, all locked-in grouping funds;
• Turnover of 3.362 billion yuan, healthy turnover, large funds freely entering and exiting, with potential for a second wave and consecutive limit-ups.

4. Fund grouping logic: High recognition in the short term, core groupings with no shortage of successors

Current market favors large-cap, highly liquid, mainline core stocks. Tuowei fits perfectly:

1. Highest recognition: Computing power sector’s popularity leader, always look to Tuowei when computing power is mentioned;

2. Fund grouping attribute: Resonance among hot money, quantitative funds, northbound funds, and trend funds, with no single big seller;

3. Position advantage: Breakout from the box, early stage of main upward trend, no high-level overextension, very safe for follow-up.

4. Heavy expectations for the Two Sessions: Countdown to favorable policies on computing power, golden window for speculation

As the 2026 National Two Sessions approaches, key themes include computing power, digital economy, and new productive forces:

• SASAC explicitly requires central enterprises to expand effective investments in computing power;
• Multiple local Two Sessions increase support for computing hubs, subsidies, vouchers, and nationwide dispatch platforms;
• Market consensus: Expect policies on infrastructure for computing power, localization, and industry support to exceed expectations.
  Tuowei, as a core target in computing power, will see funds rush in before policy benefits land. Next week is the most intense window for policy expectation fermentation, with both short-term sentiment and fundamentals doubling.

6. Next Monday (3.2) practical entry strategy (precise to the order book)

Entry rules (strictly follow):

1. Enter when divergence turns into consensus (best buy point): slight dip/open flat at the open, intraday pullback without breaking the minute moving average, quick turn red, volume follow-up, confirm consensus turn, then buy immediately;
2. Direct strong consensus entry: open +3% or more, rapid surge, strong intraday momentum without retreat, buy at open with quick limit-up or break, strong consensus indicates funds rushing in, no chance for low buy-in, chase high without hesitation;
3. Position and risk control: use a short-term main position, target consecutive limit-ups + trend upward; stop-loss: below yesterday’s limit-up price or if intraday weakens continuously, unconditional profit-taking and stop-loss.

Core logic summary:

Mainline computing power + Two Sessions policies + top-tier fund grouping + pattern of main upward trend + healthy order book—Tuowei’s short-term opportunity is highly certain. Next Monday, buy without hesitation; divergence turning into consensus and strong consensus are both buy signals!