2.27 Small Metal Frenzy: How to Navigate the Tech-Related Market Trends Under the Price Increase Mainline Next Week?

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First, an Overview of the Market

Let’s start with some morning thoughts. Last night was quite scary. When I went to bed at 10 PM, Nvidia was still gapping up pre-market, but when I woke up, I saw it had dropped five percent, and my mind was racing. The big drop in Nvidia directly affects the hardware sector related to the UK, such as CPO, optical fibers, and electronic fabrics—these popular sectors from earlier are bound to open lower. However, the strong performance of domestic computing power yesterday was driven by positive news, but Nvidia’s plunge definitely impacts overall sentiment. So whether domestic computing power can break out is uncertain; I can only say that if Nvidia hadn’t crashed so hard, the bidding would be much stronger. Seeing many comments about Nvidia in the comment section shows everyone is very anxious. Anxiety is normal—after all, the tech rally is here, and then a black swan appears.

But as I mentioned in my morning thoughts, our current rhythm is starting to diverge from US stocks. US stocks surged, Japan and Korea hit new highs, but we haven’t followed. So Nvidia’s big drop might cause our tech sector to decouple. The market opening lower is inevitable; whether it can turn around from low to high depends on the main controllers—that’s my original point.

Technology sectors will definitely be affected by today’s signals. The first reaction is resource price increases, with existing high standards like phosphates and chemical products, which need to see if bidding will open strongly with a one-word surge in tech. But price increases are also very competitive. After bidding ends, Chengxing directly opens lower, while Jinda Zheng opens five points—at first glance, it looks okay, right? But note that Jinda Zheng yesterday opened flat with high strength, and Zhangyuan Tungsten was weak yesterday but opened 4.5 points today. So, comparing the two, one shifts from strong to weak, the other from weak to strong, and funds are flowing into tungsten. The four major tungsten companies are taking turns leading; Jiang Tungsten led before the New Year, now Zhangyuan Tungsten is leading.

Today’s market opening shows two main areas: Huawei’s computing power and DeepSeek on one side, and tungsten on the other. Their strength has energized the market, at least in terms of indices.

Yuan Energy Holdings was dominant yesterday in computing power. Today, it could open flat, but I said yesterday that anything below five points is unacceptable. Without Nvidia’s big drop, opening at five points might not be enough, but with Nvidia’s plunge, opening at five points shows strong momentum—over two points of movement already signals a change. It hit the highest limit on Friday, and the main pressure was high. Facing weekend regulatory scrutiny, if it can succeed, it indicates main funds are in computing power, and GJD is being guided and approved; otherwise, funds would have given up long ago.

Farsun is somewhat unfortunate. China Tianying, the largest single order, was expected to push it, and Jiangshun was also red at the open, initially pushing Galaxy Electronics. But Farsun opened slightly lower and then dropped sharply, which was unexpected—especially since Yuan Energy pulled it down. That’s a clear sign of self-destruction.

Sanjin Four, many expected Jinzhengda to perform well because of computing power disagreements. It also opened decisively, but as I mentioned earlier, Zhangyuan Tungsten shifted from weak to strong, and Baituan opened with a big drop, affecting its main control. Even if it hit the limit, it was with huge volume, so its fate remains uncertain.

Second entry, Yuan Energy broke through a key node—different from a limit-up rebound node, it’s a continuation pattern that requires Yuan Energy to keep opening higher. Today, Zhangyuan Tungsten shifted from weak to strong, Gan Energy opened with a second limit, boosting Yuan Energy’s confidence. Meanwhile, Hongxing Ditiang guided this tier, so the crossing node is strong, and Yuan Energy can also be strong.

First entry, yesterday’s low-position model involved New Sai Agriculture, Shengli Bao Cross-border, and Baolingbao Consumer. The last trade war model from New Sai was a total loss, so the guidance was that agriculture would lose to cross-border or consumer sectors. Today, it hints that Jinzhengda’s agriculture will lose to overseas computing power. Beijing Kerei said it’s pushing Yuan Energy, but better than Gan Energy because it has computing power. Aside from a flat one-word limit, Beijing Kerei opened the highest, indirectly supporting Yuan Energy.

Overall, the bidding was quite uncertain, especially since Nvidia fell sharply, and everyone knows our institutions are mostly “kneelers.” But today’s surprise was the strong bidding in computing power, and UK hardware sectors like optical communication and fiber optics didn’t open much lower. I initially thought Tianfu would open ten points lower, but during the session, fiber optics showed some recovery. The main players were very generous. From this, we see that although earlier they rose faster than us, when they fall, we also have protection. The entire A-shares market is gradually developing its own style—no longer just following others, but having its own trend.

Looking at the bidding info, Taijia’s opening was the largest order, indicating funds guiding Huawei’s computing power. The subsequent order cancellations are due to market environment issues. Now, because of frequent rotations, very few stocks open with a single limit-up unless funds deliberately guide it.

Gersoft, with DeepSeek and Quantum, reacted yesterday due to news, so the first thought was that Gersoft was moving on quantum. Huaneng Power also bid with large orders, partly indicating a first and second node, and supporting Yuan Energy. But later, the situation changed, and orders were canceled. Hongxing’s weak closing suggests some main control hints—if not large orders pushing limits, then a turnover pattern. Today, with Ditiang’s support, and DeepSeek stimulating AI applications, it also indicates this node. During bidding, UK hardware’s negative feedback was quite significant, but by the afternoon, most of it was recovered. We’ll see Nvidia’s performance tonight.

At 9:20, I looked around; negative feedback wasn’t as big as the bidding. China Tianying’s largest order initially suggested Jiangsu Environmental Protection, which had news yesterday. I thought it might push Farsun, but the market decided otherwise—high-level attribute change not recognized. China Tianying also has renewable energy attributes, so I wondered if Yuan Energy would benefit, but I made a typo—haha.

Wangsu Technology’s strong opening today was very eye-catching and also stimulated domestic computing power. But honestly, this stock is no longer the same as during the first wave; now it’s full of quant funds, and any small trigger causes sharp drops. In the afternoon, it led the sector’s divergence.

After bidding ended, aside from the limit-up stocks, Beijing Kerei opened the highest, supporting Yuan Energy.

At 9:40, the bidding indicated tungsten was better, with chemical sectors lacking strength. Today, small metals performed steadily, and in the afternoon, rare earths lifted the market, clearly supported by GJD.

Overall, today’s market shows retail investors most hope for tech to rise, but some are deliberately suppressing the rhythm. Huawei’s computing power and DeepSeek opened early and fermented, reflecting adjustments in UK hardware. But many of these are old faces, like Tuowei Information, Hanggang Shares, Capital Online, Yuntian Lifei, and Gaoxin Development—familiar old stocks. If a theme only pulls old stocks rather than new faces, it’s a sign of insincerity. The biggest obstacle for domestic computing power is the afternoon’s pullback in UK hardware, indicating conflicts between sectors. Institutions prefer to support UK hardware, so domestic computing power retreated in the afternoon.

Tonight’s key is whether Nvidia recovers; if not, UK hardware still faces risk of further decline. In domestic computing power, Huasheng Tiancheng’s volume spike caused a limit-down, but it remains above previous highs. As long as it doesn’t break previous highs, don’t be too bearish. Nvidia has been hot for a long time, and domestic stocks need a catalyst. Compared to the tech sector’s petty fights, today’s small metals sector was very bright. Tungsten’s four giants all hit the limit, so some are joking about graduation photos—don’t rush. You can backtest the precious metals cycle; when precious metals were cut off from solar PV, many stocks hit the limit. It’s more about confirming their position—because the price increase line is based on actual price hikes. Unless prices plummet, it’s hard to falsify the trend.

Overall, short-term highs are now more open, indices have some support, and small metals are the most sustainable. Don’t be too quick to be bearish, or you’ll keep getting proven wrong. In trading, look for the next leader among the tungsten giants, control your positions, and aim for quick entries and exits. Power sector’s rally today was good, so Yuan Energy should watch weekend regulatory attitudes—if not too strict, next week can continue upward. Tech, especially domestic computing power and commercial aerospace, can take a slow trend; controlling the rhythm is safer. If Nvidia underperforms, next week domestic stocks might have another chance to rebound.

Summary of Continuous Limit-Up Stocks

1. Seven-limit, tech sector finally has a seven-limit stock
   Yuan Energy Holdings, Henan, computing power, IDC, energy storage, coal, and infrastructure for computing power are the top boards. Although not as active as yesterday, a two-point move already shows strength.

2. Four-limit stocks
   Jinzhengda, Shandong, phosphates, lithium batteries, cement—cement is often favored. The market cap is moderate, but phosphates are active. Today’s volume was surprisingly high, unclear why.

3. Three-limit stocks—Meibang, crossing node, Yuan Energy crossing node

4. Hongxing Shares, Guangdong, textiles, IP economy, three-child policy, AI applications, cross-border e-commerce—turnover three, Ditiang still strong, Meibang not in vain.

5. Ganneng Shares, Jiangxi, thermal power—more active than Yuan Energy today, also supporting Yuan Energy.

6. Zhangyuan Tungsten, Jiangxi, tungsten price increase—resources are rising, and the second day of high opening with a limit-up is common, models are fixed tightly.

7. Two-limit stocks—Yuan Energy breakthrough, supplementing the rise—though only about 10% success rate.

8. Taijia, Hunan, Huawei computing power, aerospace, photovoltaics—moderate market cap, limited one-word bids, hard to open with a single limit in tech atmosphere.

9. Beijing Kerei, Beijing, power grid equipment, data centers—supporting Yuan Energy, with the highest bid outside the one-word limit, either supporting Yuan Energy or itself.

10. Huaneng Electric Power, Hunan, thermal and wind power—supporting Yuan Energy, Huaying.

11. Shenma Electric Power, Jiangsu, power—supporting Yuan Energy, Ma-character stocks.

12. Changyuan Donggu, Hubei, diesel engines, low-altitude economy, gas turbines—follows power sector.

13. FHTC, Hubei, aerospace, optical communication, Huawei computing power—initially followed Huawei, fiber optic recovery pushed it higher, trend stock.

14. First limit-up stocks

15. China Tianying, Jiangsu, environmental protection, green energy—largest bid, initially thought Jiangsu Environmental Protection would push Farsun, but Farsun self-destructed.

16. Ger Software, Shanghai, Huawei Kunpeng, cloud computing, quantum, DeepSeek—bids hit limit, news yesterday about quantum, combined with Taijia, supporting Huawei.

17. Xianglu Tungsten, Guangdong, tungsten—very strong, pushed Zhangyuan Tungsten today.

18. Yuyin Shares, Guangdong, stable coins, finance—supporting the index.

19. Junda Shares, Hainan, space photovoltaics—failed to push Yunnan Geology, space stocks.

20. Xinjuyuan, Shanghai, DeepSeek—old dragon, expected to push Ger Software.

21. Tuowei Information, Hunan, DeepSeek, Huawei computing power—old dragon.

22. Sanquan Food, Henan, food—out of sync with today’s atmosphere, possibly expecting Yuan Energy to catch up, watch for three-character signals.

23. Hanggang Shares, Zhejiang, fiber optics, power, lithium—long consolidation, today broke out, supporting Yuan Energy, though weak, no volume explosion, watch for shift from weak to strong.

24. Gaoxin Development, Sichuan, Huawei leader.

25. Wanlin Logistics, Jiangsu, shipping, free trade port—small market cap, moderate share capital.

26. Sichuan Meifeng, Sichuan, phosphates—expected to push Jinzhengda.

27. Sanxing New Materials, Zhejiang, PV glass—three characters, small volume, caution.

28. Huaci Shares, Hunan, specialty ceramics—counteracting, three-stock pool.

Today’s Trading Review

588990 continues its pattern.

Pattern supports Yuan Energy.

Runze Technology opened red, then turned green, reducing attention; others cleared positions in the afternoon.

Farsun’s bidding decreased, others followed discipline, no rapid red surge, then closed.

Phosphates’ bidding lacked strong guidance, so I canceled Yun Tianhua.

New Juyou Network hit limit-up during midday, canceled orders.

Huasheng Tiancheng’s Wudao board was set, but quickly entered.
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