[Red Envelope] 3.10 Pre-market: Computing power erupts as expected! Jinkai New Energy, GCL New Energy, Tuowei Information, continue to focus on token computing power

The power lies in change—understanding the trend, seeking the trend, borrowing the trend, riding the trend. [Taogu Ba]

Today, despite a sharp decline in the external markets, the A-shares held up quite well! In the morning, over 4,700 stocks fell, but in the afternoon, the indices rebounded, and market sentiment improved. The Shanghai Composite closed down 0.67%! The A-shares are becoming less affected by external conflicts. Today, computing infrastructure led the gains, while older CPO optical modules declined. On Friday, Jinkai, GCL, and Tuowei rose again, Huasheng also surged 9 points—tonight, celebrating with some chicken legs~~!

Core principles: Slow is fast, steady is profitable. Compound interest isn’t a miracle; it’s the result of discipline.

Holdings: Xineng, GCL New Energy, Tuowei Information, Huasheng Tiancheng

Pre-market thoughts: Oil opened flat, funds may be choosing between computing synergy, cloud computing, computing power leasing, and domestic computing power. The market shows funds favoring these directions. Strong logical sectors present good panic buying opportunities today. Pre-market view as shown below:

Mid-session views:

Weekend review post views:

That’s the general idea. I personally express confidence in the sectors I favor, avoiding ambiguous statements. Follow the pattern; if right, you earn; if wrong, you lose. Trading is the same—profits and losses are part of the process. Rationally view gains and losses, develop your own trading model. Repeating simple tasks makes them less simple. For B points and S points in the pattern, most have learned the basics. As for T, mastering it can be a boost; poorly learned, it can lead to reverse T. It depends on individual circumstances. Every time I post “valuable” insights, the data isn’t great—I don’t know why~~ haha!

Tuowei Information:
Huawei Ascend + Little Lobster, two consecutive limit-ups, medium-sized volume, currently recognized and popular. Likely to trend further, watch how the follow-up unfolds after tomorrow’s divergence.

Jinkai New Energy:
Computing synergy, front-run on Friday, today a flat opening, large orders appeared at 2:32, but the order book was reinforced again. There were some leaks at the close, which is normal in expectation of volume divergence, but the increased order book in the afternoon is unclear. After tomorrow’s opening, observe how the follow-up develops.

Other sectors:

Themes:

Smart Grid:
Shenma Power, Hang Electric, Han Cable, Sanbian Technology
Big Players:
China Western Electric, Dongfang Electric, Baobian Electric

Computing Synergy:
Shun Na Shares, Jinkai New Energy, GCL Energy Science, Yunnan Energy Holding, China Southern Power Digital

Huawei Ascend Computing Power (March 19-20):
Huasheng Tiancheng, Tuowei Information, Chengmai Technology

Lobster Concept:
Tuowei Information, Ningbo Construction, UCloud, YunSai Zhilian, Great Wall of China
Qingyun Technology, Shunwang Technology, Wangsu Technology, Capital Online

Computing Power:
Meili Cloud, Hongbo Shares, Zhongbei Communications

Storage Chips:
Buwei Storage, Jiangbolong, Demingli

Tungsten Metals:
Zhangyuan Tungsten, Xianglu Tungsten, Xiamen Tungsten

Gas Turbines:
Dongfang Electric, Yiliu Shares, Jereh Group

Overall:
The index held steady today; tomorrow, look for a rebound. Focus on computing synergy and the lobster concept’s sustainability. The market is rotating continuously; key is whether it can focus and form main themes. If tomorrow’s lobster and computing synergy diverge again and rotate into other sectors, continue to follow the market rotation logic. After a continuous rise, avoid chasing; wait for divergence to buy low and sell high during rebounds. Tomorrow, watch for divergence between lobster and computing synergy, with internal rotation within the computing infrastructure sector. The trend remains upward.

Subjectively, I remain optimistic about these segments: computing synergy, domestic computing power, cloud computing, and computing power leasing—these are trending sectors. Divergence presents opportunities; avoid chasing consensus.

Stable compound interest trading rules:

1. Only take confident opportunities; avoid chasing ununderstood stocks. Better to stay in cash than gamble on emotions; better to earn little than take big risks.
2. Control drawdowns; more important than chasing huge profits. A big loss destroys ten small gains; protect your capital for compound growth.
3. Reject ultra-short-term emotional chasing and panic selling. Don’t follow the herd, don’t be impulsive, don’t obsess over the screen; trade according to rules, not heartbeat.
4. Position size should match your win rate. Small positions for small opportunities, larger positions for big ones; never over-leverage.
5. Strictly follow stop-loss and take-profit rules. Cut losses early, let profits run; don’t fantasize, hold, or gamble.
6. Only profit from trending moves, not from emotions. Follow the trend, not news or hype.
7. Ask yourself daily: am I disciplined? Don’t focus on how much you made today, but whether you traded impulsively; discipline brings profits.

Trading only one way: stable compound growth, strict risk control, never chase highs. No heartbeat trading, no emotional gambling—only earn what you understand, can hold, and sleep well with.

If you support this steady, long-term, disciplined approach, like, tip, and cheer!
Your support is my biggest motivation to keep guiding everyone steadily forward and growing stronger!