Today’s market looks just like love: scared to tears in the morning, holding tight in the afternoon, with 2.67 trillion in real gold and silver saying I love you.

【Market Data】 [Taoguba]
Shanghai Composite Index: -0.67%
Shenzhen Component Index: -0.74%
ChiNext Index: -0.64%
Trading Volume: 2.67 trillion (with 450 billion in volume expansion)
Number of Declining Stocks: 3,900; number of Advancing Stocks: 1,400
Number of Limit-up Stocks: 79; number of Limit-down Stocks: 7
Limit-up Rate: 66%

【Opening Remarks】
Today’s market looks a lot like love. In the morning, we were trembling in fear of the Middle East, and in the afternoon, funds held us tightly. A sharp V-shaped rebound, with a volume expansion of 2.67 trillion and an inflow of 450 billion—what does this mean?
It indicates someone is bottom-fishing. And not just small trades—real money is rushing in.
But with only 3,900 stocks down and a 66% limit-up rate, this is a typical scenario: the index remains stable, but individual stocks are suffering. The profit opportunities are concentrated in a few main themes, while most people are losing money.
The market is always like this: a few make money, most buy the losses.

【In-Depth Hotspot Analysis】
Computing Power (Lobster Concept): 16 limit-ups
Meiliyun leads with 3 limit-ups, followed by Ningbo Construction and Tuo Wei Information with 2 each, along with UCloud, Borui Data, China Great Wall, Hongjing Technology, and others supporting the first limit-up.

The catalyst is OpenClaw, which has ignited the tech circle. Giants like Google, Tencent, Xiaomi are rushing to seize the market, pushing OpenClaw from a geek toy to a mainstream tool. This is the reality of A-shares. Speculate on expectations, not on actual performance. Promote stories, not earnings.

Electric Power and Power Grids: 13 limit-ups
Shun Na Shares leads with 4 limit-ups, followed by Jinkai New Energy, GCL New Energy, Shao Neng Shares with 2 each, and Guodian South Self, Southern Power Grid Energy, Chint Electric supporting the first limit-up.

This sector has sustainability. Why? Because the logic is solid, orders are real, and policies are favorable. Once the trend is formed, it’s unlikely to change easily.

【Deep Dive into the Dragon and Tiger List】
Ziyang East Road: Net buy-in of 458 million, mainly in electric power and grids
Buy: Guodian South Self 210 million, GCL Energy Science 210 million (March 3), Southern Grid Energy 130 million, Hongjing Technology 100 million, Shunwang Technology 88 million
Sell: Dongyangguang 190 million, Liuguo Chemical 110 million
Comment: Today’s most aggressive funds, with individual stocks exceeding 100 million. No chasing high in computing power, but low-position layout in electric power. This anticipates the catalytic effect of computing and energy collaboration.

North First Ring: Net buy-in of 229 million, mainly in computing power
Buy: Tuo Wei Information 200 million (March 3), China Great Wall 100 million, Shouhang New Energy 23 million
Sell: Wanze Shares
Comment: Fully betting on computing power, expecting the Two Sessions to catalyze tomorrow. During the Two Sessions, technology is a focus. Computing power is at the core of technology. The logic is sound.

Zhang Mengzhu: Buy low and sell high, adjust positions and stocks
Buy: Hongjing Technology 120 million, Meiliyun 63 million, UCloud 47 million
Sell: Tuo Wei Information 130 million, COSCO Shipping Energy 97 million, Rongsheng Petrochemical, Liuguo Chemical, Jinniu Chemical
Comment: Made a T (trade), bought Hongjing Technology, sold Tuo Wei Information. This is portfolio adjustment, not fleeing. Don’t panic at the sell-off. Funds also need to survive and eat. Buying low and selling high is natural.

Quantitative Institutional Seats:
3 firms bought Danyangguang 900 million
4 firms sold Hengli Petrochemical 460 million
Comment: Institutions buy Danyangguang because of the dual concept of chemicals + computing power. Selling Hengli Petrochemical due to oil and gas price correction after a spike.

【Night Talk by Little Sister】

Market is hard to trade; recently, Little Sister has been out of the market for several days. Last week, after unfollowing Military Explosive Optoelectronics at 20cm, she stayed out of the market until today. Today, she took a low position in Jiamei Packaging, observing its trend after the drop, and will watch if funds are willing to gamble tomorrow. Recently, she’s afraid to take large positions—taking it step by step. In a market dominated by quantitative strategies, it’s necessary to find the rhythm slowly.

Remember to like and follow, as tomorrow will see continuous limit-ups! 💖

Everything Has Its Time
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For example, spring arrives with east wind bringing rain and dew**
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For example, summer approaches, leaves turn into curtains**
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For example, you and I meet**
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Wishing everyone rationality and good luck always!**

Disclaimer: This article is only a record of personal operations. Investment involves risks. Trade cautiously. Plans are never faster than the market. All actions follow the market conditions. The content reflects personal ideas and records, serving as a personal understanding of the market. It is for sharing only and does not constitute any investment advice. Use at your own risk.