Continue to be optimistic about the power and storage sectors, shuttling back and forth among quality individual stocks!

Today, Tuesday, trading volume shrank to 117.5 billion, with over 140 billion in the morning. This clearly indicates that GJD funds are already picking up cheap, bloodied chips.

Currently, retail investors’ short-term sentiment has reached a freezing point, but there may still be further lows below this point. Why is this? I’ve said before that stock trading is essentially a game of human nature. When everyone thinks the market is a mess, loses confidence, and sells off, it’s actually the time for GJD to pick up cheap, bloodied chips, and the market is about to rebound.

The overall market will still maintain a slow bull trend, continuing to fluctuate upward. Today’s volume-shrinking decline is actually a process to shake out more cheap, bloodied chips.

If the market wants to break through, as I’ve always said, watch the volume. The volume needs to reach at least 2.5 trillion to form a breakout trend.

So there’s no need to worry about the market. Now, focus on selecting good sectors and stocks within those sectors. Before the volume breaks out, try to buy high and sell low on high-quality stocks!

Sector analysis:

Electric Power: Today, electric power opened low and moved higher. The rebound pattern has already begun, but it was pulled back by the market decline in the afternoon. Still, we remain optimistic about electric power. First, electric power has already shown a clear mainline trend, which is a result of capital voting, not just talk. Many funds are still invested there. Second, the end of AI is electric power—undeniably. As a leading power country, whether it’s grid equipment, wind power, nuclear power, or the most urgent need—computing power for green energy—data centers will definitely require computing power amid power shortages. Third, our 14th Five-Year Plan’s 4 trillion yuan grid plan is already underway, so both news and order performance make electric power the most likely sector to continue leading the mainline trend.

Regarding the electric power sector, upcoming concepts include computing power, wind power, grid equipment, nuclear power, and gas turbines. We will incorporate these concepts throughout the electric power sector and select the best stocks.

Storage Chips: Today, after the market close, executives from Samsung and SK Hynix stated that the shortage of storage chips will continue until 2028, and the price increase cycle will also persist, at least remaining high.

Currently, the US stock market opened low and then recovered, but the storage sector remains strong, with Micron Technology continuing to hit new highs amid the US market’s ongoing pullback!

Commercial Aerospace and Humanoid Robots: We will resume aggressive positions after Q1 and the annual report season ends. Currently, positions are not heavy, and Teacher BS will notify us in time.