Power PK domestic computing nodes ~ Strong index support indicates a trend of oscillating upward! (Review as of 2026.03.09)

Data Review: [Taogu Ba]
Today’s Shanghai Composite Index -0.67%, ChiNext Index -0.64%, STAR Market 50 Index -1.69%, total trading volume across the two markets is 26,475 billion, with 1,423 stocks rising and 3,964 stocks falling. The total market trading volume compared to yesterday’s 44,74 billion.
Overall market sentiment: Divergence with some sectors showing strength
Number of limit-up stocks: 42 (yesterday: 74)
Number of stocks with 20% limit-up: 7 (yesterday: 6)
Number of consecutive limit-up stocks: 11 (yesterday: 8)
Number of limit-down stocks: 3 (yesterday: 0)
Today’s break rate: 44% (yesterday: 25.2%)
Today’s first-limit-up success rate: 12.1% (yesterday: 7.2%)

Today’s Hot Stocks
Shuifa Gas -16, geopolitical tensions affecting gas
COSCO Shipping -15, geopolitical tensions affecting shipping
Before 9:45 AM, whether major stocks can quickly recover from yesterday’s decline is an auxiliary signal for sector recovery

Today’s High Volume Bidding Stocks
None

Overall Sector Chain Summary:
4-limit-up: Wangli Security (Home Consumption), Shunnao Co. (AI Power)
3-limit-up: Meili Cloud (Computing Power)
2-limit-up: Ningbo Construction (OpenClaw), Samsung Medical (AI Power), Jinkai New Energy (AI Power), Chitianhua (Methanol Chemical), Tuowei Information (OpenClaw, Domestic Computing Power), GCL Energy Tech (AI Power), Shaoneng Co. (AI Power), Wanze Co. (AI Power, Gas Turbines)

1. Sentiment Cycle and Key Nodes Analysis:
Significant reduction in limit-up stocks at low levels, stable mid-low limit-up stocks, sharp increase in break rates, stable low-level limit-down stocks, and the total limit-up trading amount/market total ratio at 0.25 approaching the limit. Comparing with yesterday, there is a clear increase in limit-up stocks and break rate, indicating rapid sentiment decline and sector rotation continuation. Currently, the market is at a chaotic cycle bottom.

Sentiment Temperature: Sentiment at 10°C (Ice Point)

Tomorrow’s Short-term Market Sentiment Anchor Stocks:
Yuneng Holdings, Shandong Molong, Lingwei Technology
Before 9:45 AM, the positive/negative feedback and extreme sentiment anchoring will signal market bullish or bearish sentiment temperature.

Recent Strong Sectors, Top Sector of the Day, and Notable Stocks:

2. Capital Flow Analysis:
Loss Effect -
Distributed across sectors like chemicals, shipping, PCB, CPO, indicating overall market divergence despite some strong themes.
Position and Structure: Different structural distributions, represented by COSCO Energy and others.

Profit Effect -
集中在AI Power, Domestic Computing Power sectors, indicating recent deep capital involvement in trending themes and new breakout themes for trial.
Position and Structure: Concentrated in trend and mid-structure, represented by Shunnao Co., Tuowei Information.

Capital Flow Summary:
The oil sector, stimulated by quantitative factors, opened high and then declined, continuing liquidity release. Some funds focus on AI Power for trend plays, while others attempt trial in domestic computing power (OpenClaw). From a phase perspective, market funds are switching between sectors, with recent trends in AI Power continuing to attract liquidity.

3. Sector Analysis:

Sectors or Concepts Showing Continued Positive Trends: AIDC / Gas Turbines / Power Grid / Transformers / Chemicals
These sectors or concepts represent recent profit effects and high recent capital involvement, suitable for ultra-short-term stock selection.

Chemicals -
In the third phase of the trend cycle.
First phase: Led by Hongbaoli, Runtu Co., Baichuan Co.
Second phase: Led by Yuntianhua, Jinjingda.
Third phase: Led by Jinniu Chemical.

Today’s chemical market performance:
During bidding, Chitianhua, Baofeng Energy, Jinniu Chemical (one-word limit-up), Haixin Energy Tech, Huachang Chemical, Satellite Chemical, Wanhua Chemical, Yuntianhua opened high, driven by external geopolitical news, reaching a temporary high in market sentiment.

Post-openings, Baofeng Energy and Jinniu Chemical pulled back, others like Satellite Chemical, Wanhua Chemical, Yuntianhua declined after high open, reflecting the market’s reaction to overnight premiums. Despite the decline, the sector remains above trend lines, so the trend isn’t over. Geopolitical-related chemicals like methanol are already priced in, with future potential in phosphates and other price-increasing logic. The chemical sector tends to be volatile with frequent surges and drops, making participation challenging; only some stable capacity stocks like Tianshi Chemical may be suitable for patient investors.

Domestic Computing Power (OpenClaw) -
In the first phase of the trend cycle.
Led by Youkede and Tuowei Information.

Today’s domestic computing power market:
During bidding, Ningbo Construction combined with OpenClaw concept showed limited order flow, Meili Cloud opened slightly higher, with genuine concepts like Youkede and Qingyun Tech opening high. Early trading was weaker than expected amid low index open, cautious observation recommended.

Post-open, Youkede, Yunsai Zhili, Haoli Data surged to limit-up, along with Qingyun Tech, Capital Online, Meili Cloud, indicating some recovery.
Midday, the index stabilized, Hongbo Co. hit limit-up, with Shunwang Tech, Wangsu Tech, Dawi Tech gaining strength, resonating with the domestic computing power theme.

This wave of OpenClaw hype mainly revolves around domestic computing power, with OpenClaw as a trigger. As AI models still have limitations, large-scale commercial application and performance benefits will take time. The core logic is that large domestic models will drive increased demand for computing power, which underpins AI development.
Does this imply a big trend?
In previous AI hype phases (like Doubao, Qianwen, Yuanbao), the benefit to domestic computing power was limited, mainly following the trend. Currently, the narrative of OpenClaw alone isn’t enough to trigger a sector turning point or attract large capital.
Furthermore, the concept of domestic computing power is currently oversold or restructured, so today’s rebound is viewed as a short-term oversold bounce or rotation.
In summary, today’s liquidity driven by OpenClaw is a rebound or rotation, with future sustainability depending on sector resonance or capital flow competition. Most related stocks are wave-like, so even without persistence, continuous rotation is likely.
Tomorrow’s key signals to watch for sector strength:

1. Whether Ningbo Construction shows large single orders or limit-up,
2. Whether Meili Cloud continues to expand its limit-up,
3. Whether Youkede, the most active stock in the morning, continues to strengthen,
4. Whether Tuowei Information continues to oscillate higher.
   If these conditions are met, it indicates sustained capital inflow; if not, treat it as rotation.

AI Power (Gas Turbines, Power Grid, Transformers, Computing Collaboration) -
In the second phase of the trend cycle.
Led by China XD Electric, followed by TBEA and others.

Limit-up stocks: Shunnao Co. (still in acceleration phase with chip structure), with divergence in the market.
Core trend stocks: Hanlan Co., China XD Electric, Dongfang Electric, maintaining upward trend expectations.
Transformer trend: Yigao, Jinpian Tech, Wangbian Electric, Sifang Co., Siyuan Electric, China XD Electric, TBEA—expected to maintain upward trend.
Gas turbine trend: Liande, Changbao, Jere, Wanze, Yingliu, Weichai Power, Dongfang Electric—also expected to maintain upward trend.

Market performance today:
During bidding, Jinkai New Energy and core capacity stocks like China XD Electric and Dongfang Electric opened low, while Shunnao Co. opened high. Overall, market sentiment was mixed, with focus on post-open capital support.
Post-open, China XD Electric, Dongfang Electric surged, while Shunnao Co. oscillated, and Shun Na Co. hit limit-up quickly. GCL Energy Tech, Solar Cables, and Lixin New Energy also surged, showing some recovery.
Around 9:50, Shaoneng Co. led limit-up, with Yinxing Energy and Samsung Medical following, indicating capital returning to the sector.
In the afternoon, due to fierce competition for liquidity in AI Power, the sector showed oscillation.
Recent days, AI Power has two main themes: transformer stocks led by China XD Electric, mainly driven by institutional funds, and the recent surge in computing collaboration, driven by short-term funds based on news reports. The latter lacks concrete measures or implementation expectations, mainly driven by sentiment. Overall, the sector’s rise is a countertrend, with the core being transformer stocks.
This wave of AI Power’s rise coincides with the index’s divergence bottom on 03.04, showing countertrend strength, followed by resonance with the index. Today’s second divergence bottom and strong support indicate ongoing active recovery, with the sector showing resilience even amid mid-day declines.

This analysis shows that AI Power recently exhibits both countertrend resilience and offensive potential. Today’s weak recovery phase suggests the sector remains stable with no major peaks, and capital continues to strongly support it. Future focus should be on transformer stocks like TBEA, China XD Electric, and Shunnao Co. to gauge sector strength.

Artificial Intelligence (Computing Power, Chips) -
In the 13th phase of the trend cycle.
First phase: Led by Haili Co., Chunzhong Tech.
Second phase: Led by Haili Co., Dongxin Tech.
Third phase: Led by Chunzhong Tech., Huasheng Tiancheng, Yingweike.
Fourth phase: Led by Huasheng Tiancheng.
Fifth phase: Led by Cambrian, Haiguang Info.
Sixth phase: Led by Huasheng Tiancheng.
Seventh phase: No core leader, partial rotation.
Eighth phase: Led by Industrial Fuli, Shenghong Tech.
Ninth phase: No core leader, alternating core rises.
Tenth phase: Led by Demingli, Xiangnong Chip, Jiangbolong, Zhongji Xuchuang, Shenghong Tech.
Eleventh phase: Led by BlueFocus, 360, Vision China.
Twelfth phase: Alternating rotation and trial.
Thirteenth phase: Led by Tongfu Microelectronics, Haiguang Info.
Fourteenth phase: Led by Longfibre, Hengtong Optoelectronics, Hangdian Co.

Huawei Ascend trend core: Tuowei Information, Huasheng Tiancheng, Huafeng Tech, Taijia Co., Shenling Environment, Yihua Co.—sector index structure broken, some trends broken, entering consolidation, short-term outlook uncertain.
CPO/Optical Communication core: Huagong Tech, Mingyang Circuit, Dongshan Precision, Liante Tech—local upward trend, based on individual stock trend structures.
Memory Chips core: GigaDevice, Jiangbolong, Xiangnong Chip, Demingli, Baiwei Storage—likely to trend upward in waves as earnings release, medium to long-term logic.
Domestic Semiconductor Front-end: North Huachuang, Jiangfeng Electronics, Fuchuang Precision, Dinglong Co., ChipSource Micro, GreenDa, Jingce Electronics—related to wafer manufacturing, trend uncertain short-term, medium to long-term logic.
Domestic Semiconductor Back-end: Changchuan Tech, Changdian Tech, Tongfu Microelectronics, Jingzhida, Jinhaitong, Silicon Micro, Helin Micro, Polymer Materials—related to packaging/testing, trend uncertain short-term, medium to long-term.

Today’s tech sector mainly features the aforementioned domestic computing power, showing a rebound from divergence, with notable stocks like Baiwei Storage, Demingli, Jiangbolong surging. Baiwei Storage’s performance has exceeded expectations post-earnings, likely to follow the trend.

Second, optical communication: Huagong Tech maintains an independent upward trend, rebounding after divergence, driving related stocks like Dongshan Precision and Liante Tech. Recently, Liante Tech broke new highs and moved countertrend, with high recognition of Huigu Eco’s fluctuating trend. These are sector-specific signals, relying on individual trend judgments.

In summary, the tech sector maintains previous views: short-term local rotation or stock trend-based grouping, waiting for index reversal and sector resonance signals; otherwise, no strong expectations.

4. Index and Market Outlook:

As shown, today’s market opened lower and then recovered with a long lower shadow. Two notable signals: first, on 03.04 and 03.09, the index showed long lower shadows, a strong support signal; second, intra-day, after a quick decline, the index showed a gradual upward trend similar to a bulldozer, combined with today’s high volume of 4,500 billion, indicating panic sell-offs and strong bottom-fishing by funds.

Since the index has support, short-term risks are limited. After two divergences, unless there is extreme external negative news, the market will likely become desensitized or adjust downward, with a potential for rebound or stabilization. The strong support signals suggest the index will trend sideways upward.

Pre-market outlook for tomorrow:
Today’s second bottom with strong support and sentiment at the ice point suggests some funds may enter for bottom-fishing, expecting a continuation of the rebound. In the short term, no bearish view; focus on whether sustained volume resonance occurs. The main theme for tomorrow is likely to be AI Power continuation, with possible alternation with domestic computing power. If domestic computing power exceeds expectations, participating at the first divergence point may offer better value.

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