[Red Envelope] Market Overview: NVIDIA Chain vs. Domestic Computing Power, Extreme Switch Between Tug-of-War (Precise Definition)

Today’s Operations: [Taogu Ba]

1. Hanlan Co., Ltd.: Focused on yesterday’s late trading, betting on a weak-to-strong reversal, did not break below the previous day’s low intraday, continuing to hold the pattern.

**2. Sanbian Electric: ** Focused on yesterday’s midday, no strong movement intraday, exited position.

**3. Ankao Smart Electric: ** Doing T, zero line focus, high position T off yesterday’s focus area.

**4. Huilu Ecology: ** Morning focus, strong movement during bidding, CPO Huilu Ecology performed strongly, as the best high-low cut and rebound of Changfei Optical Fiber.

Other Key Stock Analysis:

GCL System Integration: The decline and stabilization phase of the commercial aerospace sector resonated. Current trend is at a new high, not yet in the main upward phase. Exclusive in space photovoltaic, the only domestic company supported by manned space projects, completed the world’s first space deployment of perovskite modules with Blue Arrow Aerospace, reducing weight by 80%, opening a new space energy scene.

Guode Electric: New energy + computing power synergy logic, traditional business covers nuclear power, hydropower, ultra-high voltage, clients include Dongfang Electric, TBEA, etc., with stable cash flow. After the IPO (yesterday), the stock recovered from the low point but did not break the low, with funds supporting during the day. After divergence in computing power, it retreated; continue to watch for support tomorrow, if it does not break 114, it can still be followed.

Ma Qian Pao View:

1. Intraday stock analysis

2. High-quality market analysis

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The complexity lies in individual stocks’ rises and falls; the simplicity is in camp confrontations.

When a whale falls, all things are born. China National Petroleum adjusts, big techs strengthen.

Using our “Multi-Dimensional Dialectical Trading System” framework, you’ll find: today’s gains and losses revolve around two words—“Dalian” and “Domestic.”

1. Changfei Optical Fiber Cycle (Explained in one sentence)

The core of the last cycle: Changfei Optical Fiber, Tanfeng Communication.

Typical features: dominated by institutions, trend-oriented, stable holdings, controllable volatility.
Sector: electronic fabrics, optical fiber and communications, CPO— all belong to Nvidia chain (overseas computing power chain), deeply tied to overseas AI computing demand.

What is Dalian? Pure overseas computing power industry chain, completely following Nvidia and US tech stocks.
When Dalian is strong, they are strong; when Dalian is weak, they are weak. It’s that simple.

2. Domestic Computing Power Boundaries (Clear distinction)

When overseas computing power (Dalian) weakens, where does the money go? Switch to domestic computing power.

Power, computing synergy, OpenClaw (small lobster)—these are all domestic computing power camp.

Who are they compared to? Tencent Cloud, Huawei Computing, Xiaomi side + cloud computing, forming a domestic autonomous computing ecosystem.

The core conclusion: The current market is a confrontation between two major camps—Nvidia chain ↔ Domestic computing power.
Dalian weak → domestic computing power strong; Dalian strong → domestic computing power weak.

Extreme capital diversion, one or the other. No middle ground.

3. Thematic Cycles and Rotation Paths

First stage (US-Iran conflict intensifies):
US stocks decline, tech stocks under pressure, Dalian weakens. Tanfeng Communication, Changfei Optical Fiber cycle basically ends, latecomers shift focus to Huilu Ecology.

Second stage (Capital outflow):
Funds flow into domestic computing + power (computing synergy) + small lobster + US-Iran conflict concepts, becoming main lines for risk aversion and profit.

Third stage (last night to today):
Overnight US stocks rebound, tech stocks strengthen, Nvidia rises. Dalian directly flows back—Dongshan Precision, Honghe Electronics in PCB, Tanfeng Communication, Changfei Optical Fiber, Huilu Ecology all strengthen.

Correspondingly, computing synergy and domestic computing enter a healthy adjustment.

Capital shifts again, like a seesaw.

4. Today’s Market Theme Breakdown (Real-time verification)

(1) Domestic Computing Power: All weaken, divergence intensifies
OpenClaw (small lobster): After early hype, today’s performance is clearly below expectations. Meiliyun was hit after hitting the board, UCloud’s intraday oscillation, Tuowei Information entered intraday correction, funds support is weak.
Computing and Power Integration (computing synergy): Overall divergence is obvious. China Western Electric, TBEA, Dongfang Electric, Sifang Co., Ltd. all adjusted intraday; ShunNa Shares, Jinkai Shares, GCL Energy Tech showed high-volume divergence, chips loosen further.

(2) Dalian (overseas computing chain): Strong rebound, bulk rally

Core stocks explode: Yizhongtian defies the trend, Huilu Ecology successfully boards, Hong Kong-listed Changfei Optical Fiber surges, driving A-shares in the afternoon to hit the daily limit, CPO sentiment warms.
PCB branch linkage: Dongshan Precision, Honghe Technology both hit the limit, overseas computing chain upstream and downstream resonate, becoming the strongest intra-day theme.

5. Index Overview (Key for tomorrow)

After a big drop yesterday, the index recovered, with significant intra-day divergence to halt the decline. But note: Today is a weak rebound, localized excitement, without volume-driven broad rally.

The index is likely to continue oscillating, avoid blindly chasing highs.

Yesterday emphasized: Key is whether the index can hold above 4104.
Today opened above, confirming the scenario. The first resistance is at 4124.

Overseas US tech rebounded, directly boosting Dalian bidding strength, with high opening of Yizhongtian, forming a stark divergence pattern of power + domestic computing pause, Nvidia chain recovery.

6. Core points for tomorrow (Focus on these three, don’t lose rhythm)

1. Index level battle
   Watch whether 4125 can be broken, focus on whether volume increases.
   If breakthrough → index maintains oscillation pattern
   If resistance hits → beware of secondary pullback

2. Main camp confrontation
   Domestic computing vs Dalian (Nvidia chain) continues to be a seesaw.
   Focus on which chain can sustain and lock in the intra-day main line. No follow blindly.

3. Risk aversion themes
   If the index weakens and adjusts, monitor capital flow directions.
   Pay attention to divergence resistance and independent logical themes, prepare defensive positions early.

A clear macro view helps avoid stock-picking confusion.
Understand the two camps’ seesaw first, then set the direction and select stocks, the rhythm will be nailed down.

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