[Red Envelope] May 11 Short-term Research Institute Review — As Bright as the Sun (Live broadcast tomorrow night Tuesday at 9 PM, reservations welcome)

Tomorrow night, Tuesday, May 12th at 9:00 PM, the second live broadcast. Welcome everyone to make an appointment in advance. [Taogu Ba]

Hello everyone, I am the director who specializes in studying human ultra-short behaviors. Here, there is both poetry and distant dreams, as well as milk bread. I discuss intangible大道 of mindset and pattern, as well as down-to-earth real dry goods and practical operations. My main research and operational focus: participating in core popular stocks within hot sectors. Through self-developed “Dragon” series trading strategies group, achieve long-term stable account growth. All practical trading under sunlight, with traceable historical posts.

In view of some new followers who just followed me and have no idea what to do, it’s necessary to emphasize what the Short-term Research Institute does daily:
Before 8:00 AM, I will post the day’s pre-market strategy (precise suggestions) in the latest main post’s reply area;
Between 9:15 and 9:25 AM, focus on viewing the bidding process in flight mode, market sentiment, sector linkage, etc.;
Before 9:28 AM, promptly publish opinions on the candidate stocks after the day’s bidding in the reply area;
From 9:29 to 10:00 AM, personal operation time, in flight mode, carefully observe the market and record, focus on trading;
Around 10:00 AM, post the day’s trading situation, most trades are completed during this phase;
Before 9:00 PM, conduct a comprehensive review of the day’s market, sectors, personal operations, and dry thinking.

Short-term speculation has cycles, and at key nodes of these cycles, I have developed practical “Dragon” trading strategies, forming a strategy group. I will unify and summarize the fragmented introductions from previous posts for easier understanding and reference, see the table below:

[Table omitted for brevity]

With this chart, the thinking becomes very clear, and everyone will no longer be confused or in the fog.

At the same time, to coordinate with the Shenlong and Shenglong strategies, I decided to publish the sorted bidding results in the reply area during the 9:25–9:28 three minutes after bidding, providing reference opinions for the Shenlong strategy, which can improve everyone’s accuracy and avoid blind attention.

Welcome everyone to like, bookmark, and follow. Next update, don’t get lost, let’s move forward together!

Some students find it very strange that Zhongtian Technology almost opened at the limit-up price today, and I also said it was below expectations. Zhongtian Technology is a stock from last Friday’s Shenglong strategy, very easy to get on board, and the cost can be lower than mine. On Friday, you could get over 3.5, which is quite good. Why still have such big ambitions, opening so high today but not satisfied?
So I say, the point of unfollowing is to evaluate based on real-time environment. After Friday’s close, Zhongtian Technology’s popularity was at its peak, lasting through the entire weekend, still the top globally. Last weekend, a similar situation happened with Dongyangguang, which gave two limit-ups, but Zhongtian Technology didn’t even seal one limit-up. Isn’t that frustrating?
Retail investors are so cheap, giving you big meat, yet still complain about no one-word limit-up. Haha.
So, many newbies will ask, why is Zhongtian Technology so strong today? With such a large market cap of over 13.14B, just hitting the limit-up? Let’s review some basic knowledge.
First, the most direct reason: AI has caused fiber optics to go crazy, prices soaring.
Now, with AI large models and GPU clusters training, the most lacking isn’t chips, but high-speed fiber optics—data centers’ servers rely entirely on fiber optics as “high-speed blood vessels” for data transmission. Previously, fiber optic industry was suffering from price wars, but now, with AI exploding, demand exceeds supply, prices skyrocketing.
Ordinary fiber optics have increased, but specialized optical fibers for AI (G.657.A2) are even more exaggerated: from last year’s 32 yuan per core-kilometer, now up to 240 yuan per core-kilometer, a 650% increase!
Zhongtian Technology is a leading domestic fiber optic company, with full industry chain from raw materials to finished products (rod-fiber-cable integration), full capacity, orders booked into next year, and price increases directly boost profits, earning big.
Simply put: sellers of fiber optics are now “water sellers” in the AI era, lying down and making money.
Major news: breakthrough in hollow-core fiber optics, partnering with Huawei, directly commercialized
On May 8, the company announced cooperation with Huawei, marking the first large-scale use of “hollow-core fiber” in AI data centers in China, a world-class technological breakthrough, not just a laboratory toy!
What is hollow-core fiber?
Traditional fiber: light travels in glass, speed is 2/3 of vacuum, high latency.
Hollow-core fiber: light travels in air, speed close to vacuum, latency reduced by 31%, data transmission faster and more stable!
For AI: when training large models, reducing latency per kilometer by 3 microseconds, a cluster of 100,000 GPUs can be several days faster, greatly improving efficiency.
And it’s not a pilot project but formal commercial use, already in data centers. Plus, the previously mass-produced 800G optical modules (high-speed interfaces for AI servers), orders booked into 2027–2028, clients include Google, Microsoft, top domestic cloud providers, all with strong hardware capabilities.
Performance is excellent, truly profitable, not just storytelling.
Q1 2026 report:
Revenue: 35.6k yuan, +34.71% YoY;
Net profit: 919 million yuan, +46.42% YoY, best first quarter ever;
Three major businesses—submarine cables (offshore wind power), fiber optics, optical modules—all grew, profit growth faster than revenue, indicating significant profit margin improvement.
Institutions see: real profits, high growth, low valuation, flock to research and buy aggressively. Since early May, 132 institutions have conducted research, including top funds like Fuda Spring, CITIC, Huatai, all optimistic, target prices raised significantly.
All hot spots hit: AI computing power + offshore wind power + energy storage, all beneficiaries
Zhongtian Technology is now not just a fiber optic company but a dual leader in AI computing infrastructure and new energy:
AI computing power: hollow-core fiber + 800G optical modules + data center optoelectronics packages, building “high-speed network + power supply system” for AI GPU clusters;
Offshore wind: first in domestic market share for high-voltage cables, explosive growth in offshore wind, orders flooding in;
Energy storage: expanding 20GWh capacity, matching new energy grid connection needs.
Today’s market is bullish on fiber optic price hikes, computing infrastructure, energy storage expansion, offshore wind, all directly benefiting, with all legs on the same wind, who else would the funds buy if not them?
Market sentiment is high, tech stocks surge collectively, funds flock together
Today, the entire tech sector rose, with optical communications, data centers, AI computing chains all exploding. Market risk appetite is high, money flows into growth stocks.
Zhongtian Technology, as a trillion-market-cap leader with strong earnings certainty, technological breakthroughs, and heavy institutional holdings, naturally became the core target for funds, with large volume surges and trend fully established.
If I hadn’t participated on Friday or mentioned Zhongtian, all these would be pale and powerless. Before Friday, I had already done my homework on it, so I dared to share with everyone during the session and achieved good results.
So, what about Zhongtian’s future? I believe it will continue its trend, not yet at the top. See you again in the Jianghu if fate allows.

After talking about Zhongtian, let’s discuss some new focuses today.
Today, Datang Power is a very typical leader strategy (Chenglong strategy) stock. That’s why I wrote “Shenlong” in the morning, because I hoped it would become a Shenlong, giving everyone a chance to get on board at lower costs. I’ve said that extreme strategies like Chenglong are difficult for most students to handle. It could go badly, turn from red to black, and I wouldn’t want to see that. We all want good outcomes.
It didn’t show any disagreement during bidding, opened steadily at a high level, and after confirming the high point, it met the criteria of Chenglong: strong divergence yesterday with volume limit-up, today directly with reduced volume hitting the limit-up. Such leader moves are quite common. What’s less common is that Datang Power, with a market cap of over 70 billion, can be manipulated into a super short rhythm by funds. Truly, money can make magic and push ghosts. I emphasized this separately at 8 AM.

The strength of the bold font should not be underestimated. Sure enough, today’s power sector was driven up by Datang. I also entered the era of Datang prosperity from the peak.
Then, Shengyang Shares today behaved quite strangely. Honestly, in the morning, the change wasn’t strong enough, opening at +0.33%, peaking at 3.47%, barely acceptable, anything more would be undesirable. The morning plunge was quite fierce, with waves of decline, probably scaring many students. Who would have thought it surged again in the afternoon? The final close still left some floating gains.

Shengyang, like recent leaders, after hitting new highs, is about to trend again with occasional limit-ups. Huailiao is a typical example; it was the healthiest old leader this year, still rising now. It started on March 16, nearly two months ago, and today still hit a new high limit-up. On Friday, I was secretly happy about unfollowing, but after seeing the big move in the morning, I was stunned. Just joking, as long as it’s not wild chaos, I never regret a second.
On this beautiful day, Jinko Solar, that coward, still closed green. Shenglong doesn’t have the stability of Shenlong, I’ve emphasized this repeatedly. Jinko’s main force is really hard to handle now, constantly washing you, then suddenly giving a limit-up. Today, power sector was okay, but it followed the computing power sector. No rush, no chance within T+2, try to come out as KFC as much as possible.
My mood is the same as everyone’s, happy to see 100% success rate, but is that possible? Impossible. Veteran followers understand how stable and safe I am. Long live understanding!

Let’s look at today’s market situation:
Market (short-term sentiment: strongly euphoric)
Shanghai Composite: 4225 points, +1.08%, seven consecutive positive days, new 10-year high
ChiNext: +3.5%, STAR Market 50: +4.65%, clearly stronger than the main board
Transaction volume: 3.56 trillion yuan, with 489.7 billion yuan in volume, continuous days over 3 trillion, healthy volume
Number of gainers/losers: 3121 gain / 2239 decline; 92 limit-ups, 3 limit-downs; break rate 27%

The pyramid-shaped ladder of consecutive limit-ups is the healthiest market. Fuda Alloy opened with a one-word limit-up, likely a wave to end soon. Datang Power has a promising future. The market has already reached 30 trillion, who cares about the 750+ billion circulating market cap? No shortage of money, but perhaps the height won’t go too high, maybe 6 limit-ups, then it might break tomorrow. There are also many reserves for three consecutive limit-ups, about five stocks, and a crowd tactic can push out one or two six-limit-up stocks.

This morning, the official confirmed that the old Tete will visit Beijing, which is definitely a positive signal, indicating that on some major issues, discussions are nearly complete, just waiting for the leaders to sign the papers. Originally, this visit was supposed to happen at the end of March, but it was delayed again and again. However, we are polite, phrasing it as an invitation to visit China, not a forced visit.
All these are just to say that the overall market environment this week is not problematic. Before the visit, it’s unlikely that Tete will make any major international moves. Unfortunately, the concept stocks related to the visit, like Mino Hua, have already realized their good news and faded away.

Today’s board-holding profit was actually in the red, which is rare lately.
What is board-holding profit?
The average of stocks that hit the limit-up yesterday [(today’s closing price - today’s opening price) / today’s closing price].
Simply put: traders who hit the limit-up today are on average losing money, with no premium for consecutive limit-ups, even big losses.
The success rate of consecutive limit-ups is only 38.89%; many second and third limit-up stocks fail to re-seal, and the later followers jump in and dump all day, ending with big declines.
This is quite intriguing, reflecting an emotional cycle: euphoric peak → strong divergence in limit-ups (today) → retreat?
Tomorrow, the most cautious should be mid-cap stocks and follow-up stocks.

That’s all for today. I need to think about tomorrow’s live broadcast content tonight. Don’t forget to make an appointment at 9 PM tomorrow night.

Thank you very much to those who rewarded, promoted, and urged the broadcast in the posts yesterday:

@Xiaozuo Shou Lao Liu @Deng Jimo Dao Ye Shen @Bei Mi @Zhang Zhang Chang Zhang @Cube Girl Guo Degang @Guang Hao @Dance Posture 123 @Green Clothes @dylan521 @DonDuan @Faker Tree @Sukkiiie @Yipeng Tiantian Happy @Pen Name 1990 @Zuoban 96 @Add a Topping @12321 Wooden Man @William Prince ZHOU @Temple Monk Wuhua @Guang Hao @Qiniu Long @moonlight411 @Third Latitude @Liuer @A Gust of Morning Wind @Mango Also Confused @Jiu Cai 199 @Conjun @A Gust of Morning Wind @Kouzou Shangshan Ruo Shui @Bei Mi @Zhukp123 @Yyx De Lu Meng Yu @Willia12333 @Tianyazhulangke @ggrag @Small Little Cauliflower @Yixingwei @Add a Topping @Feixin Bu Huo Chi @Wutong @Zhicheng Yu Meng @Keguang Huan @Yipeng Tiantian Happy @Willia123333 @Cube Girl Guo Degang @Moshang 1997 @A Gust of Morning Wind @Ma Yao @Tangtang Tangtang Yi @Feixin Bu Huo Chi @Bei Mi @Yu Tiantian Zhang @Fengfengfengfengfenghuohuo @Gu Miao Fang Nan @Kouzou Shangshan Ruo Shui @He Mo Yu @Changhong Motherland @Niu Jia Niu 2 @Hu Yan @Yyx @Feifei Liang @Time Finds

Special thanks to @Xiaozuo Shou Lao Liu and @Deng Jimo Dao Ye Shen for directly rewarding me with gold powder, which is the greatest recognition. I will do my best for you, like a dog of gold powder, haha.

Disclaimer: This article only records personal operations. Investment involves risks. Trading should be cautious. The content reflects personal ideas and records, serving as a personal understanding of the market. It is for personal sharing and record only, not investment advice. Buy and sell at your own risk.