[Red Envelope] SSSS+ Level!!! Pre-market plan for May 14th!!! See it early, enjoy it early!!!

[Taogu Ba]

The market is becoming more and more like a “differentiated bull run.”

Those who can truly make money,
are no longer the ones who rise the fastest.

Instead:

After high-level divergence,
who can continue to be supported by others?

Yesterday’s market actually became quite clear:

The core of AI is still holding up,
AI energy is beginning to strengthen,
The middle layer at high levels is starting to fall behind noticeably.

So, in the future, it will be increasingly difficult to trade the miscellaneous stocks.

What truly matters,
is no longer limit-ups.

But:

Support,
Trading volume,
Whether funds are withdrawing.

————————————————

1. The truly strongest right now still remains AI core assets. Zhongji, Xin Yisheng, Tianfu—these are the real powerhouses. It’s no longer about limit-ups, but about high levels that just won’t fall. External stocks like AAOI, LITE, Micron, Cisco continue to strengthen, indicating that global AI infrastructure risk appetite is still there, so the big funds haven’t left yet. The market is increasingly resembling a “core group” mentality; the more trading volume the core stocks have, the easier it is to repeatedly make money.

2. We need to look at Jiangbolong separately. It now leans more toward “storage reinforcement,” not the core group logic of Zhongji’s optical modules. Recently, Micron has been continuously strengthening, and storage is clearly starting to rebound, so it’s more like the “storage trend core” in AI hardware.

3. AI energy is no longer just simple rotation. China Energy Construction, Datang Power Generation, Zhongheng Electric—these are mainly driven by the “computing and electricity synergy” logic. As AI computing power advances, electricity, data centers, and power grid support become unavoidable. The most obvious signal now is: trading volume continues to grow, and trend funds are repeatedly trading.

4. Data centers/cloud sector has recently started to strengthen noticeably. DataPort, Runze Technology, Wangsu Technology, Changdian Technology—these stocks are seeing their trading volume, popularity, and turnover all strengthening simultaneously. Plus, US stocks like Century Internet and Kingsoft Cloud continue to surge, indicating a spread from optical modules to data centers, advanced packaging, and AI infrastructure. Especially recently, external stocks are strengthening switches, high-speed connections, and network layers, showing that the AI infrastructure rally is still spreading.

5. The high-elasticity sector of the ChiNext board remains very active. Stocks like Hanbang Gaoke are fundamentally driven by high sentiment elasticity, not core institutional holdings. But now, the risk appetite on the ChiNext board is clearly rising, so these stocks are very likely to repeatedly exceed expectations. Remember: only look at support. If strong, hold; if weak, exit.

6. The most dangerous thing in the market now is not the index itself, but the batch realization of high-level middle-layer stocks. Many stocks are showing: high turnover, rapid rise and fall, funds pulling out while pushing, and trading volume continuously shrinking. This indicates that the market has officially entered the “de-weakening and retaining the strong” phase.

7. Today’s focus is actually on the support of AI core stocks. As long as Zhongji, Xin Yisheng, and other core stocks do not experience large-volume drops or break below the 5-day moving average, it will be difficult for the market to retreat directly. Conversely, if the core stocks start to weaken significantly, then the high-level sentiment divergence will likely occur together.

The most expensive thing in the market now,
is no longer limit-ups.

Instead:

After high-level divergence,
there are still funds willing to support. $Zhongji Xuchuang (sz300308)$ $China Energy Construction (sh601868)$ $Hanbang Gaoke (sz300449)$

Figure 1 is @momo牛家族小狐’s live trading account, and Figure 2 is @Momo牛家族HaHa’s live trading account. They are currently the highest-yielding and largest-capital accounts respectively.

The fleeting shadows of rise and fall, hiding the answers in the light.
We are all light-chasers. 📈