3.12 low buy Fushidai, is the main line of computing power confirmed?

Brothers, good evening.

Today, there was a notable phenomenon: a sector with clear mainline attributes—electronic computing collaboration.

Looking back, I mentioned this last week.

Last Wednesday’s key point was likely to see new developments.

Take a look:

Since tracking this, the most persistent has been electronic computing collaboration.

It shows good persistence, deep capital involvement, and tends to strengthen after divergences.

So, we can leverage this to consider the left side earlier, waiting for the wind to come.

Review of today:

Huagong T (rushed higher in the morning then sold off, closed higher at midday and late session)
Storage still has a tail
Shun Na closed lower (rushed higher in the afternoon then broke off)

Thoughts for tomorrow:

① Electronic Computing Collaboration:

A few brothers mentioned I’ve been speaking less every day.

Though less talk, it’s mostly key points, as shown below:

Here, I want to focus on a thematic mainline. Computing collaboration and lobster stocks can’t break out, so others will be even harder.

Lobster stocks have imagination, while computing collaboration has its advantages:

The priority for persistent mainlines is the highest, followed by intraday mainlines, then rotation of old hot spots.

The confirmation point for a persistent mainline is an active shift to strength after divergence, like today.

The significance of confirming the mainline is to know that future actions should mainly revolve around this direction. Specific operations should still be combined with short-term rhythm.

Today was a climax; tomorrow is suitable for weak to strong. Some weaker stocks this afternoon also leaned towards selling positions.

If you want to act tomorrow, first target the green power’s one-word buy orders—strong enough to ensure the sector’s persistence. Then consider shifting some weak stocks to strong.

Additionally, stocks with certain highlights within the main sector, which have some persistence, are more likely to attract capital and go further. You can base long-term expectations on this and do rolling investments.

What are highlights? For example, good entry points, high popularity, smooth chart patterns…

Strength: Green Power

Core + Strength: Han Cable Co.

Core: Jinkai New Energy, GCL New Energy, Shun Na Co., China Energy Construction

One more thing to note: Yunnan Energy Holdings will face regulatory scrutiny tomorrow. Being renewed is highly probable, and the market already has this expectation. Today’s late decline suggests they might face another test tomorrow. Watch out for negative feedback on the sector.

② Today, I reviewed the path after the end of commercial aerospace.

Some feelings emerged: sector themes tend to feel somewhat powerless when trying to rise.

Among the main lines, precious metals, AI short dramas, and oil—two of which are linked to futures—participate with discomfort.

Most other themes are driven by news on the day, with intraday mainlines, then quickly realized the next day. The premium in the front is not guaranteed, and the stocks often explode that same day.

On the other hand, institutions-led trends like Longfei, Huagong, Tungsten are easier to participate in, with inherent value and safety.

The market ecosystem is changing. Future big opportunities may be hidden more in those institutional trend stocks with high performance certainty.

Gradually replacing small-cap, poor-performing, and sentiment-driven trading strategies,

Study industry logic more, focus on stock value, buy low, chase less, and hold for growth.

Align with policy guidance to truly seize the dividends of the era.

In the lower left corner of the article, seven coupons—let’s work together. Just seven coupons. Thanks for everyone’s support.

This article is only a personal review and does not constitute investment advice. Investing involves risks; please proceed cautiously.