[Red Envelope] Elec-Calc Synergy Exits Main Line, Focuses on CPO Communications and Chemicals! - Huadian Liaoning Energy

1. Positions [Taogu Ba]
   Huaneng Power International
   Position: 20%;
   Electric power grid has been down for three consecutive days today. Huaneng Power is holding the decline. Since the main line of electric power grid was invalidated today, if Huaneng Power cannot take the initiative tomorrow, consider taking profits and exiting!

Huaneng Liaoning
Position: 10%;
The key point today for electric power grid. Unfortunately, it failed to help Huaneng Power advance to the 5th board. The height still cannot be broken!

Orient New Energy
Position: 20%;
First board node, wind power + state reform. In the afternoon, the stock fell and then recovered, hitting the limit + mid-route! Tomorrow, compete with Huaneng Liaoning for the node!

Dongyang Sunshine
Position: 20%;
In the core of the computing collaboration, today retraced to the institutional red line. Rolling T continues to hold, target price unchanged at 50!

2. Pre-market thoughts

Important things said three times: today’s first board is very important, very important, very important!!
Huaneng Power International hit the limit, divergence in electric power grid. Funds early in the session attacked cross-border payments, digital currency, chemicals; in the afternoon, focused on technology.
Core recognition: Kechuan Technology, Jinan Guoji, Shunna Shares, 263, Taiji Industrial, GigaDevice; Huaneng Liaoning, Oriental New Energy; China Oil Capital.

Main line
CPO Optical Communication VS Chemicals
Chemical concept continues divergence, stocks that bear the divergence: JinNiu Chemicals, Chitianhua!
CPO optical communication chip storage tech: Farsight, Kechuan Technology, Jinan Guoji, Shunna Shares, Taiji Industrial, GigaDevice; Dongshan Precision, Tiantong Shares, Guangxun Technology.
Tomorrow’s focus: first divergence in chemicals, two consecutive down days. Need to recover tomorrow, otherwise the main line will fail!
CPO optical communication tech had its first divergence on Friday, recovered today, expected to continue strengthening tomorrow. Watch for a clear tone! Like Jinan Guoji / Kechuan Technology.

Branch lines
Electric power grid: Huaneng Power, Huaneng Liaoning, Oriental New Energy.
Cross-border payments: China Oil Capital.
AI applications: 263, Annie Shares, Tiandi Online.

Main line focuses on the main line, branch lines only watch their position! When main line diverges, look for support at the end of the session; when main line recovers, look for leading gains!

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Disclaimer: Investment involves risks. Trading should be cautious. Plans are never faster than the market. Follow the market movements. The content of this article reflects personal ideas and records, representing my understanding of the market, for personal sharing only. It does not constitute any investment advice. Trade at your own risk!