A clearly defined main line for computing power

On March 1st, it was clearly stated that electricity is the key, and on the 13th, the focus was on green energy. Who else in the entire network

[Taogu Bar]

Just asking who else is so confident across the entire network. This stems from a deep understanding of policies and macro analysis. The operational rhythm has already been established. I believe many veterans now believe it, but have you noticed it’s not very easy to participate? Because the rallying emotion hasn’t fully taken hold yet. Many good targets today hit the daily limit up, then open significantly lower the next day. You can’t take it anymore—cut your losses, only to see them rebound and hit the daily limit up the next day. Right? Holding stocks is very uncomfortable because there’s no new capital entering the market; it’s all internal funds fighting each other. They can only gravitate toward the core. Quantitative funds won’t take flying knives—they prefer to fish in deep waters, but only with high recognition. So the conclusion is, before the rally chain fully improves, don’t chase the same stocks or buy at high prices. Of course, if you’re in the core recognition stocks, like HuLiaoNeng, then just watch the show from outside. For those not on the main dragon, keep an eye on high-recognition, high-popularity targets from earlier stages. As long as the trend isn’t broken, the leader continues to reach new heights. When sector divergence occurs, core recognition might be a good arbitrage opportunity—quick in and out, less about the big picture. Also, ultra-short trading isn’t recommended. For leaders that haven’t risen yet, look for opportunities where Keke’s volume has stabilized above the 5-day moving average.

The synergy of computational electricity will drive a revaluation of the four core sectors, prioritized from high to low as:

1. Digitalization of electricity/virtual power plants (AI + power grid, energy storage smart operation hardware/software);
2. Green electricity operation (core entities supplying computing power directly from green energy);
3. Energy storage industry chain (equipment, operation, smart systems);
4. Power grid equipment (UHV, smart grids, infrastructure supporting computing power and electricity demand).

Such valuable insights are given to you—take them, no thanks needed.

Tomorrow’s Outlook

HuLiaoNeng already has a 100 deviation today, likely to accelerate tomorrow. No B point today; this is the last chance. Afterwards, it’s only about volume divergence and support. The difficulty increases as time goes on, so avoid blindly jumping in. Opportunities may come later.

YuNeng has dropped twice to hit 20 points, very stable. This is the consensus across the entire market. Tomorrow, observe whether it forms a double top or breaks through to new highs. If volume surges and hits a new high, I will consider participating. I’ve already entered today.

Other stocks in the rally echelon are quite good, but if the leader breaks off, it’s dead. Small-cap stocks with high volatility are fine to participate in. Tomorrow, volume turnover is needed. The second board has four stocks that still need to compete; currently, I’m not optimistic. For arbitrage, consider looking at the first and second stocks—there may be some opportunities in early core recognition stocks.

My largest current holding is HuLiaoNeng. Today, I actively challenged abnormal movements and added to my position. I’ll wait for a break-off.

That’s all. Wishing everyone a victorious start tomorrow.