2026-2-3 Volatile Main Uptrend 1 Initiation

StrawberryIce · 2026-02-03T17:49:34+00:00

Today the market volume contracted, and the sentiment index rebounded strongly, confirming the main upward trend of consolidation 1. The strong sectors are commercial aerospace and AI hardware; pay attention to their upcoming performance. Tomorrow, plan to reduce positions and wait for a low-entry opportunity, with risk control in mind. Tiantong Shares is seen as a sentiment leader; observe its opening trend.

StrawberryIce

2026-02-03 17:49:34

Abstract generation in progress

[Taogu Ba]

Today’s volume contraction, emotional index resonance with a big bullish candle, confirms the end of the retreat! So today can basically be considered the first day of the main oscillation upward wave 1, unless there is a sharp decline tomorrow. The main trend is confirmed.
Characteristics of the oscillation upward wave 1: It’s difficult for sectors to sustain strength for more than 3 days, so if it rises today, it’s unlikely to be in the top ranks tomorrow; most likely, it will be a selling point.
Now let’s analyze the strong sectors today.

This morning’s strongest sector was Commercial Aerospace, including the space photovoltaic branch. It shows strong initiative. This is a concept favored by speculative funds, often moving in a way that bypasses typical patterns.
However, after the index turned green, the resonance and rebound led to a rally driven mainly by institutional players in AI hardware, primarily CPO and optical fiber concepts, data centers. Especially the optical fiber concept, which has hit new highs, so pay attention.
Next, focus on whether the rally is driven by speculative funds in a relay style or by institutional trend-following, which is the main profit driver.
I’m not good at institutional style, so I won’t discuss it. Let’s talk about what I like—Aerospace, haha.

Space Photovoltaic Branch: Core stocks are YuJing Co., Ltd. and JunDa Co., Ltd.
Commercial Aerospace: Core stocks are JuLi Slings and Aerospace Development. Additionally, TongYu Communications, ZhongChao Holdings, XinWei Communications, Aerospace Electronics, etc.

Tomorrow’s plan:

Be cautious and reduce positions today, as holdings are too heavy. Wait for a pullback to buy low. The main expectation is a high open followed by a pullback tomorrow. The key remains low-cost buying opportunities.
Consider selling high and buying low in Aerospace Development, with JuLi Slings and Hailanxin as references for JuLi Slings’ trend. If both cannot shift from weak to strong, consider clearing positions.
Check today’s stocks that hit the limit and then broke the board—are there any that show active strong rebounds? After the relay, consider the next day.

Tomorrow’s emotional leader:
TianTong Co.: Shipping, Aerospace + AI hardware. A big gap up indicates that even if there are disagreements, there is room for activity.
The best scenario is a high open, high hold, and high attack, continuing to shrink volume and upgrade to strength.
If it opens high and then crashes, watch for risks.

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