Accurate prediction and repair, aerospace leads the repair, and the aero engine is listed.

Save first, watch later, continuous limit-ups! [Taogu Ba]

Just look at yesterday’s headlines and plans. The headline yesterday indicated that the next day after hitting the bottom is definitely more opportunities than risks. Usually, the best time to act is the day after the bottom, especially during the chaotic period. This is standard practice: buy at the bottom the day after, when sentiment is low, and sell during the recovery. Today, except for a few high-position non-fading limit-downs in non-ferrous metals, other non-ferrous stocks have all been released. Some non-ferrous stocks might hit at most 4 limit-downs tomorrow, which is very brutal. I can only advise everyone not to use leverage. I saw some traders using more than double leverage. Non-ferrous stocks at high levels have three one-word limit-downs buried, and if they open with a limit-down tomorrow, they will be wiped out and cleared to zero.

Today, application-based bidding was the strongest and recovered first. Unfortunately, there was a wave of profit-taking in the morning, but it was pulled back later. Aerospace stocks stood out today. Let’s analyze the rhythm of these two sectors. Both are heavily regulated and have been suppressed to death. The tide has receded with unprecedented ferocity. In the past two weeks, AI applications led the recovery, and aerospace stocks have been recovering and reversing daily. Two weeks ago, whenever aerospace stocks recovered, they were sold off immediately. It’s very frustrating. So, the previous focus was on applications like Blue, Wangsu, and Lian. Blue’s second wave new highs have been reached, and Lian is also close. Today, applications opened high and faced profit-taking. At this point, aerospace stocks, which have been underperforming, now have a different outlook. After the application recovery, aerospace stocks are unlikely to remain unrecovered. Today’s recovery led by Aero-Engine is stronger than the application sector.

However, the application sector is not over. Aerospace and applications are interconnected, with different strengths. In the past two weeks, when applications experienced strong recoveries, aerospace stocks also followed suit. The two sectors are rotating and linked.

The plans mention Zhejiang Wenlian and Wangsu as big gains, and Lian is also close to a new high.

Commercial Aerospace
① Eastern Space’s reusable rocket “Gravity 2” is expected to complete its first flight by mid-2026.
② SpaceX has confirmed merging with AI company xAI. After the merger, the company’s stock price is expected to be about $527 per share, with a valuation reaching $1.25 trillion.
Limit-up stocks: Aerospace Development, Juli Sui, Tongyu Communications, Vogt Photonics, Runbei Aerospace, Zhongchao Holdings, Eastern Tantalum, Aero-Engine Control

Other strong stocks: Triangle Defense, Xinwei Communications, Hailanxin, Zaisheng Technology, Qianzhao Optoelectronics

Computing Hardware
Institutions: By 2026, with the accelerated deployment of AI products like MoltBot and Claude Code, the global large model token call volume has maintained high growth for several weeks. The inference-side computing power demand continues to heat up, coupled with the training-side computing power consumption driven by the iterative updates of large models like Grok-5 and Veo4. The dual demand resonance is pushing global computing power demand higher, and the supply-demand gap continues to widen.
Strong stocks: Robotech, Minbao Optoelectronics, Wangsu Technology

Personal Operations
-1. Bought Tianyin Machinery. In the morning, application stocks pulled back, aerospace recovered. Followed aerospace for a quick gain, but it was weak and didn’t beat the aerospace average. Should have chosen proactive aerospace stocks like Aero-Engine, gained 4.4%.
Jump -1.5. Bought Lian, which still has expectations of hitting new highs. Took the opportunity when it was available. Application stocks are not a big issue today; aerospace was stronger than applications by a day, and rotation may continue later.
Blue +2. Sold some early in the morning when it hit the moving average. If it couldn’t hold, I sold. Usually, high opens are mainly sold, and buying on dips during drops is more comfortable. This is roughly the rhythm.

Finally, thank you for your attention. Mode introduction: My strongest mode is low-buying and rolling of core/leading stocks. Most of my trades are based on low buying. For example, Sawei, Pingtan, Xiangnong, Tianji, Guangsheng Tang, Hongbaoli, Changsheng Bearings, Hainengda (mentioned earlier). When there is a leader, there is rolling. Not every attempt is successful, but this mode yields big profits, small gains, small losses, and avoids big losses. Many big leaders can roll up to 50+70+% returns. Once the main upward trend ends, the trend is over, and it only ends when I lose money. If there is no leader, I mainly buy core stocks. However, rolling to the next day is rare. Remember, it must be a leader or core stock; do not entangle with miscellaneous stocks.

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Thank you to the main contributors for yesterday’s tips and support.

@Huangnuo @LiuYingsheng @EchoFengfeng @ShangdanStocking @LizengWang @tetang1230 @BeixiaGuanWade Thanks to the main contributors for the tips.