2/3 Review, tomorrow's market will show divergence; whether power grid, chemical industry, storage, or aerospace can stand out will be revealed tomorrow.

2/3 Review, tomorrow’s market looks to be polarized; whether the grid/chemical industry/storage/aerospace can break out will be revealed tomorrow [Taogu Ba]

Yesterday’s review clearly indicated that the sharp decline was healthy; today’s broad rebound with decreased volume suggests some emotional overreaction, with everyone expecting too high

Today, Cambrian’s plunge caused a drop, but there was no significant volume; so tomorrow, the sentiment will likely be a quick rise followed by a pullback, and the market will mostly oscillate around 4000 points

Although precious metals saw a surge in volume and inflows, some funds are still waiting for a rebound, so there will be selling pressure again tomorrow and the day after—don’t try to catch the bottom;
This kind of precious metals, futures, and international situation are interconnected, which I don’t like to trade. If I do, I would wait for the divergence at the start to enter, otherwise it’s too complicated.
Just like I kept saying that the divergence day for Silver and Nonferrous Metals on 1/22 was the entry point—missed it, and it’s hard to get in afterward. Also, I warned about risks starting 1/26; the market was crazy back then.

I don’t know which sector will outperform tomorrow, but the sectors that do should be watched closely; likely candidates are: grid/chemical industry/storage/aerospace

AI applications are on hold for now. Today, Zhejiang Wenlian looked strong but didn’t drive Lio and Blue Cursor; yesterday, Zhejiang Wenlian’s breakout also didn’t boost the sector;
So, this sector can be considered as Zhejiang Wenlian’s group consolidation.

For the grid sector, keep an eye on China Xidian tomorrow to see if it indicates strength—Xidian, Sanbian, Southern Power Grid Energy.
In chemicals, focus on Hongbaoli/Zhejiang Longsheng; this sector was expected to rest last night, but it opened strong unexpectedly.
Storage: monitor Kangqiang Electronics and Taiji Industrial. Since Demingli, storage hasn’t had a major breakout; recently, Samsung Electronics, Hynix, Micron, and SanDisk have been very volatile.
If tonight SanDisk and Micron continue to hit new highs, and during the day Samsung Electronics and Hynix both surge over 9%, there’s a good chance for a storage breakout tomorrow.

In aerospace, both rebounds and new highs are imminent; partial strength is likely to emerge. This sector needs continuous catalysts, and funds have been consistently flowing into it.
Keep an eye on: Western Materials, Tiantong Shares, Zhongchao Holdings, Julli Sui.

Other stocks to watch are Litong and Tongding Interconnection for potential rebound opportunities during tomorrow’s early trading.

As for consumer sectors, they seem lively but are actually insignificant—mostly small-cap stocks; without large-cap leaders, they can’t break out for now.
Moreover, after two rounds of emotional panic in commercial aerospace and precious metals, big funds are leaving large-cap stocks, so small-cap stocks won’t be driven by sentiment.
Most small funds, with a few tens of millions, buy a quick trade today and run tomorrow—there’s no need to consider them.