Opportunity Capture After Market Reversal

This is not about chasing board gains; this is only for directional research, logical exploration, and preliminary analysis. Those looking to chase quick gains should skip!
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The market rebound has come to a pause, and next, we need to tighten the focus on mainstream directions.

Currently, the core main line remains the power sector. Many are starting to look bearish or take profits, but not necessarily. Especially for low-priced power stocks at low levels, under the explosive demand for AI computing power and the support of policies promoting computing and electricity collaboration, they have both performance recovery and valuation restoration logic. This will be the main focus for capital in the near future. Today, some funds have already taken profits during intraday attempts to jump.

Within the power sector, photovoltaic and energy storage are key. Photovoltaic benefits from lower grid connection thresholds and strong overseas demand; an industry turning point has already appeared. Energy storage is driven by the implementation of capacity electricity pricing mechanisms, with profitable models becoming clearer, plus AI data centers requiring storage, leading to explosive demand and high prosperity.

In AI hardware, fiber optic cables are in the main upward wave. The core popular concepts have already exploded, and the next step depends on whether large-cap stocks can strengthen, which will determine the sector’s height.

Other directions mainly focus on oversold rebounds. Military industry and Fujian sector have already shown signs of rebound. The logic group for military trade has been discussed extensively. For Fujian, look at retail targets for short-term trading only.

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