Not a single cow was seen, only a chicken was returned, now the chicken has also been taken away, leaving only an egg. -2.4 review

The three major indices of the market showed different movements today, but based on intraday performance, they still appeared quite strong. It’s worth noting that in the morning, the ChiNext Index and the Shenzhen Component Index plummeted sharply, mainly due to technology sector weights dragging the indices lower. However, in the afternoon, driven by a violent surge in the FTSE A50, the three major indices of the market followed upward. Actually, the effect was quite good, not just lifting the indices; by the close, more than 3,200 stocks in the overall market were up. Today was a day that exceeded expectations, and investors should be quite happy. However, those holding AI-related stocks felt especially uncomfortable today. The market is full of mixed emotions—only mutual encouragement can help. In the short term, the three major indices are oscillating back and forth, which has caused significant market sentiment fluctuations and also made the market quite fragile. Therefore, various complaints and curses are everywhere, but no real bullish trend has emerged—only a few chickens remain, and now even the chickens have been taken away, leaving only an egg. Emotional trading is a reality, so it’s better to reduce trading frequency and prioritize stability. [Taogu Ba]

Today, the most aggressively rising sector was coal. In this weak market, the coal index surged by 7%, which is quite eye-catching. I saw news saying it’s approaching the Spring Festival holiday, with cold weather increasing demand. This is essentially a resource sector rebound, so there’s not much to read into it. However, one sector shows sustained potential today: perovskite solar cells in the photovoltaic sector. Two days are not enough to draw conclusions, but it’s important to watch whether perovskite solar cells can sustain growth. Today’s worst-performing sector was AI, which directly fell into a pit, crushing many people’s Spring Festival expectations. The decline in AI was mainly caused by last night’s reflection of the US stock market, along with rumors about taxes and fees. Although these rumors have been debunked, just look at Tencent Holdings dropping 3%—it’s clear that the emotional damage caused by such rumors is irreversible. So, those small articles are truly harmful.

$1
Market Situation Today:
The three major indices fluctuated throughout the day. The Shanghai Composite Index rose 0.85% to 4102.20, the Shenzhen Component Index increased 0.21% to 14,156.27 points, and the ChiNext Index fell 0.40% to 3,311.51. The total trading volume was 2,503.3 billion yuan, down 624 billion from the previous trading day. The most active sectors today were coal, photovoltaics, annual report growth, commercial aerospace, and real estate chains.

1. Actual number of stocks hitting the daily limit: 78; stocks hitting the limit down: 16; limit-up rate: 78%.
2. Number of advancing stocks: 3,254; declining stocks: 2,130.

Market Summary: The entire market saw widespread gains, but the profit-making effect was average. My short-term account fully increased its holdings in the fiber optics sector today. The overall performance of the fiber optics sector was average, but this doesn’t affect my continued confidence. In fact, the rewards for patience require time to materialize. My trend account remains completely in cash.

My plan and ideas will be posted in the comments of tomorrow’s thread.

$1
High-emotion zone (5 stocks):

Hangdian Co.—Ultra-high voltage + fiber optics, 4 consecutive gains,

Mingdiao Co.—Huawei concept + furniture renovation, 4 consecutive gains,

Minbao Optoelectronics—Acquisition plans + PCB + ChiNext, 3 consecutive gains,

Shunnao Co.—Transformers, 3 consecutive gains,

Tiantong Co.—Optical modules + commercial aerospace, 4 days with 3 gains,

$1
Second-tier upgrade zone (7 stocks):
(1) Zerun New Energy—Perovskite solar cells + ChiNext, 2 consecutive gains,
(2) Guosheng Technology—Perovskite solar cells, 2 consecutive gains,
(3) Shuangliang Energy Saving—Space photovoltaics, 2 consecutive gains,
(4) Juliy Rope—Commercial aerospace, 2 consecutive gains,
(5) CIMC Group—Commercial aerospace, 2 consecutive gains,
(6) Yinlun Co.—Liquid-cooled servers + robots, 2 consecutive gains,
(7) Jingtou Development—Beijing-Tianjin-Hebei planning, 2 consecutive gains,

$1
Thanks to @StockNewLifeLWH and @Jiaoye brothers for their support with $1.
Thanks to all the friends for liking and commenting, supporting you all along.
$1
Disclaimer: The opinions expressed are solely personal thoughts and records, not investment advice. Keep a good mindset, and may the stock market have a long rainbow.