2/4 Review, continue to observe the volatility; focus on aerospace branch photovoltaics, chemical industry/power grid will see a significant pullback tomorrow or the day after; storage and other sectors await the wind.

2/4 Review, continue to observe consolidation; focus on aerospace branch photovoltaics, chemical industry / power grid will have a big pullback tomorrow or the day after; wait for the wind [Taogu Ba]

The index and sentiment still look like consolidation; after the decline of precious metals, no sustained sector effect has appeared; it’s all rotation;
Under these circumstances, it’s hard to focus on sentiment and drive the index; recently, tech funds have been in hibernation; because U.S. tech companies are releasing earnings reports and guidance for next year;
For technology, the impact of the U.S. stock market is still significant, so funds are mostly waiting and watching;

Today, AI applications in Zhejiang Wenlian surged early in the session then fell back, the overall direction was a sharp decline, including Blue Focus, Tiandi Online, Lio Shares, etc.;
I bought Zhejiang Wenlian the day before yesterday at a high; and I have been reminding that AI applications should only be observed for now; and why? You can look back yourself
So, the signals in the market are very clear and are early signals, but everyone doesn’t pay attention, and luck-driven psychology is at play

The chemical sector, Hongbaoli, looks very strong, but the other targets no longer have funds to support; most likely, today is the best time to exit the chemical sector

In the transformer sector, ShunNa looks very strong on the three-board; but Sanbian and Xidian, especially Xidian, clearly lack large funds to support; and this pattern is consistent
A wave lasting 3 to 4 days usually fizzles out, then after a correction, it comes back for a quick move; so, this sector will also be a spectator tomorrow

In the commercial aerospace sector, Shuangliang and Tuori performed strongly this morning; in the afternoon, a batch of big stocks like TCL Zhonghuan started their first boards;
Tomorrow, the market focus will be on space photovoltaics;
If the commercial aerospace branch is to continue strengthening, then tomorrow might see a small climax; to strengthen the sector on an intraday basis; and on Friday, create divergence
Create divergence by weakening the weaker and supporting the stronger, so that next week the sector can recover, which could lead to sustained potential
So, just focus on this sector tomorrow

The older branches of commercial aerospace are gradually retreating as space photovoltaics take over;
Because no large funds are willing to support the old teams to reach new heights; yesterday, a small group of 9 billion went into Aerospace Development, which is just a rebound structure for emotional rally;
If there is real determination to build the old teams to continue reaching new heights, why not support the giant force rigging that crossed during this aerospace downturn?
Or the Zhongchao Holdings that hit the daily limit yesterday? That could ignite the sentiment; essentially, last time commercial aerospace was suppressed by regulation, and the downturn was abrupt
Too many are trapped, making it impossible to push for new heights; but photovoltaics are different, as they are at a low point, and the industry has been fighting internal competition recently, plus Elon Musk’s news
Under this catalyst, even if aiming for commercial aerospace, isn’t space photovoltaics more suitable?

Last night, I warned everyone not to bottom-fish recent precious metals, as there could be a reversal; too many are trapped, and stocks and sectors experiencing a cliff-like retreat should be avoided;
Precious metals, like Hunan Gold, seem to have a chance to break through, but it surged on a single limit-up, which already has significant selling pressure; so, logical clarity is necessary

In the commercial aerospace and space photovoltaics sector, tomorrow focus on GCL System Integration; although it hit the first limit-up in the afternoon, looking at the dragon-tiger chart,
it absorbed over 600 million in concentrated selling pressure, and this was supported by the market’s collective effort, creating a divergence in expectations;
So, if this is released on the board, tomorrow could see an acceleration in expectations;
Additionally, Tiantong makes sintering equipment, focus on these two stocks; as for Shunliang and Tuori, they lack volume, just pure sentiment indicators, so even if they accelerate tomorrow, they won’t be able to get on the train

Robotics, only follow Tianqi, as a trend target that exists independently

As for storage and semiconductor equipment, it’s coming soon, waiting for the wind to arrive, and the show should happen by next week at the latest

In summary, tomorrow focus on photovoltaics; if photovoltaics don’t strengthen, it indicates that the commercial aerospace sector will retreat again, meaning the market sentiment needs another release
Some words are a bit convoluted, read slowly, just glance at them, and you probably won’t understand the logic inside