260205 Followers: Tongding Interconnection, Dongbai Group, Zhejiang Wen Interconnection, Sanjiang Shopping.

StrawberryIce · 2026-02-04T23:01:57+00:00

The article analyzes the impact of the sharp decline in U.S. stocks on the technology and aerospace industries, recommending attention to non-ferrous metals and agriculture. It discusses the performance of individual stocks in the coal and AI hardware sectors and emphasizes the importance of controlling positions. Focus on non-ferrous metal stocks such as silver and Hunan Gold, while also mentioning Alibaba's positive outlook for Sanjiang Shopping.

StrawberryIce

2026-02-04 23:01:57

Abstract generation in progress

This morning, the US stock market plummeted overnight, tech stocks avoided, aerospace maintained selling options, with a focus on non-ferrous metals and agriculture. In the morning, I traded silver and non-ferrous metals during the bidding, and they rallied towards the close on futures. Tomorrow’s situation will be observed.

Regarding coal, there are two negative news items tonight, not sure how much impact they’ll have. Tomorrow, watch if Shaanxi Black Cat can open significantly higher and hit the limit. If it doesn’t show any stance, then this sector shouldn’t be considered.

In AI hardware, focus on OCS and CPU optical cables and fibers. The leading stock in this sector is Hangzhou Electric Co., with Changfei Fiber as the mid-tier. If tomorrow Hangdian Electric continues to advance, Changfei Fiber opens red, and Tongding Interconnection makes a rebound, I think it’s also good. Ideally, look for low-cost entries with good value.

In AI applications, Blue Focus opened 2% lower today, so all applications should be sold during the morning bidding. The AI application sector didn’t meet expectations, including some negative news before the market opened. I am particularly watching Zhejiang Wenlian, which has a group attribute. Check if there’s a rebound expectation above the 5-day moving average. Tomorrow, Tiandi Online could open 3-4% lower. Never press the limit down to the floor, as that would affect AI applications. Tencent Holdings’ stock price should open higher tomorrow. Also, pay attention to Sanjiang Shopping; over the weekend, Alibaba plans to issue a 3 billion yuan red envelope, which is more positive for Sanjiang Shopping. Alibaba’s computing power is in DataPort. Regarding Stone Base Information, attention is currently not very high.

Non-ferrous metals: Silver Non-Ferrous, Hunan Gold, Xianglu Tungsten.

Other key points are in the headline.

Recently, focus on position control.

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