Beiming Live Trading: 5 million challenge to 10 million, Day 36, currently: 6.97 million!

Good evening, fellow investors! First a like, then a look—continuous涨停! [Taogu Ba]

Today is February 4, 2026. At the invitation of fans, I shared my real trading operations in Taoxian, challenging with 5 million to 10 million for the 36th day. Today’s profit: +12,000!

Today’s buys: Tianlong Co., Ltd.

Market outlook: Sanhua Intelligent Controls, Snowman Group, Kaisheng Technology, People’s Tongtai, Leshan Electric Power

Today’s sells: Lio Co., Ltd.

Just after 8 a.m., I just got up and hadn’t had breakfast yet when a series of negative news started pouring in!

First, pre-market US stocks AI applications plummeted, caused by A THRO PIC releasing an AI legal plugin, which directly triggered doubts about the profitability of traditional software companies.

A representative example is PayPal. In its latest quarterly report, it did not provide performance guidance for the next two years. The market interpreted this as no guidance equals no future, leading to a 20% drop in PayPal. I also specifically checked PayPal’s historical trend: its market value has fallen from $300 billion in 2021 to less than $40 billion now—90% wiped out.

Immediately after, there were reports of optical module base changes, with new technology shares lacking competitiveness. Coupled with Cambrian’s big drop yesterday, these various negative factors stacked together caused a broad decline in tech stocks.

So, although the index recovered somewhat in the afternoon after rallying in sectors like brokerage, liquor, and banking to support the market, the actual market sentiment remains very poor.

After reading all this, some people might panic, but we can stay calm and think carefully: with only 7 trading days left before the Spring Festival, it’s clear that funds are unlikely to ferment new themes. When funds rotate back, they will probably stick to a few old sectors. So, taking advantage of market divergence, isn’t this a good opportunity for low-cost accumulation?

Just like last night’s focus on Tianlong Group, which dropped over ten points today due to sector negative news—doesn’t that present an opportunity? So, cherish every adjustment within an upward trend. $Tianlong Group (sz300063)$

Because AI was suppressed, market sentiment was hit, and the divergence in the aerospace sector also widened. Aerospace Development had such a luxurious龙虎榜 yesterday, but today it looks quite bad—whether funds will flow back tomorrow remains to be seen. If it can rebound tomorrow, the main upward trend continues; if it only weakly recovers, short-term expectations should be lowered. Western Materials is similar—although it performed modestly today, those who entered earlier with North Teachers now have profit advantages, so continue to watch the 5-day moving average, no need to panic. $Aerospace Development (sz000547)$ $Western Materials (sz002149)$

Today’s photovoltaic sector surged mainly due to the positive catalyst from Musk’s factory inspection. Elon’s words and actions still have a huge impact on the market.

Speaking of which, the robotics sector has been quiet for a while, and it’s probably time for rotation. Sanhua Intelligent Controls’s trading volume hit recent lows today—check it out. Every time it shrinks volume to the extreme, there’s usually a good rebound. Hope this time is no different. $Sanhua Intelligent Controls (sz002050)$

Active stocks within the robotics sector, such as Wuzhou New Spring and Founder Motor, have been sideways for four days. Doesn’t this look like they’re gathering strength for a breakout? $Wuzhou New Spring (sh603667)$

In summary, tomorrow’s focus should still be on the core sectors and stocks emphasized by North Teacher. Remember to buy low as much as possible and avoid chasing highs!

The market before the holiday is indeed a bit challenging, and the pace is fast. But it’s okay—there’s still an expectation for the index to oscillate upward. As long as you follow the rhythm and have a little patience, you can still secure gains steadily!

That’s all for today. Wishing everyone a prosperous tomorrow.

Trading doesn’t have a 100% win rate. What North Ming can do is:

Share real trading logic and methods;
Strictly follow risk control rules to manage drawdowns;
Use data to validate the effectiveness of the system.

North Ming has fishing skills, teaching others to fish~ Every trade shares logic, every review conveys methods. Follow me, not only to eat meat but also to learn how to fish yourself!