Commercial spaceflight and humanoid robots present short-term opportunities; seize the high-quality stocks in the sector!

Market Analysis: The market volume still remains at 2.5 trillion yuan. In fact, the volume should be higher, but it has already been washed out to the point where no one is left S. Most individual stocks are continuously shrinking in volume [Taogu Ba].
Why is this? It’s because it has been nearly a month since the cooling of commercial aerospace began. Whether it’s profit-taking chips or bloodied chips, panic and shakeouts have caused those that should S to S. Those who haven’t moved are either steadfast holders or waiting for a rebound.

But who has absorbed those S chips? To put it simply, most of these chips have been absorbed by GJD. Why? It’s actually in preparation for the Spring Festival red envelopes. Holding the chips, I have the world. When the market rises, they will be sold to retail investors. This operation is pre-judged and very perfect!

With a trading volume of 2.5 trillion yuan, there is still a profit-making effect in the sectors. Just be aware that now sectors are rotating too quickly, especially those with low focus, so try to avoid participating.

Today, Wednesday, the central bank released 8 trillion yuan in 3-month reverse repurchase agreements. In February, only one 7 trillion yuan reverse repurchase agreement matures, an increase of 1 trillion yuan compared to last year to boost market activity. There may be more reverse repurchase operations in the future after February. GJD is actively working to stimulate the market.

The above is just my personal analysis and does not constitute any advice or ideas for anyone. The stock market has risks. Invest cautiously!!!

Sector Analysis: Commercial Aerospace (Space Photovoltaics), Robotics (Humanoid Robots), Power Grid Sector, Storage Chips.

1. Commercial Aerospace (Space Photovoltaics): The trend today for commercial aerospace is relatively strong, but it hasn’t yet achieved the strength to turn divergence into consensus. I believe there will still be a wave of upward movement before the New Year.
Today, Wednesday, Xixi and Xinwei both belong to the SpaceX chain. The Falcon 9 launched today was not a failure but a successful launch. The satellite also entered orbit normally, but the second stage rocket had an issue and did not burn out as planned, so the launch was terminated. Terminating subsequent launches is normal in the aerospace field. Problems are discovered and solved, improving each time.

These two stocks are strong stocks; their previous gains were high, and they are pulling back on negative news. Western stocks showed very strong support at the close. Xinwei’s volume is even higher than Tuesday’s, indicating strong absorption capacity—this is Julie’s move!
The above is just my personal analysis and does not constitute any advice or ideas for anyone. The stock market has risks. Invest cautiously!!!

2. Robotics (Humanoid Robots):
There’s a high probability of a short-term rally before the New Year. 2026 is the year of mass production for robots, plus the Spring Festival programs. I will hold onto Tianbaby and may do some T in between. The company has established a robot division with Galaxy Tongyou, and has deep cooperation with Ubiquity and Yushu Deep. Small market cap, strong trend, the strong get stronger.

There has been continuous news from Elon Musk’s side about humanoid robots, and domestic news is also ongoing. Plus, this major breakthrough adds positive momentum!
The above is just my personal analysis and does not constitute any advice or ideas for anyone. The stock market has risks. Invest cautiously!!!

3. Power Grid Equipment: All have completed their moves, nothing much to say. Plus, tonight the EU is investigating Goldwind, so it’s likely to decline.

4. Storage Chips: Instead of repeatedly talking about storage chips, it’s better to talk about cleanrooms. Shenghui has orders in hand, and earlier, Yaxiang was doing samples. The fundamentals are very good.
There are only a few companies in the entire A-share market that produce cleanrooms, and Shenghui’s trajectory is considered perfect.

The above is just my personal analysis and does not constitute any advice or ideas for anyone. The stock market has risks. Invest cautiously!!!