Oil and gas opened higher as expected and then declined. What are the expectations for integrated electricity and oil, and the lobster concept tomorrow?

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Trading starts with maintaining a calm mind, then following the rhythm. Only by managing market emotions can you meet your family’s expectations and keep your account in the green.

Today’s actions:

1. Continue rolling positions to do T on Tuling Power & Gas

2. Follow with a 14-point chase on Youke De

3. Low buy on Zhongbei Communications with a 5-point margin

4. Underwater low buy on Ankao Smart Electric

Sector analysis:

1. Geopolitical conflicts: Driven by weekend escalation, international crude oil prices surged, causing the oil and gas sector to open sharply higher. Later, early traders took profits, leading to a continuous decline. Future negotiations are more challenging, with lowered expectations. Direct futures trading might be more reliable than relying solely on optimism.

2. Computing power integration: Market growth mainly from token expansion and overseas expansion logic, extending to compute power going abroad. Coupled with the overseas power shortage, the “computing and electricity integration” logic that fermented on Thursday boosted the power sector on Friday. After today’s divergence, it turned stronger. Tomorrow, watch for differentiation; if Shun Na shares can withstand divergence, the sector remains promising.
   Core stocks: Yunnan Energy Holdings, Shun Na Shares, China Western Electric, Southern Power Digital

3. AI large models: The sector launched today, gradually strengthening after initial divergence. (Positive for computing power) (Follow-up whether it can strengthen over the next two days)
   Core stocks: Ningbo Construction, Youke De, Yun Sai Zhi Lian, Hande Information, Zhongbei Communications

4. Domestic computing power: China’s AI call volume surpasses the US, with four major models topping the global charts.
   Core stocks: Meili Cloud, Ningbo Construction, Tuowei Information, Huasheng Tiancheng

Tomorrow’s expectations:

1. Computing and power integration: Watch for differentiation tomorrow; if Shun Na shares can continue to withstand divergence and advance, the sector remains promising.
2. Oil and gas: Open high and decline today. Some unruly stocks participated in the discussion. If there’s a rebound in the morning, it’s a chance to cut losses. Avoid overextending positions.
3. Track OpenClaw to see if it continues to strengthen tomorrow. Observe the bidding strength of Ningbo Construction, Yun Sai Zhi Neng, and Youke De.

Pre-market update for tomorrow: continue adding! Please like more!

Disclaimer: The logic in this article is solely based on personal review and market diary, not any securities consultation or recommendation. The stocks involved are not stock recommendations. The opinions are for reference only and do not serve as buying or selling basis. Trade at your own risk. The market is risky; invest cautiously. Wishing you long-term stock success, wealth, and happiness.