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Eastern Yihou Pavilion Master: 3.10 Operation Plan
3.10 Homework/Logic/Operation Plan
Focus on core logic:
Today’s market main trend is Middle Eastern oil, gas, and chemical sectors opening high, then declining. The electric + computing power line, strong stocks open high, overall flat at the start, then gradually strengthen, climax in the afternoon, and expand! The main line is clear; stick to the main trading mindset!
I. Space boards/Emotion stocks/Popularity
Emotion grouping/popularity/second wave
Yunnan Energy Holdings: a barometer, must not hit the limit down.
Power grid:
Shun Na Shares, Southern Power Digital
Shun Na: continue to expect differences for arbitrage.
Southern Power Digital: around -8%, can be picked up.
Computing power: (Lobster)
Meiliyun, Tuowei Information, Capital Online, UCloud, Ningbo Construction
Meiliyun, Tuowei: strengthen the strong, or trend-based thinking.
Capital Online: can continue to watch if there’s a sharp drop.
Ningbo Construction: consider if there are divergence expectations.
PCB/Optical templates: Huagong Technology 5-day trend
In summary, this year’s computing power market is optimistic about a major upward trend, domestically produced computing power, and overseas expansion.