[Red Envelope] March 12 Pre-market Outlook: The "Lobster Farming" concept is booming. Can the computing power concept continue to strengthen? A review of yesterday.

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Yesterday’s personal investment thoughts:

  1. Restructuring expected stocks, main business change stocks, power sector stocks. Dongneng opened briefly lower after yesterday’s market open, then rose to close in the green, but around 2.6 yuan there was large order pressure. Seeing this, I didn’t waste time on it. The day before yesterday, I only did high sell and low buy; yesterday, I chose to unfollow all. Last Thursday, I paid attention to it with continuous gains, which performed well. I will consider more ultra-short-term trades in the future.
  2. Puni Testing, which combines multiple hot topics, opened lower yesterday. Overall, it was still weak. During the session, I unfollowed all in the red. Last Friday’s focus was correct, but the rally was too slow, so I stopped wasting time on it.
  3. Electric Media, which I started paying attention to the day before yesterday on dips, performed average yesterday with no big surprises, but it bottomed out and stabilized, showing a rebound trend.
  4. Quanyin High-Tech, I didn’t consider ultra-short-term trading this week. With global turmoil, I chose to avoid risk in the agricultural sector, which I started paying attention to last week. It remains on my watchlist, likely to be a sector that catches up later.
  5. Jinji Shares, recently “lobster farming” has been very popular. This hot topic demands high computing power. Yesterday, I started paying attention to Jinji Shares on dips. Whether it’s cyclical stocks or computing power, it shows active stock behavior and has potential for the future.

Review of yesterday (March 11) Index and trading volume: Shanghai Composite: +0.25%, 4133.43; Shenzhen Component: +0.78%, 14465.41; ChiNext: +1.31%, 3349.53; STAR Market: -1.37% Shanghai and Shenzhen total trading volume: 2.51 trillion yuan (volume increase of 110.5 billion); number of advancing/declining stocks: 2055/3284; limit-up stocks: 67, limit-down stocks: 1 Market sentiment: Recovery phase (65.5 points), maximum consecutive limit-ups: 4, promotion rate: about 19% Core consecutive limit-up stocks: 4-day limit-up: Ningbo Construction (601789) | Power infrastructure + state-owned capital | 62 million in sealed orders, 10 times broken 3-day limit-up: Zhongnan Culture (002445) | AI + media | 451 million in sealed orders, instant seal 2-day limit-up (6 stocks): Green Power, Guoan Shares, Ruisikangda, Xianglong Electric, Dingxin Communications, Weiling Shares Main sectors (limit-up count / core):

  1. Chemicals (13 stocks): Coal chemicals, salt chemicals, titanium dioxide; Zhongtai Chemical, China Salt Chemical, Jinpuzhiyuan, Baichuan Shares
  2. New Energy (15 stocks): Batteries, photovoltaics, energy storage; Xiongtao, Shouhang New Energy, Sunshine Power
  3. Computing Power / CPO (7 stocks): Ruisikangda, Changfei Fiber Optic, FiberHome Communications (traded 10.8 billion)
  4. Power / Grid (8 stocks): Green Power, Guoan Shares, Dingxin Communications Leading decline sectors: Semiconductors, military industry, AI applications, minor metals, rare earths, high-position media stocks Short-term key points: Style: Deep strength in Shanghai, weak in Shenzhen; growth leading; structural market, index rises but individual stocks do not Funds: Main force shifting internally, northbound inflow into new energy + technology; leading sector premiums are obvious Risks: Selling pressure on high-position stocks, high break rate, weak promotion of consecutive limit-ups, caution needed when chasing highs Today’s focus: Can the limit-up height break through 4 days? Continuity of the three main lines: chemicals, new energy, computing power Can trading volume sustain above 2.5 trillion? Opportunities in high-position stocks and first-time bottom picks Pre-market thoughts and considerations: (Homework: actively think and respond efficiently and with high quality)
  5. After continuous positive days, Dongneng faced significant pressure. Is this deliberate suppression by the main force, or a sign that the market has reached a turning point? How do you view restructuring stocks with changing main businesses?

  1. Jinji Shares, a cyclical stock in computing power leasing, can it gain market recognition and hype? Besides “lobster farming,” which other computing power stocks do you remain optimistic about?
  2. Quanyin High-Tech, a restructuring expected stock in agriculture, once a leading agricultural stock, could it be recognized again by the market? Might the agricultural sector start a main rally next week? Which other agricultural stocks do you favor?

  1. Oil sector: Tongyuan Oil, Intercontinental Oil & Gas surged several times in this wave. This confirms my long-standing optimism about these two stocks from a few years ago. With the current war possibly ending soon, I believe the market could see significant declines afterward. What is your view on the oil sector?
  2. Optical and optoelectronic sector: yesterday, it rose sharply then fell back. I watched the leading stock Huacan Optoelectronics all day but didn’t act; no action on the rise. Last week, I correctly understood that Jufei Optoelectronics also rose then fell back. Do you think the optical/optoelectronic sector still has a chance for another rally, or is it a distribution phase?
  3. Ningbo Construction, which had two limit-down days, I also watched all day yesterday. I didn’t expect it to reach four limit-ups. Will Ningbo Construction become a monster? Do you think Zhongnan Culture, with three limit-ups, is worth trading now? Berkshire Hathaway Gold Fan Group: 117 members @Guanses Wuchang, @Early Recovery Success, @Yilu Qianxing, @dhz8888888, @linkeqiang, @Cutie Orange, @Nine Points, @Sha88888, @Hua Sister, @Shenzhen123, @Ten Years of Grinding Luo Leilai, @Aspiring Achiever, @Lang Er, @Yun Dan Feng Qing8888888, @Bull Market Happy, @Shallow Water Fish, @Yiping Machuan, @Hsu Ya, @Fallen Soul, @WQ Faraway258369, @Major Liu, @Qian Population Wang, @Liu Gen Frozen Goods, @987470, @Tranquil Natural, @Respect Nanshen, @Kunpeng Water Strike, @Bei Ge Am, @Tuo Huang Ruziniu, @Damo Wang’s Soft Candy, @Swordman 2025, @Rain Feng, @Follow the Evil Note, @Qingfeng Qiufeng, @Gun, @Lone Commander, @Leilong, @Qingxue1123, @Broken Promise, @Tangtang No Sugar, @Carefree Jianghu, @Meihui Mei, @Slow Hot Q, @Wang Huoshan, @Pao Pu Ye, @James Stock Surge, @Happy Falling, @Sunshine After Rain, @Red Plate Closure, @Ninghai Good, @JHjinhui, @Weasel123, @Li QY, @Mzhnx, @fj0070419, @Guanlan, @Qingfeng Warm Sun, @Guess Guess Guess, @Berkshire Fairy, @Qianjin Lai, @Dominant G8, @Can Lose, @Gen Buffett’s Success Record, @Bai Bu 999, @Wu 356, @Chives 89757, @Okegg, @Mao Mao Ya, @Stock Waste, @Mimi O Smile, @Follow the Trend KY, @Mei Mei Di Sister, @Craftsman Snail, @Xuan Jun, @A Stock Investor, @Daily Red Dot, @A Zhen Shanghai, @Jin Duoduo Gold Bag, @Mu Yi Cheng Zhou 12345678, @Puti An 3, @Tiger Jump Small Gully, @8 Gold Baby, @Future Years 2025, @Blueberry Oreo, @llkrkn, @Cohesive Xiao Yuanshan, @Chen Lianbao, @Little Fish Takes Off, @Ba Shen Gold Powder Pony, @Lucky Tiancheng, @KHILILDONG, @Fang Lai Wu Shi, @Home White Treasure, @Monkey on the Mountain, my account is the reddest, @Feng Wu Feng Fei, @Laziness Yingzi, @Bolibo, @Chris201318, @Mu Mu Shui Mu Miao, @Red Leaf Ying, @Hui Er Qing Zhou Yi Guo, @Mu Zhi Jie, @A Gan The True, @Good Luck Continues 888L, @Crystal 1975, @Chives Have Dreams Too, @C Fire Fire, @Peach Peach, @Guard the Beauty, @A Bai 676414, @Steady Progress, @Yi Xiansen, @Left Bank Right Walk Life, @Wmnwbw, @Brave to the Top, @Feng Ping Lang Jing, @Jie Qian Wu Ye Yi Qiū Sheng, @Red Demon Moon, @Lan 328, @Baxking, @Love Innovation Duan Yu, @Ding Jing, May you all be as lucky as the golden mark behind your names, with everlasting wealth, shining bright, and full harvest in the stock market!

Fortune comes and goes, gathering wealth and the lively atmosphere of the world. People come and go, bringing auspicious signs and smooth daily life. Thanks to all family members and fans for yesterday’s tips and encouragement. Because of you, the top Buffett family of gold fans exists. Small reward: @Tang Hongfen @Thinking Life @Guo Er Lin @A Small Goal @Gusu Wind @Red Demon Moon @KKKCCCTTT @Chen Lianbao @Craftsman Snail @Sunshine After Rain @Slow Hot Q @Guanses Wuchang

Cheer up: @Waiting for Dinner @Early Recovery Success @Seal All Memories @WQ Faraway258369 @Tang Chunyan @Hua Ying @dhz8888888 @Friendship Return Little Kite @Fengyu Bridge Xiao Ge @Pao Pu Ye

Of course, many family members haven’t been active for a long time. Tips, rewards, and learning from XI—sailing against the current, not moving forward is retreat. No wonder everyone is compounding, but some are suffering market blows. I think if you don’t learn, you will gradually exit this top family. Now I increasingly dislike those who have long been just regular fans, because in the stock market, only those who don’t do data stay as regular fans. If you’ve learned something in stocks, you never tip, reward, like, comment—completely selfish, silent, with only 500 points for a tip coupon. Yet, losing thousands in the market feels easy. These ungrateful, data-ignorant fans should all be blacklisted. Time to clean up. Fans are not about quantity but quality. Even with only 6,000 followers by late 2024, a top blogger can challenge hundreds of thousands and win two medals, taking first place.
Everyone, quickly go top up tips, likes, comments—these boost the article’s popularity. Please actively interact; it will bring you closer to being an excellent member of the Buffett family of gold fans.
The above ideas and stocks are only for my personal investment record and do not constitute investment advice. Be aware of investment risks. Thank you!

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