2.27 Small Metal Frenzy: How to Navigate the Tech-Related Market Trends Under the Price Increase Mainline Next Week?

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First, an Overview of the Market

Let’s start with some morning thoughts. Last night was quite scary. When I went to bed at 10, Nvidia was still gapping up pre-market, but when I woke up, I saw it had dropped five percent, and my mind was racing. Nvidia’s big drop directly affects the hardware sector related to the UK, such as CPO, fiber optics, and electronic fabrics—hot topics earlier. A low open was inevitable. However, the strong performance of domestic computing power yesterday was driven by positive news, but Nvidia’s plunge definitely impacts overall sentiment. So whether domestic computing power can break out remains uncertain; I can only say that if Nvidia hadn’t crashed sharply, the bidding would be much stronger. Seeing so many comments about Nvidia in the comment section shows everyone’s anxiety. Anxiety is normal—after all, the tech rally is here, and now there’s a black swan.

But as I mentioned in my morning thoughts, our current rhythm is starting to diverge from US stocks. US stocks surged, Japan and Korea hit new highs, but we haven’t followed. So Nvidia’s big drop might cause our tech sector to decouple. The market opening lower is unavoidable. Whether it can rebound from low to high depends on the main control, which is my original point.

Technology stocks will definitely be affected by the obvious signals. The first reaction is resource price increases, especially in the high-standard phosphates and chemical sectors, which are already at the top. We need to see if bidding can open strongly with a single surge to hit tech stocks. But bidding here is also very competitive. After bidding ends, Chengxing directly opens lower, while Jinda Zheng opens five points—initially looking decent, right? But note that Jinda Zheng yesterday opened flat with high strength, and Zhangyuan Tungsten was weak yesterday but opened 4.5 points today. Comparing these, one shifts from strength to weakness, the other from weakness to strength. Funds are choosing tungsten, with the four major tungsten companies taking turns leading. After the New Year, Jiang Tung led a wave, and now Zhangyuan Tungsten is leading.

So today’s opening shows two main areas: Huawei computing power and DeepSeek, and tungsten. The strength of these two sectors has energized the market, at least in terms of indices.

Yuneng Holdings was dominant in computing power yesterday. It could have opened flat, but I said yesterday that anything below five points is unacceptable. Without Nvidia’s big drop, opening at five points might not be strong enough, but with Nvidia plunging, opening at five points is very strong—over two points of movement already signals a change. It opened high above that, showing attitude.

Friday’s top board faces significant pressure, especially with regulatory concerns over the weekend. If it can succeed, it indicates main funds are in computing power, and GJD is being guided and allowed. Otherwise, with typical fund behavior, it would have given up long ago.

Farsun is somewhat unfortunate. China Tianying, the largest single, initially thought environmental protection would push it, and Jiangshun was also bullish, with Galaxy Electronics leading the push. But Farsun opened slightly lower and then sold off at the open, falling short of expectations. YuNeng also pulled back, indicating self-destruction.

Sanjin Four, many expected Jinzhengda to perform well due to computing power divergence, and it did open decisively. But as I mentioned earlier, Zhangyuan Tungsten shifted from weak to strong, and Baituan opened with a big sell-off, affecting its main control. Even if it hit the limit, volume was huge, and its fate remains uncertain.

Second, the crossing of nodes for YuNeng—this is different from a break-the-limit rebound. It’s a momentum-driven move, requiring YuNeng to keep opening higher, or it could be a high-intensity push from the crossing node to lift YuNeng higher. Today, Zhangyuan Tungsten shifted from weak to strong, and GanNeng opened with a second board to assist, giving YuNeng confidence. Meanwhile, Hongxing Ditiang guides this tier, so crossing nodes are strong, and YuNeng can also be strong.

First, the first tier—yesterday’s low-position three-model stocks are XinSai Agriculture, Shengyi Bao Cross-border, and Baolingbao Consumer. XinSai’s last trade war model failed, so the guidance was that agriculture would lose to cross-border or consumer sectors. Today, it hints that Jinzhengda’s agriculture will lose to overseas computing power. Beijing Kerei said it would push YuNeng, but better than GanNeng because it has computing power. Aside from a single flat, Beijing Kerei opened the highest bid, indirectly supporting YuNeng.

Overall, the bidding was quite uncertain. Nvidia’s sharp decline and the well-known fact that institutions here are mostly “kneelers” made it more so. But the surprise today was the strong bidding in computing power sectors, and UK hardware like optical communications and fiber optics didn’t open much lower. I initially thought Tianfu would open ten points lower, but fiber optics even showed some recovery during the session. The main players were very generous. This shows that although earlier they couldn’t keep up with the rise, they also protected the declines. China’s A-shares are gradually developing their own style—no longer just following others, but having their own trend.

Looking at the bidding info, Taijia’s bid was the largest, indicating funds are guiding Huawei computing power. The subsequent order cancellations are due to market environment issues. Now, because of rotation, very few stocks open with a single bid. Unless funds deliberately guide, strong themes can’t push stocks to open with a single bid.

Guer Software’s DeepSeek and Quantum had news yesterday, so the first reaction was that Guer Software moved on quantum. Huaneng Power also bid big, partly guiding the first-to-second node, mainly supporting YuNeng. But later, the situation changed, and orders were canceled. Hongxing’s weak closing with no positive news suggests the main control is hinting at something. If it’s not a big single bid pushing up, then it’s a turnover with three, and today’s market is driven by Ditiang’s guidance. During bidding, UK hardware’s negative feedback was quite significant, but after reviewing the afternoon, most of it recovered. We’ll see Nvidia’s performance tonight.

By 9:20, the negative feedback was not as big as the bidding. China Tianying’s largest bid initially suggested Jiangsu environmental protection, which had news yesterday. I thought it might push Farsun, but it only reduced positions without clearing the order, waiting to see if Farsun would recognize. But market sentiment shows that high-position attribute shifts are not accepted. China Tianying also has green electricity attributes, so I wondered if YuNeng would benefit, but I made a typo—haha.

Wangsu Technology’s strong bid today was very eye-catching and also stimulated domestic computing power. But honestly, this stock is no longer the same as during the first wave—full of quant trading, with sudden sell-offs. In the afternoon, it led the sector’s divergence. After bidding, aside from the single bid, Beijing Kerei opened the highest, aligning with early session support for YuNeng.

At 9:40, the bidding indicated tungsten was better, with chemical sectors lacking strength. Throughout the day, small metals performed steadily, and in the afternoon, rare earths lifted the market, clearly supported by GJD. The market’s bottom line was very evident here.

Overall, today’s market sentiment among retail investors is that they most hope tech can break out. But from the market signals, some are deliberately suppressing the rhythm, though there are signs of change. Huawei computing power and DeepSeek opened early and fermented, reflecting adjustments in UK hardware. But many of these are old faces, like Tuowei Information, Hanggang Shares, Capital Online, Yuntian Lifei, and Gaoxin Development—familiar names from previous cycles. If a theme only pulls old stocks rather than new faces, it indicates a lack of sincerity. The biggest obstacle for domestic computing power is the afternoon’s pullback in UK hardware, showing inherent contradictions. Institutions prefer to repair UK hardware, so domestic computing power keeps retreating in the afternoon.

Tonight, we need to watch whether Nvidia recovers. If it underperforms, UK hardware still faces risk of further decline. On the domestic computing front, Huasheng Tiancheng’s volume was huge but still held at new highs. As long as it doesn’t break previous highs, don’t be too quick to turn bearish. Nvidia has been hot for a long time, and domestic stocks still need a catalyst.

Compared to the tech sector’s petty fights, small metals are shining today. All four major tungsten companies hit the limit-up, so some might be joking about graduation photos. Don’t rush—review the precious metals cycle. When precious metals were cut off from solar PV, many stocks also hit the limit-up. It’s more about confirming their position—since the bidding line is based on price increases, unless prices plummet, it’s hard to falsify the trend.

Overall, short-term highs are now more open, and indices have some support. Small metals are the most sustainable sector, so don’t be too quick to be bearish, or you’ll keep getting proven wrong. In terms of operation, look for the next leader in the tungsten four giants, and control your positions—fast in, fast out is still effective. Power sector’s fermentation today was good, so Yuneng should watch weekend regulatory attitudes. As long as it’s not too excessive, next week’s upgrades shouldn’t be a problem. Tech stocks, especially domestic computing and commercial aerospace, can take a slow trend; controlling the rhythm is safer. If Nvidia underperforms, domestic stocks might have another chance to rebound next week.

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Review of Continuous Limit-up Stocks**

1. Seven limit-ups, finally a tech stock with seven boards
   Yuneng Holdings, Henan, computing power, IDC, energy storage, coal, and infrastructure are the top boards. Although not as active as yesterday, a two-point move already shows strength.

2. Four limit-ups
   Jinzhengda, Shandong, phosphates, lithium batteries, cement—cement is often favored. Market cap is average. Phosphates are active, with high volume, though the reason for such volume is unclear.

3. Three limit-ups
   Meibang, with a break-the-limit node, and YuNeng crossing node:

• Hongxing Shares, Guangdong, textiles, IP economy, three-child policy, AI applications, cross-border e-commerce, turnover three, Ditiang still strong, Meibang not in vain.
• GanNeng Shares, Jiangxi, thermal power, more proactive than YuNeng today, also supporting YuNeng.
• Zhangyuan Tungsten, Jiangxi, tungsten price increase, resource price increase trend, second day of high open with a direct surge, model set firmly.

4. Two limit-ups
   YuNeng breaking through the GaoYue node, a rebound node, but only 10% success rate—really not very promising:

• Taijia, Hunan, Huawei computing power, aerospace, photovoltaics, market cap decent, bid with only one bid, hard to open with a single bid in the tech atmosphere.
• Beijing Kerei, Beijing, power grid equipment, data centers, supporting YuNeng, market cap decent, highest bid outside the single bid, suitable for either supporting YuNeng or itself.
• Huaneng Power, Hunan, thermal and wind power, rebound supporting YuNeng, Huaying.
• Shenma Power, Jiangsu, power, supporting YuNeng, Ma-character stocks.
• Changyuan Donggu, Hubei, diesel engines, low-altitude economy, gas turbines, following power sector.
• FIH, Hubei, aerospace, optical communications, Huawei computing power, fiber optic repair pushed it up, trend stock.

5. First limit-up stocks:

• China Tianying, Jiangsu, environmental protection, green electricity, largest bid, initially thought Jiangsu environmental protection would push Farsun, but Farsun self-destructed.
• Guer Software, Shanghai, Huawei Kunpeng, cloud computing, quantum, DeepSeek, bid to limit, with quantum news yesterday, combined with Taijia, seen as Huawei.
• Xianglu Tungsten, Guangdong, tungsten, tungsten stocks rotate and are very strong, today supporting Zhangyuan Tungsten.
• Yuyin Shares, Guangdong, stable coins, finance, index tools.
• JunDa, Hainan, space photovoltaics, failed to push Yunnan Ge, space-related.
• Xinju Network, Shanghai, DeepSeek old dragon, should be Guer.
• Tuowei Information, Hunan, DeepSeek, Huawei computing power, old dragon.
• Sanquan Food, Henan, food, inconsistent with today’s atmosphere, possibly expecting YuNeng’s rebound.
• Hanggang Shares, Zhejiang, fiber optics, power, lithium, long consolidation, today breaking through, supporting YuNeng, though weak, volume not explosive, watch for transition to strength.
• Gaoxin Development, Sichuan, Huawei old leader.
• Wulin Logistics, Jiangsu, shipping, free trade port, small market cap, average share capital.
• Sichuan Meifeng, Sichuan, phosphates, expected to push Jinzhengda.
• Samsung New Materials, Zhejiang, PV glass, three characters, micro-cap, caution.
• Huaci Shares, Hunan, specialty ceramics, counteracting, three-stock pool.

Today’s Operation Review

588990 continues its pattern.

Pattern supports YuNeng.

Runze Technology opened red then turned green, reducing attention; others cleared positions in the afternoon.

Farsun’s bidding decreased, others followed discipline, no rapid red opening, then closed.

Phosphates’ bidding was not strong, so I canceled Yun Tianhua.

New Ju Network hit the limit during the midday, canceled order.

Huasheng Tiancheng’s Wudao board was set up, but it entered quickly.
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