The practice of following trends is very simple

The teacher who sold Tianfu Communication at 10 points yesterday and bought it at -5 today asks:

Why have Zhongji Xuchuang and Xinyi Sheng fallen so much, while Tianfu Communication can be deeply pulled back into the red?

This comes down to a new technology replacement issue… not a complete replacement, but understanding that the new technology’s CPO (Tianfu Communication) is replacing optical modules (Zhongji Xuchuang). The expression isn’t entirely accurate.
Also, fiber optics—what we’ve been calling optical communication—represents Longfei Fiber replacing the old copper links (Wol Nuclear Materials), aiming to connect Pute and others… new technology.
Moreover, fiber optic utilization is very important. Look at the big 2 Mao’s battles—aren’t drones equipped with fiber optics or similar? There are many such examples.
3D printing has improved significantly because of its strong cost reduction and efficiency gains, so Feiwo has risen quite a bit.

This explains why some stocks go up while others fall… it all seems related to AI hardware, such as Feiwo.
For example, why has PCB risen, especially in the electronics sector with Qbu?
Philihua and others… are also driven by Nvidia’s new technology, leading to simultaneous increases in volume and price. Snow Q has shared this before.

There are also resource stocks, which Wall Street calls “HALO”—a fancy name.
Wall Street traders (heavy assets) are paying attention now because many light assets are easily disrupted by AI… but in the future, heavy assets will become essential battlegrounds for major countries’ competition… Wall Street bigwigs are starting to focus on this.

For example, how to distinguish stocks that are nearly the same in rise… I’ll take rare earth permanent magnets as an example.
Currently, the rise is mainly in genuine rare earth mines like Baogang Shares, China Rare Earth, Northern Rare Earth… remember, if one day stocks related to permanent magnets see a big surge—meaning a rebound into processing stages—you should watch for signs of a peak. Just a metaphor.
The teachers should know I have good risk control.

Small metals, especially rare small metals, are very strong. This morning, Censys, which was sold off for profit, is expected to become the market’s top stock. Biejie is particularly notable; I won’t mention the main board.
Chemical stocks are also fine; Baichuan Shares are controllable… but today, they are weaker compared to small metals.

Trend stocks drop heavily and buy heavily; small drops and small buys—don’t be afraid. Tianfu, Feiwo, Oulai, Youxun Xinghuan, Tianyi, so many more…

AI programming logic is quite good. Today, driven by the Chinese sector, stocks surged. Puyuan Information and Jindasheng both hit the daily limit. There’s no more capital in the Beijing Stock Exchange. Zhongcheng Technology is still okay.
Domestic computing power is also divided… Cambrian is for training chips… Yunfei Litian is for inference chips…
Training chips are very different from Nvidia’s H300… so often, they try to find small ways to catch up, using inference chips combined with training.

Basically, that’s about it… If there’s anything to add, export electricity is also good—Wanze Shares, Jere Shares from Yantai are options.

Happy weekend… we’ll see what to do next.