Major tech companies adjusted as expected, with buying activity at the end of the session in all directions. The entry point is the key to profitability (2.28).

Don’t be anxious, don’t get carried away, don’t be arrogant [Taogu Ba]
Friends, you need to understand that what seems to be the simplest job—buying and selling in seconds—is actually one of the most difficult professions in the world. It goes against human nature, is lonely, requires strong cognition, and the ability to execute without human biases.
Don’t be anxious, friends. No stable trader has ever avoided the despair of continuous big losses.
Don’t be anxious, friends. Your growth begins when you truly respect this market. Respect its brutality and bloodiness. Every wrong trade costs you instant financial loss. The market, this “teacher,” never warns those who make mistakes.
Don’t be anxious, friends. Whether you want to get rich quickly or just want to recover your losses and never touch the stock market again, forget these illusions; they only amplify your unease. You can recover and grow wealthy because you respect the market and abandon illusions.
Don’t get carried away, friends. When you experience consecutive losses and desperately want to recover, seeing a stock spike and thinking it will rise, going all in to follow, shows you’re overexcited. This will only lead to more losses.
Don’t get carried away, friends. When your cognition is insufficient, and after cutting a deep water loss on a stock, you see it rise again without understanding why, then go all in chasing the high, it indicates you’re overexcited. It might continue to fall back, causing intra-day reversals and losses on both sides.
Don’t be arrogant, friends. When the market is good, buying anything makes you profit, short-term returns soar, and you feel like a stock god, looking down on others. When trading feels easy, it means you’re arrogant. Stay calm, recognize that profits are given by the market, and understand that there are no forever rising markets. Watch for turning points downward and avoid giving back your gains.
Don’t be arrogant, friends. Remember, in the stock market, many can double their money in a month, but few can do so in a year. As long as you don’t leave the table, the money you earn through luck will be returned to the market through your strength.
Don’t be arrogant, friends.
Know that profits come from market strength, and losses come from our overconfidence.

Victory first wins the battle—

In a war, generals who always win have usually calculated carefully before fighting, knowing with high probability they will win this battle before they even start.

Defeated soldiers seek victory after fighting—

Those generals who always lose start the battle first, and only during the fight do they try to find ways to win, which often leads to failure.

This market is never short of opportunities; what’s lacking is the calm patience and self-awareness to wait and reflect.
Seek inward, and you can anchor your direction amid fluctuations.
Wait for the wind, follow the trend, and compound interest will create miracles.

The core of trading is never about frequent transactions.
Keep your inner peace, avoid being easily influenced by market volatility,
Trade according to your plan, plan your trades,
Combine high win rates with favorable odds to determine your position size,
Perfect your trading system.

Slow down, move steadily forward—that is true speed;
After all, flowing water does not compete to be first, but to flow endlessly.

I suggest every friend reading this follow me for a week;
The gains within a week will not disappoint you.

If you don’t understand what market style is, what rotation style is, or how to break through market rotations, read this post:
If you don’t understand short-term chip structure and its impact on trading, read this post:
Like first, then read—long-term consistent profits~! Like while reading, keep your mind clear~! Thanks!

1. Overall Market Trend
On Friday morning, after the market opened, influenced by Thursday’s sharp decline in US stocks, most of the strong PCBM9 branches on Wednesday and Thursday opened below water, and Thursday’s weaker CPO also opened lower.
In the context of Nvidia’s big drop, US stocks also opened lower.

So, the opening tone was twofold: one was the continuation of the strong two days, still in a state of being realized;
The US market reflected an underwhelming opening, which I mentioned during Thursday’s market peak—US market reflection required reducing or clearing positions yesterday.

On one hand, US stocks plunged;
On the other hand, it predicted that the current market’s strong two-day rally needed to be realized, and the index was in a exhausted state.

Then, I told everyone on Wednesday’s close about two stocks: Shenghong Technology and Huagong Technology. Both saw some gains during Thursday’s peak, earning more or less. But if you opened positions on Thursday at slightly higher prices, the next day’s lower open would be hard to hold onto gains. I also mentioned during Thursday’s trading that intra-day clearing or reducing positions was necessary. After selling,

During Thursday’s closing auction, I suggested buying some Aerospace Development. It also saw some gains today, about 1-3%, regardless of how much profit, the rhythm was right, and it was not a loss.

Tomorrow, March 1st, there will be a live broadcast in the evening. Click to reserve your spot. Whether it’s Shenghong or Aerospace Development, or market predictions, the key issue is the entry and exit points.
The core of tomorrow’s talk will still be about buy and sell entry points—learning to identify these points will at least stabilize your curve.

Back to the market, the US tech stocks reflected a realization, but during Thursday’s afternoon, many, like Cambrian, re-lifted domestic chains, so today at market open, two pieces of news overlapped: one was Huawei’s Ascend chips, with reports saying they are more cost-effective than H200, and that the latest DEEP seek model was tested by Huawei first, not Nvidia as previously expected. This indicates that developers and actual model owners are adjusting their expectations for Huawei’s Ascend cards.
Another news was Huawei Cloud’s code generation beta release, covering AI programming tech, which caused a rally at market open, involving stocks like Tuowei Information, Jindasheng, Xinju Network, Puyuan Information, Runhe Software—all related to this logic.

Yesterday, during review, I predicted the index would adjust and warned about high-flying stocks.

Yunnan Energy Holdings opened again with a second straight limit-up (also reflecting its main business of thermal power), supporting computing power, combined with Huawei’s close partner Huasheng Tiancheng’s rally, leading to a small intra-day peak yesterday.

Regarding domestic computing power chains,
Taijia Co., Ltd. hit the limit-up,
Yunnan Energy Holdings also hit the limit-up immediately,
Huasheng Tiancheng kept rising, attempting to shift from weak to strong,
Meanwhile, weaker stocks like Wangsu Technology opened high,
Capital Online surged 8 points,
After Huasheng Tiancheng’s large-volume second limit-up, it initially pulled back, then re-opened with Fenghuo Communication’s second limit-up surge. Fenghuo Communication initially started in January with aerospace, then followed CPO, and today’s surge involved both aerospace and communications, but it didn’t explode, mainly still in communications.
Subsequently, Huawei’s two re-closures sparked further fermentation. Around 10:47, the computing sector strengthened intra-day, with Hanggang Steel aiding the first re-closure, and Litong Electronics aiding the second.
Then, Chengdi Xiangjiang, Yun Sai Zhili, Gaoxin Development followed, creating a small climax.
Bigwei Technology also surged, but the move was too rapid, causing the template to explode.
Capitol Online and Runze Technology also saw some rise.
Among the leading stocks, Capitol Online and Wangsu Technology showed internal rotation.

Another point to watch is the supply chain related to Huawei’s chain. Stocks like Huagong Technology, Guangxun Technology, even Huawei’s partner inference chips like Yuntian Lifei, and Huawei’s liquid cooling stock Chuanrun Co., Ltd. also moved.

As Wangsu Technology opened lower in the afternoon, it caused some profit-taking, which is common for this stock—206, 210, 213 are typical.
Part of the profit-taking was due to Wangsu’s own decline, but also market expectations. The power chip sector’s two-day rally was driven by funds worried about no follow-up on Monday, so they took profits early.
This expectation gap has created some market sentiment, and the continuous strength pattern might be a prelude to a sharp correction followed by a strong recovery. We need to respect the market.

In the afternoon, as computing leasing stocks were hit by market expectations and market pre-judgment, leading to early profit-taking, Huasheng Tiancheng broke the limit, Bigwei Technology also broke, Capitol Online retreated, Yun Sai Zhili, Chengdi Xiangjiang all declined.

In intra-day trading, when US stocks underperformed expectations,
yesterday’s low-open adjustments in rare earths and small metals,
and Yunnan Energy’s main attribute—electric power—performed strongly today, supported by funds betting against the US market’s underperformance.

The logic for buying aerospace development yesterday was similar—anticipating a tech trend decline today, who will step out during the decline?
Subjectively, I thought aerospace took a leading position yesterday, but it didn’t move intra-day.
I also mentioned in the morning that Aerospace Development’s trend was too passive; a rise would be for profit-taking. As long as the rhythm is right, making money is good. It’s not necessary to sell at the peak every time. It’s very hard to sell at the very top every time.

Let’s talk about high-level sentiment again.
On Thursday, I wrote about Friday’s market expectations, indicating overall market sentiment was gradually stabilizing and improving.
Despite Hang Electric breaking the limit on Thursday, it still rebounded on Friday.
Thursday was a rebound break, and Friday continued to rise after a big gap down.
Before the market closed Thursday, I discussed with fellow investors that high-level sentiment was continuously repairing.

Initially, the morning should have focused on high-flying stocks like Yunnan Energy, which opened with a limit-up again, supporting computing power.
But after deviating from expectations, it broke out with a volume decline.
Monday’s pressure might be higher, as it seems more like a mission-driven attempt to break through the high.
Meanwhile, Hang Electric’s low open was supported, and with power sector recovery, it followed the arbitrage, surging nearly 20 points intra-day, providing a good entry point after good support.

Because the market sentiment is genuinely upward, if the theme cannot lead the rally, the overall style doesn’t support the emotional carry, and after two strong days of profit-taking, the market tends to cluster at high levels, making the overall movement somewhat awkward.

In the afternoon, as computing power was continuously realized, chemical prices rose, and stocks like Philihua and Dongcai Technology, which performed strongly yesterday, also moved.
Philihua announced yesterday that its Q-formation in 2025 will only account for 5% of its performance, with an expected revenue of 2 billion. If only 5%, that’s 100 million. But in its semi-annual report, it sold only about 13 million worth of Q-formation, and in the annual report, it only accounted for 5%, meaning it sold over 90 million in the second half.
This testing phase already had 90 million, so actual supply expectations are high, and today’s performance exceeded expectations.

At the close, Jinjingda kept falling amid market tech shocks.
It also recovered slightly at the end of the day, along with a high-level stock called Baichuan Co., Ltd.
Baichuan also gradually rose from water below to water above, reflecting high-level sentiment rising.
On Monday, it might recover from two weak days of chemical price increases, continuing the rotation.

Within the day, many sectors saw buying interest, even in weak sectors like computing power, still attracting bids, betting on weekend fermentation.
After the weekend, the focus will be on which sectors can strengthen.
Subjectively, I see the overall sentiment has reached a relatively stable turning point, but it might also be because the Two Sessions haven’t started yet, and the market’s big direction remains uncertain. So, the sustainability is limited, and we’ll see more specifics on Monday.

Everyone, please comment, send 2-3 greetings, wish prosperity and good fortune, and quickly like the posts.
Each post, leave a quick reply—about 100 comments and over 200 likes—so I can reply to questions efficiently and help everyone find valuable info.
The valuable content is mainly in the review posts and in the comments where I clarify ideas for fellow investors.
Engage more, like more, and you can become a Silver Fan; tipping 25,000 points makes you a Gold Fan—priority questions answered, plus some core info for discussion inside the platform.

Everyone enters this market thinking it’s easy to make money—buy low, sell high, and profit. But after entering, you realize it’s not that simple; profits are hard, and losses are frequent. Since you’re in, you want to recover, or some skilled traders keep learning and hope to improve life or get rich through trading.
In the growth process, it’s crucial to recognize emotional traps, as they are often the root of losses.

Don’t focus on short-term returns; there’s no need to show off your trading curve to boast about your prowess. Overconfidence and reckless trading lead to losses.
Don’t compare your short-term gains to others; thinking you missed out or trying to grow quickly can lead to impulsive, losing trades.
Short-term returns are meaningless; many double in a month, few in a year. If you hold a full position and double in 7 days or 12 days, does that mean you can turn 10,000 times in 97 trading days?
Top traders with nine-figure goals focus on survival, ensuring monthly drawdowns are minimal. Only then can they reach nine or even ten figures. They don’t open positions every day expecting daily profits.
Think back to the龙虎榜—which funds are opening every day? When the market is good, they aim for 30%+ monthly; when bad, they go flat. Achieving 1% monthly is also possible, and over time, the average can reach about 20%.
But if you’ve truly experienced trading, you know how hard it is—controlling drawdowns is the key.
Emotional swings are a major cause of losses.

Here, it’s easy to create anxiety or idolize traders to get more attention and tips, because everyone wants to make money quickly. I keep advising patience—because slow is long-lasting and truly fast.
I’ve never created anxiety before, and I won’t in the future.

I have a clear understanding and positioning: I am a trader. Trading requires a calm mind.
I hope everyone learns from me and recognizes my efforts.
Support me: like, comment, cheer, tip—these are simple ways.
More likes and comments help me post less, making it easier for everyone to see my valuable replies.
Just 7 likes per post, and a 100-point tip (about 2 yuan) is a sign of recognition. The more you tip, the more I remember your support, and we grow together.

2. Market Expectations
These days, top short-term players face a tough time. The market lacks continuity. Nvidia’s strong two-day rally was realized on Friday; Wednesday’s strong, Thursday’s weak small metals and rare earths also surged.
Computing power recovered on Thursday and continued on Friday, but it couldn’t sustain two days—only a day and a half—leading to market expectation shifts.
In the late session, all sectors saw some buying, including chemical stocks that rose for two days, and bets on computing power exceeding expectations, as well as small metals and US stock reflection.
In summary, small metals showed a relatively sustained trend, partly driven by external price increases, but peaked on Friday. On Monday, realization was expected.
Computing power was realized directly on Friday afternoon, but the support was decent, and expectations for Monday varied. Chemical prices rose for two days, and the Friday afternoon and computing power sectors had a tug-of-war, with some inflow and outflow.
US stocks continued to decline last night, but the decline was weaker, reaching support at the lower band.
The big tech stocks in A-shares might have more opportunities if they decline further.
On Thursday, I predicted that big tech would adjust on Friday, and the market did as expected.
Looking at Monday, the 5-day moving average still supports the index. A breakout above the previous high would be the next target, with support around 14,450. No major risk there.
Watch for upward pressure and downward support during trading. Details will be clearer intra-day.

3. Market Style
Yunnan Energy Holdings took the initiative to break out, so pay attention to feedback on Monday.
Market themes still rotate, with some persistence in rising metals.

4. Data presentation
Coming soon.

5. Random notes—
Tomorrow, March 1st, evening live broadcast will cover buy and sell entry points, and how to judge buy points based on exceeding expectations. This is crucial for short-term trading. Master it, and your curve will be stable, avoiding traps intra-day.
Join us!

Everyone, post more greetings, like more! If possible, share and tip!

And keep encouraging—if you don’t have stable profits for over 6 months, it’s recommended to reduce your position size. This advice is for those who are willing to listen.
Of course, I hope everyone gets better and more stable, and makes money!
Remember to like and comment!

Thanks to those who cheered for Yu Nian yesterday!

@QiniuZhuFeng @QingYiXiaKe @BinBinNiu @LingYuCheYe @DongBeiXuan @PaoPao1018 @412shi22 @HHDayanJing
Thanks to everyone who tipped Yu Nian yesterday—please welcome Long One to Long Five!

@XiaoShanChaoJia @Dosila @412shi22 @MiFen @QiniuZhuFeng @ZiChuangZhanFa @KangKangLaiLai @CangYueZhiSen
May the friends who support and tip us in the future stay calm amid K-line fluctuations, make steady progress in logical judgment, and win step by step amid emotional changes!~ Wishing you great wealth!~ Thanks also to those who liked!

Spread knowledge through words, assist others with friendship, walk together, and be grateful for the encounter.
Sending a red envelope adds joy—both as a blessing for trading and as a way to encourage interaction, gather flow, and increase communication.
On the trading road, let’s communicate with words and move forward steadily.
Like to receive a red envelope—share good fortune!

Opportunities require the ability to see them clearly. This involves long hours of watching the market, developing intuition, trading systems, and the 10,000-hour rule. No rush.
If you have questions, ask—I will answer when I’m here.

About myself, I was invited here; how long I stay is unknown.
For very novice investors, I suggest lowering your position size;
For those with over 2 years of short-term trading experience or in a bottleneck, I can help a lot.

Finally: Many things are true or false; time will help you discern authenticity and strength.
Don’t pretend—your gains and losses won’t act out a play for you.