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. The big drop in Nvidia directly affects the hardware sector related to the UK, such as CPO, optical fibers, and electronic fabrics—hot topics earlier—so a low open was expected. 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 is uncertain; I can only say that if Nvidia hadn’t dropped sharply, the bidding would have been much stronger. Seeing many comments about Nvidia in the comment section shows everyone is anxious. Anxiety is normal—after all, the tech rally is here, and now a black swan appears.

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 inevitable; whether it can turn around from a low to a high depends on the main controllers—that’s my original point.

Technology stocks will definitely be affected by this. The first reaction is resource price increases, with high-flying phosphates and chemical stocks already showing strength. We need to see if bidding can open strongly and push tech stocks higher in one go. But bidding is also very competitive here. After bidding ends, Chengxing Chemical opened lower, Jinda Zheng opened five points, which looks decent, right? But note that Jinda Zheng yesterday was a one-word limit up, while Zhangyuan Tungsten was weak yesterday and opened four and a half points today. So, comparing the two, one shifts from strength to weakness, the other from weakness to strength. Funds are choosing tungsten, with the four major tungsten stocks taking turns leading. Jiang Tungsten led before the New Year, now Zhangyuan Tungsten is leading.

Today’s market opening shows two main themes: Huawei computing power and DeepSeek on one side, and tungsten on the other. Their strength has energized the market, at least in terms of indices.

Yuneng Holdings was dominant yesterday in computing power. It could have opened with a one-word limit today, but I said yesterday that anything less than five points is unacceptable. Without Nvidia’s big drop, it might not have opened five points, but with Nvidia’s plunge, opening five points was very strong—over two points of movement already indicated a change. It opened high and showed attitude.

On Friday, the highest limit-up stocks face significant pressure, especially with regulatory scrutiny over the weekend. If they succeed, it indicates main funds are in computing power, and GJD is guiding and allowing it; otherwise, funds would have given up early.

Farsun is somewhat unfortunate. China Tianying, the largest single order, was expected to push it with environmental stocks, and Jiangshun was also a red-hot stock. They initially promoted Galaxy Electronics, but Farsun opened slightly lower and then dropped sharply at the open—disappointing. Especially since Yuneng pulled up, and it still dropped, indicating self-destruction.

Sanjin Four, many expected Jinzhengda to perform well because of computing power divergence. It opened decisively, but as I said before, Zhangyuan Tungsten shifted from weak to strong, and Banchuan opened with a drop, affecting its main control. Even if it hit the limit, it was with huge volume, so its fate is uncertain.

Second, Yunei’s crossing of key nodes. Crossing nodes differ from break-the-limit rebounds; they are more like trend-following moves, requiring Yuneng to keep opening higher or being pushed higher by strong momentum. Today, Zhangyuan Tungsten shifted from weak to strong, GanNeng opened with a second limit-up to assist, giving Yuneng confidence. Also, Hongxing Ditiantian pointed the way, making this crossing node strong, and Yuneng can be strong too.

First, Yicheng Er, with yesterday’s low-position model stocks like New Sai Agriculture, Shengyi Bao Cross-border, and Baolingbao Consumer, indicated that agriculture might lose out to computing power exports. Today’s signals suggest Jinzhengda’s agriculture is losing to computing power going overseas. Beijing Kerei said it’s supporting Yuneng, but better than GanNeng is that it has computing power. Aside from a one-word limit, Beijing Kerei opened at the highest bid, indirectly supporting Yuneng.

Overall, bidding remains quite uncertain. Nvidia’s sharp fall is well-known, and institutions here are mostly “kneelers.” But today’s surprise is the strong bidding for UK hardware, with optical communication and fiber optics not opening too low. I initially thought Tianfu would open ten points lower, but during the session, fiber optics showed some recovery. The main players are very generous. This shows that although earlier they rose and we couldn’t keep up, when they fall, we also have protection. China’s A-shares are gradually developing their own style—no longer just following others, but having their own trend.

Looking at bidding info, Taijia’s bid was the largest, indicating funds are guiding Huawei computing power. The subsequent cancellations are due to market environment issues. Now, because of rotation, very few stocks open with a one-word limit, unless funds deliberately guide it.

Gersoft, with DeepSeek and Quantum, reacted to yesterday’s news, so the first thought was that Gersoft is moving on quantum. Huanan Electric Power also bid strongly, supporting the first and second nodes and Yuneng, but later canceled due to changing conditions. Hongxing’s weak closing suggests main control is hinting at something. If not large bids pushing limits, then it’s a turnover or a third wave. Today, Ditiantian’s strength, stimulated by DeepSeek AI applications and guiding this node, is evident. UK hardware’s negative feedback was significant during bidding, but most recovered in the afternoon. We’ll see Nvidia’s performance tonight.

By 9:20, the negative feedback was not as big as during bidding. China Tianying’s largest bid initially suggested Jiangsu environmental protection, which had news yesterday. I thought it might push Farsun, so the bidding was just reducing positions, not clearing. I wanted to see if Farsun would confirm. But as I said, high-level attribute shifts are not recognized by the market. China Tianying also has green electricity attributes, so I wondered if Yuneng would benefit from subsidies—sorry, typo!

Wangsu Technology’s strong bid today was eye-catching and also stimulated domestic computing power. But honestly, this stock is no longer the same as during the first wave; now it’s full of quant funds, and any small trigger causes sharp drops. In the afternoon, it led the sector’s divergence.

After bidding ended, aside from the limit-up stocks, Beijing Kerei opened at the highest bid, supporting Yuneng.

At 9:40, bidding indicated tungsten was better, with chemical stocks lacking strength. Today, small metals performed steadily, and in the afternoon, rare earths lifted the market, driven by GJD. The market’s support was very clear.

Overall, today’s market shows retail investors most hope for tech to break out, but some are deliberately suppressing the rhythm. Huawei computing power and DeepSeek opened early and fermented, reflecting adjustments in UK hardware. But note that many familiar stocks led the charge, such as Tuowei Information, Hanggang Shares, Capital Online, Yuntian Lifei, and Gaoxin Development—old familiar faces. If a theme only pulls old stocks rather than new faces, there’s a sincerity problem. The biggest obstacle for domestic computing power is the afternoon’s bid for UK hardware, indicating a conflict. Institutions prefer to repair UK hardware, so domestic computing power retreated in the afternoon.

Tonight’s key is whether Nvidia recovers. If not, UK hardware still faces downside risk. For domestic computing power, Huasheng Tiancheng’s volume spike and limit down are notable, but it remains above previous highs. As long as it doesn’t break previous highs, don’t be too bearish. Nvidia has been hot for a long time; domestic stocks still need a catalyst. Compared to the tech sector’s petty fights, today’s small metals were very bright. All four major tungsten stocks 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 during the solar PV boom, many stocks hit the limit-up. It’s more about confirming their position—rising prices indicate genuine strength unless prices crash.

Overall, short-term momentum has opened up, and indices have some support. Small metals continue to perform best, so don’t be too quick to be bearish—otherwise, you’ll keep eating crow. In trading, look for the next leader among the tungsten stocks, control your positions, and aim for quick entries and exits. Power sector’s rally today was good; Yuneng should watch weekend regulatory attitudes. As long as they’re not excessive, next week can continue upward. Tech stocks, especially domestic computing power and commercial aerospace, can trend slowly; controlling the rhythm is safer. If Nvidia underperforms, next week domestic stocks may have another chance to rebound.
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Review of the limit-up stocks**

1. Seven limit-ups: finally, a seven-limit stock in tech.
   Yuneng Holdings, Henan—computing power, IDC, energy storage, coal, infrastructure—highest limit. Although not as active as yesterday, two points of movement already show strength.

2. Four limit-ups:
   Jinzhengda, Shandong—phosphates, lithium batteries, cement. The stock has moderate capital, but phosphates are active. Today’s high volume is puzzling.

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

• Hongxing, Guangdong—textiles, IP economy, three-child policy, AI applications, cross-border e-commerce—trading turnover with a third limit-up, still strong, Yuneng not in vain.
• Ganneng, Jiangxi—thermal power—more proactive than Yuneng today, also supporting Yuneng.
• Zhangyuan Tungsten, Jiangxi—tungsten price increase—resources are rising, second day of high open with a limit-up, model set firmly.

4. Two limit-ups:
   Yuneng breaks through key nodes, supporting rebound nodes, but only about 10% success rate—hard to say.

• Taijia, Hunan—Huawei computing power, aerospace, photovoltaics—moderate capital, one-word limit bid, tech atmosphere makes a limit-up rare.
• Beijing Kerei—power grid equipment, data centers—support Yuneng, bid the highest outside one-word limit, good for both supporting Yuneng or supporting Yuneng.
• Huanan Electric, Hunan—thermal and wind power—supporting Yuneng, Huaying.
• Shenma Power, Jiangsu—power, supporting Yuneng, Ma character stocks.
• Changyuan Donggu, Hubei—diesel engines, low-altitude economy, gas turbines—follows power sector.
• FHTC, Hubei—aerospace, optical communication, Huawei computing—initially followed Huawei, fiber optic recovery pushed it higher, trend stock.

5. First limit-up stocks:

• China Tianying, Jiangsu—environmental protection, green electricity—largest bid, initially thought Jiangsu environmental would push Farsun, but Farsun self-destructed.
• Ger Software, Shanghai—Huawei Kunpeng, cloud computing, quantum, DeepSeek—bids hit limit, supported by yesterday’s quantum news and Taijia.
• Xianglu Tungsten, Guangdong—tungsten—very strong, pushed Zhangyuan Tungsten today.
• Yuyin, Guangdong—stable coins, finance, indicator tools.
• Junda, Hainan—space photovoltaics—failed to push Yunnan Ge, aerospace game.
• Xinjun Network, Shanghai—DeepSeek old dragon—should support Ger.
• Tuowei Info, Hunan—DeepSeek, Huawei computing—old dragon.
• Sanquan Food, Henan—food—out of sync with today’s atmosphere, possibly expecting Yuneng’s rebound.
• Hanggang, Zhejiang—fiber optics, power—long consolidation, today broke out, supporting Yuneng, though weak, no volume explosion, watch for shift from weak to strong.
• Gaoxin Development, Sichuan—Huawei old leader.
• Wanlin Logistics, Jiangsu—shipping, free trade port—small cap, moderate capital.
• Sichuan Meifeng—phosphates—expected to support Jinzhengda.
• Samsung New Materials, Zhejiang—PV glass—small cap, beware.
• Huaci, Hunan—special ceramics—counterbalance, three-stock pool.

Today’s trading review

588990 continues its pattern.

Pattern supports Yuneng.

Runze Technology opened red, then turned green—reduce focus, then cleared in the afternoon.

Farsun bid less actively—others followed discipline, stocks opened without rapid red, then exited.

Phosphates’ bidding was not strong—removed Yun Tianhua from watchlist.

New Jian Network hit limit-up during the midday, canceled order later.

Huasheng Tiancheng’s Wu Dao stock was set for limit-up, but entered quickly.
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