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StrawberryIce · 2026-02-25T04:57:36+00:00

Today, the three major indices all rose, showing strong performance, especially with a broad increase across 4,000 individual stocks. However, many stocks related to entertainment and AI still hit limit down. The market's speculative nature is evident, with the chemical sector performing notably due to tensions in the Persian Gulf. Overall, short-term investors are actively holding positions in the optical fiber sector, expecting fiber demand to continue rising.

StrawberryIce

2026-02-25 04:57:36

Abstract generation in progress

The three major stock indices all rose sharply today, but today’s closing is a false bearish line. Some people are saying this isn’t a good start, but I believe this is definitely a good start. Despite the high opening gap and both Hong Kong stocks and A50 falling sharply, this large A-shares market is quite resilient. Moreover, the most important thing is that from the overall market bidding to the close, more than 4,000 stocks maintained a broad increase. So today can’t really be considered a good start or a red envelope day. That would be too harsh. I think the market is quite satisfied today and looks forward to continuing to send red envelopes strongly tomorrow.[Taogu Ba]

Overall performance today was very good, with more than 4,000 stocks rising broadly and hundreds hitting the daily limit. However, there are still quite a few stocks hitting the limit down, mainly in the film and AI sectors. This is due to market capital flow before the holiday, with speculation intensifying. These two sectors have already fermented, but market behavior still involves node-based profit-taking and dumping to trap investors. So, investors holding positions in these sectors during the holiday are feeling very turbulent inside. Today’s strongest performers are actually in the chemical sector, such as fiberglass, due to tensions in the Persian Gulf. The surrounding countries are major exporters of plastics and related chemicals, so the chemical sector hit the daily limit in a wave today. Its strength even surpasses that of oil and natural gas. However, today’s strong sectors may not necessarily be the main themes moving forward. March will inevitably have main theme sectors, but they haven’t appeared yet. Let’s wait a bit longer.

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Market situation today:
The three major indices opened high and fluctuated at high levels throughout the day.
Shanghai Composite Index rose 0.87% to 4,117.41, Shenzhen Component Index up 1.36% to 14,291.57, and ChiNext Index up 0.99% to 3,308.26.
Total trading volume was 2,218.2 billion yuan, an increase of 219.2 billion from the previous trading day.
In terms of sectors, the market was quite active, with chemical, communications, oil and natural gas, ST sectors, and power sectors performing well.

Actual number of stocks hitting the limit up: 111; limit down: 22; the limit-up rate was 73%.
Number of stocks rising: 4,006; falling: 1,392.

Market summary: The entire market saw broad gains, with obvious profit opportunities. My short-term account remains fully invested in fiber optic concepts, which again showed strength today, continuing as the most solid sector before the holiday. However, I’m not very happy with my holdings—only one stock hit the limit up. Overall, I recovered some of the losses from the day before the holiday, but I still remain optimistic about fiber optics. Currently, the global fiber optic gap is about 40%, and it cannot be alleviated in the short term. Prices are rising steadily, so the outlook for fiber optic stocks remains very high. Although there are more aggressive sectors and better opportunities elsewhere, I am firmly committed to fiber optics. My trend account is also fully invested.

My plan will be posted in the comments section tomorrow morning.

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High-emotion zone (6 stocks):

Yunnan Energy Holdings - equity in computing power, 4 consecutive days of gains,

Meibang Co., Ltd. - pesticides, 4 consecutive days of gains,

Hanlan Co., Ltd. - ultra-high voltage + offshore cables, 3 consecutive days of gains,

Shandong Fiberglass - fiberglass, 4 days with 3 limit-ups,

Jiangwu Equipment - private placement to acquire tungsten and tantalum assets, 4 days with 3 limit-ups,

Honghe Technology - fiberglass, 4 days with 3 limit-ups,

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Upgraded to second board zone (6 stocks):
(1) Farsight - major asset restructuring + fiber optic concept, 2 consecutive days of gains,
(2) Yaxing Anchor Chain - military industry, 2 consecutive days of gains,
(3) Roman Co., Ltd. - computing power + liquid-cooled servers, 2 consecutive days of gains,
(4) Fengyu Construction - AI applications, 2 consecutive days of gains,
(5) COSCO Shipping Energy - shipping + natural gas, 3 days with 2 limit-ups,
(6) China Merchants Steamship - shipping, 3 days with 2 limit-ups,

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Special thanks to @NightIlluminatesNight1027 for the 800-point tip and brother’s generous support.
Thanks to @TimeLikeYou @NiuniuHhonghong @Susu603283 @RewriteSpringAndAutumn @PiaoboXiaXiaMi @zm345994502 @Jiaoye @YunXiaoWuSanZhi @吊车尾巴 @MuyangYulanYou for your support.
Thanks to all the investors for liking and commenting, supporting all along.
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Disclaimer: The views expressed are personal opinions and records only, not investment advice. Keep a good mindset, and may the stock market have a long rainbow.

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