[Red Envelope] The rotation trend is unfolding

Monitoring the market can reveal opportunities, while reviewing past trades helps clarify direction.[Taogu Ba]
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Monitoring and reviewing already provide insight into others’ strategies; the next step is understanding oneself, and finally choosing the right time to act.**
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Stock trading isn’t based on guesses. Those who profit often have either foresight (prediction) or adaptability during trading (following).**

Market Overview:
The three major indices continue to strengthen, with market turnover increasing to 2.52 trillion yuan compared to yesterday. This week’s gains and losses: Monday待涨3900+, Tuesday rose over 4500+, Wednesday待涨3200+.
In the short term, oil, gas, and chemical sectors are recovering and flowing back; big tech stocks surged then pulled back; computing power and electricity sectors remain divided; battery-related stocks exploded and strengthened. Overall, intra-day market rotation is quite fragmented.
The number of stocks hitting daily limit-ups is 53, down from 55 yesterday; success rate of limit-up attempts is 75%, down from 71%; the number of consecutive limit-up stocks in the ladder is 10, up from 6 yesterday.

Consecutive Limit-up Ladder:
4-limit: Ningbo Construction (computing power)
3-limit: Central South Culture (electricity)
2-limit: Green Power (electricity), Guoan Shares (data), Yasheng Group (agriculture), Yellow River Cyclone (diamond), Huadian Energy (electricity), Xianglong Electric (electricity), Dingxin Communications (electricity), ReesKonda (CPO)

Yesterday’s industry chain 5-limit king, Lianli Anquan, was stuck at the same level as ShunNa Shares. Today, it actively pushed lower, maintaining the 5-6 level. Ningbo Construction built a 5-6 ladder, re-entered the limit-up, and made a higher position. Downward, the 3-limit electricity stocks formed a one-word decline, stimulating low-level fermentation.

First praise, then observe; develop good habits, persist, and earn daily profits.
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Market Summary:
Hot sectors: Computing power, AI hardware, oil & gas chemicals, etc.
Waiting for rotation: Aerospace, storage, etc.

1. Domestic Computing Power Industry Chain, involving computing, data, AI agents, etc.
News: The 319-320H conference, with potential release of DS-V4.
1. Computing Power:
Market sentiment: Ningbo Construction, a relic of lobster concept, failed to sustain one-word strength, indicating funds are shifting from lobster speculation to domestic computing power chain, with intra-day positioning upgrading.
PK between Chuangke: After the first limit-up on the 9th, the most resilient today are Hongjing Technology and Youkede; others are relatively weak.
Old-capacity stocks: Wangsu Technology and Runze Technology are following market style, adjusting after declines.
Trend crossing: Litong Electronics and Roman Shares, with Litong finishing the day with a limit-up, Roman rushing for positions—both aiming for a second wave.
Ascend Tensor Industry Chain:
Ascend 950PR (Inference version): Mass production/shipment expected by mid-April 2026; small batch validation completed in Q1.
Ascend 950DT (Training + inference): Formal mass production/shipment in Q4 2026.
Atlas 950 SuperPoD: Launch in Q4 2026.
Liquid cooling: Feilong, Dayuan Pump, Shenling Environment, Gaolan, etc., with Sichuan Run adjusting.
CPO: Huagong Tech, Guangxun Tech, Ruijie Networks, etc.
Copper cables: Huafeng Tech, Yihua Shares, etc.
Power supplies: Kelik, Taji Shares (old batch).
General contracting: Huasheng Tiancheng.
Complete machines: Tuowei Info.
Distribution: Shenzhen Huaqiang.
These are veteran stocks currently showing rotation effects; Shenzhen Huaqiang just went up today, Tuowei Info is weaker, Huasheng Tiancheng’s attempt to limit-up failed.
This is not limited to these; overall, no widespread hype yet. The conference is scheduled for 319, while Nvidia GTC is from 316-319. Watching competitors’ moves is key—whether they can play a trump card remains a major focus.

2. Data:
Boyu Data, Xinghuan Tech, Haoliang Data all saw intra-day adjustments.
Adding to cybersecurity, Guoan Tech advanced to 2-limit, China Ke Chuan hit the daily limit.
These are niche stocks, benefiting only selectively.

Overall, the computing power industry chain’s hype is shifting from lobster concept to H-series industry chain, with intra-day flow mostly favoring H-series. Sector divergence continues for two days; funds are rushing in at the close, and whether it will flow back tomorrow remains a key market focus.

2. Electricity Sector:
From computing electricity collaboration to non-collaboration, domestic and foreign chains are also competing within the sector.
Large-cap: China Xidian forcibly pushed down, ending sector flow today; other large caps lack momentum, showing a classic “sit and wait” stance. If they don’t rebound tomorrow, sector outlook will weaken.
Next large-cap: TBEA, China Energy Construction, State Grid South, etc. China Energy Construction recovered today but with weak influence, mostly driven by low-tier newcomers.
Mid-cap: Jinkai New Energy, GCL New Energy, both with similar positioning. GCL attempted to push higher yesterday but failed to get on the board; today, it tried again but didn’t succeed.
High-position stocks: Hang Electric, Yunnan Energy Holdings, Hanlan Cable, which were strong yesterday, saw a pullback today after being hit by China Xidian. The sector’s rotation reflects the market’s mood—sometimes harsh, sometimes gentle.
Mid-tier: Huayin Power, Shenma Power, Beijing Kere, etc. Kere nearly surged yesterday but opened below yesterday’s close today; Huayin Power saw some accumulation at the end.
ShunNa Shares also attempted a rebound but failed; whether it can trend upward remains to be seen.
Growth board: Tongguang Cable, Ankao Smart Electric, Nanjing Digital, Canaan Intelligent, Zeyu Smart, Yangdian Tech, Shuangjie Electric, Xintex Electric, etc., show intra-day random rotation with weak strength.
New sentiment: Zhongnan Culture, a 3-limit one-word stock, only triggered some low-level flow today.
Overall, sector divergence persists; tomorrow is a key moment for sector direction—if flow resumes, it’s positive; if not, outlook dims. Watch for overseas links and their rotation within the sector.

3. AI Hardware:
Potential news: Nvidia GTC from 316-319.
JG large-cap: Yizhongtian and Shengjie both surged then retreated.
Huagong Tech, a second-tier CPO representative, remains in the five-day trend. Small players like Cambridge, Guangxun, etc.
Huilv Ecology, COHR foundry, etc.
Longfei Fiber optics led gains, with Google showing interest, aiming for a second wave.
GTC new segments:
CPO micro LED: Jufei Optoelectronics, Huacan Optoelectronics, Zhaochi, Sanan Optoelectronics, Woge.
PCB silicon micro powder: Lingwei Tech, Lianrui New Materials.
Other old segments unchanged.
Overall, the sector peaked yesterday, surged today then retreated. The hype is driven by second-tier domestic companies and potential GTC benefits, with oil & gas sectors as rivals.

4. Other Sectors:

1. Aerospace:
   Veteran stocks: GCL Integration, Aerospace Development, Juli Sling.
   Today, GCL Integration followed PV sector strength in the morning, then was led down by Goldwind Technology in the afternoon; Aerospace Development attempted to rally but was beaten back.
   Yesterday’s sector rotation included Re-sheng Technology, Aerospace Electronics, China Satellite, China Satellite Communications, etc. Today’s movers include Goldwind, Shenjian, Luxin Venture Capital.
   Daily sector rotation remains active but lacks large-scale momentum; sector rotation expectations persist.

2. Storage:
   Beneficiaries: Baiwei Storage, Demingli, Jiangbolong, etc., in the five-day trend, surged then adjusted.
   Low-tier: Wanrun Tech, Shangluo Electronics aim for rebound.
   Advanced semiconductor process chain:
   Foundries: SMIC, Huahong.
   Packaging: Tongfu Microelectronics, Changdian Tech, Huatian Tech.
   With the expected shipment of Ascend 950 series and capacity of SMIC and Huahong, most non-H series domestic chips rely on later production, e.g., Cambrian, Moores.
   Yesterday’s rebound lacked hardware strength; today remains similar. Future stimuli depend on Ascend shipment and capacity expansion.

3. Oil & Gas Chemicals:
   No significant news—depends on specific updates; most experts favor this sector in futures markets.

4. Batteries:
   Mainly support indices today—BYD, CATL, Sungrow, etc., with large-cap stocks supporting the index, acting as tools. If sustained surprises occur, further review is needed.

5. Summary:
Overall, sector rotation continues. Tomorrow’s focus is whether computing power and electricity sectors will flow back.
If they do, rotation remains healthy; if not, market volatility will increase.
Let’s wait and see~
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The above reflects personal logic and may not suit everyone. This is how I currently operate. If you find it unsuitable, just ignore it—no need for harsh words. If it helps you, I am pleased.
The bull market in A-shares persists, but it’s within individual stocks, not indices. Grasping the bull stocks means you’re in a bull market; missing them, even if the index rises sky-high, you’re still in a bear market.
Disclaimer: The above review, posts, and comments are for entertainment and reference only, not definitive advice. Do not base investment decisions solely on them. The stock market involves risks; invest cautiously! Remember, there are no stock gods in A-shares!
Note: Stocks marked with #￥ in the article do not represent holdings or favorites of mine; do not follow blindly.
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Hope readers gain something from this.

Disclaimer: This article is a record of personal operations. Investment involves risks. Trading cautiously is essential. Plans are always slower than market changes. Follow the market movements. The content reflects personal thoughts and records, for sharing only, not investment advice. Buy and sell at your own risk.