Electronic and Algorithmic Synergy Shows First Divergence Under Pressure; Optical Communication and Chemicals Established as New Mainstream! --Huadian Energy

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  1. Holdings [Taogu Ba]
    Huaneng Power International
    Position: 30%;
    On Monday, the electric calculation collaboration was established as the main line. Huaneng Power and Meili Yun actively separated into stocks, targeting Huaguang Huaneng! Summer electricity trading expectations are coming soon, and after a subsequent correction of about a month, there may be a second wave!

Aoshi Kang
Position: 30%;
A key stock in the technology line, with the first board on the same day as Meili Yun. If tomorrow the divergence in electricity continues, and technology flows back, Aoshi Kang is expected to hit the first board, becoming a dual-node stock!

Dongyangguang
Position: 20%;
A core stock in the electric calculation collaboration, today breaking above yesterday’s high, continuing to hold with rolling T+0 trading, target price 50!

GCL New Energy Science and Technology
Position: 20%;
A leader in electric calculation collaboration, today hitting the zone leader in sodium, resonating with Zhongnan Cultural’s dual dragon rally!

  1. Pre-market thoughts
    Important things said three times: today’s 3 boards are very important, very important, very important!! For those who cut through two levels and break the board today, there will be no limit down tomorrow. Deep water and late trading are buy points, as long as they are in the electric calculation line!

Main line
Electric Calculation Collaboration
Mainly divided into computing power leasing and power grid sectors. Expect these two segments to take turns performing later, buying on the dip and holding through declines!

The first segment: computing power leasing, divergence for 2 days, expected to flow back tomorrow, focusing on optical communication and mini-LED segments!
Core: GCL New Energy Science and Technology, China Power Construction, Ningbo Construction, Meili Yun, Shun Na Shares, Dongshan Precision, Huagong Technology, Tongguang Cable, Hongjing Technology.

The second segment: power grid, divergence for 1 day, whether to recover or diverge tomorrow depends on Zhongnan Cultural’s bidding and sealing orders, and whether there are new stocks supporting the trend, like Hanlan Co.!
Core: Huaneng Power International, Green Power Generation, Zhongnan Cultural, China Power Construction, China Electric Power Construction, GCL New Energy Science and Technology, Hanlan Co.

Liquid-cooled servers: Guangxun Technology, Dayuan Pump Industry, Dongyangguang, Roman Shares.

New Direction: Optical Communication vs. Chemical Industry
Meili Yun broke the board on the 3rd, strongest in optical communication! Secondary in chemicals, trend style!
Optical communication core: Guangxun Technology, Reisconda, Tiantong Shares, Dongshan Precision, Huagong Technology, China Power Construction, Huagong Technology, Tianfu Communication.

Chemicals: Jinniu Chemical, Baofeng Energy, Sanfangxiang vs. Jilin Chemical Fiber!

These two directions open for 2 minutes at the market open tomorrow, follow the strong ones, leaning towards technology!

Sub-lines
Commercial aerospace: Huagong Technology, FiberHome, Aerospace Electrical Appliances;
Robotics concept: China Power Construction, Zeyu Intelligent.

Focus on the main line, only watch the position in the sub-line! When the main line diverges, watch for late declines; when the main line recovers, look for leading stocks!


Passionate likes, monthly income of millions; tips and support, as always! 7 likes + 200 comments, sharing pre-market ideas, for reference only, not a recommendation, profit and loss at your own risk! Happy to share, live broadcasts facilitate better communication, so click to urge the broadcast, up to 10 times a day = 1 check-in, 13 check-ins = hardcore fan! Besides urging the broadcast, 4 support posts in October also count as 1 check-in! Stock selection for rebound + bidding auxiliary chart at a glance! 20 check-ins to see Tianbao MODEL or extreme low buy! More interaction and exchange, progress together! +Special attention, real-time alerts, surprises keep coming!

Disclaimer: Investment involves risks, trading should be cautious. Plans are never faster than the market. All follow the market movements. The content reflects personal thoughts and records, only sharing personal understanding of the market, not investment advice. Buy and sell at your own risk!

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