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Hashrate leasing initially resisted the decline, and the power grid continued to strengthen for two days in a row! -- Huadian Energy
Dongyangguang
Position: 20%;
Traditional manufacturing + electronic collaboration, central position! Early trading weakened, should sell first then buy to reverse T, major decline and buy on big dips, big rise and sell on big gains, small dips and buy, small gains and sell!
Huaneng Power International
Position: 20%;
When electronic collaboration was established as the main line on Monday, power was stronger than computing power, so I specifically chose the first board of power that broke and rebounded, Huaneng Power International, continue holding today! Need a weak-to-strong breakout tomorrow!
Aoshi Kang
Position: 30%;
Same day as Meiliyun’s first board, MI NILE D+ data center + PCB + AI servers + automotive electronics, today Huapei Power stopped falling, automotive sector is expected to strengthen! Entered at the end of the session with 30%!
Tongguang Cable
Position: 20%;
Rolling T+T, continue waiting for new highs!
Important things said three times: today’s second board is very important!!! Very important!!! Electric calculation collaboration!
Main line
Electric calculation collaboration
Mainly divided into computing power leasing and power grid
Today, computing power leasing experienced its first divergence, divergence among resilient stocks! Ningbo Construction, Guoan Shares vs. ReesKonda, China Energy Construction, Southern Power Digital!
After establishing the main line on Monday, power grid continued strong for two days, looking for leadership! China Energy Construction, Dingsin Communications vs. Huaneng Power International vs. Green Power!
Liquid-cooled servers rotate internally: Chuanrun Shares, Feilong Shares, Dayuan Pump Industry, next is???
Sub-line
Photovoltaic energy storage: Zhongnan Culture, Green Power vs. Dingsin Communications!
Chemical industry: Chitianhua, Baofeng Energy, Hongbaoli, Jinniu Chemical.
Focus on the main line for the main trend, only watch the position in the sub-line! When the main line diverges, look for resilience at the close; when the main line recovers, look for leadership!
Passionate likes, monthly income of millions; keep supporting and tipping 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, can urge up to 10 times a day = 1 check-in, 13 check-ins make you a hardcore supporter! Besides urging the broadcast, 4 support posts in October also count as 1 check-in! Stock selection for rebound + overview of bidding secondary chart! 20 check-ins to view Tianbao MODEL or extreme low absorption! More interaction and communication, progress together! +Special attention, real-time alerts, continuous surprises!
Disclaimer: Investment involves risks, trading should be cautious, plans are always faster than changes, everything follows the market. The content of this article reflects personal ideas and records, documenting my understanding of the market, for personal sharing only, not investment advice, for reference only. Buy and sell at your own risk!