Wednesday midday trading session

Overview of the daily limit-ups in the two markets: [Taoguba]
Announcement: Shapu Aisi (purchasing Shanghai Qinli Industrial)
Computing Power Collaboration: Guangdong Power A, Shao Neng Shares (established a wholly-owned subsidiary in Lechang City engaged in source-network-load-storage business for external investment), Huadian Liaoning Energy, Shenzhen Nandian A, Baili Electric, Jicheng Electronics, Tongli Tianqi, Central South Culture,
Photovoltaics: Yabo Shares, Sentai Shares
Medical and Pharmaceutical: Jidan Biological, Lianhuan Pharmaceutical
Robotics: Great Wall Technology, Bafang Shares, Jingji Zhinnong, Dashengda
Computing Power: Aoruid, Meiliyun, Shunhao Shares
Liquid Cooling: Ningbo Jingda, Jiali Tu, Dayuan Pump Industry, Jinfu Technology
Chemical Industry: Chengzhi Shares
Steel: Jiugang Hongxing
Storage: Tongyou Technology, Chengbang Shares, China Electric Port, West Side Testing (storage + commercial aerospace)
Optical Communication: Reisconda, Kechuan Technology
PCB: Aohong Electronics, Aosikang, Guanghe Technology
Commercial Aerospace: Zaisheng Technology, West Side Testing (storage + commercial aerospace)
Lithium Batteries: Weiling Shares
Tencent Concept: Shiji Hengtong

Zhuang Stocks: Shenhuafa A, Sanfangxiang

1. Regarding computing power collaboration, I haven’t found any news that triggered today’s stock price. I lean more towards quantitative actions. Recently, many stocks opened with a straight-up limit, like Huadian Liaoning Energy and Guangdong Power A today. The strategy is to push one stock up, then drive the sector higher, giving enough room for the stocks to sell off.

Waiting for the next day might be their exit point. As mentioned yesterday, the power sector, especially power equipment, has performance support and war factors, making it a sector suitable for short-term trading based on long-term logic.

But, things are not as simple as we think. Companies benefiting from grid equipment exports, like transformers—Tebian Electric, Shuangjie Electric, Wangbian Electric—are actually performing poorly.

Some hype stocks based on names or mysticism, like Huadian XX, are doing very well.

So, the dilemma for medium- and long-term investors is that there’s a huge gap between the logic and the stock price, which takes time to fill. That time is your profit but also your source of pain and frustration.

For example, take storage chips. Who has the most storage products in the two markets? Boston Lobster. But the best-performing stock recently is Zhaomao Langke Technology.

Are you frustrated? You have to endure it because stock prices and logic don’t match. It involves factors like fund preferences, market size, the attitude of big players, and even shareholders’ stance.

Of course, in the long run, “all that glitters is not gold”…

But most people will be blown away by the dust.

2. Storage, based on two pieces of news:

First, Micron Technology hit a new high, being the second wave of adjustments among tech stocks, and the first to reach a new high.
Second, SK Hynix’s chairman said the storage chip shortage won’t ease until 2030, adding two and a half years to the previous estimate of Q2 2027. War factors and increasing AI demand also boost storage needs.

Overall, this is positive for storage, at least creating short-term resonance. Both South Korea and the US are optimistic; now it depends on A-shares.

You can look for some small-cap storage stocks for arbitrage. When the sector is crazy, who cares if your stock is authentic? The most popular Lanzhou beef noodles are run by Qinghai people, but market perception doesn’t matter. Shijiazhuang’s specialty is Anhui beef noodle, originating from Taihe but popularized in Shijiazhuang.

So, stock trading is just about speculation; short-term trading doesn’t need to be too serious.

3. Liquid cooling: Google is planning to purchase liquid cooling equipment in China. Rumors say they are negotiating with InnoVek, but InnoVek has clarified. Overall, this is a positive for liquid cooling, but I don’t know who will benefit. No specific advice here.

4. The market remains weak. Yesterday’s popular stocks performed only moderately today, including risk-averse new stocks, which were attracted away by the power sector opening and the surge in US storage stocks.

Many retail and small funds hate quant because it uses high-frequency trading to buy and sell quickly—today a slap, tomorrow a treat—causing many to get slapped from both sides.

Why do big funds hate it? If you buy 1 billion in storage today, how do you sell? You can’t easily exit because dumping causes a limit-down. So, they prefer to sell gradually during rises, especially at limit-ups with high turnover and prices.

But quant doesn’t care about your plans; it predicts your predictions. Even with just 0.1% profit, high-frequency trading still makes money. That’s why big funds are itching to hate it.

Many retail traders, I don’t understand why they hate quant. Retail is like sheep, quant is like a tiger, and big funds are wolves. Some quant styles are predictable, giving retail an advantage. Why? Because small boats turn easily, big ships find it hard to turn.

For example, big funds trading Guosheng Technology—5 limit-downs… Is this brutal play more noble than quant?

Quant just cuts your meat quickly, clearly aiming for fast entry and exit. Big funds not only want your money but also brainwash you, insulting your personality and intelligence, constantly hyping the stars and the sea or grand visions.

If I had to choose between a dull knife and a fast knife, I prefer the latter—at least I can give up completely.

So, those who hate quant and praise big funds are either foolish or malicious. Others hate quant because it threatens their cheese, and as a cheese itself, you help the scythe hate the other scythe.

Lu Xun told a story in “The True Story of Ah Q”: Zhao Ta Ye’s son became a scholar, and Ah Q, drunk, boasted about his own glory because he was from the same family as Zhao Ta Ye. Zhao Ta Ye slapped him and cursed: “How dare you bear the Zhao surname?”
In the capital market, only bloody mutual slaughter exists. Those scams packaged as beliefs are just like Ah Q’s circle—unfinished and unfulfilled before execution.

Whether it’s the tiger’s fangs or the wolf’s lies, their essence is coveting your cheese. Ordinary retail investors must awaken—not by choosing a side to be harvested but by recognizing their “cheese” identity and learning not to cheer for any scythe in this bloody meat grinder.

Strive to become strong and turn yourself into a scythe!!!