[Red Envelope] Hiding from the ebb tide in Tuowei! Ice-point fix is here, what is the resonance theme? How to view the leading chip structure of "one-character crossing Tianshan"?

Hello everyone, I am Xiaoxin. My trading system can be summarized with words like “timing, main theme, leading stocks, low frequency,” which is the Long Kong Long model. [Taogu Ba]
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1. Leading Stock Practical Trading Analysis

Tuowei Information: Bought in during the opening auction last Monday, added positions on Tuesday, then the pattern shifted from an active to a passive lock-in. One thing I’m quite happy about is that I held onto Tuowei honestly this week, which helped me avoid extreme market conditions. If I had sold Tuowei on Monday to buy other stocks, I would have missed the rebound of Tuowei and might have also suffered losses in other stocks.

Trading logic:
(1) From a fundamental perspective: The company relies on open-source Hongmeng self-developed capabilities under HongOS 3.0, first completing deep adaptation and pre-integration of OpenClaw (Lobster), launching an AI BOX with integrated capabilities, making it a genuine Lobster concept stock.
(2) From a technical perspective: Last Friday’s涨停 (limit-up) stocks in the Lobster concept only include Tuowei Information, Jinhang Technology, and Ningbo Construction. Although Ningbo Construction was the first to hit the limit, it’s clear that Tuowei Information has the best popularity and momentum. If Ningbo Construction is an emotional leader, then Tuowei Information is the real leader (distinguishing genuine from false leaders can be seen in the first main post); on Feb 27 and Mar 6, both closed with涨停, forming an upward three-step pattern with a bottom reversal signal; recent volume accumulation indicates large funds are building positions.
(3) From speculation expectations: Huawei’s China Partner Conference 2026 is about to start on March 19-20. Before the conference, Tuowei Information still has expectations.
(4) Operation logic: Buying in during the small gap up last Monday was a pre-expected buy point; adding positions during the green auction on Tuesday was routine. Afterwards, the pattern became overly active, turning into passive lock-in. This Monday and Tuesday, the market stopped falling ahead of others, so I didn’t sell. Today, with the computing power resonance index rising, there’s even less reason to sell.

2. Dragon Hunting Trilogy
(1) From emotional cycle analysis:
Since last Friday, the market entered a retreat phase. After three days of continuous decline, today’s index plunge at 10:30 almost pushed sentiment to panic levels. After 1:30, it began to recover strongly, showing focused recovery directions. Over 3,400 stocks in the two markets are in the green, with only four hitting the limit down. Today’s sentiment was first suppressed, then lifted, marking a bottoming day. Tomorrow, observe whether sentiment can further warm up.
(2) From thematic speculation analysis:
Power sector was strong at opening but quickly retraced, with core stocks like Yunnan Energy, GCL-Poly, Shun Na Shares, and China Energy Construction rising then falling back, without resonating with market recovery. Over these two days, power stocks showed some performance, entering a catch-up phase, with Huadian Liaoning as the leading stock.
The real market recovery was driven by computing power, which started to stir in the morning and strengthened in the afternoon, pushing the index from green to red, making it the strongest theme today, with over ten limit-ups. Tomorrow, focus on whether the computing power trend can sustain. If it continues well and sentiment warms, computing power will be the key theme to watch.
As shown below: In the morning, computing power rose against the trend during the index decline; after 1:30, it continued to strengthen, with the resonance index rising.

(3) From individual stock analysis:
Leading stock Yunnan Energy Holdings just finished its rise last Friday. A new leader won’t emerge so quickly, but it’s worth starting to watch, especially if sentiment further warms tomorrow and computing power continues to hype. You can begin selecting from computing power stocks.

3. Leading Stock Comments

1. Shun Na Shares: Discovered potential leader on March 11, and provided comments promptly. The pre-market plan also highlighted it; see the review post for that day.
   First limit-up (March 4) resonated with power theme, with 2nd and 3rd limit-ups forming a straight line, leading the theme. The 4th limit-up opened with a quick second limit-up. On March 10, despite high volume and divergence, it broke the limit but held up well. On March 11, it opened strongly with weak volume, signaling a classic weak-to-strong buy point for leaders. If not for quant trading pressure, this weak-to-strong transition could be confirmed as a leader.
   In the following days, to avoid abnormal moves, it consolidated sideways. After avoiding volatility, it hit the limit again yesterday and advanced today, resisting the power retreat—successfully crossing the “land crossing” hurdle! But since it grew during a retreat phase, it still needs to pass the “heavenly tribulation” (overcome the retreat) to evolve into a true major leader, also called a crossing demon.

Trading aspect: Since it grew during a retreat, when the market recovered today, Shun Na Shares actually declined, failing to resonate upward. No buy point today.

2. Huaneng Liaoning: After the first limit-up on March 6, it showed a strong trend. Last Friday, it completed a deep water shakeout during a power divergence. On Monday, power stocks continued divergence, but Huaneng hit a straight line above the previous high, forming a “one-line over Tianshan” leader structure (similar to Yunnan Energy before becoming the leader). Yesterday, it advanced again, and today, it opened with a straight line at the market open, driving power stocks to recover and establishing its catch-up position. Its low price is also a plus!
   Trading aspect: The catch-up trading value isn’t very high. The straight line at open means profit-taking; if it opens high, wait for divergence to turn over.

3. Sanfangxiang: The market’s highest board, known as a space dragon, advanced five consecutive days at a key chemical divergence point, suspected of being a hard push for the top. Today, it had high volume divergence; tomorrow’s test will reveal its true strength. It includes convertible bonds, which is a big negative. Over these days, it’s more about low-priced hype than chemical themes.
   Trading aspect: Lacks main theme support and is likely a hard push for the top, with no trading value.

4. Tomorrow’s Observation Focus
(1) Whether sentiment further warms up, and if the resonance-driven computing power theme continues to hype tomorrow;
(2) The index again showed a “gold needle” bottom today. This time, it closed with a red candle and retested the February 3 low, indicating a potential bottom after a continuous decline. Observe if it can close higher tomorrow, forming a “hope star” candlestick pattern.

5. Market Risk Reminder
Although there are signs of bottoming today, caution is still needed. Quantitative trading is counterintuitive—if everyone is bullish, it might reverse and sell off. The daily K-line remains in a bearish arrangement. Until sustained themes emerge, avoid blind optimism.

One sentence review of today’s market:
Led by computing power, the market broadly rose!

That’s all for today! Thanks for your recognition and support! If you have questions, feel free to discuss in the comments!
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