[Red Envelope] Marriott's 340 million relay expands Tuowei Information, "Lobster" promotes the takeoff of domestic computing power

“The market is not gambling; it is a process of redistributing wealth based on each participant’s understanding of human nature.” “This is a market with no right or wrong, only winners and losers. Learning to accept loss is the prerequisite for enlightenment.” [Taogu Ba]

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Today’s market is quite obvious. The most directly controllable factor is the rise in oil prices, which reached levels not seen last week during Friday night and early Monday morning. The international market today is quite crazy, with the highest reaching 118. Now, it’s no longer just geopolitical risk; supply issues are also at play. Many oil-producing countries have already cut production, and resuming oil extraction takes some time after shutdowns. Coupled with geopolitical issues that are not easily resolved, international oil prices remain quite complicated.

Returning to market performance, part of last week’s decline was due to many individual stocks issuing announcements over the weekend, and the overall high opening during bidding caused significant panic selling, leading to the oil price surge and subsequent pullback today. This was not driven by “Lobster” or the new generation market shocks like electricity.

The final scene resembled a battle between electric light humans and lobster warriors. Deep reflection shows it’s a good choice—at least the market is leaning towards new things.

Wealth Freedom Project

Just kidding, I’ll stop at ten million.

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Guoxing Optoelectronics

This optical sector’s one-day trading was unexpected. Since the choice was wrong, just cut losses promptly. This period can indeed be used to serve the results of the Two Sessions, which aligns with policy needs. The calculation of electricity synergy is currently the most relevant theme in the market, so keep an eye on its sustainability.

Today, I didn’t choose “Lobster” because the recent meeting emphasized not to hit on concepts just for hype. From a fundamental research perspective, the relationship is quite strong, especially with stocks like the clear logic of electricity synergy. Looking at the weekend’s main posts, it’s clear the focus is shifting towards this direction. If you’re not keen on heavy bets, it’s mainly because the main line and leaders are not yet clearly emerging, which is why I considered oil. Like the chemical industry back then, time will prove everything. The logic of rising prices is one of the few clear and blatant market manipulations now, as the hype around themes is constantly suppressed.

The key point is that before the 10th, there’s an expectation of continued market correction. Just look at Su Su’s weekend main post for reference.

The obvious situation today is as Su Su described. Last week, the market volume already showed signs of bottoming out, with panic selling mostly over. Today’s volume indicates a strategic move—building a false front while secretly advancing. After the conference ends, everyone will see how terrifying the bullish sentiment has been after two weeks of suppression. Everything is within expectations. The second half of this week will be quite active. Follow me and watch how Su Su observes the market—mainline leaders are visible everywhere in Su Su’s view.

Enlightenment Stage

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1. Market Analysis

Is the volume increase terrifying? Do you think it’s panic selling? Simply put, no. On Friday, the trading volume clearly showed that funds were hesitant, fearing weekend news.

Thursday night’s main post explicitly mentioned this logic, so there shouldn’t be panic selling on Monday. More likely, it’s institutions adjusting positions after the conference and accumulating during the market correction. The specific changes will become clearer after the Two Sessions, in the latter half of this week.

2. Sentiment Analysis

In the battle between “Lobster” and electricity, there’s no clear winner in Su Su’s view—both sides are roughly equal. The stock decline rate is high, and when over 4,800 stocks pulled back in the early session, there was no obvious collective support. The final result was a blowout of losses. However, those already in safe sectors are still relatively secure; at least survival is guaranteed. Let’s see how the second half of the week unfolds.

Light Moment

The most outstanding MVP: Shun Na Co., Ltd.

Loser MVP: Yunnan Energy Holdings

Hot Sector Analysis

Electric Power
News: Electricity synergy was first included in the government work report; AI-powered electricity demand boosts transformer exports.
The weekend’s intense discussion on electricity synergy is a promising concept that might help it escape the risk-averse label. Unfortunately, today’s market experienced a major pullback, but the sector continues to strengthen, maintaining its safe-haven attribute. From a logical standpoint, it has policy support and stronger fundamentals than “Lobster.”
Popular stocks: Shun Na Co., Ltd. (4), Jinkai New Energy (2), GCL Energy (2), Shao Energy (2), Solar Cable (1), Yunnan Energy Holdings

Computing Power
News: OpenClaw’s explosion led to a surge in model calls, drastically increasing demand for computing power.
This Shenzhen-led concept has great potential. The expectation is that other cities will follow suit, offering more incentives. There aren’t many stocks with solid fundamentals in this sector; the easiest way for funds is to wait for their own screening and selection.
Popular stocks: Meili Yun (3), Ningbo Construction (2), Tuowei Information (2), Hongbo Co., Ltd. (1), Great Wall of China (1)

Misjudged, all efforts wasted!!!

Tide Recession

Tomorrow is the last day of the conference, and fund rebalancing is expected to continue. Based on today’s market, the overall decline is similar worldwide, with A-shares performing relatively well. After the conference, market sentiment should improve, so no rush.

Tomorrow’s Plan

Expect the electric light versus lobster battle to continue. Given current market conditions, a seesaw scenario is likely. The second half of this week is the most worth watching. Tomorrow, focus more on the rebound at high levels.

Quick Path to Thinking Enhancement

1. Is “Lobster” replacing electricity?
   A. No B. Yes

2. Will the main theme reappear after the conference?
   A. Yes B. No

There are no definitive answers. To improve everyone’s market understanding, think more and leave comments. I’ll carefully review all responses and give a little red flower as a reward. There’s no right or wrong—just to encourage thinking and deepen market insight, bringing everyone closer to enlightenment. Students who follow this daily are silent but attentive!

Ancient Wisdom Summary

1. Recession phase (better to err on the side of caution): “Better to kill 1,000 wrongs than miss 1 opportunity.” Focus on defense; the efficiency of this phase determines the attack efficiency in the main rise. When the whole market is losing money, if we don’t, our starting point is “new highs,” while others are “breaking even.” Don’t tempt fate, or you’ll pay the price.

2. Oscillation phase (boring): When gains are high, watch for risks; when declines are deep, look for opportunities. The next day after a peak, avoid opening new positions and focus on trimming weak stocks.

3. Chaos phase (many trash stocks and green tea stocks): Rapid rotation, small positions hunting, quick in and out.

4. Main rise phase (everyone becomes a stock god): Infinite possibilities—just do it.

5. Other phases (uncertain): No solution, let the market decide its own path.

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Why do I share?
Because I’ve been through the rain and want to hold an umbrella for others.
The pitfalls I’ve stepped into, if my words can help someone avoid them once, it’s worth it.
Teaching is the best way to learn.
Every review and Q&A helps me reorganize my logic.
You say I’m helping others, but I’m also helping myself.

What is the top-level aesthetic that often aligns with Chen Xiaoqun?

1. Stock Aesthetics

This year’s Mengwang Technology, Chongqing Three Gorges A, Hengbao Co., Changcheng Military Industry, Chengfei Integration, Pingtan Development, Hefei China, Aerospace Development, Luxin Venture Capital—all continuously recognized by the market.

2. Mainline Prediction

This year’s main themes have been predicted early, demonstrating strong ability to select the main line from among many themes.

Check Su Shen’s predictions on sectors like DS, mass consumption, stablecoins, chemicals, Yashui, military industry, robotics, Fujian, aerospace.

(Disclaimer: All above content and responses are personal reviews, operational records, and opinions for discussion only, not investment advice or recommendations.)