Commercial spaceflight ushers in a valuation reshaping!

The long-suppressed commercial space industry finally experienced an emotional release today. It’s like a couple in love who haven’t seen each other for a long time—passionate and explosive. Commercial space has been forgotten by the market for too long, but this time it has finally returned to people’s attention. The sector led the gains this morning, ranking first in the list. Several stocks hit the daily limit, such as Tiantong Shares, Shuangliang Energy Saving, Zhongchao Holdings, Julli Sockets, Tongyu Communications, Zaisen Technology, and military core aerospace development—all hitting the limit. Aerospace development continued its four-day rally, with 20 large orders of 10,000 lots hitting the board during the session—extremely aggressive! This drove the sector to flourish everywhere, with Xinwei Communications and Goldwind soaring significantly. We’ll see if they continue to push higher in the afternoon!

Another notable stock in the early session is Zhejiang Wenlian, a company whose major giants have been competing to send out red envelopes these days. It hit the daily limit yesterday but was halted; today it opened high and hit the limit again. Despite the halt, it strongly rebounded. In the short term, Baidu and Tencent are continuously distributing red envelopes, remaining key focus points. After the rise of commercial space, artificial intelligence and brain-computer interfaces will also perform well. Like the last time with Lio股份, this time Zhejiang Wenlian, Yanshan Technology, and others are also worth watching. As long as the market continues, opportunities will arise!

Silver and gold remain the most vulnerable sectors, with Shen Nan East Road seeing a massive buy-in of over a billion yuan in Hunan Gold yesterday, which hit the limit down but was opened by large funds today. Overall, it remains relatively strong. The only downside is that core stocks like Hunan Silver, Silver China Nonferrous, and China Gold are all hitting the limit down in a straight line. They are expected to open either this afternoon or tomorrow at the latest. According to market rules, the worst-case scenario is three limit-down stocks, after which investors can be released!

The overall market began to recover today. The top boards started to advance to the fourth level, including Wanfeng Shares, Hengdian Film & TV, and Huangtai Liquor! The index also stopped falling, opening 28 points higher in the morning. During the session, the decline was repaired, and today’s ultra-short-term might be a good entry point. This morning, the bidding cleared Maiwei Shares and Xinwei Communications early, which were sold a bit prematurely. The breakout stocks Zhejiang Wenlian and Wanguo Network Technology were also bought in larger quantities, with big accounts simultaneously purchasing these two and adding positions in Xinwei Communications, Aerospace Development, and Yanshan Technology. Maiwei’s large account still has some holdings! Additionally, positions in Zhongchao Holdings and Western Materials were exited early!