2.3 Midday, hit the board Zhejiang Wenlian, buy the dip at the blue cursor, do T for Wangsu Science & Technology

StrawberryIce · 2026-02-03T04:45:49+00:00

Today's focus is on the fluctuations and trading strategies of individual stocks such as Zhejiang Wenlian, BlueFocus, and Wangsu Science & Technology, with particular attention to the performance of commercial aerospace and AI applications. The review mentions market recovery, the trend of resource stocks, and the profit and loss of individual stocks, while also providing an outlook on future investment directions, emphasizing the potential of commercial aerospace and AI computing power.

StrawberryIce

2026-02-03 04:45:49

Abstract generation in progress

Today’s Operations [Taogu Bar]
Zhejiang Wenhu Lian, this is a stock I singled out the night before yesterday. I bought it on dips yesterday when there was divergence, but I had no position. Today I bought it with tears when it hit the limit up. Tomorrow, AI applications and commercial aerospace will be tugging back and forth intensely. Commercial aerospace is stronger today; tomorrow, we’ll see if applications will pull back.
BlueFocus, reduced yesterday morning, but the support was quite strong. In the afternoon, the index caused divergence. Today, in the morning, Zhejiang Wenhu Lian and Huasheng held steady, so I added two underwater trades.
Wangsu Technology, this wave is about core computing power. Low dips on Friday, T+0 trading yesterday, and continued T+0 today. Currently, there’s a 17% profit.
ST Chengchang, this stock hit the limit up on the day it was bought at 143. I’ve been T+0 trading for a few days. The current cost is very low. It’s a relatively independent target in commercial aerospace.
Xinwei Communication, added positions on dips last Tuesday and Wednesday. Made a T+0 trade yesterday, sold on the surge today. Currently, commercial aerospace has several rounds at 20cm. Yesterday, Tianyin Electromechanical was strong, but today it’s weaker. So, Xinwei followed Aerospace Development to surge over 7%, then sold. Will re-enter during future divergences.
Xiaocheng Technology, bought near the second consecutive floor in the middle of yesterday’s session. Today, after a golden repair and opening of the limit, it surged over 3%, then took profit and exited.
Western Materials, bought near the 7% dip around the moving average yesterday. Yesterday’s strongest sector was commercial aerospace. It was dragged down by the index and sector at the close, causing a limit down. Ideally, it should have opened higher today after recovery, but it was pressed to the floor during morning bidding, then dropped at open, rebounded near zero, and I exited to avoid fees. Looks like I sold too early in hindsight.

Last Night’s Review
The index indicated a recovery today. During the session, it dipped near 4000 points but then rebounded with a lower shadow.
Resources stocks: most of the non-leading stocks in the non-ferrous metals sector opened lower and sold off. Previously resilient stocks like Hunan Gold gave a recovery today. Xiaocheng, which had a 3-day limit-up streak, also recovered today. However, after the three-day limit-up stocks opened lower and released liquidity, they needed to fill the gap but mostly rebounded then fell back, similar to the white wine stocks that day. The funds that came out are the incremental funds for AI applications and commercial aerospace today.
Power grid: yesterday, the stocks were flat, but today, Hang Electric (Hangdian) hit the limit up, and Shun Na had a turnover. Most other stocks in the sector surged then fell back, very similar to the white wine stocks that day.
AI applications: mainly Zhejiang Wenhu Lian, Huasheng, and BlueFocus. Lioo is also quite representative.
Commercial aerospace: the script I mentioned is basically playing out. Yesterday, Aerospace Development went against the trend and hit the limit up today. Also, the divergence in space photovoltaic stocks yesterday led to a strong recovery today. It’s a pity I didn’t buy Ultra V and Dico yesterday.
AI computing power: just talking about Wangsu Technology. Trading T+0 there is very comfortable every day.
Early next year, I will probably focus only on commercial aerospace, AI applications, and computing power. Not much interest in other sectors.

The above opinions are personal notes for reference only and do not constitute any investment advice.

$Zhejiang Wenhu Lian(sh600986)$ $Wangsu Technology(sz300017)$ $Xinwei Communication(sz300136)$

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