Youlan Travels the World: February 27 Gold Panning Morning Brief

StrawberryIce · 2026-02-26T12:13:50+00:00

Today, the market opened higher and experienced slight fluctuations with a slight decline, with individual stocks showing divergent performance. Hotspots are mainly concentrated in the hard technology sector. Blue-chip stocks such as banks are under pressure, limiting the index's gains. In the short term, cautious trading is advised, focusing on individual stock volatility and real-time responses rather than simple predictions. The market rotates quickly, presenting frequent opportunities, so flexibility is essential.

StrawberryIce

2026-02-26 12:13:50

Abstract generation in progress

Gao Shan Liu Shui Seeks the Heart Spring, Discussing Stocks and Gold with a Smile on Money Matters. On the road to wealth, Youlan is with you! Your support is my motivation to keep going. Feel free to comment, recommend, bookmark, cheer, and show your support. Thank you all for your support! Please credit the author and source when reposting, whether partial or full. Any uncredited reposts under the name “Youlan Travels the World” are considered plagiarism. [Taogu Ba]

1. Today’s Market Analysis and Tomorrow’s Trading Strategy
Today, the major indices opened high, fluctuated slightly lower, with the Shenzhen Component and ChiNext indices showing small gains and losses respectively. Hot topics like PCB, CPO, liquid cooling, gas turbines, and environmental protection performed relatively well, while media + AI applications, Hainan Free Trade Zone, real estate, brewing, retail, insurance, and securities weakened. Most individual stocks declined slightly, with 63 stocks hitting the daily limit, including 2 one-word limit stocks, and 27 stocks rising more than 10 cents. There were 25 stocks hitting the limit down. Four stocks hit the daily limit down, and 46 stocks fell more than 5%.

The market shows a volatile and differentiated trend, with hard technology supporting the scene and large-cap stocks adjusting the index. Since yesterday afternoon, traditional blue chips like banks and state-owned enterprises have repeatedly experienced heavy selling pressure, causing trading volume to shift from low to high. The increased volume in recent days is actually driven by invisible hands controlling the market, not active buying. To be precise, it’s volume expansion with sluggish gains, so short-term trading should be cautious. Seeing Japan, Korea, Asia-Pacific, and Western markets rising makes us envious, yet we’re still at 4,100 points, on the halfway mark of the historical high, which shows a lack of confidence. The market’s good performance is actually due to a global bull market; our modest gains are just tiny compared to others.

With the upcoming meeting window and the index just one step away from the previous high, the current index outlook is uncertain and somewhat unrealistic. The index often remains calm, but individual stocks are turbulent. Since the second half of last year, stock volatility has been unprecedented. Even behind recent index gains, many stocks jump irrationally. How to respond is more important than guessing whether prices will rise or fall.

Recently, the market has been rotating rapidly, with dozens of opportunities daily—each day different, constantly new tricks. Whether you can seize them depends on your own skills. Quantitative trading follows news triggers everywhere, but timing which sector to ignite is unpredictable. Maintaining stability depends not only on oneself but also on avoiding being pushed down by latecomers. The most intense moves often occur at night, and the most obvious fluctuations in pre-market trading can be more trap-like. Last night, institutions hyped the lithium battery sector, which opened high but turned into a trap. Every day, countless stocks open at their highest point; many stocks with good news get hammered as if it’s bad news. Stocks expected to profit from positive news may actually cause bigger losses. This ecosystem can’t be fully understood by logic alone. Quantitative analysis focuses on short-term sentiment differences—short-term logic and fast-paced trading. You might overlook a rise initially, but once everyone notices or discussions heat up, the market reverses. Recent big drops often start from hot sectors.

Yesterday’s hot sectors like cyclicals and price-increasing directions began to diverge, rotating into overseas computing power chains. Price increases are a broad concept involving dozens of varieties; predicting which branch will lead is very difficult. Computing power chains are also subdivided into many segments; after a round, only then can you identify which stocks are recognizable. As I said before, this kind of market requires immediate response, with little pre-judgment or speculation. If you can’t see the sector clearly, focus on trend-based individual stocks.

2. Major Hot Topics During Trading

PCB: Xianfeng Holdings, Guanghe Technology, Han’s Laser, Aoshi Kang, Tongyu New Materials, Shudian Shares, Mingyang Circuit
Optical Communications
Fiber Optics: Tongding Interconnection, Zhongtian Technology, Hengtong Optoelectronics, FiberHome Communications
Optical Modules + LED: Jufei Optoelectronics
Fiber + CPO: JepuTe
Data Center Power Generation
Gas Turbines: Changbao Shares, Wanze Shares, Yingliu Shares, Dongfang Electric, Fuan Shares
Diesel Generators: Tianrun Industrial, Changyuan Donggu, Power New Science
SOFC: Chunhui Smart Control
Huawei Computing Power
Huawei Ascend + Liquid Cooling: Chuanrun Shares, Hualan Shares
Huawei Ascend + Data Center Power Supplies: Taijia Shares
Huawei Ascend + Cloud Computing: Huasheng Tiancheng
Others
Electric Power: Yueneng Holdings, Huayin Electric Power, Guang’an Aizhong
Environmental Protection: Qidi Environment, China Science Environmental Protection, Beautiful Ecology
Commercial Aerospace: Aerospace Power, Fushun Special Steel
Hydroxy Iron Powder + Integrated Inductors: Yuean New Materials
E-commerce + Stock Picking Tools: Shengyi Bao
Phospho-chemical Industry: Jinjingda, Chengxing Shares
Robotics + Consumer Electronics: Hasen Shares
Computing Power + Humanoid Robots: Zhiwei Intelligence
Computing Power + Autonomous Vehicles: Ruiming Technology
Equity Stakes in Innate Computing Power: Yueneng Holdings
Lithium Mining: Jinyuan Shares, Keli Yuan
Bid-winning + Power Grid Equipment: Beijing Kerei
Chemical + Salt Lake Lithium Extraction: Xinhua Shares
Liquid Cooling + Commercial Aerospace: Jiangshun Technology
Asset Sale + Environmental Protection: Farsight
Tungsten + Hard Alloy: Zhangyuan Tungsten
Semiconductor Cleanroom: Shenghui Integration
Dyes + Pharmaceuticals: Haixiang Pharmaceuticals
Power Grid Equipment: Shmate Power
Thin Film Capacitors: Tongfeng Electronics
Sputtering Targets: Oulai New Materials
Home Apparel: Hongxing Shares
Indium Phosphide: Yunnan Jeya
MLCC: Hongyuan Electronics
Elderly Care: Yuexin Health
Cotton: Xin Sai Shares
Liquid Cooling: Jiali Tu
Artificial Sweeteners: Baolingbao

Note: This article is solely a personal review and summary of stocks; it does not constitute stock recommendations. Trading is at your own risk. Please credit the author and source when reposting, whether partial or full. Any uncredited reposts under the name “Youlan Travels the World” are considered plagiarism, and plagiarism will be prosecuted. Feel free to leave comments or report any issues.

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