Those who bought in yesterday are selling today, and it's all going well. Once again, it's a day full of juicy gains!

First like, then watch. Develop good habits, persist continuously, and earn big every day. [Taogu Ba]
(1) Today’s Market (Themes)

Yesterday’s涨停股表现 today

Main Market
Today’s market showed a narrow-range consolidation pattern. The Shanghai Composite Index slightly declined by 0.25%, trading within the 4050 to 4100 point range with decreasing volume, indicating a relatively balanced battle between bulls and bears. Overall market volume remains high, but capital divergence is becoming apparent. While the index did not fall sharply, short-term upward momentum is waning. Future focus should be on whether it can break through previous highs or effectively hold the 4050 support level.
On the sector level, the market displayed rotation and fermentation characteristics. In the morning, themes represented by humanoid robots and innovative drugs led the charge, with a catalyst from Tesla’s production line shift, causing the robot concept to ferment rapidly and boost related sub-sector stocks. After midday, AI intelligent systems and optical communication sectors moved sharply higher, becoming new intra-day sentiment highlights. Meanwhile, semiconductor equipment, consumer electronics, and other tech sub-sectors remained active, while safe-haven sectors like gold and traditional Chinese medicine performed relatively flat. Overall, capital continues to explore the tech growth track, with strong sector linkage, but hot spots switch quickly, so beware of short-term profit-taking pressure.

Sector

Robot Concept — The sector today was stimulated by Tesla’s production line shift to Optimus, opening high and rising strongly, ranking among the top in strength, with significant net inflow of main funds. Stocks within the sector showed strong correlation, with multiple stocks like Kailong High-Tech hitting the daily limit, indicating ample fermentation momentum. Current volume and price are rising together, with short-term sentiment exuberant and an upward trend.

Chemical Sector — Driven today by BASF’s announcement of TDI price hikes, opening high and rising strongly, ranking high in strength, with large main fund inflows. Sub-sectors like disperse dyes led the gains, with stocks like Baichuan Shares hitting the daily limit, showing strong fermentation momentum.

(2) Yesterday’s Plan
Yesterday’s goal was mainly to handle existing holdings, watching for good opportunities during the day. Today’s opening showed no good opportunities, except for GCL System Integration’s deep water low buy point, which many funds added to yesterday. Today, it opened deep, making it more cost-effective the lower it goes.

(3) Today’s Market Insights
New additions:
GCL System Integration: Bought at the sharp drop at open, gained 18cm.

Great Wall Tang: Gained about 3%, then sharply dropped near zero in the afternoon, today’s biggest drop.
Hansen Co.: The rise was very fierce, with heavy volume, but the afternoon’s sudden drop was inexplicable. I bought in, but it didn’t rebound, so no big issue.

Deleted:
GCL System Integration: Sold after a 4% rise, realizing about 11 points profit.
Jingtou Development: Highest price was 7.07, sold at 7.00, so it’s okay, not sold at the top.

(4) Continuous Board Strategy
4 boards: Han Jian Heshan (Shanghai) 2026-02-06, Xiong’an New Area + PEEK Intermediate + Beijing State-Owned Assets
P.S.: The order was larger than yesterday’s, yet it still exploded. Looks like they want to turn over.
3 boards: GCL System Integration (Shenzhen) 2026-02-06, Photovoltaic Equipment + Space Photovoltaic + Perovskite Batteries
P.S.: Awesome, low buy-in, eating meat happily.
3 boards: Hangzhou Jiebai (Shanghai) 2026-02-06, Department Store Retail + Indirect Holding of China Spaceflight + Hangzhou State-Owned Assets
P.S.: Missed it by a mile.
2 boards: Tianzhong Precision Machinery (Chuang) 2026-02-06, Wireless Charging + Turnaround + E-cigarettes
P.S.: Really impressive, dipped at the close a few days ago, then made a second consecutive board.
2 boards: Huangting International (Shenzhen) 2026-02-06, New Retail + Power Semiconductors + Solid-State Batteries
P.S.: Little brother of Hangzhou Jiebai.
2 boards: Shenjian Co. (Shenzhen) 2026-02-06, Commercial Aerospace + Drones + State-Owned Enterprise Reform
P.S.: Update Jian Lai on Wednesday, pull two more boards on Thursday or Friday?
2 boards: Jinfu Technology (Shenzhen) 2026-02-06, Plastic Bottle Caps + Packaging Printing + Large Consumer
P.S.: A stock controlled by big players.
2 boards: Hengdian Film & TV (Shanghai) 2026-02-06, Film Theaters + AI Dramas + Spring Festival Market
P.S.: Very impressive, rebounded to break new highs after a secondary board.

(5) Tomorrow’s Pre-selection
As usual, this article needs 7 “cheering tickets” to reach the essence post. No pre-selection tomorrow, please understand!
As usual, this article needs 7 “cheering tickets” to reach the essence post. No pre-selection tomorrow, please understand!
As usual, this article needs 7 “cheering tickets” to reach the essence post. No pre-selection tomorrow, please understand!

(6) Thanks, Thanks, Thanks, Thanks, Thanks, Thanks
Nothing here.

“Buried in the market during the day, breaking the cocoon someday” — Sanbanfu Dafei
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The market is always the best teacher. Learning from each other can help avoid detours. Brothers, besides 666 and 888, come to the comment area more often to chat, don’t let me be lonely.
The above personal opinions are for reference only.
No rejection of tips, no responsibility for profits or losses!
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