February 9, 2026, sentiment is warming up! Will there be red envelopes before the holiday this week?

February 9, 2026, Monday.

The weekend brought many positive signals and a lot of news. On Friday, the market surged broadly, and it seems like no one remembers the Friday trading session anymore. The chemical sector was like a sacrificial lamb, not receiving its deserved premium. The market opened high, with Tianji Shares still opening in the green. Over the weekend, I specifically looked into the solid-state battery conference, but it was pretty much useless; it seems everyone’s attention is mainly on AI battles, commercial aerospace, and computing power. Tianji Shares initially surged at the open but then took some profits.

The strongest activity was in application-related stocks. I blindly picked 360 Security, People’s Daily Online, Meiliyun, Ciwun Media, expecting that computing power stocks would also perform well after the open, so I pre-selected some related stocks: Shengyi Technology, Dongshan Precision, Changdian Technology, Yongding Shares, and Shudi Shares. Also, Guangxun Technology.

After the open, the photovoltaic sector strengthened mainly due to the hype around space-based solar power potentially becoming a blue ocean. I chose Jingyuntong, Zhongli Group, Saiwu Technology, Ancai Gaoke, and Luokai Shares. Luokai Shares hit the limit up but didn’t go further due to insufficient volume. Later, Zhongli Group also hit the limit up, so I went all in on Zhongli Group and then finished early for the day.

Today, several sectors rotated throughout the day, with broad volume-driven gains. The photovoltaic, application, and computing power sectors all showed performance. Last week’s market pattern, which fueled hopes for pre-holiday bonuses, was completely shattered. Today’s market recovery has rekindled everyone’s expectations. Hopefully, this week will be easier to trade!

See you tomorrow!