Pre-market thoughts for February 10th, exceeding expectations in the system.

StrawberryIce · 2026-02-10T00:11:56+00:00

Today, market index sentiment expectations are diverging, and trading volume is expected to decrease. In the short term, strength is concentrated in the chemical sector, with funds mainly targeting two stocks. Key focuses include Hengdian Film & Television, iReader Technology, and others. Market rotation is evident, with AI video emerging as a new direction, but the game is quite challenging. It is recommended to pay attention to low-priced stocks that meet expectations, as rebound opportunities are worth seizing.

StrawberryIce

2026-02-10 00:11:56

Abstract generation in progress

Today’s index sentiment expectation: Divergence (rise and fall) Volume: Expecting a decrease Ecosystem: Relay ecosystem [Tao Gu Ba]
Today’s strongest short-term sectors: Chemicals, 10 stocks with 2 consecutive boards, 5 of which are in chemicals. The resonance with the index is 2 boards, so today’s capital is mainly attacking the 2-to-3 tier.
AI video core: High position: Hengdian Film and TV Intraday one-word rally: Zhangyue Technology Central: 360 Turnover stocks: Huihuang Technology, Aoruid, Gravity Media (Perfect World is not pure, a one-word within expectations, not a one-word below expectations, and there is no expectation gap or game theory) Growth Enterprise Market: Rongxin Culture, Haikan Shares, Chinese Online, Jietian Shares, expected to have turnover of 2 boards.
Photovoltaic core: GCL System Integration
Computing power core: Jinfu Technology
Commercial aerospace/chemicals/pharmaceuticals: Haixiang Pharmaceutical
Robotics core: Kosen Technology
Chemicals core: Baichuan Shares (with convertible bonds), Runtu Shares
Optical fiber core: Longfei Optical Fiber, trend
Currently, the market has no focus on the main line, with all sectors rotating. The strongest is the new direction AI video, but good stocks are hard to buy, and the game is very difficult.
Thinking point: Focus on core low positions that meet expectations, even if wrong, there is a rebound opportunity.

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