[Red Envelope] AI Application Group Explodes, New Year Market Shows Early Signs? Analyzing it all here, it's enough to see

“The market is not gambling; it is a process of redistributing wealth based on each participant’s understanding of human nature.” “This is a market with no right or wrong, only winners and losers. Learning to accept loss is the prerequisite for enlightenment.” [Taogu Ba]

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Year-End Theme Battle! Who’s the strongest? Fight

The current market can only be directed toward three options: one is aerospace, one is photovoltaic, and one is AI applications.

Each has its own pros and cons. Aerospace has more historical experience than the other two. The remaining two are currently competing in trading volume, creating a seesaw effect. So, which is more likely to be the year-end theme?

To predict this, start with the term “year-end.” Clearly, it’s a long-term concept; imagination must be broad to be meaningful. Looking at last year’s year-end theme, robots were at least the main focus before DS fermentation, which was driven by unexpected breakthroughs that led to a late surge. The expectation of robots was like the anticipation of their first appearance on the Spring Festival Gala, with our Yushu Technology being the biggest beneficiary. Later, an IPO was anticipated, leading to the emergence of the first leading company in the second half of 2025, KaiCheng Co.

Therefore, the year-end theme must have a large imagination space and be able to generate news during this Spring Festival period.
For photovoltaics, it’s still somewhat distant from us, as our current technology costs are higher than those of Xiao Ma Ge. So, more likely, pure photovoltaic concept stocks with cooperative relationships have some imagination space. AI applications are also promising, with expectations for new DS models and others, offering the greatest imagination space. The AI plus Spring Festival Gala mode is almost a certainty. Recently, aerospace has performed somewhat mediocre, but in Su Shen’s view, it is the most similar. The recent rocket launches are mainly to boost morale, with early commitments. Successful launches breaking technical barriers and subsequent publicity are overwhelming, which is not bad. Coupled with recent poor performance and retail investors’ characteristic of chasing highs and selling lows, there’s a high chance of whipsaw trading. Following Xiao Ma Ge in the Year of the Horse, his vision is truly admirable—ranging from new energy vehicles to robotics, aerospace, and ultimately his ideal concept of internal circulation. China’s strategy is generally to hold meetings everywhere, so we won’t fall far behind in following policies. Next year’s policies are expected to follow suit. Once we solve the aerospace recycling issues, we can showcase the advantages of a full industry chain—imagine scenes of thousands of swords soaring daily—that’s truly shocking.

In summary, the year-end theme cannot be determined solely by elimination; the two remaining options are aerospace and AI. The closer to the final stage, the more patient we need to be. Whether the rocket launch succeeds is the final variable; the market will give the most direct response. So, it’s best not to speak too early and to prepare more. When the final charge sounds, don’t drop the chain at critical moments. Missing out now isn’t scary.

The division line for consecutive limit-ups has appeared! The basic theory of “Su’s Three-Board Axe” (combined with node analysis), with KaiCheng Co. and HeFu China, is a product of this theory.

Continuously follow the small group leader, trying to understand his trading model and aiming to surpass the “Fortieth Day.”

The group leader has long been deeply involved in aerospace development, but to wear the crown, one must bear its weight! Brother Liu Yi is also the man who resisted the cut in public transportation. This is a process of fighting out on his own efforts after leaving the industry chain! Similar to autonomous driving at that time, the core value and underlying logic haven’t changed—it’s just some cooling demand and industry chain impacts causing a pullback, similar to human factors affecting short-term stock prices during trading.

In short, the launch of 200,000 satellites is not a trivial matter or child’s play. Such a large plan and volume can’t be supported by just three waves. The resonance of low-earth orbit positioning, commercial spaceflight, and satellite internet—fundamentals are solid, the space is large enough, and sustainability is sufficient. The trend is far from over.

Will the group leader still appear on the龙虎榜 this year?

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Stock Comments

Tianqi Shares: Last year’s Spring Festival Gala featured robots from Yushu Technology; this year, new faces appear! We won’t mention 2026 here, but Xiao Ma Ge’s commercial potential is certain.

Juli Sui Gu: The rocket recovery this time uses the Tianluo method—name alone shows it outperforms others by two streets, no doubt about the big picture.

Tuori New Energy: GCL Integration is the sector leader. Today’s pullback is due to facing the height of consecutive limit-ups, but the support is still manageable. Is this relatively low market cap stock with logical fundamentals the new emotional leader?

Jiangsu Shentong: This broken limit-up is a matter of accepting the loss, still influenced by Hangdian Co. Power demand is visible.

The year-end theme contestants become more apparent as the end approaches—no rush.

Enlightenment Stage

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1. Market Analysis

The market today is acceptable; yesterday’s big red envelope market sent out many gifts. Today, no sugar or slapstick moves, which is already acceptable. The big A remains the familiar big A. Such a market without a broad rally better reveals the direction of capital grouping, favoring short-term traders. At least, avoid overly confusing movements. The AI trend is also sufficiently sustainable; high success rates correlate with profit effects, which helps build sentiment for the year-end cross.

2. Sentiment Analysis

Today, AI clearly suppressed photovoltaics in the bidding performance, a result of continuous positive news in the evening. The key point is that the market isn’t just about sector rotation; as long as there are “carriers” in operation with multi-party cycles, there’s room for the upcoming year-end themes. Regardless of who ultimately becomes the year-end theme, it’s beneficial. The height of consecutive limit-ups is around five, but today was suppressed to three, a clear dividing line! Eliminating unrealistic high-limit-up levels (those continuously hitting over five limit-ups until Friday) allows better focus on low-level eliminations—very interesting! Starting tomorrow, the fight for the year-end dragons begins—funds are in tacit agreement.

Relaxed Moment

Most dazzling MVP: Baichuan Shares

Loser’s MVP: GCL Integration

Hot Sector Analysis

AI Applications
News: ByteDance Seedance 2.0 promotes AI short dramas/comics to reduce costs and improve efficiency; Spring Festival pre-sales are hot.
If last year’s Spring Festival Gala introduced robots, this year it’s AI—this is quite certain. But Su Shen finds it hard to resonate because he hasn’t seen a complete Spring Festival Gala, so he can’t predict its impact. The reason for the delayed AI layout is partly due to the strong influence of large consumption sectors.
Hot stocks in the sector: Bona Film (2), Zhaqu Technology (2), Chinese Online (2), Hengdian Film (2), Gravity Media (2), China Film (1), Visual China (1)

Sentiment misjudgment—everything is wasted!!!

Volatility Period

It feels like funds are waiting; high positions have been cleared! This should be recognized. Likely, stocks not yet in a correction phase are the year-end dragons, or those in the 2-limit-up tier. Focus on AI and aerospace; others are expected to be arbitrage. The index will likely oscillate around the turning point tomorrow, with no red envelope market or retreat trend—just an upward expectation along the 5-day moving average.

Tomorrow’s Plan

Clear out high positions—this is a deadly temptation for short-term traders! The move from 2 to 3 limit-ups tomorrow, and from 3 to 4 the day after, will be the main trend. Without other news catalysts, this is the expected pattern.

Quick Thinking Enhancement

1. Is the Year-End Dragon hidden in today’s 2-limit-up stocks?
   A. Yes B. No

2. Will this rocket recovery succeed?
   A. Yes B. No

No definitive answers. To improve everyone’s market understanding, think more and leave comments. I will carefully review your answers and send a little red flower. There are no right or wrong answers—just to encourage thinking and deepen market insight, bringing everyone closer to enlightenment. Students who follow this daily are silent after one look!

Summary of Ancestral Teachings

1. During the tide withdrawal phase (better to miss 1000 than to miss 1), defense is the top priority. The efficiency of defense during this emotional stage determines the attack efficiency in the main rise. It’s like the whole market losing money; if we don’t, our starting line in the main rise is “new highs,” while others start from “breaking even.” Don’t act recklessly, or you’ll die.

2. During the oscillation phase (boring), watch for risks when rising too much, opportunities when falling too much. The next day after a peak, focus on eliminating weak stocks and not opening new positions.

3. During the chaos phase (many trashy green tea stocks), quick rotation, small positions hunting, quick in and out.

4. During the main rise phase, everyone can become a stock god (limitless potential market), just do it.

5. Other phases, like the “sideshow” phase, are unpredictable; let the market decide its own path.

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Because I’ve been through rain and want to hold an umbrella for others.

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Every review, every Q&A, is a process of re-organizing my logic.

You say I help others, but I’m also helping myself.

What is the top-level aesthetic that often aligns with Chen Xiaoqun?

1. Stock Aesthetics

This year’s Mengwang Technology, Chongqing Three Gorges A, Hengbao Co., Changcheng Military Industry, Chengfei Integration, Pingtan Development, HeFu China, Aerospace Development, Luxin Venture Capital—all continuously recognized by the market.

2. Mainline Prediction

The main themes this year have been predicted early, and the ability to select the main line from many themes is unquestionable.

Check Su Shen’s predictions on sectors like DS, big consumption, stablecoins, chemicals, Yashui, military industry, robotics, Fujian, aerospace.

(Solemnly declare: The above content and subsequent replies are personal reviews, personal operation records, and personal opinions, for discussion only, not investment advice or recommendations.)