Seedance 2.0 concept continues to explode, will it become the new main theme for the New Year!

2026-02-10 16:58:01

Short-term Core Concepts: Core, Emotional Nodes, Pre-judgment. Operate within your own pattern recognition, focus more on your personal growth, and don’t let the full screen of stock gods outside influence your mindset. Control position sizes to manage drawdowns; slow is fast. [Taogu Ba]

Today’s Operations:

If the capital recognizes Perfect World’s position, the expectation is a one-word opening, but the market clearly opened too weak, plus Hangdian Shares hit the limit down, and market sentiment was off, so I just exited directly. It’s okay if the sell-off was faster than expected.
KeLong High-Tech at low levels, about 2 points, caught my attention; it seems to have good value, and the previous feedback from Minbao Optoelectronics was also decent.
During the session, I mentioned that to strengthen the breakthrough point for AI videos, the focus was on pulling Zhongjun Chinese Online, so I waited for certainty to follow along.

Current Holdings:

s Perfect World

b KeLong High-Tech

b Chinese Online

Session Explanation:

After yesterday’s correction, many stocks opened below expectations this morning, with only Baichuan Shares hitting the limit, still with debt, so funds shifted back to JiaMei Packaging, which has independent movement, and the limit-up trend continued to be suppressed.
After that, some funds tried to push Haixiang Pharmaceutical, but they were hit hard by veteran capital inside.
Commercial aerospace, whether it’s the old aerospace development stocks or the small satellite space photovoltaic sector, the sector is currently very weak, often hitting the limit down to trap investors.
I mentioned early on that to strengthen AI videos, the only way was to pull Chinese Online, and later large funds also followed the same idea, pulling AI back in for reinforcement.
The third brother isn’t afraid of you making money, but fears you won’t play with them, so it’s best to stay away. Young people, you can’t handle it.
I am optimistic about DS market, so buying these stocks with some recognition at low points is totally fine; during the session, some even hit the daily limit.
Perfect World hit the limit-up at midday; I clearly said that the upward move was just a fake push, and I directly threw it out, so those who listened and bought in didn’t lose.
How to avoid traps like Hongtai Sun, which shifts from weak to strong? Focus on core stocks, avoid unfamiliar stocks, then you can stay away from many pitfalls.
In the afternoon, funds again pulled robots, but it was all quick rotation, rising sharply then falling back; if you dare to quantify, you risk being trapped.
At the end of the session, a few more stocks were sold off; the quantitative market in the afternoon makes even dogs shake their heads.

Market Conditions:

On Tuesday, February 10, the A-share market showed a pattern of oscillation and divergence. The Shanghai Composite Index closed up slightly by 0.13%, at 4128.37 points, continuing to hold above the 4100 point level; the Shenzhen Component rose by 0.02%, while the ChiNext Index fell by 0.37%. The Sci-Tech Innovation 50 Index performed relatively strongly, closing up 0.91%.

Market activity decreased compared to the previous trading day, with total turnover of about 2.11 trillion yuan, down 143.9 billion yuan from Monday. More stocks declined than rose, with over 3,100 stocks falling, accounting for about 57%.

01 Index Trend: Narrow Range Continues, Sci-Tech Innovation 50 Leading

The most notable feature today was narrow-range oscillation and increased divergence. The Shanghai Composite Index fluctuated only 0.41% throughout the day, closing up 0.13%, remaining above 4100 points.

In terms of market size indices, there was clear differentiation. The Sci-Tech Innovation 50 Index, representing tech growth, rose 0.91%, significantly outperforming the main board indices. The CSI 300 rose slightly by 0.11%, and the CSI 1000 increased by 0.20%, while the ChiNext declined 0.37%.

The shrinking volume indicates the beginning of pre-holiday effects. During the holiday, due to overseas uncertainties and increased cash withdrawal demand during Spring Festival, market turnover tends to contract before the holiday.

02 Sector Hotspots: Media Sector Explodes, Film and TV Theaters Lead Limit-up Surge

Market hot spots rotated quickly, with the media sector breaking out as today’s biggest highlight.

The film and TV theater sector was strong all day, with many stocks hitting the limit-up. Stocks like Guangxian Media, Xingfu Blue Ocean, China Film, and Jinyi Film all hit the limit. As of 8:15 pm on February 9, the pre-sale total box office for new films for the 2026 Spring Festival started, surpassing 70 million yuan.

AI application-related stocks continued to strengthen, with Rongxin Culture and Zhangyue Technology hitting two consecutive limit-ups. Humanoid robot concept stocks were active, with Wanxiang Qianchao hitting the limit.

On the downside, food and beverage, real estate sectors declined significantly. Precious metals stocks retreated, with Cai Bai Shares hitting the limit down. Commercial aerospace stocks fell sharply, with Shunhao Shares hitting the limit down.

03 Capital Flows: Main Funds Net Outflow of 35.2 Billion, Media Sector Favored

In terms of capital, the market showed net outflows from main funds and sector differentiation.

Main funds net outflow of 35.277 billion yuan throughout the day. Among them, the main funds in the ChiNext sector net outflow of 11.746 billion yuan; the STAR Market saw net inflow of 523 million yuan; the CSI 300 component stocks experienced net outflow of 4.555 billion yuan.

Sector-wise, the media industry was the only one with net inflow, totaling 7.143 billion yuan, far ahead of other sectors. The pharmaceutical and biological sector had a net inflow of 619 million yuan, ranking second.

In sectors with net outflows, power equipment led with 13.255 billion yuan, followed by electronics with 5.246 billion yuan.

04 Sector Trends: Pre-Holiday Effect Emerges, Focus on Sector Rotation

Under current market conditions, sector rotation shows signs of pre-holiday effects.

The Spring Festival effect is beginning to influence the market. Historical experience indicates that before holidays, due to overseas uncertainties and increased cash withdrawals during Spring Festival, market turnover tends to shrink, and financing balances decrease; after the holiday, funds typically flow back, and risk appetite recovers significantly.

The tech sector’s resilience post-holiday is worth期待. Represented by TMT, tech sectors usually rebound better after the holiday, so it’s advisable to prepare steadily for the “red envelope” market during Spring Festival.

Market style may rotate rapidly. Before the holiday, market styles may shift quickly, so it’s important to grasp the rhythm and avoid blindly chasing highs.

05 Tomorrow’s Outlook: Last Trading Week Before the Holiday

Will the pre-holiday effect continue? Based on historical experience, market turnover tends to contract before the holiday, but funds usually flow back afterward, and risk appetite recovers.

The effectiveness of technical support levels. The support below the Shanghai Composite Index is near the 4100 point level; if this level can hold, the market may stabilize and rebound.

Policy signals may become new catalysts. The Ministry of Industry and Information Technology and other five departments issued the “Implementation Opinions on Strengthening the Capacity Building of the Information and Communication Industry and Supporting the Development of Low-Altitude Infrastructure,” proposing measures such as promoting the adaptation verification of 5G/5G RedCap modules with low-altitude aircraft, providing potential catalysts for related sectors.

06 Market Direction and News for Tomorrow

Daily comments: if the data is poor, only provide news updates.

07 Stocks Hitting Limit Up Today:

08 Next Live Broadcast:

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Growth Philosophy:

My personal philosophy is “first fish, then net.” Fishing cannot be quickly mastered in a day or a week, but catching fish gives you the capital to make mistakes. The first step in fishing is to improve your aesthetic judgment, not to do technical analysis, because you don’t have a complete pattern. Relying on a single indicator will inevitably lead to superficial results, so first cultivate your aesthetic, focus on the core, and feel the high premium of pre-judgment and projection. It’s like the saying: “Read three hundred Tang poems thoroughly; even if you can’t compose poetry, you can recite.”

For learning systems, either learn correctly—making your efforts more effective—or explore on your own. The worst is being misled during the beginner phase into learning all sorts of chaotic things. Many newcomers use a set of terminology they don’t understand, and they don’t know where they learned it. They talk a lot but are mostly wrong. Sometimes you want to correct them, but they stubbornly cling to their misconceptions, because they’ve absorbed too much junk and their thinking is固化. So they can’t understand the worldview of stocks you talk about; everything is conspiracy theories, luck, and backtesting is useless—just close your eyes and pick randomly, and victory or defeat is predestined.

I’ve always believed that “first fish,” because many people only change their understanding of the market after they’ve caught some fish, and then they admit that their previous pattern of making no money was wrong. If you follow for more than a month, you’ll notice your stock selection aesthetic gradually improves—this is the effect. One day, you’ll realize that as you trade, your understanding of the market becomes different; all candlesticks and stock movements become clear, and enlightenment is built on a solid foundational cognition and daily practice.

Therefore, the direction of learning is very important. If you lack innate talent, you need to follow others. There are countless ways, and you will eventually find the one that suits you. Every Friday, we welcome more friends to join our starry sea!

Enlightenment Post:

Thanks to @DanaoZhuPig and @Aomeng for their support with coupons!

Thanks to @DanaoZhuPig and @OldUnlucky for their tips!

Wishing everyone who likes and tips a long-lasting bull market in 2026!

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