February 12 Review: Some Thoughts on the Next Day's Trends of LEO Holdings, Dawai Technology, Zhangyue Technology, Tefa Information, and Capital Online!

1. LEO Holdings (Liquid Cooling + AI Applications)

The liquid cooling sector received positive news in the morning, and the entire sector showed a very strong performance after the market opened, with LEO, which had been in a continuous pullback, showing significant upward movement in the morning. However, after reaching a peak, it clearly fell back, as it had rarely followed the liquid cooling sector before. After that, it entered a long period of high horizontal consolidation, and in the afternoon, there was a strong influx of funds driving the price up, with the sealing funds at one point reaching 4.3 billion. Ultimately, it formed a bottom reversal limit-up pattern!

The post-market leaderboard shows buying from well-known speculative positions such as Wanhao Shijia, Zhongtai Hubei Branch, Foshan Series, and Zhichun Road, while the overall selling pressure is not significant. This leaderboard is very eye-catching. Moreover, LEO tends to perform well each time it starts moving, so its popularity skyrockets after each limit-up. Today marks its first board after a continuous pullback, which is likely to lead to sustained movement in sentiment. However, the current market sentiment for consecutive boards is relatively poor, and the sustainability of the sector is in question, so the probability of LEO achieving consecutive boards the next day is actually not high, unless the market's short-term sentiment warms up, and the liquid cooling or AI sectors show sustained strong performance!

2. Dawai Technology (Cloud Computing)

Youke's price increase continues to show strong performance in the computing direction, so Dawai's morning auction has continued to strengthen, with a morning opening limit order still at 2.3 billion, even surpassing Zhangyue, making its continued strong status unquestionable. Under its strong influence, the entire computing sector continues to show a very strong sector performance!

The post-market leaderboard shows the 3-day leaderboard. Looking at yesterday's leaderboard, the quant fund on Taihua Road purchased 90 million, while Jiangsu Road and Siming South Road also made purchases, with overall selling pressure not significant. Compared to yesterday, there was some divergence, and today's performance of Dawai is stronger. The probability of a limit-up in the next day's auction is almost certain, but recently, a five-board limit is a hurdle. Today, the four consecutive boards surely face competition, with these four stocks representing three market directions, leading to competition the next day. In terms of intensity, Dawai is the strongest today, occupying a psychological advantage in sentiment, and since there are relatively more computing stocks in the back row, the probability of advancement is high. Therefore, the next day, it is more about paying attention to the divergence buy points on the board, as it is obviously the leading stock in the sector. In cases of sentiment divergence, there will be enough funds to support it, especially if the auction can open limit-up!

3. Zhangyue Technology (AI Comics)

Zhangyue's auction continues to show strong limit-up performance. Although the opening limit order is less than yesterday, the determination of strong capital to buy is very strong, and under the influence of negative feedback on Bona's sentiment, it did not break, ultimately still achieving a strong limit-up!

Zhangyue has already achieved four consecutive limit-ups, a performance that has occurred in the past with brain-machine interface innovations. Although it is a limit-up today, as long as it is queued overnight, the probability of getting filled is very high, and the transaction volume of 400 million continues to increase. The next day, there is no doubt that it will open up, but in terms of sentiment, AI comics have adjusted significantly for two consecutive days, and the probability of the sector recovering the next day is very high, so after Zhangyue opens up, the support will be very strong. After all, it is the absolute leader in this direction, making it the best choice for market leaders. Moreover, with the Spring Festival approaching, the market for AI comics before and after the Spring Festival is highly probable. As the strongest stock on the main board, the probability of moving to a turnover board is very high. Therefore, although its limit-up strength today is not as strong as Dawai, in terms of theme strength, Zhangyue may have an advantage!

4. Tefa Information (Computing)

Tefa's auction also opened limit-up, but after the opening, there was a clear capital sell-off to cash in. Although there was obvious support during the decline, there was never any capital to return to seal the board until 10 o'clock, when strong support finally came back to seal, ultimately forming a high-volume T-board limit-up!

The post-market leaderboard shows that institutions are clearly doing T. The quant fund on Taihua Road has also started doing T, so in terms of sentiment, although a large volume was released today, the overall buying funds have not changed. From yesterday's three-day leaderboard, many of the speculative funds that entered earlier have not fully cashed out. The probability of the pattern is still relatively high. After all, Dawai's strong limit-up is helpful for it. However, in terms of sentiment, Tefa is just a second-tier stock. It's hard to break out due to the position pressure. After all, Dawai has already achieved four boards, and the recognition is not comparable to a second board. Such positional pressure usually doesn't change easily, so it is also difficult for Tefa to achieve a limit-up while Dawai faces a gap. For Tefa, the response to Dawai's opening is key. Many funds like to see A buying B. If Dawai doesn't give opportunities and the sector sentiment remains, Tefa is the best choice for funds. Whether Tefa can break out the next day depends on whether Dawai can continue to show limit-up sentiment, and whether the overall strength of computing can continue is also a major focus. After all, once the sector has significant divergence, it could lead to disastrous situations similar to AI comics and Bona!

5. Capital Online (Cloud Computing)

Youke's price increase and Zhipu's increase in GLM prices clearly boost the entire cloud computing sector, enabling Dawai to achieve a stronger limit-up. Hong Kong stock Zhipu also rose sharply, and Capital followed suit with a strong performance after a high opening, sealing the board while Zhipu continued to rise sharply in the afternoon, ultimately forming a clear strong breakout limit-up!

The post-market leaderboard shows Fang Xinxia buying 150 million, Yulan Road 70 million, and the quant funds on Taihua Road and Shanghai Lujiazui also making purchases. The selling side includes Shou Tsing Hsin and Jinkang Road taking profits, with two institutions doing T. This leaderboard is still very good overall. Today's performance of Capital completely mirrors Hong Kong's Zhipu, so whether Hong Kong's Zhipu can have sustained performance in the next day's opening can serve as a reference for this stock. In terms of sentiment, it's actually quite hard to achieve consecutive limit-ups recently. Capital, based on its performance, should find it difficult to achieve consecutive limit-ups. However, based on Zhipu's recent strong performance, Capital's trend can still be a focus. Perhaps after a gap the next day, there will be a trend market!

This article is for sharing and communication only, and does not constitute investment advice. The stock market has risks, and investment requires caution!