Pingtan development, a great start is in place [Great] Congratulations to our partners who have received big rewards, may the new journey be smooth and prosperous.
Last night's sharp decline in the US semiconductor market may have caused some brothers to panic again. Since the beginning of this year, we can see that the US semiconductor market has actually been following the A-share market. The A-share semiconductor index has already retreated more than 10% from its peak, while the US market has dropped from 5800 to 5300, which is also about 10%. The overall pullback is quite similar. Therefore, we shouldn't worry too much about the sharp decline in the US market last night; our A-share market has already fallen ahead of time. This means that the risk in the A-share market has been released earlier and more fully, and the space for further significant declines following the external market is actually quite limited in the short term. Instead of being influenced by overnight external market emotions, it’s better to take a closer look at our own market structure: whether the trading volume has continued to shrink, whether there are signs of a stop in decline in various sectors, and whether core stocks are refusing to make new lows. What we really need to pay attention to is not how much the US market has fallen, but the rhythm of domestic policies, the degree of industry prosperity, and the willingness of capital to flow back—these core variables. As long as the fundamental logic remains intact, such follow-up declines often provide an opportunity for those who haven’t entered the market yet to buy in at a more comfortable low, rather than marking the beginning of a new round of panic.
Recently, the Baloch Liberation Army (BLA), a terrorist group in Pakistan's Balochistan province, launched multiple coordinated attacks targeting key facilities along the China-Pakistan Economic Corridor, including Gwadar Port, causing significant damage to Pakistan. Pakistani security forces immediately launched a vigorous operation, killing 177 terrorists within 48 hours—an operation far exceeding previous ones. The American equipment seized on the battlefield points to foreign forces using proxy wars to undermine China-Pakistan cooperation. The Chinese Foreign Ministry, with its firm support, strongly condemned the terrorist acts, pledging full support for Pakistan's counter-terrorism efforts and warning that any forces attempting to disrupt China-Pakistan cooperation will suffer the consequences.
The translation of this sentence has spread widely on American social media. An American netizen complained on social media: "help us china," implying a hope that China would help Americans. As a result, a Chinese netizen saw it and left a comment: "An egg broken from the outside is just a dish, but when it breaks from the inside, it is a new life." Of course, Americans can't understand Chinese, but some American netizens who understand Chinese started translating it, and then this statement began to spread on American social media. One American netizen's comment was quite interesting: "Damn it, Chinese people are really kind-hearted and also good at educating others. If it were Americans, they would straightforwardly say that breaking America into pieces is the only way to truly save America."
February 4th Popular Comments Kweichow Moutai: Wang's Expedition, Gradually Advancing Aerospace Development: High Open, Low Close, Half-hearted Efforts Silver Corp: Trapped Rebound, Hope Shattered Juli Sling: Soaring High, Turning Profit Lio Holdings: Large Bearish, Bulls Retreat Hunan Gold: Large Bearish with Reduced Volume, Chips Unsettled Zhejiang Wenlian: Increased Volume Divergence, Cashing Out Hunan Silver: Induced Rebound, Decline Interrupted Hongbaoli: High Position Cross, Night Before the Change Shuangliang Energy: Calf Peak, Pattern in Favor BlueFocus: Large Bearish Adjustment, Light Position Kick Agricultural Development Seed Industry: Increased Volume Washing Chips, Bulls and Bears Clash Zhonglai Holdings: Long Yang Emerging, Space Opening Jinko Energy: Afternoon Pull-up, Rumors Ignite Tuori New Energy: Reduced Volume First Board, News Catalyst Shanzi High-tech: Medium Yang Acceleration, Going with the Trend Tongling Nonferrous: Small Bearish Consolidation, Ready to Launch Again Tiantong Holdings: Bad Board Resuming, Increased Volume Betting Jingsheng Electromechanical: Large Yang with Increased Volume, Light Position Pattern Guosheng Technology: Two Consecutive Rebounds, Heavy Lock-up Zijin Mining: Small Bearish Consolidation, Central Army Controls Xiexin Integration: Increased Volume on the Board, Previous High Within Reach6
In January 2026, the number of new A-share accounts on the Shanghai Stock Exchange reached 4.9158 million, a month-on-month increase of 89%, and a year-on-year surge of 213%, marking the fifth highest monthly account opening in nearly a decade. Among these, individual investors opened 4.9053 million accounts, while institutional investors opened about 10,600 accounts. This data significantly exceeds the levels of each month in 2025, clearly reflecting the current market sentiment warming significantly, and the willingness of funds to enter the market has noticeably increased. Is a new round of market trends coming?
The Ministry of Industry and Information Technology is making a strong push, with AI + manufacturing becoming the main battleground. Computing power chips and industrial large models have received strong policy support, and the computing power market is expected to rise to a new level. This policy precisely focuses on empowering the manufacturing industry, with four major tasks directly addressing industry pain points, technological breakthroughs, and ecological optimization running in parallel, combined with international cooperation and security governance, making the industrial logic more solid. Computing power is the core foundation of AI + manufacturing, with domestic computing power chips accelerating replacement, benefiting companies like Haiguang Information and Cambrian; industrial large models are key to implementation, with iFlytek and Foxconn Industrial Internet expected to be the first to achieve results due to their advantages in scenarios and data. As policies continue to strengthen, the computing power industry chain is shifting from concept to real demand-driven, ushering in long-term opportunities across the entire chain, highlighting the value of leading companies in specific segments.
In a bull market, not missing out is the biggest win. The market has its own rhythm; it will rise when it should and fluctuate when it should. As long as the upward trend and core logic remain unchanged, there is no need to fear any adjustments. The A-share market is a typical policy-driven market. When the policies point entirely to a bull market, all anxieties and worries are actually unnecessary. There is no innate ease; it is merely the determination forged through countless trials. I do not possess extraordinary abilities, but only an extreme level of determination that has allowed me to hold shares fully from 3000 points until now. I have never avoided any pullbacks along the way, and this time is no different, but from beginning to end, I have never missed out by even a fraction. Please remember: in a bull market, as long as you hold your position without missing out, by the end, you will undoubtedly be the biggest winner!
Don't talk about breakups and character anymore. Chen Sicheng spent billions of his fortune, making his ex-wife Tong Liya a partner, celebrating her birthday every year on the dot, and even taking her for company team building.
Many people can't understand. Change your perspective and you'll see, this isn't about feelings, it's business. Tong Liya still holds 5% of his company's shares, and since Chen Sicheng's movies have grossed over 150 billion, she shares in the profits. Would you fall out with your money god?
And let's talk about the child. Their son Duoduo is 10 years old now. At the birthday banquet, Chen Sicheng and Tong Liya stood on either side, smiling more genuinely than anyone. During the Spring Festival, they even went to Sanya together with their child. For the child, this isn't a divorce; it's just that mom and dad no longer live under the same roof.
So you see, in the top-tier entertainment industry, dignity has never relied on vision, but on strength. What ended wasn't the relationship, just the piece of paper called marriage; what began wasn't a stranger's path, but a more solid business alliance.
Real Trading Notes: Initial Capital 60, (Day 89) Current Total Capital: 329+ Today's Profit and Loss: +103947 Operation Notes: 【Shuangjie Electric, Pingtan Development, Wanfu Biology】 All迎 high light, all the way turning red super powerful~ Still the same words, be patient and hold on, the market is there, the meat will come, hold it steady, continue to reap tomorrow Special Statement: This is just my personal trading record and does not constitute any investment advice The stock market has risks, and investment should be cautious!
Commercial aerospace has finally proven itself today. The "Paw Patrol" chips have really absorbed enough, and this time it doesn't count as "passing the buck". However, domestic computing power leading stocks have plummeted, with Cambricon dropping over 10%, Moore Threads and Muxi shares falling over 4%.\nSo everyone needs to pay attention next, especially since Nvidia has another major negative news. Reports indicate that OpenAI is unhappy with Nvidia's hardware for the response speed when handling complex problems for ChatGPT users. OpenAI has determined that in certain cases, it needs to replace Nvidia's latest AI chips, having started seeking alternatives last year.\nAs for this matter, I don't know if it's internal conflict or if there's really something to it. This news is definitely not good for the Nvidia chain.\nIf you don't advance, you retreat. Let's quietly wait for the performance today!
On February 2nd, Xiang Ligang published an article stating that the impact of the Epstein case on him was too great, and therefore, no matter what, he would "never let my daughter go abroad to study anything!" Xiang Ligang said that especially Hawking and Bill Gates, who originally had a lot of halos in his mind, unexpectedly got involved in such scandals, shattering his illusions. In fact, it's not just Xiang Ligang; the whole world was shocked, after all, the Americans have always been the benchmark of Western "democracy" and "civilization". Who knew that after revealing the sentimental veil, it was actually so dirty and unsightly. One can only say that the A prison "execution line" exposes the tragic plight of the American lower class, while the "Epstein files" tear apart the hypocrisy and cruelty of the American upper class. It’s unimaginable how devastated those elites and public intellectuals must be now.