暴富弟

“基建狂魔”们被打回了原形。
1. 中国中铁：从4.14元涨到9.01元，现在回到5.44元
2. 中国铁建：从5.76元涨到12.15元，现在回到7.76元
3. 中国交建：从5.1元涨到12.34元，现在回到8.35元
4. 中国能建：从1.95元涨到3.06元，现在回到2.33元
5. 中国电建：从3.19元涨到9.48元，现在回到5.21元
基建狂魔们是非常重要的一个行业，他是一个终端行业，所涉及的上游非常庞大，比如钢铁业、工程机械业、冶金业、水泥、工程承包、施工、设计、建材等，也因此容纳了非常庞大的就业。不管是哪国，基础建设和房地产都创造了极其庞大的就业，而且行业收入比较可观。
基建狂魔们特点很鲜明：收入非常大、利润很大、资产规模非常大、负债规模也很大。基建狂魔们上一轮大升，主要来自“中特估”，当时主要就是银行、家电、电力、公路铁路、煤炭、石油以及基建等行业，主要是业绩稳固，而且当时估值很哇塞。
现在基建大公司们有些K线下来了，主要还是业绩增长出现了一些挑战。
中国中铁：前三季收入7761亿，同比-5.39%，净利润174.9亿，同比-14.97%。
中国铁建：前三季收入7284亿，同比-3.92%，净利润148.1亿，同比-5.63%。
中国交建：前三季收入5139亿，同比-4.23%，净利润136.5亿，同比-16.14%。
不谈K线，只讲基础建设这个行业，一定程度上也是“幸福的烦恼”。因为随着基础设施的越来越完善，不可避免的建设规模就慢慢慢慢的减下来。这其实也是基础设施整体发展越来越好的一个标志之一。
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12.18 Thursday Market Highlights + Six Major Directions!
1. Securities (CITIC merger, resumption of trading)
2. Consumer Goods: Dairy + Food
3. Intelligent Driving (9 stocks related to limit-up)
4. Computing Power
5. Lithium Batteries, Lithium Mining Resources,

12.17 Wednesday Hot spots for speculative funds, Dragon and Tiger list!
Chen Xiaoqun: Buy Tianji Shares
Zhongshan East Road: Chinese Health, Bofei Electric
Shangtang Road: Rensheng Tong Energy
Quantitative speculation: Sun Cable,

12.17 Wednesday All Day Speculative Funds Grab the Dragon and Tiger List!
Speculative Fund Leader Chen Xiaoqun: Tianji Co., Ltd.
Multiple speculative funds are buying together, Tianji Co., Ltd., Qujiang Cultural Tourism, and Hua Ren Health have been jointly grabbed by multiple speculative funds.
Speculative stocks generally have a larger amplitude, sufficient turnover, and it is very important to grasp the rhythm of buying and selling.

【Northeast Electronics】Server Liquid Cooling Update Recommendations: Google Domestic Factory Audit, Industry Explosion Imminent
Event: This week, Google is auditing the factory in Invec, with expectations for orders on CDU and quick connectors. Orders have not yet been placed, but the market share expectations are high. The market expectation for CDU share is 20%-25%, and for quick connectors, it's 10%.
Recommended Order for the Liquid Cooling Sector:
Invec, Meta, and NV have strong certainty, while Google, AWS, and OpenAI are expected to be onboard; secondly, we continue to recommend Sixuan New Materials, Rubin liquid cooling boards are currently being sampled.
Detection Equipment Chain, we recommend Bojie Co., Ltd., the core supplier of Google testing equipment, as their performance enters an explosive period.
OEM Chain, Yidong Electronics, AVC cold plate OEM, Coolermaster is expected to be onboard;
Tier2/Tier3 Manufacturers, #Feilong Co., Ltd., core supplier of CDU liquid cooling pumps, with major clients being Invec and Delta.

Today, the main line of A-shares, high standards, limit-up sorting, AI hardware first, significant increase leading the rise, theme concept leading the increase, optical modules, liquid cooling, PCB all surged, with the most limit-ups; lithium mine benefits stimulated a significant rise leading the increase, with the industry sector leading the increase, pricing logic.
The space board of A-shares rose to 5 boards, yesterday's 4 boards were at a freezing point, today the high standard sentiment was restored, but compared to the index, the individual stock recovery was weak, with high standard stocks performing poorly, only a weak recovery, because although the space board rose to 5 boards, the loss effect of high standard stocks was evident, Sun Cable stopped at 3 boards with a limit-down, Tongyu Communications stopped at 3 boards with a limit-down, Huangshi Group stopped at 2 boards with a limit-down.
The limit-up index increased far less than the large-cap stocks, and the institutional heavy stocks index, while the limit-up index fell against the trend today, limit-up discounts, yesterday's limit-up stocks today increased less and fell more. High standard stock sentiment was weaker than the general sentiment, weaker than the index. In fact, individual stock sentiment was weak throughout the day, the index was pulled up in the afternoon, and individual stocks barely followed suit, ultimately more rising than falling.
The median increase of individual stocks was 0.59%, far less than the Shanghai Composite Index's 1.19%, and the ChiNext's 3.39%. In the early session, technology stocks were strong, and in the afternoon, financial stocks were strong.
Specifically, today's main line, high standards, limit-ups.
First. AI Hardware
Optical Communications
1. Tongding Interconnection 1 board, data center
2. Huaxin Electronics 1 board, expanding optical module production
3. Changfei Optical Fiber 1 board, hollow optical fiber
4. Zhongci Electronics 8 days 4 boards, optical module ceramic shell
5. Liante Technology 1 board, Google's CPO
6. Guangxun Technology 1 board, supplying Huawei
7. Sega Technology 1 board, supplying AMD
News: OpenAI officially released GPT5.2: increasing productivity in tasks such as creating spreadsheets, writing PPTs, and coding.
Liquid Cooling
1. Feilong Co., Ltd. 1 board, server liquid cooling
2. Yingweike 1 board, data center liquid cooling going overseas, stock price at an all-time high
3. Yidong Electronics 1 board, high-speed connectors
4. Jiangnan New Materials 1 board, copper balls for PCBs
5. Dayuan Pump Industry 1 board, data center liquid cooling shielding pump
6. Hongsheng Co., Ltd. 1 board, data center liquid cooling CDU
News: Google's next-generation TPUv7 has surged in single-chip power consumption to 980W, and its cabinets will adopt a 100% full liquid cooling architecture, marking the upgrade of liquid cooling from an optional solution to a mandatory configuration for the ASIC camp. This change establishes a new strong growth engine independent of the Nvidia ecosystem, validating a broader and more certain volume cycle for liquid cooling and upstream high-end PCBs, high-voltage DC power supplies, and other segments.
PCB
1. Ping An Electric 1 board, quartz cloth
2. Shennan Circuit, supplying AMD
News: Google raised TPU demand, second-generation cloth is in short supply, TPUv7 drives the increase in PCB layer counts and material grades.
The core branches of AI hardware, optical modules, PCBs, and liquid cooling all exploded and surged, with funds returning to core technology stocks, resonating with themes and indices, and the strength exceeded expectations.
Second. Lithium Mines
1. Jinyuan Co., Ltd. 4 days 2 boards, lithium carbonate
2. Tianji Co., Ltd. 1 board, lithium hexafluorophosphate
3. Shengxin Lithium Energy 1 board, solid-state batteries
4. Zhongda Mining 1 board, obtained mining licenses
News: Positive stimulus, canceled 27 mining rights, lithium carbonate futures surged.
Third. Consumption
1. Baida Group 5 consecutive boards, asset injection expectations
2. Nanjing Business Travel 8 days 4 boards, Nanjing tourism
3. Li Qun Co., Ltd. 2 consecutive boards, retail chain
4. Qujiang Cultural Tourism 1 board, Xi'an tourism
5. Manor Ranch 1 board, probiotics
6. Luyan Pharmaceutical, pharmaceutical distribution
Consumption has consolidated after two consecutive days of significant increases, opening with a leading drop and rise, then falling back, contrary to market sentiment; consumption represents defense, while the market falls, defense is strong; the market rises, defense is weak.
Fourth. Intelligent Driving
1. Sanyangma 3 consecutive boards, unified large market, logistics
2. Zhejiang Shibao 2 consecutive boards, autonomous driving line control steering
The theme of driverless driving received positive stimulus, but obviously out of time, opened high and fell low yesterday, today fell then rose, fluctuating with the market, lacking independence, not as strong as AI technology.
Fifth. Big Finance
1. Cuiwei Co., Ltd. 2 consecutive boards, digital renminbi
2. Guao Technology 1 board, digital renminbi
The digital renminbi was strong yesterday, and today in the afternoon, finance rose again, continuing to lead the increase, finance has been repeatedly active and in focus.
Sixth. Real Estate
1. Zhongtian Service 1 board, property management
2. Kexin Development 1 board, decoration and renovation
The real estate sector is mainly driven by policy news stimulation, and the Vanke news has not yet fully materialized, with low cost-effectiveness.
Seventh. Commercial Aerospace
1. Shengyang Technology 1 board, satellite navigation
2. Aerospace Morning Light 1 board, controllable nuclear fusion, catch-up
Today, commercial aerospace fell sharply, with core stocks in the front row dropping, these two first boards catching up, lacking cost-effectiveness.

Today's hot topics
Computing Hardware: Google's TPU demand exceeds expectations, expanding cooperation with MediaTek to customize new generation TPUv7e orders, with order volume surging several times compared to the original plan. (Tongding Interconnection, Huanshu Electronics, Changfei Fiber Optics, Zhongci Electronics, Liantech, etc.)
Liquid Cooling: According to media reports, global AI giants have begun to embrace liquid cooling in the past two years. Taking NVIDIA as an example, last year, they officially upgraded from air cooling to liquid cooling on B100 and H200 chips. (Feilong Co., Ltd., Yinvike, Yidong Electronics, Jiangnan New Materials, Dayuan Pump Industry, etc.)
Consumption: The magazine 'Qiu Shi' published an important article titled 'Expanding Domestic Demand is a Strategic Move', emphasizing that the advantage of a major country's economy is its internal circularity. (Baida Group, Nanjing Business Travel, Liqun Co., Ltd., Qujiang Cultural Tourism, Manor Ranch, etc.)
Lithium Battery: The futures price of lithium carbonate continues to rise, approaching 110000 during today's trading, setting a new high for the year. (Jinyuan Co., Ltd., Tianji Co., Ltd., Dazhong Mining, Shengxin Lithium Energy, etc.)

12.17 Wednesday evening Important financial information summary!
1. Computing hardware
2. Health AI
3. Lithium mining resources
4. Apple outsourcing
5. Aluminum instead of copper
6. L3 autonomous driving,

12.18 Thursday Market Hotspots Popular Searches Overview!
1.Aerospace Cables
2.Autonomous Driving
3.Digital Currency
4.Consumer Electronics
5.Department Stores, Chain,

Where have all the rich people gone in the world!
(With a net worth of over 1 million dollars)
The UAE attracts millionaires due to its low taxes, residency plans, and high-quality lifestyle offerings.
We rank second in net population outflow, but I just don't understand why the British are running away?

12.17 Wednesday Strongest Wind: 9 Autonomous Driving Stocks Hit Limit Up!
Today is Wednesday, and there are 9 stocks related to the autonomous driving theme that hit limit up!
Autonomous driving, smart driving, and intelligent steering are related; continue to observe for sustainability!

12/17 Wednesday all day What did the main forces sneak in? Dark market data TOP20!
1. Nuclear fusion, solid-state batteries
2. Special cables, aerospace
3. Securities
4. CPO + optical communication
5. Consumer electronics,

12/17 Wednesday Limit Up Stocks: Popular Dragon and Tiger List!
01 Baida Group: Retail + Actual Controller Shelling Raises Expectations
02 Zhejiang Shibao: Driverless - Steer-by-Wire
03 Yingweike: Google TPUv7 Power Consumption +100% Liquid Cooling
04 Cuiwei Co., Ltd.: Three Departments Encourage Digital RMB Red Envelopes
05 China National Heavy Machinery: Controllable Nuclear Fusion + Commercial Aerospace
06 Aerospace Chuangguang: Commercial Aerospace - Long March 12 Metal Hose
07 Liante Technology: Passed Google G Verification, Optical Module
08 Ping An Electric: AI Upgraded PCB Upstream Electronic Fabric Second Generation
09 Jiangnan New Materials: AI Upgraded PCB Upstream Copper Balls, Liquid Cooling
10 Sanyangma: Driverless Delivery Vehicle,

Wednesday, 12.17 Stocks on the Limit Up: Review and Tracking!
Limit Up: 57 companies; Limit Down: 25 companies
Up: 3626 companies; Down: 1635 companies
5 consecutive limit up: Baida Group
4 consecutive limit up: Shengtong Energy
3 consecutive limit up: Sanyangma Pianos,

12.17 Wednesday Major Capital Seizing and Exiting Monitoring!
Tracking Major Capital Movements,
Focus on Seizing:
Communication Equipment, Consumer Electronics, Automation Equipment, Software Development, Energy Metals, Lithium Carbonate Lithium Ore, etc.
Capital Exiting:
Military Electronics, Retail, Passenger Vehicles, Clothing and Home Textiles,

Wednesday, December 17 Closing Main Force Seizing Opportunities Stock List!
1. Electronic Components
2. Electronics, Consumer Electronics
3. Communication Equipment
4. Non-ferrous Metals
5. Banking,

12.17 Wednesday Stocks on the Limit Up List: Tier + Height!
Special Board *ST Chengchang 9 days 8 boards
6 consecutive boards *ST Chengchang
5 consecutive boards Baida Group *ST Ningke
4 consecutive boards Shengtong Energy
3 consecutive boards Sanyangma Pianao, q

Today, 6 companies reached a transaction value of over 10 billion. NewEase achieved a transaction of 21.2 billion, ranking first; Zhongji Xuchuang reached 18.6 billion, ranking second; Shenghong Technology reached 13.5 billion, ranking third. Core stocks have seen both volume and price increase, generating profit effects. Among the top ten transactions, only Yonghui Supermarket, Aerospace Electronics, and Aerospace Development experienced declines. Among the top twenty transactions, only 5 companies declined, and among the top thirty transactions, only 7 companies declined.
Core technology stocks surged, leading the oversold rebound, while funds retreated from commercial aerospace, consumption, and Fujian sectors, flowing back into core technology stocks.
The total A-share transaction volume slightly increased to 800 billion, reaching 1.83 trillion. The market surged today, mainly driven by the significant rise of core heavyweight stocks, while individual stocks did not see substantial increases and did not experience a surge in volume.

Today, A-shares saw a net purchase of 2.5 billion by major players, focusing primarily on technology stocks, financial stocks, Zhongji Xuchuang, Xinyi Sheng, Shenghong Technology, Compass, CITIC Securities, and Huatai Securities leading the net purchases, with a significant rise reaching the daily limit; major players primarily sold off commercial aerospace, Fujian map, Yonghui Supermarket, Aerospace Electronics, Pingtan Development, Aerospace Development, and Tongyu Communication, leading to a significant drop hitting the daily limit.
Major players made small purchases while the market surged; yesterday's sentiment was at a low point, and today at one-thirty, the index and individual stock sentiment reversed sharply, leading to a big rise. The morning session saw weak recovery, while the afternoon session saw strong recovery, with the index performing better than individual stocks.
Top ten net purchases of A-shares today
N Muxi net purchased 1.71 billion, a big rise of 692.95%, on the first day of IPO;
Zhongji Xuchuang net purchased 1.43 billion, a big rise of 6.92%, optical modules;
Xinyi Sheng net purchased 1.40 billion, a big rise of 9.55%, optical modules;
Shenghong Technology net purchased 1.14 billion, a big rise of 5.95%, PCB;
Tianfu Communication net purchased 0.886 billion, a big rise of 9.27%, optical modules;
Yingweike net purchased 0.816 billion, limit up, liquid cooling;
Industrial Fulian net purchased 0.723 billion, a big rise of 4.33%, Ai servers;
Guoji Zhongzhuang net purchased 0.617 billion, limit up, controllable nuclear fusion;
Lingyi Zhizao net purchased 0.563 billion, a big rise of 4.80%, consumer electronics;
Guangxun Technology net purchased 0.542 billion, limit up, optical modules;
Top ten net sales of A-shares today
Yonghui Supermarket net sold 1.75 billion, down 3.24%, Fujian, consumption;
Aerospace Electronics net sold 1.64 billion, down 2.30%, commercial aerospace;
Pingtan Development net sold 1.4 billion, limit down, Fujian, high-quality leader;
Aerospace Development net sold 0.963 billion, a big drop of 8.20%, commercial aerospace;
Saiwei Electronics net sold 0.742 billion, a big drop of 5.53%, semiconductors;
Tongyu Communication net sold 0.658 billion, limit down, commercial aerospace;
Beiqi Blue Valley net sold 0.619 billion, down 0.85%, autonomous driving;
Snowman Group net sold 0.474 billion, up 2.72%, controllable nuclear fusion;
Aerospace Information net sold 0.409 billion, up 0.19%, commercial aerospace;
Solar Cable net sold 0.347 billion, limit down, Fujian;

Family, today is December 17th, Wednesday, good morning [Sun], it's time to check in and like and comment 168 to become my die-hard fans, let's all get rich together [Effort][Effort][Effort]
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The support and encouragement from my family is the motivation for me to move forward and seize opportunities, I will share more with everyone, finally wishing the family who likes and comments, may your stocks rise continuously [Airplane][Airplane][Airplane] Wallets full, counting money until cramps in hands, may wealth overflow [Sun][Sun][Sun]