What are the traders' strategies (February 27) morning session thoughts

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Brothers, good morning!!

Yesterday’s “Morning Market Ideas” received
over 200 likes from brothers,
and 5 tips.

Thanks to @ShenDanni @JingNiuMafia @RuiMeiJiu @RuXinLiao @LiMinGogo

Special thanks to the top tipper on the leaderboard
@ShenDanni @JingNiuMafia @RuiMeiJiu
Wishing you daily big gains!
Also thanks to all brothers for the tips and support!
Let’s aim to set new account highs together in February 2026. Wishing the stock market a long rainbow!

Any amount of tips is a gesture of friendship; 100 points is also a gesture of friendship. Mainly, it makes me feel your presence. With you here, with your support, I am motivated to keep posting. Thank you, brothers!

Yesterday, the three major A-share indices moved in different directions. By the close, the Shanghai Composite Index and the ChiNext Index fell 0.01% and 0.29%, respectively, while the Shenzhen Component Index rose 0.19%. The total market turnover reached 2,556.8 billion yuan, an increase of 75.6 billion yuan from previous volume. Slightly more stocks declined than rose, with the median change being a decline of 0.16%.

Yesterday’s market was lively in the morning but became very dull in the afternoon. Ultimately, it was due to insufficient volume. Although the market was still active yesterday, the main players were big tech companies—large-cap stocks with high trading volume. A volume of 70 billion yuan is not enough to move the market significantly. So, the afternoon trading lacked energy. Regarding the overall market, there isn’t much to say; I expect the Shanghai Index to mainly fluctuate in the near term, with upward and downward swings within a few dozen points, and no clear direction yet.

Recently, the A-share market is like this: it requires “thinking in different dimensions.”
What is the biggest feature of the current market?
It’s not hot spots being strong, but rapid rotation;
It’s not stable trends, but lack of sustained momentum.

Many people will ask: Has the main theme already shifted? Should I chase other hot spots? Is AI no longer viable?
Long Ge always emphasizes: look at the industry’s explosive potential, policy support, and the pace of global technological evolution. Clearly, AI still bears the core mission of this round of market行情.

Yesterday’s surge in the computing power sector was said to be driven by Nvidia’s earnings.
On the surface, it looks like news-driven, but in reality, it reflects the ongoing strengthening of the global AI wave.
Nvidia’s earnings report is just a trigger; the underlying logic is—demand for computing power in the AI era is growing exponentially.

In domestic computing power, mainly Huawei’s Ascend chips and Cambrian are involved.
People used to worry that Nvidia’s chips would squeeze out the domestic chip market. But the reality is, the gap in computing power demand is still huge and unimaginable; market share isn’t about抢谁.
Moreover, for data security reasons, our data will only be processed domestically, so inference and training will all be done locally.

This will cause a surge in domestic computing power demand.
You can pay attention to stocks related to Huawei’s Ascend computing power.
The foundational computing power for large models is part of the domestic supply chain, such as Ascend’s TuoWei, HengWei Technology, Huasheng Tiancheng, among which Huasheng Tiancheng is also one of Long Ge’s “AI Four Little Dragons” stocks.
On the龙虎榜, the top buy orders are from Guotai Haitong, with all five being the same group, totaling around 600 million yuan.
Today, a likely acceleration is expected, which might be hard to catch. A quick turnover might still present opportunities.

From large models to multimodal, from enterprise applications to personal devices, computing power is the underlying infrastructure.
Without computing power, applications cannot be implemented.
Without computing power, there is no business closed loop.
Therefore, computing power is not just a concept to hype; it is an essential demand of the era.
When some large models can be used quickly and smoothly, the shortage of computing power will be alleviated.

The adjustment of AI applications is indeed long and tedious, mixed with anxiety.
When prices rise, everyone praises; when they fall, everyone doubts.
One thing must be clear: if you don’t recognize the trend but follow it anyway, you will be very miserable.

When it rises, doubts appear; when it falls, panic ensues; during sideways movement, impatience grows.
This kind of state will never lead to wealth within your understanding.
Long Ge has his own plan and rhythm.
Ultimately, whether right or wrong, it will be verified by the market. No one can get the answer in advance.
True maturity is giving time and space on the premise that the logic is sound.

The stock market is like a mirror, revealing our inner human nature—mindset, patience, trust.
All actions are based on trust.
If everyone trusts me and agrees with my ideas, stay patient within the plan;
If not, stay true to your own path.

Long Ge will always be here, accompanying everyone through fluctuations, clarifying trends, and staying on the main line.
The market always rewards those who stick to the right direction.

Brothers who read Long Ge’s morning ideas every day are probably his loyal fans.
So I have a small request: after reading, please give a like!
Your support is the motivation for Long Ge to keep sharing review ideas every day! Thank you, brothers!

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