2026 Market Trading Style

After being away from the grasslands for a year and a half, I haven’t been trading much due to being busy with real projects, but I’ve been paying attention all along. In 2026, I plan to return to my original profession. To start with the conclusion, 2026 will definitely be a big bull year. The current market environment is much better than when I left. In terms of trading style, it will definitely be a coexistence of institution-led trend-following and continuous board styles led by individual traders. You can choose to go left or right based on your own preferences—it’s all up to you.
Yuneng Holdings has reached the 7th board and has broken the month-long curse of not passing the 5th board. Tomorrow’s 7th to 8th board breakout is highly likely, which will boost market sentiment again. The logic for Yuneng Holdings is the revaluation of electric calculation synergy, directly reflecting targets integrated with electric calculation. Plus, with the 4 trillion yuan investment in power grid equipment, it’s a direct positive for the power equipment sector. Currently, domestic computing power is a supporting line, and sentiment cycle logic can be applied. The power sector has the most complete echelon, and the overall market sentiment leader is Yuneng Holdings, which is also the overall market sentiment leader.
Third board: Gannan Energy
Second board: Huayin, Kere, Shima
First board: Jinkai, Hangdian, GCL, Jiwei, Fuling, Mindong

Additionally, tungsten in minor metals is also a supporting line logic. The price increase is driven by high demand from AI. Zhongtung Gaoxin is the core of institutional holdings, Zhangyuan is the short-term core, and domestic computing power is core Runtze, Huasheng, Tuowei, Gaoxin.

My personal view is that on Monday, minor metals are likely to take a break. After hitting the 8th board, the short-term sentiment will first look at the transition from second to third board. Computing power will definitely surge along with it, but I personally think the computing sector might be weaker than the power sector unless external funds rush in tomorrow, causing all-in-one electric calculation to take off. If the market can’t see significant incremental volume, then power might perform better.

Starting tomorrow, the relay of continuous boards begins. It’s been a while since I last hit the board. Currently, my holdings are Lio, Western, Runtze. I plan to take profits tomorrow and prepare to hit the boards again. That’s all I can say—can’t be more obvious. Hahaha. Wishing brothers a long red year of the horse!

[Taogu Ba]

Alright, I will stick to my old style from now on—posting real-time charts for everyone to see. Old fans know this well. Anyway, have a great weekend!