February 25, 2026 AI Application End (10) How should the application end respond next?

2.26 Noon [Taoguba]

Application Segment Breakdown

1. Dream 2.0 Actually a big negative for film and theater chains, Quantitative-driven irrational surge, Plus the box office during the Spring Festival was below expectations, Leading to some stocks still near the bottom today. However, negative feedback has already started to significantly decrease. This can be a good opportunity for low buying with a core button. (To be honest, this behavior is already outrageous.)

2. Leo Co., Ltd. + Advertising & Marketing Leo Co., Ltd. absorbs a large trapped position between 9.5-10.4. Funds have been accumulating for several days. Failed to ignite at 9.5, selling pressure was too high. Lack of initiative. It was driven by the涨停 of Huasheng Tiancheng, leading to passive attacks. Blue Cursor, E-Point Tianxia, Tianlong Group. Lack of initiative. But the market has been a one-sided sell-off for days, Starting to turn around gradually today.

3. Computing Power Huasheng Tiancheng hit the limit-up, Overall has a driving effect. Dawi Technology also started to attempt a rebound.

Spring Festival positive news catalysts for the application segment, Funds are mainly realized profits. So the recent weakness is just to be accepted. The market is never wrong; only oneself can be mistaken.

Commercial Aerospace Watch for a wave rebound here, Buy high and sell low, holding a core and active position. Like the application segment, it’s a heavily wounded sector, requiring patience.

Rare Earths Healthy pullback, continue holding stocks.

Summary: Expectations for the application segment have decreased; temporarily look for a rebound. Prepare for high selling and low buying. No urgent surges during trading; just wait. The logic behind the application segment is just temporarily affected by negative news, But the fundamental logic remains unchanged. Don’t fall before dawn.

Warm Reminder For personal market observation only, not recommending specific stocks, for reference only. Friends, spring warmth and blooming flowers will eventually arrive, Let’s wait together. Thank you for your understanding! Keep going! Traffic + Data!