From "Waiting" to "Following" (Part 2): The rhythm this week was a bit chaotic, but I still have to keep going (Weekly Journal 2 of 2026)

It’s Saturday again, time for a review:

Honestly, I’m not very satisfied with this week’s trading. On Tuesday, I entered some resource stocks (Zhangyuan Tungsten, China Molybdenum), then on Wednesday, I sold and held off, waiting for a rebound. On Thursday, I entered the optical fiber concept with Falson, and on Friday, Falson moved, so I sold it and bought Yunnan Energy Holding.

After writing my trading record, I stared at the screen for a long time. Last week, I said I went from “waiting” to “following,” but this week I realized—following isn’t always so easy.

1. This week’s operations: Right idea, wrong timing

Let’s briefly review the logic of this week’s trades:

Early in the week, I bought some resource stocks. The resource rally was still ongoing, with tungsten concentrate prices jumping. I thought the adjustment was an opportunity, so I picked two resilient stocks. But then oil and gas stocks exploded, and non-ferrous metals got drained, resulting in big losses at the time.

Midweek, as resource stocks rebounded strongly, my expected big loss turned into a floating loss, which I could accept. On Thursday, I cut some optical fiber stocks. Looking back, selling resources was the right decision—avoiding the subsequent correction. Buying optical fiber was based on its recent strength and potential rotation, which made sense logically.

On Friday, tech stocks diverged at the open. Power stocks continued to strengthen, so I bought Yunnan Energy Holding, which was trending actively. In the afternoon, I sold my optical fiber stocks and shifted to power, becoming a power sector player. This week has been quite a rollercoaster.

2. Market overview: Rotation accelerating, rhythm harder to grasp

This week’s market can be summed up in one word: chaotic.

Early in the week, oil and gas stocks surged—China’s three major oil companies rose sharply, oil service stocks hit daily limit-ups, and funds were trading on the “price hikes” logic driven by geopolitical conflicts.

By midweek, the rotation began: MicroLED, power grid equipment, storage chips took turns performing. Huacan Optoelectronics and Jufei Optoelectronics hit 20cm daily limit-ups (though only that day), and Tongguang Cable had two consecutive limit-ups. Funds shifted from safe-haven sectors to tech growth.

On Friday, agricultural stocks moved—fertilizers and seed companies saw fund inflows. Throughout the week, the sectors kept changing: oil and gas → non-ferrous metals → tech → agriculture. Daily shifts.

In such a market, catching the meat is possible, but getting caught on both ends is painful. Sometimes, I watch my recently sold stocks rally on the minute chart—feeling like I just missed the bus, and it’s already gone.

What’s more frustrating is this “buy dips, sell rips” rhythm repeating itself. Stocks I buy go into correction immediately; stocks I don’t buy keep rising. Watching my watchlist, the red ones are the unbought winners, the green ones are the ones I hold.

I don’t know if I’m out of sync or if everyone is like this. Sometimes, reading comments, I see someone say, “Fujie, I sold too early too,” and I feel a bit better—at least I’m not the only one making mistakes.

But then I realize—this might be the true nature of rotation markets: you can’t catch every rhythm, and you won’t ride every wave. When others are making gains, some are getting hit. The difference is, when you’re getting hit, do you panic and cut or stay calm and wait for the next wave?

This week, I chose the latter. Although the rhythm was chaotic, at least I didn’t make it worse.

3. Weekend side note: “Little Lobster” is trending

Scrolling through messages this weekend, I found that the tech circle is buzzing about a “lobster.”

This “lobster” isn’t edible; it’s OpenClaw, an open-source AI agent. Its logo is a red lobster, affectionately called “Little Lobster” inside the industry. Deploying and operating OpenClaw is humorously called “raising lobsters,” which means installing your own AI agent that can work 24/7—reading files, searching info, coding, sending emails.

How popular is this thing? In just over four months since release, it has over 248,000 stars on GitHub, topping the star list and surpassing Linux as the most popular open-source project. Long lines form outside Tencent’s Shenzhen headquarters, with nearly a thousand developers “raising lobsters” on-site; Lei Jun personally commented, and Xiaomi launched a mobile version called “Lobster.”

Some believe that the rapid rise of OpenClaw signals that AI is moving from “dialogue models” into the “agent era.” As agents perform complex tasks requiring continuous model calls, token consumption and inference computing power are expected to grow rapidly, benefiting semiconductors and cloud infrastructure.

Over the weekend, I revisited all online info about OpenClaw (Little Lobster),整理出一些相关标的，供参考：

A. Genuine action plays (real movers)

Ruentex Power (301236): The most pure concept stock for OpenClaw. The company first integrated compute infrastructure, token economy, and OpenClaw framework, launching the Ruidong AI agent cloud platform, creating a core engine for Ascend chips’ power consumption. It has achieved vertical integration of “Ascend domestic chips—self-owned cloud platform—AI framework—applications,” building a multi-heterogeneous AI compute cluster over 1000P. Driven by OpenClaw, multi-scenario applications have boosted token consumption from “hundreds of thousands/day” to “hundreds of millions/day.”

UCloud (688158): In late January, the company launched images deploying OpenClaw, becoming one of the first to enable cloud deployment in the industry. Services are now available in the US, Singapore, Japan, and other overseas nodes. Recently, they introduced ready-to-use lightweight OpenClaw cloud hosts, simplifying complex deployment into visual operations.

B. Stocks benefiting from the “Little Lobster” hype

Cloud computing ETF (159739): Rose 1.44% on March 6, with constituent stocks like Tuowei Information hitting the daily limit, State Grid Information & Communication up 8.07%, and Oriental Securities up 5.66%. The explosion of OpenClaw drove a surge in token demand, directly benefiting cloud infrastructure.

Tuowei Information (002261): Hit the daily limit on March 6, a cloud computing index component, deeply tied to Huawei’s Ascend ecosystem.

State Grid Information & Communication (600131): Up 8.07%, benefiting from increased compute demand in cloud and power information sectors.

Oriental Securities (300166): Rose 5.66%, a big data and cloud service provider.

C. Stocks related to the Leap Star (top OpenClaw model)

Chinese Online (300364): Formed a strategic partnership with Leap Star, exploring large model applications in online literature creation.

Yunsai Zhili (600602): Shares a shareholder with Leap Star, providing compute support.

This theme was already brewing mid-year but was overshadowed by war-related topics. Now it’s resurfacing, and we can watch whether the sector gains strength.

D. Next week’s outlook: Three focus areas

Weekend news still needs digestion, but I’ll keep an eye on:

First, energy/power. Hold Yunnan Energy Holding, watch for catalysts in photovoltaics and energy storage. Power grid equipment showed strength this week, with Tongguang Cable and China Xidian expanding, indicating institutional funds entering.

Second, resource rotation. Stocks like Zhangyuan Tungsten, which have corrected, could be watched if funds flow back next week. The price hike logic isn’t over, just the rhythm.

Third, tech differentiation. MicroLED and storage chips surged this week; next week, expect some divergence. Stocks that can withstand the split and continue rising could be sector leaders.

Fourth, new AI directions. The “Little Lobster” concept fermented over the weekend; next week, see if funds follow. But these themes tend to be volatile, so it’s better to wait until they show real strength.

E. Final thoughts: “Following” also takes time

Last week, I wrote “From ‘Waiting’ to ‘Following’,” and someone said: “Fujie, you’ve changed.” I thought about it—no, I haven’t changed; the market has. During downturns, holding cash is right; now, with incremental rotation, keeping pace is correct. But following isn’t easy.

Last week, I sold Zhangyuan Tungsten too early, and missed the best position in Falson. The rhythm was a bit chaotic. After market close, I sat alone for a long time, asking myself: what if I had held for a couple more days? What if I hadn’t sold?

But there are no “what ifs” in trading—only discipline, execution, and accepting imperfection.

Some say I’ve been a bit gloomy lately. Actually, it’s not gloom, it’s honesty. Real trading is like this—there are wins, there are regrets; there are correct rhythms, and there are times you can’t keep up. I’m not always right, nor do I want to pretend to be.

Writing these weekly reviews isn’t to show off my skills but to record all the bumps along the way. From “waiting” to “following,” the pattern is changing, but the process of change is never comfortable. It’s like switching lanes—you have to slow down first, stumble, fall, then gradually run smoothly. The sell-offs, hesitations, and chaotic rhythm this week are probably just that “pain”—a sign your body is adjusting. Once adjusted, you can run farther.

Thanks to everyone who’s been with me all along. Let’s keep going next week, slowly but surely.