Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of Chinese solar power expert JinkoSolar (NYSE: JKS) found a ray of sunlight today, trading up as much as 10.3% on average volume.

So what: Jinko is having a quiet news day, but other Chinese solar stocks have some good stuff to share. Analyst firm Brigantine started coverage of Trina Solar (NYSE: TSL) and Yingli Green Energy (NYSE: YGE) with some positive comments on the entire industry, sending both stocks modestly northward on heavy volume while boosting smaller operators JinkoSolar and ReneSola (NYSE: SOL) much higher.

Now what: Brigantine expects end-product prices to firm up in the second half of the year while some raw materials should get significantly cheaper, so the industrywide bounce seems to make sense. However, one analyst report that doesn't even analyze your company directly really shouldn't have this kind of market-moving power. As a long-term investor, I'd rather wait awhile so I can take action on the next absurd drop instead, saddling up for a rough but potentially profitable long-haul ride. Solar power is intriguing, but you can get whiplash from following these poorly motivated chart swings.

Interested in more info on JinkoSolar? Add it to your watchlist.