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 China-based telecommunications technologist AsiaInfo-Linkage (Nasdaq: ASIA) gained as much as 10% this morning on curiously average trading volume.

So what: There was no real news on this stock today, but a Seeking Alpha article penned by Kapitall just pegged AsiaInfo as a strong buy in a screen-powered article. Other small caps with favorable mentions in that story have also outgained the broader market today, including fellow IT services specialist VanceInfo Technologies (NYSE: VIT) and enterprise software maker HiSoft Technology International (Nasdaq: HSFT), lending support to the article-fueled theory.

Now what: Kapitall points out that AsiaInfo has performed poorly over the past 30 days and calls it a potential short-squeeze candidate. AsiaInfo has actually had a terrible 2011 in general -- on the heels of a disastrous 2010. The merger between AsiaInfo and Linkage, consummated last July, hasn't created the telecom services giant that management was hoping for, and margins are plummeting. I feel like I've said this before, but please be careful with these easily misjudged Chinese stocks.

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