[Red Envelope] 3.9 Tidal Retreat and Switch: Today's Market Core Summary. A Key Decision Awaits Tomorrow

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Today’s Operations:

Trading Account:

Sold: Zhuolang Intelligent, auction price, floating loss over 4 points

Opened: Yunnan Energy Holdings, focus underwater, floating profit around 4 points

Opened: Samsung Medical, focus on average price line, floating profit around 5 points

Trend Account:

No buys or sells

Holdings:

Shenzhou Information, Joint Control, Sichuan Runcheng, Zongsheng Pharmaceutical

Auction Review:
Auction thoughts 1: Over the weekend, external forces pushed the market, and today oil and gas stocks definitely showed performance. We can only watch the front row, which still has some room for activity; the back row can’t be watched. The auction also indicated that such high openings would definitely be fulfilled. 2: Over the weekend, the small lobster (OpenClaw) concept, driven by AI, fermented well today, boosting the industry chain. 3: Weekend news about digital computing was everywhere. Try to find the front positions. The back positions can only respond with low buy-ins for good responsiveness; otherwise, the cost-performance ratio isn’t high. 4: Chemical sector is rising on price hikes, a natural follow-up to oil and gas. Only the front positions are worth watching; once they’re gone, the rest are basically gone. 5: Tech sector is under attack and in disarray, so it’s suitable for swing traders to find core front positions for low buy-ins. Today, oil and gas profits were realized, and the tech sector rebounded in the afternoon. The most powerful computing power was also pulling higher, so the tech sector is a solid logic. It’s very suitable for swing trading. Future stock trading will focus less on concept hype and more on real, tangible developments, aligning with the slow bull market characteristics.

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8:25 thoughts on today’s goals:** The first is Samsung Medical. I held overnight since Friday. Today’s opening was not beyond expectations; I canceled the order at 19 points, which was pitiful. I followed suit. Last Friday, it was a key contributor to the success of Shun Na. That’s why I chose it—to catch up with the rally. Shun Na didn’t exceed expectations either, so I kept observing. At the open, Shun Na turned over and moved up, then I directly placed a trade for Samsung. I thought it was a downward move, but it turned out to be nearly 5 points at the close. My order was set to buy upward; as long as it’s not a quick hit limit-up, I can buy at a good level for low buy-in. (Samsung also has Zhejiang Medicine concept, which fermented last Friday.) Yunnan Energy and Huasheng are underwater, buy freely. I bought Yunnan Energy at nearly 4 points, opened a position, and gave up on Huasheng. For short-term low buy-ins, we should focus on recognizable leading stocks, avoiding bad ones. Always die in the front row. Yunnan Energy is an integrated digital power company, currently at a high level with good recognition. As long as it doesn’t drop sharply on high volume, it indicates ongoing support. Huasheng is a leading power computing emotion stock; any wind can move it. For swing trading, look at the tech line, just like today’s explosive computing power. Look for opportunities around the 20-day moving average; they will turn around.

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9:15 open order: the largest was Ningbo Jianli, a computing power lobster, with a one-word board today. Note that after seeing the intercontinental oil and gas add orders, I withdrew the order. After 25, oil and gas overall was weak. Orders added at open, and most could have been entered before 20 points. Ningbo’s one-word board also indicated the direction for outside funds. By noon, the lobster and computing power slowly fermented. Ningbo’s market was set. Oil and gas later showed signs, and today’s high opening was bound to be fulfilled. If too consistent, it would be a relay, not a main player. Wangli, with its old model, opened with auction and closed, then added orders, acting as a core force. If Wangli explodes today, Shun Na might even be dangerous to hit the limit.

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Chemical sector: Jinniu and Chitian are holding up. Oil and gas are weak. Can two stocks still survive? I don’t believe it. Jinniu opened with a bang; Chitian remained relatively steady. Later, oil and gas were severely fulfilled, and chemical stocks couldn’t hold. The strong ones, like Chitian, also sold off near the end of the day. Uniformly, they shook out and sold, then barely closed.

Dongyangguang, theoretically a positive replay, opened with a big push, and only after the afternoon’s computing power fermentation did it reach the daily limit. Doing it this way isn’t very cost-effective. Originally, it should have started with a one-word board leading the sector.

Zhuolang tried to test the waters last Friday. Today, the auction was directly abandoned, following the rules. Traders who chase the board shouldn’t indulge in wishful thinking.

Market Review:

Today, the market volume increased, bottomed out, and then rebounded. The three major indices all closed slightly lower. The Shanghai Composite opened lower, dipped to 4052 points, then gradually rebounded with funds supporting it, showing a volatile pattern. Overall, trading volume remained high, but there was a strong wait-and-see sentiment. External factors like the surge in US oil futures caused core disturbances. Oil and gas sectors opened high but only 1.6 billion in intercontinental oil and gas orders, far below expectations. After profit-taking, the sector fell sharply during the session, opening high and then declining. Coal chemical stocks, despite Baofeng Energy’s unexpected auction, followed oil and gas weakly, with no independent trend.

Funds shifted towards the tech mainline, with electric power and digital collaboration leading early, with Shun Na as a leading stock successfully reaching the four-board level, and Wangli security stabilizing as an emotional anchor. However, Yunnan Energy Holdings and Hanlan showed some weakness, reflecting high-position caution. The OpenClaw (lobster) concept reversed in the afternoon, with Ningbo Construction leading with a one-word board, and UCloud, Qingyun Tech, etc., hitting the daily limit. Sector fermentation was more sentiment-driven, with Tuo Wei Information lacking initiative in the afternoon, limiting arbitrage value.

The continuous board sentiment was somewhat repaired but with a low closing rate and few limit-ups, not a true bullish atmosphere. The two-board upgrade rate was low, with only Meili Yun advancing to the third board, mainly with theme-based rallies. Overall, institutions clustered in the UK-based computing power stocks, which are in correction, while retail funds focused on low-priced small caps and leading stocks. Defensive targets with safe attributes were more favored. Focus on core leaders in computing power and digital collaboration, avoiding oil and gas follow-ups and lagging tech stocks.

Continuous Board Highlights:

4-boards: Shun Na Shares: Smart Electric, Nuclear Fusion, IDC. Today, they withstood divergence. All could buy in today, expecting acceleration.

4-boards: Wangli Security, Real Estate & Home, three stocks. As mentioned earlier, trust early, don’t wait until four boards. Leading indicators.

3-boards: Meili Yun, Computing Power, Qunxing. After the first board, it followed up, with decent recognition. Surpassed expectations today.

2-boards: Ningbo Construction, Computing Power, Lobster. Opened with a one-word board today, indicating outside funds. The market was set. Most could buy before 20 points, no need to wait. Tomorrow, a one-word limit-up isn’t expected.

2-boards: Jinkai New Energy, Digital Power, with serious late-day order leaks indicating fund divergence. Competing with GCL-Poly.

2-boards: Chitian Chemical, Chemical sector, with various sell-offs. Out of the board, weak if not strong tomorrow.

2-boards: Samsung Medical, Power Grid, Zhejiang Medicine. Expected to open with a one-word board today, but heavy turnover made it hard to sustain. Not good for tomorrow.

2-boards: Tuo Wei Information, Computing Power, elastic stocks. Pushing Ningbo.

2-boards: Shaoneng Shares, Digital Computing, exploded, a failure, pushing Shun Na.

First board: Zhongnan Culture: Green Power. One-word auction indicating sector. Many orders missed during the session.

Other first boards lack cost-effectiveness, so not listed individually.

Technical Tips↓↓↓↓↓↓↓↓↓↓↓↓↓↓

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Super detailed trading + swing practical manual: Auction determines life or death, intraday buy-sell, a trading system even beginners can understand!

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Core content of swing trading strategies!

m.tgb.cn/a/2pferIa8CWv

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How to improve win rate on board hits, how to operate the next day after bad boards or explosive volume?

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How to sell the next day after hitting the board? How to handle after accidentally hitting the limit-up?

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Only operate within recognized patterns

m.tgb.cn/a/2oGKOX9eCuc

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My position control:**

1: When the main trend is clear, I usually buy 2 to 3 stocks, all from the front and back of the same sector, at most 3. I also keep 1-2 layers for replenishing positions.

2: During normal market conditions, I reduce to a maximum of 2 stocks and keep half a position for replenishment.

3: In chaotic markets with many news expectations, I diversify positions, e.g., if I like 4 fast sectors, I split into 2-2-2-2, leaving 2 for replenishment. This is my recognized pattern for hedging, understanding the market, and choosing short-term profit stocks or defensive stocks. Avoid just holding without action. New traders should wait or hold lightly.

My position splitting method:
1: When the market is good, I usually hold 8 layers, with 2 for tactical moves. When average, I cut to half. When weak, I keep only 2 layers.

2: For stocks I believe can trend, I open around 7 layers, gradually lock in profits down to 3-4 layers, focusing on main upward moves. For low buy-in stocks, I usually open 4 layers for catch-up, not adding more, and gradually lock profits down to 2 layers.

3: For hitting the board, I open big. My trading account for hitting the board is usually full position arbitrage. Not recommended for those unfamiliar. I study thoroughly before trading. Beginners should start with one layer, then add gradually as they get familiar. (My full position is based on my limited capital for hitting the board.)

Tomorrow’s operation ideas: (No need to write operational ideas in the review later; they are in the morning thoughts.)

Pre-market expectations:

None for now

Low buy-in expectations: (In morning thoughts and intraday)

Thanks to family members who supported last post: @Mo Zhangyuan @Hunter Dean @98 Philanthropist @Careful Watcher @Silk Taoist @That Rich Lady @Prosperity Turns Cold @Demon Stock Catcher @Fai @Warm Brother @A Piece of Chicken Feather @Brilliant 1025

Thanks to family members who tipped yesterday: @Xiao Jiu Wanyi @Master Demon Stock @Flame Always Doubling @Careful Watcher @Casual Sea @98 Philanthropist @Two Kids and the Earth @BB985213

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