Missing out in the stock market is better than making mistakes. -2.27 Review

Today, the three major indices showed a clear divergence. The ChiNext Index opened lower and fluctuated sideways, while the Shanghai Composite and Shenzhen Component Index both opened lower and then moved higher with volatility. This resilience and independence of the main market indices are highly commendable. Overall, the market performed quite well today, with over 3,200 stocks closing higher and nearly 100 stocks hitting the daily limit-up. This was an unexpectedly good day—previously, the market only protected the indices but not individual stocks, resulting in stable indices but many stocks falling sharply. Today’s market conditions allow investors to comfortably enjoy the weekend. As long as the weekend weather is good, the market should remain steady on Monday. [Taogu Bar]

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Market Situation Today:
The three major indices showed divergence throughout the day. The Shanghai Composite and Shenzhen Component Index both opened lower and then moved higher. The Shanghai Index rose 0.39% to 4,162.88, Shenzhen Composite fell 0.06% to 14,495.09, and the ChiNext Index dropped 1.04% to 3,310.30. Total trading volume was 2,505.5 billion yuan, shrinking by 512 billion compared to the previous trading day. Today, sectors with relatively active performance included non-ferrous metals, electricity, computing power, ST sectors, AI applications, and robotics.

1. Actual number of stocks hitting the daily limit-up: 92; hitting the limit-down: 1; limit-up rate: 80%.
2. Number of stocks rising: 3,271; falling: 2,068.

Market Summary: The entire market saw widespread gains, but the profit-taking effect was moderate. At the open, I started reducing positions—my short-term account aimed to clear holdings to buy back at lower levels, but many stocks surged today, making me uncomfortable. With more stocks rising, I felt uneasy, so I decided to let some bullets fly and gave up opening new positions today. Staying steady is actually quite good. The trend-following account also significantly reduced holdings, leaving only about 30% in resource-related positions. Whether to withdraw or stay is not the point; seeking peace of mind is key. Missing out is better than making mistakes in the stock market.

My plan and thoughts will be posted in the comments on Monday morning.

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High-Emotion Zone (6 stocks):

Yunnan Energy Holdings - shares in computing power + green energy storage, 7 consecutive limit-ups,

Jinzhengda - phosphate mine, 4 consecutive limit-ups,

Gannan Energy - electricity + energy storage, 3 consecutive limit-ups,

Zhangyuan Tungsten - metallic tungsten, 3 consecutive limit-ups,

Hongxing Shares - apparel and home textiles, 2 and 3 consecutive limit-ups,

Jiang Wuzhuang - private placement to acquire tungsten assets, 4 days with 3 limit-ups,

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Upgraded to Second Board Zone (9 stocks):
(1) Shenma Power - ultra-high voltage, 2 consecutive limit-ups,
(2) Beijing Kerui - power grid equipment, 2 consecutive limit-ups,
(3) Huayin Power - electricity, 2 consecutive limit-ups,
(4) Taijia Shares - data center power supply + commercial aerospace, 2 consecutive limit-ups,
(5) Changyuan Donggu - diesel generators, 2 consecutive limit-ups,
(6) Zhongwu Gaoxin - tungsten mine expansion, 3 days with 2 limit-ups,
(7) Huaxi Nonferrous - tin metal, 3 days with 2 limit-ups,
(8) Delong Huineng - control rights change + natural gas, 3 days with 2 limit-ups,
(9) Cangzhou Dahua - chemical industry, 3 days with 2 limit-ups,

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Special thanks to @Jiaoye for rewarding 500 points, @daijw for rewarding 500 points, brothers for large support.

Thanks to @SilentSummerWind, @ShuaiShuaiORZ, @BaihuaShuzi, @DuoduoMiaomiao, @Huwan, @AnnieBaby for your support and rewards.
Thanks to all the friends for liking and commenting, for your continuous support.

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Disclaimer: The opinions expressed are solely personal thoughts and records, not investment advice. Keep a good mindset, and may the stock market have a long rainbow.