[Red Envelope] Giving time for logical fermentation, the wind naturally reaches new highs

Old rules: claim red envelopes and refuse check-ins, even if you send a message like “Yuanbao Prosperity,” don’t comment “666,” so stupid; [Taogu Bar]

Keep an eye on real-time market movements, make early arrangements to determine wins or losses, luck is unreliable, and gamblers won’t go far;

Use deduction to determine direction, discipline to secure profits, like and then watch. The stock market will profit long-term. Wishing all brothers in the stock market daily prosperity and a thriving life!

1: Market Sentiment

This year’s biggest feature is that all emotional cycles and key time points turn particularly fast. In trading, sell signals need to come early, buy signals lag behind. Yesterday, 4,300 stocks closed red in both markets, giving us a false sense of warming. According to previous methods, today should at least see continued sentiment, but instead, it turned into warming with divergence.

Short-term trading difficulty has increased. Besides electricity stocks, other sectors haven’t opened up a clear main trend.

You can rely on quantitative analysis, Trump, or the current awkward timing, but all are part of trading and require adaptation.

The index was fine all day, but from the open, the ChiNext was under pressure—yellow line below, black line above—indicating a day of weak themes and strong weights. Volume slightly increased, thanks to blue-chip stocks, including collective moves in batteries, driven by CATL’s performance and European household storage.

This was hinted at on March 2 and 3, with DeYe shares hitting the limit up, Chint Power also hitting the limit, and Gudewei reaching a new high of 106.8. Sometimes, logic needs time to ferment; let the bullets fly for a while. Once the wind arrives, profits follow. This is a quant-led rotation market, so don’t rush.

Including the “Quantitative Model” I shared the day before yesterday, Weiling shares, after two days of suspension, surged today.

2: Auction Perspective

9:25 ends with five one-word surges, first among them is San Ge’s Wangli. Today’s trap was expected; it has no real significance. Riscon was the largest single order, but it doesn’t mean much. If you think about it, in its concept, you should discard computing power because its anchor isn’t there. The second is its CPO hardware attribute, but CPO’s hot spot is in second-tier markets. Instead, watch Huagong and Huilv’s statements at the open.

The only conclusion is that by observing Huadong and Fengfan’s first surges, the probability of short-term high-low capital shifts increases. So, you see all the early strength in various segments are from new stocks.

3: Theme Perspective

Yunnan Energy Holdings: started rising in the late session, indicating funds are taking early positions. On Friday, they need to watch for anomalies, so some funds are guessing it will rise tomorrow. As it moves, they will control deviations. The trend has been gentle, testing upper-level attitudes bit by bit.

Hua Sheng Tiancheng / Tuowei Information: As two major capacity stocks, last night’s fermentation was about the lobster safety incident, with big disagreements among funds. Whether at open or in the morning, expectations were exceeded. According to old methods, if the sector’s concept moves into a main rise, both haven’t completed the acceleration phase. So, the strategy is high sell, low buy, with short-term stop-loss at the 10-day moving average.

Ningbo Construction: the only 4-board stock in computing power, though it closed limit, with huge volume. Such stocks rarely have premiums. If tomorrow’s auction opens red, even if it exceeds expectations, avoid rushing in. In intraday auctions, rushing is bad, increasing divergence. The key support tomorrow is Ningbo.

Shunna Shares: yesterday’s expectation was from weak to strong. Today’s auction was as expected. Here’s a tip: don’t buy on the second day after a strong surge; the risk of traps is high. You can buy on the second day of a bottom, but given current strategies, it’s better to wait for the second day of a bottom.

4: Logic Perspective

Today, news broke that supply of H200 chips is opening up with new progress. The first batch is expected to be 300,000 units, with procurement requiring matching domestic computing cards. This move is mainly due to a severe shortage of domestic computing cards.

If confirmed, the first beneficiaries are the AIDC sector, as the shortage of large manufacturers’ computing cards eases, accelerating AIDC.

Second, domestic computing power benefits. H200 isn’t meant to replace domestic solutions; in the long run, the development speed of computing power can’t keep up with explosive token demand.

5: Disappointing Perspective

The new “Multi-Round” plan is ready, but data is weak—likes haven’t even reached 150. Most likely, many don’t have Sci-Tech Innovation Board access. So, forget it. I notice that Taogu Bar’s audience is relatively young, so they prefer content that mimics or splices. Maybe I should do the same in the future—easier, or AI-generated.

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That’s all—true fans, leave your mark!