"Future Energy + Computing Power Collaboration" dual-line continuation, March 12th, catch the trend dragon's secret!

Good evening, everyone. Congratulations on collectively making gains again today. The break and rebound strategy performed very well on stocks with high recognition of the main trend! Most retail investors have grasped the core principles and can now avoid the losing logic of chasing highs and selling lows. When this strategy is used to its fullest, you will thank me. Please continue to follow and support! [Taogu Ba]

A special reminder: I’ve said it multiple times—retail friends should not be caught chasing stocks in the oil and shipping sectors. We removed the oil stocks from our watchlist last Thursday!

This post specializes in catching strong stocks through break and rebound strategies, focusing on core themes and trend logic, and is good at pre-emptively identifying the market’s key directions. In practice, I skillfully apply powerful strategies like limit-up with huge volume, large volume decline and rebound, and break and rebound at limit-up, accurately capturing early-stage opportunities. I have a systematic framework for analyzing the volume-price relationship during break and rebound, which allows me to clearly identify key cycle points such as stock initiation, shakeouts, pullbacks, and acceleration from dimensions like volume, chips, and patterns, enabling proactive layout and trend following. I am committed to using a systematic, patterned approach to identify strong stocks, focusing on capturing main upward waves, and helping to grasp trend markets with practical strategies.

Theme effects and trend-leading strategies are at the core of our operations!

Currently, the market is driven by two main lines:

AI Industry Chain: Computing and electricity synergy, computing power hardware (CPO, optical modules, optical communication, PCB, liquid cooling)

Cyclical Price Increases: Future energy (green electricity, hydrogen energy, photovoltaics, nuclear power, etc.), chemicals (annual price increases for core leading stocks)

Among these, “computing and electricity synergy + future energy” is the first time included in the government work report, making it a key sector this year!

1. On March 11, core themes centered around performance certainty, price increase logic, and policy catalysts:

1. Future energy (energy storage/photovoltaics/solid-state batteries) led with 15 limit-ups, with energy storage and solid-state batteries seeing the largest net capital inflows;

2. Chemicals (coal chemicals, salt chemicals, titanium dioxide) exploded in the afternoon, driven by geopolitical conflicts and resumption of work, leading to multiple limit-ups;

3. Computing power/CPO/optical communication hit 12 limit-ups, supported by the commercial use of 1.6T optical modules and policies on computing and electricity synergy;

4. Smart power grids hit 8 limit-ups, with continuous catalysis from computing and electricity synergy and new power systems;

5. Themes show strong main lines, weak follow-through, stable at high levels, and dispersed at low levels. Sector stocks with performance and logical support are favored by funds;

6. High-recognition leading stocks accelerate in trend + continuous limit-ups;

2. On March 12, market expectations shifted to oscillation and differentiation upward, with the main lines continuing:

Priority of main lines: computing and electricity synergy / energy storage > chemicals > computing power/CPO. Power grid stocks form a complete ladder of limit-up stocks, with green power and Huadian Energy expected to continue strong; chemical stocks supported by geopolitics and price increases, with leaders like Jinniu Chemical, Baofeng Energy, and Zhongtai Chemical oscillating and strengthening; computing power/CPO stocks with strong capital support, such as Longfei Fiber and Guangxun Technology, retrace for low buy-ins.

Recently, our sector picks have been very accurate. The break and rebound strategy for trend stocks is exceptional. Pay close attention to sector themes and trend-leading strategies:

1. Focus on main lines, avoid miscellaneous stocks: “Computing and electricity synergy (computing power, electricity, hardware) + future energy + chemical stocks with price increases”

2. Leader strategies: prioritize high recognition, diversify holdings accordingly.

High-recognition leaders are key. For continuous limit-up stocks, observe order book, tiers, and sentiment anchors. For trend leaders, look at moving averages, trading volume, and institutional holdings. In operation, enter when the limit-up leader’s divergence turns into consensus, and buy low on trend leaders during pullbacks to the 5/10-day moving averages. Avoid chasing high and avoid miscellaneous stocks. Control positions at 50-70%, hold core stocks in multiple accounts, set profit and stop-loss at high levels to prevent heavy concentration on a single stock.

3. Rhythm control: hold main line stocks, buy low during divergence (using the break and rebound strategy as your best solution).

In main line markets, focus on holding stocks, with T+0 trading as a supplement. During divergence, buy core leaders low; during consensus, avoid chasing highs. When the main line diverges, lock in high-flying stocks and eliminate follow-the-market stocks. During rotation, only switch within the main line, avoiding cross-sector chasing. Today’s volume-driven divergence indicates increased divergence tomorrow; the best strategy is to buy low on main line leaders and avoid high-level follow-ups.

Market expectation for March 12 limit-ups:

1st wave: Energy-saving wind power, Shuangxin Materials, Baichuan Shares

2nd wave: Green power , Reiscon

3rd wave: Zhongnan Culture

The chemical trend leader Jinniu Chemical’s “large volume positive + large volume negative” strategy is a classic breakout and pullback buy point.

This morning’s new energy stock “Southern Grid Energy” was also flagged two days ago, offering a low buy opportunity after a break and pullback.

Many trend stocks are well suited for the break and rebound strategy with large volume declines and increases.

Today, the market confirmed the main line and leader premiums. Funds shifted from broad gains to structural grouping. On March 12, the market continued oscillating and diverging, with power, chemicals, and computing as the core sectors. High-recognition leaders will continue to lead. The core strategy remains: focus on the break and rebound strategy, lock in leaders, buy low during divergence, avoid chasing consensus, and use thematic effects and leader trends to grasp certainty in a structured market.

This concludes today’s review and tomorrow’s outlook. These are my personal insights; I do not recommend specific stocks. The stock market carries risks; please invest carefully!

Key fundamentals for retail beginners:

• Retail trading system logic:
• Rebound at the dragon’s head and limit-up with huge volume negative:
• Limit-up with huge volume negative:
• Previous high resistance levels:
• Short-term volume-price minute chart:
• Upgraded break and rebound strategy:
• Details of the break and rebound strategy:
• Details of large volume negative rebound:
• In-depth analysis of break and rebound: