[Red envelope] Espero que mañana haya un rebote decente

(I) Panorama of today
Under the condition that there is no external force to change things, the index continues to maintain a narrow-range consolidation as expected in the script. But here it’s necessary to pay attention to one detail: today has reached a turning-point node. If a new low on the right side does not occur, then over the next one or two days, the market will need to show a rebound trend. Taking a look at today’s board, the key node still has support. I’m looking forward to tomorrow’s northbound capital entering in size, so that it can generate enough volume to produce a decent rebound.
In terms of the offensive direction: today, within the intraday medical sector, none of the key stocks such as Luyanyao (鹭燕医药), Jimin Health, and Minova (美诺华) were taken. It’s estimated that tomorrow there will be a big differentiation before going in, which is relatively more acceptable. The battery direction is still promising. In the morning, two positions were taken: one became a terrible board rejection, and one managed a back-to-close (回封); moving forward amid divergence. Fiber-optic communications is something that needs to be重点关注的 (keyly focused on). Keep an eye on a few elasticity-based targets with hard logic, such as MTC (中际), Fujing (福晶), and also the domestic substitution direction in semiconductors shows signs of bottoming and strengthening. In addition, within the football-themed sector, capital is also continuously heating up. Structurally, focus only on Shehua (舒华) and Yue Media (粤传媒).

(II) Grain warehouse monitoring
Microchip Biotech: low-level layout, position held
China Merchants Energy Shipping: position held
Sinoceramics Electronics: position held
JinTuo Co., Ltd.: position held

(III) New additions:
Dashengdá (大胜达): early-session divergence turned to strength and I chased a buy in the rally, betting on the second major leg upwave + a computing/power-acceleration (算力) acquisition
Norde Stock (诺德股份): I followed a buy after strength in the early session; main rally structure + battery
Chuangyi Technology (传艺科技): I placed a buy during the opening auction; expectation of a new high on the right side in the second major leg upwave + battery
Fujing Technology (福晶科技): bought during the afternoon after it turned strong; main rally structure + optical/electro-optics leading stock
Oil Capital (中油资本): bought during the late session; during the second wave upward continuation + the No. 1 leader in RMB internationalization