2026.4.7

1. SHUA Sports, Nanjing Commercial Travel: they’ve both been fully cleared; SHUA is already done underwater, and Nanjing also finished early in the session. In the near term, they probably won’t be taken back again; let’s wait a week or two. I’ll be back! SHUA should be the biggest trade I’ve made since I started stock trading; I’ve benefited a lot—experience points +1
   Then I’m in cash

2. Whether it can be negotiated or not ultimately depends on what happens on April 8 at 8:00—keep an eye on the news. Right now, the outside news is also a case of competing inputs affecting both sides; no one can predict what Chuan Jianguo will want to say the next day. Personally, the impact on the U.S. ground seems not to be very big; Holmes is also shut. What affects oil prices a lot is whether Iran is willing to attack the oil facilities of Gulf countries and to blockade the Strait of Hormuz; things outside are very chaotic. Personally, I think being in cash or clearing out is favorable.
   In the pharma sector, Jin Ya Pharmaceutical has successfully advanced to seven boards. If tomorrow there’s no window guidance, there’s an expectation of eight boards. However, personally I think we can cut high and go low to play the odds on today’s setup for going from one board to the next, and do low-buy and high-sell; moreover, Bailuyuan Medical’s tomorrow’s post-round recap suggests the expectation is a one-word limit-up. And since pharma itself is a defensive theme, it’s genuinely perfect timing, favorable location, and the right people. But seeing that Far Sheng seems to have been flagged, I don’t know whether it will affect sentiment. Look more, do less. Tomorrow’s expectation is still to stay in cash

Left-brain-right-brain mini playhouse: