3.2 Pre-market Strategy: Holding Breakthrough Long Yu Energy Holdings, discussing the buying logic

Today’s operation: [Taogu Ba]
Continuing to hold YuNeng Holdings. I shared about YuNeng Holdings on the morning of the 25th. After sharing, there were many buying opportunities. Those who followed and bought are now big winners, winning three days in a row.

Yesterday’s post only mentioned one stock, which is YuNeng Holdings, and I clearly stated that besides YuNeng Holdings, I don’t see any other stocks worth watching.

Today’s market initially declined then rebounded. The stock that stabilized market sentiment and boosted market confidence is YuNeng Holdings. YuNeng Holdings rose because of the power and computing capacity sectors. Today’s market mainly revolves around power, computing, and data centers. All of this is thanks to YuNeng Holdings breaking through and upgrading to a 7-day continuous limit, which opened up market heights. It can be said that if YuNeng Holdings hadn’t broken through and upgraded to a 7-day limit today, but instead showed negative feedback, then there’s a high chance the overall market would have declined today. The stock market is sensitive; a small change can affect the whole system.

Logic behind buying YuNeng Holdings
The biggest problem in the current market is the lack of major themes to lead the way. Recently, selecting stocks based on themes has been very difficult. The market style is rotating; today’s winners may not be tomorrow’s winners, lacking sustainability. So, choosing breakout stocks based on themes is unrealistic. During this period, I have to give up theme-based stock selection and focus on stocks with independent trends. In my view, the only stocks with independent trends right now are YuNeng Holdings. It’s a company mainly involved in power generation, heavily investing in computing capacity. This is a perfect combination. Remember, computing capacity consumes a lot of electricity, and the biggest expense for computing companies is electricity bills. YuNeng Holdings’ investment in computing capacity combines power and computing perfectly, creating a compelling story. Such a story is attractive.

In my understanding, YuNeng Holdings is similar to last year’s Dayou Energy and Shoukai Shares. Dayou Energy was a restructuring stock that hit 9 limit-ups in 10 days, and Shoukai Shares invested in Yushu Robotics, which ran for 10 limit-ups in 11 days. Both were products of a market without mainstream themes, stocks with stories to tell and independent trends. YuNeng Holdings’ heavy investment in computing capacity also has a story to tell.

March 2nd pre-selected reference stocks
Honestly, the only stock that fits my aesthetic is YuNeng Holdings. I feel it could hit 8 consecutive limit-ups. But if something unexpected happens over the weekend—like major shareholders reducing holdings or regulatory measures—it might have to be abandoned. My attitude remains the same as in yesterday’s main post: I only discuss this stock, I don’t recommend it, because it’s no longer the best entry point. However, if a first negative day (first down day) occurs next Monday, and the stock dips during the session, I will dare to buy low, aiming for a rebound from the first negative day as a leader.

I’ll also reluctantly pick a couple of other stocks for reference:

1. Taijia Shares
2. Beijing Kere

Starting next Monday, I plan to use a small account for real trading. After claiming I could achieve 18x returns in a year, I want to turn that boast into reality through real trading in front of everyone. Future posts will include pre-market strategies + real trading. I believe I’m probably the only blogger doing strategy + real trading, because without real trading, it’s just talk. Anyone can boast, but it’s impossible to verify the truth. Real trading, however, requires skill and capability to support the scene.

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