From 50,000 to 1,000,000, on the 21st day, 100,000, buy HeShun Petroleum.

First, congratulations to me! Finally doubled my investment! It’s a bit slow, but better late than never! [Taogu Ba]
The curve looks a bit ugly, mainly because I was mostly out of the market for many days!

Let me talk about today’s trades: buying HeShun Petroleum. This is a typical passive space board.

Today I’m in a good mood, so I’ll share some of my thinking logic and little tips for market analysis:
Everyone knows about the Middle East situation; there was a big surge yesterday. Normally, if you believe early, you should have bought in yesterday. If you buy today, there should be strong signals indicating a trend. Otherwise, it’s easy to buy into a divergence! This is what most people worry about—buying and facing divergence or missing out if they don’t buy.

At this point, you need data support; otherwise, it’s hard to make a move.

Let’s look at the bidding situation from yesterday and today:

It’s clear that the buy orders for oil and gas are stronger today than yesterday, and compared to yesterday, the top 10 are mostly oil and gas. This indicates that the oil and gas sector is strengthening today, so it’s still worth considering in this area.

Since that’s the case, I can also consider turnover boards and space boards at similar levels;
For strong players, even 20cm or 30cm positions are worth considering.

Today I chose the space board. Among the second and third entries, only this one is related to oil, so it’s easier for me to spot.

But why doesn’t the space board directly go straight up? That’s because its concept or main business isn’t very pure or isn’t the strongest direction. From the bidding data, we can see that Intercontinental Oil & Gas and Shandong Molong have larger add-on orders, both involved in oil extraction, whereas HeShun Petroleum is about gas stations selling oil. Funds are favoring extraction, so if the market reacts quickly, stock selection should lean in that direction. This is similar to the water and electricity wave—first day was cement, and on the second day, funds shifted to tools. If the oil and gas sector can lead, it will only be in the extraction direction. These details may require some innate talent, and I’m still practicing… So, my trade with the space board today wasn’t very good; I might exit quickly tomorrow, and I may not make much profit.

As expected, I’m not very good at writing, so I’ll stop here for now.
Everyone, please give a like if you find this helpful!
If you enjoy this, I might consider sharing post-analysis and pre-market plans in the future…