【Walking with the Board King】 Review (2) Thursday's Strategy: The market has plummeted, but the script is still with me!

Like first, then watch. Wealth keeps growing. Keep liking and supporting. Good luck! [Taogu Ba]
Detailed review and next trading day ideas on March 4, 2026. Follow me to see the most detailed review!

First, a review of the morning session’s key ideas and storyline:

Today’s storyline arrived as expected. First, there was a significant divergence between oil & gas and natural gas sectors. This was something Board King mentioned early on. Why? Because this theme has shown large gaps with high openings over two days, indicating very strong consistency without selling pressure. Today, volume must increase. Where is the opportunity for volume? It’s in the core stocks. Mid-tier stocks are likely to be eliminated fastest. Combined with the main theme, the idea of three-in-four nodes is today. Water development logic is quite authentic, Yasheng’s chip structure is better, and divergence indicates strength. Intercontinental also shows divergence at midday, presenting opportunities to focus. Only by focusing on core directions and core targets can one remain invincible.

This blog focuses on ultra-short-term trading, sharing daily market trends, pre-market macro views, and analysis of limit-up chip structures in real time. Add “Special Attention” to receive updates immediately. Support brothers, like, cheer, comment, tip, and top the post!

Board King’s core review ideas: Market index analysis → Short-term core theme direction → Core targets within short-term focus

【Market Index Analysis】
Total trading volume: 2,387.9 billion yuan
Market index: Today, the index opened lower and declined, breaking down and forming a doji with decreased volume. A rebound is expected tomorrow. The index remains below the 5-day and 10-day moving averages. The overall trend remains bullish; short-term under pressure, but long-term bullish!

【Core Direction and Sentiment Cycle】
Short-term core theme: Oil & gas concept
Core leaders: Water Development Gas, Intercontinental Oil & Gas
Today’s limit-ups: 44, yesterday’s limit-ups: 76 (more limit-ups indicate better sentiment, more positive)
Today’s limit-downs: 11, yesterday’s limit-downs: 53 (more limit-downs indicate negative sentiment, worse mood)
Today’s limit-up break rate: 30.16% (above 30%, trading becomes very difficult)

Market Sentiment Cycle
Overall short-term sentiment is recovering. Old themes like power are active. As expected, oil & gas sectors diverged significantly. Remaining stocks are core; others have been eliminated. Focus is necessary. The break rate is gradually increasing but remains normal. Overall, it’s manageable. The number of limit-down stocks is decreasing, indicating market recovery. Suitable to focus on mainstream directions. Short-term sentiment is generally favorable for trading in mainstream themes.

【Market Analysis of Opening Auction】
By 9:25 AM, top 3 buy-in amounts for limit-up stocks:

1. Intercontinental Oil & Gas: 4.937 billion (oil & gas concept), 3 limit-ups
2. Shandong Molong: 1.027 billion (oil & gas concept), 3 limit-ups
3. Water Development Gas: 870 million (oil & gas concept), 4 limit-ups

Based on the overall direction: oil & gas concept (summarized from auction data)

A key insight: defining a clear direction early on allows focused effort, possibly achieving twice the results with half the effort. Actively pursue the strongest direction.

【Limit-up Chip Structure Analysis】

Oil & Gas: Iran announces control of the Strait of Hormuz
Four-limit-up stocks: Water Development Gas, good chip structure, hope for further upgrade
Three-limit-up stocks:
Shandong Molong, good chip structure, hope for further upgrade
Intercontinental Oil & Gas, good chip structure, hope for further upgrade
Zhun Oil Co., average chip structure, watchful
Petrochemical Oil Services, average chip structure, watchful

1. Personal comments on concept directions: Mainstream, focus on key stocks
2. Most first-limit-up stocks are just rebounds; cautious approach needed, precise timing requires auction data
3. Stocks with good chip structures and potential for further upgrade: Water Development Gas, Shandong Molong, Intercontinental Oil & Gas (must align with morning ideas)

Power Sector: State Grid’s “15th Five-Year Plan” investment up 40%, AI drives power demand
First-limit-up stocks: Shun Na Co., Jicheng Electronics, Tongguang Cable, Han Cable, Ruina Intelligent, Shenma Power, Jingquan Hua, Jinkai New Energy, Silver Star Energy, Ankao Smart Electric, Hang Electric, Canaan Intelligent, Hongsheng Huayuan, Huatong Cable, Fuda Alloy, Guiguan Power, Langfang Development

1. Personal comments on concept: Mainly a rebound, no sustained trend, cautious overall
2. Most first-limit-up stocks are rebounds; cautious approach
3. Stocks with good chip structures and potential for further upgrade: None

【Computing Power/Semiconductor Chain: Global Storage Gap Widens, Storage Leaders’ Performance Verified】
First-limit-up stocks: Baiwei Storage, Lingwei Technology, Chaoying Electronics, Beautiful Ecology, Demingli, Chengbang Shares, Chuanrun Shares, Farsun

1. Personal comments: Mainly a rebound, no sustained trend, cautious overall
2. Most first-limit-up stocks are rebounds; cautious approach
3. Stocks with good chip structures and potential for further upgrade: None

【Robotics: Robotics concept active】
First-limit-up stocks: Yuexin Health, Intelligent Control, Sanlian Forging, Zhuolang Intelligent

1. Personal comments: Mainly a rebound, no sustained trend, cautious overall
2. Most first-limit-up stocks are rebounds; cautious approach
3. Stocks with good chip structures and potential for further upgrade: None

【Grain & Food: Geopolitical conflicts boost grain security expectations】
Four-limit-up stocks: Yasheng Group, average chip structure, cautious
First-limit-up stocks: Nongfa Seed Industry, Red Sun

1. Personal comments: Mainly a rebound, no sustained trend, cautious overall
2. Most first-limit-up stocks are rebounds; cautious approach
3. Stocks with good chip structures and potential for further upgrade: None

【Other Concepts】
First-limit-up stocks: Wangli Security, Oriental Zirconium, Yufan Technology, Fulin Transportation, Aerospace Rainbow, Yanhua Intelligent, Yahong Medicine

1. Personal comments: Mainly a rebound, no sustained trend, cautious overall
2. Most first-limit-up stocks are rebounds; cautious approach
3. Stocks with good chip structures and potential for further upgrade: None

【Daily Outlook】

1. Focus on leading stocks with continuous limit-ups; if no leader, focus on mainstream themes leading the rally
2. High-level retreat, high-low switch, consider one-in-two, avoid first-limit-up stocks
3. In extreme markets, consider break and rebound strategies, low buy-in points with high recognition, stocks with market position and popularity, find suitable entry points

Everyone’s approach varies, but the core principle remains: seek certainty in buy points.
The future is uncertain; we are all dark horses! I am the ultra-short king, happy to meet you! This blog focuses on rapid trading and ultra-short low buy-in strategies!

In the ultra-short trading ecosystem, professionals and amateurs differ in prediction skills.
But to stand out, you must put in more effort than others.
Where you sow, you will reap.

【Daily Thought Question】
Do you think oil & gas is still the main line? How can we grasp the rhythm? (Answer will be announced in the morning’s key ideas)

A heartfelt thank you to everyone liking, tipping, supporting, and encouraging. Your support motivates me to keep updating and sharing valuable insights. I will continue to share more valuable articles. Wishing all brothers a year of full accounts!

Thanks to all brothers who keep supporting:

Article reward list, thank you:

If you find this article helpful, please tip, like, comment, and support in the comments!
(Only seven “cheering coupons” needed to become a featured article. This review is just personal thoughts and trading diary, not investment advice. Reposting requires acknowledgment: From Ultra-Short King.)