[Red Envelope] 20,000 full-time records, Day 39 ( afternoon), currently: 137,000, bought low in the morning, hit the daily limit in the afternoon, the meat is fed to the mouth

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Day 39 of Full-Time Record (Afternoon), Currently: 137,000. Morning dip and afternoon surge to limit-up, almost feeding the meat to my mouth! [Taoguba]

Like first, then watch. Limit-ups keep coming.

“Market fluctuations are normal. Temporary losses don’t mean failure. As long as you maintain a learning mindset and summarize lessons, you will eventually see the dawn of profit amid market ups and downs.”

Today’s operations:

In the morning, bought the dip in Hang Electric, Tuowei Information, gained over 10 points today. Sold Xiaocheng Technology and Taijing Technology.

Next, I will periodically explain stocks I am optimistic about! Friends who want to follow, remember to follow + bookmark to avoid missing the latest updates!

Now, let’s review some of Brother Feng’s operations since the holiday break:

On 2.24, I stealthily invested in Civil Explosive Optoelectronics, from over 80 to now 118, holding 47 points, all big meat opportunities at low positions. Brother Feng played a small game, taking 7 points quickly profit-taking and switching to new targets.

On 2.25, I stealthily invested in Jinniu Chemical and Intercontinental Oil & Gas. My followers probably know that Brother Feng held for a few days but got out because he thought it was dragging. The result was selling before takeoff, but I don’t regret it. This proves my stock selection wasn’t wrong. Many followers held on and caught this big meat opportunity.

On 2.26, I stealthily invested in Zhongwu Gaoxin at the close. On 2.27, many followers took big bites, all low-position start-up opportunities! But that day, also because Jinniu and Intercontinental Oil & Gas were dragging, I withdrew early.

On 3.2, before the market opened, I shared Xiaocheng Technology, which I still hold today with 17 points. Beijing Ke Rui also held with an 8-point gain. I played Gan Neng Shares, small profit on 3.3. Taijia held and didn’t move today with 11 points. These days, I provided many low dip opportunities.

On 3.3, before the market opened, the stocks I shared didn’t show much brilliance; their trends were weak. I entered Taijing Technology in the morning, but on 3.4, I exited shortly after opening, strictly cutting losses without greed.

On 3.2, I shared Beijing Ke Rui again, and today, 3.4, I shared it once more, providing a deep water dip-buying opportunity. The same day, I shared Hang Electric, which I also bought at a deep water level, giving everyone a chance to follow. Blue Flame Holdings also started at low levels during the day, providing more buy-in opportunities. The other two stocks are also deep water positions to be held quietly.

You should all be aware of the recent market conditions, but Brother Feng has been leading everyone to buy big meat at low levels. For example, many followers caught the opportunity with Hang Electric today. However, I noticed that many followers don’t even click a free like. Only after reaching 30 likes will I share pre-market plans and opportunities for stealth. Most of the time, after I stealth, I quickly share so everyone can follow and eat meat!

Market overview:

Today, the overall market trend remains weak. The strongest sectors yesterday are consolidating today. Funds rotated into low-position sectors like power grid equipment and forestry planting. Over 3,000 stocks declined, the Shanghai Composite fell nearly 1%, and the intra-day break rate once hit 54%, showing a very weak market. Fortunately, funds flowed back into power grid stocks at the close, supporting the market. Otherwise, the market would look very ugly today. There is a clear potential for a rebound and repair, but the strength depends on trading volume. Today’s low volume of 766.6 billion yuan indicates unhealthy fund trapping after two days of decline.

Hot sectors and leaders:

  1. Power grid equipment / Ultra-high voltage (strongest main line)

Logic: 14th Five-Year Power Grid Plan + overseas demand surge, driven by policies and performance, highly recognizable short-term.

Leaders: Shenneng Electric Power 3-day limit-up, Tongguang Cable, Canaan Intelligent 20cm limit-up, Shun Na Shares, Jicheng Electronics quickly hit the limit. Laolong Han Cable also rebounded.

  1. Oil & Gas Exploration (risk-avoidance main line)

Logic: Geopolitical catalysts + high oil prices, sector leading gains.

Funds are concentrated in high-growth cycles, with strong defensive attributes.

Leaders: Intercontinental Oil & Gas, Petrochemical Oil Services limit-up; Shandong Moluo, Zhunyou Shares 3 consecutive limit-ups.

  1. Agriculture / Seed Industry (spring plowing main line)

Logic: Food security + spring plowing catalysis, low-position risk-avoidance funds’ first choice.

Leaders: Yasheng Group 4 consecutive limit-ups, becoming a high-level leader; Nongfa Seed Industry and others follow with limit-ups.

  1. Military / Aerospace (defensive main line)

Logic: Geopolitics + Two Sessions budget expectations.

Leaders: Aerospace Rainbow rebounded strongly; shipbuilding chain rose against the trend; funds are strongly inclined toward risk-averse allocations.

In summary:

The index pulled back with reduced volume, selling pressure eased, and support at 4050 points remains effective. The market is moving away from broad declines, with power grid, oil & gas, agriculture, and military sectors breaking out against the trend. Fund rotation is obvious, and short-term profits are concentrated in leading stocks of these main sectors.

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