[Red Envelope] 0305: After winning three days in a row with my brothers, today I choose to cash out and switch!

In March, I officially joined Taoguba and achieved three consecutive wins with my brothers. I forgot to introduce myself. [Taoguba]
I am a professional stock trader. With the idea that sharing happiness is better than enjoying it alone, I chose to register on Taoguba to share my personal views. In this market, I’ve always believed that only the front-runner is truly capable, and logic is the skill that can navigate both bull and bear markets. Welcome brothers to observe.
I shared continuously for four days. A few days ago, I was guiding brothers to focus on Yunnan Energy and Taijia, which helped us avoid the hellish market at the start of March. Three days of gains, today is slightly green, but within expectations.

For example, Yunnan Energy, I started to get involved from February 26.

At that time, I hadn’t registered on Taoguba yet, but after joining, I shared clear opportunities with everyone. For instance, on March 2nd, Monday, after officially joining Taoguba, I outlined three possible scenarios for Yunnan Energy, clearly stating there was only one buy point.

As shown in the above image, I used different colored borders for easier reading.
On March 2nd, Yunnan Energy’s movement, whether it followed the red or blue border, was expected to rise and then sell off. The only scenario that differed was the movement within the yellow border, where the market opened lower, Yunnan Energy rebounded to the red, then quickly dropped at open for a low buy point.
The logic behind this plan was explained in the daily review post that day, so I won’t repeat it here.
On March 2nd, Yunnan Energy’s movement matched the yellow border exactly.

The opening matched the third scenario, so the low buy point at the open was valid. Although it didn’t fully recover intraday, there was over 10% floating profit from the low buy during the day.
After the open, I continued to reassure brothers.

I told everyone that as long as Yunnan Energy didn’t break this level, I would personally hold my position.
This was the first buy point I shared after joining Taoguba.
On March 3rd, I continued to guide brothers to buy high and sell low.

First, on March 3rd, Yunnan Energy hit the limit-up, but aside from oil stocks, the entire market fell sharply that day. Yunnan Energy was supposed to be a favored stock, but panic spread, and funds no longer supported its group attribute. The stock failed to rebound after hitting the limit-up, so I advised brothers to reduce positions on the red day to lock in profits and expand the profit cushion.
By the end of the day, it dropped again, and I told brothers that Yunnan Energy could be bought at the low for intraday recovery.

I also told brothers that conservative traders could wait for a low buy at the end of the day.
The next day’s movement confirmed this strategy.

Before the market opened, I prepared two scenarios: if Yunnan Energy continued to rebound to the red, maintaining red oscillation, that would meet expectations; if it opened lower and weakened, it would be a fatal blow to an already fragile market, and I would suggest closing all positions.
On March 4th, Yunnan Energy exceeded expectations, rebounded to the red during the auction, and I shared my view immediately after.

I clearly told brothers that Yunnan Energy exceeded expectations, but oil and gas stocks underperformed, so the opening of Yunnan Energy was the best low buy point.
Yunnan Energy successfully hit the daily limit-up, but then actively sold off, especially when oil prices hadn’t yet recovered, which I couldn’t understand. I advised brothers to cut about 8% of their bottom holdings.

Today, for Yunnan Energy, if it can’t rebound intraday, it’s a clear sign to fully take profits. I explained this thoroughly before the market opened.

Before the market, I clarified that today was the last chance for Yunnan Energy to rebound. If it can’t, it’s time to exit, and don’t follow the trend. If it’s still bought back after the auction, there’s a risk of a fake breakout; only a genuine strength from the stock itself can lead to a rally.
It was obvious early on that Fasheng was the first to be bought during the auction, and Yunnan Energy only followed later. If the auction isn’t strong, the stock will need to rally in the intraday chart, and after the open, Yunnan Energy’s intraday movement was fragile, leaving only selling points here.

When it broke below the moving average, it was also the point to fully take profits on Yunnan Energy.

Yesterday, an interesting point was that the first limit-up stock didn’t have a second board, meaning a break in short-term momentum. Today, the first and second boards are likely to be contested, but on the second day after the bottom, only buying on the board is possible because many funds will try to induce a rally through bidding. The so-called auction turnover rate, volume ratio, and price increase are all manipulated by funds. So, don’t blindly trust those so-called formulas anymore.
After the first and second boards, the stock Nuan Na Ding took a straight up move. High-priced weak stocks like Hanlan, which opened at the limit-up, only go higher if not bought during the auction, so I shared the buy point on Tongguang Cable on the board.

Smart grids, although not strong intraday, are the only 20cm limit-up stocks on the entire network, making them the most attractive to funds right now.
I also shared the opportunity with Capital Online at the end of the day.

Although many sectors rotated intraday, fundamentally it was funds fighting for their own battles on the war line, with quantification predicting today’s focus on “Optoelectronics.” The LED sector surged within ten minutes of the morning, and this was a difference between quick reflexes and slow reactions—like a bicycle versus a Ferrari. I don’t consider those. During the day, I thought more about the afternoon, when the index retreated, and computing power outperformed, with Copper Bull and Meiyun hitting the limit-up. It might be a small article about domestic computing power, but the market’s movement was very clear. If it’s a small article, Capital Online should have moved up and down accordingly, but it still tried to buy at the end of the day, which is interesting. For stability, I suggest buying at the end of the day.

Regarding oil stocks, I already explained yesterday that they are sensitive to news, similar to the precious metals on January 29th. I also told everyone before the market that if there’s no new news, any recovery will be short-lived.

So, today afternoon, news came out that the Strait of Hormuz was not shut down, and the sector index reacted accordingly.

Therefore, in oil and gas, it’s mostly a fight-and-retreat situation. A new main theme is quietly emerging. To be honest, the leading stocks have never been absent. So, if you’ve been following this article, remember to follow and like to support my continued output. Thank you all!