[Red Envelope] 3.5. Core mainline + sector logic overview and tomorrow's trading strategy.

First praise, then watch; daily income exceeds ten thousand. Keep it up with tips and rewards, shining all the way! [Taogu Ba]

Today’s Operations:

Trading Account:

Trading: Intelligent Automation (overnight order from last night)

Trend Account:

Full Exit: Huasheng Tiancheng, take profit of 7 points (bought low yesterday, unfollowed above zero axis today)

Holdings:

Hejian Intelligent (watched underwater yesterday, floating profit of 7 points)

Shenzhen Information (watched last Friday, turned profitable today by 1 point)

Zhongsheng Pharmaceutical (mid-term, floating loss of 9 points)

Market Thoughts:

1: Oil and gas divergence expectations officially realized today, ending two days of crazy 25.94% gains, with strong divergence fulfillment. Core stocks at the front remain resilient, but the back rows are experiencing mass correction. 2: Computing power also saw inflow today, but opening was weak, so I unfollowed Huasheng Tiancheng above zero axis. 3: The grid connection sector shows signs of guidance; previously unable to enter yesterday, arbitrage in the back row is fine. 4: The Two Sessions opened yesterday; every day posts are about new industry focus. Today, there was a batch of unusual movements. Our followers have the advantage of early moves. Quantum took Shen Zhou; nuclear power took He Jian. Oil and gas expectations have been realized. We can’t be stubborn now. Our focus should shift, including previously underperforming tech stocks, to low-position varieties mentioned during the Two Sessions.

Market Recap:

1: Major Market Overview:

Today, the three major A-share indices rebounded with volatility. The Shanghai Composite returned above 4100 points, completing the key switch between high and low. Previously strong sectors like oil and gas, shipping, and geopolitical plays receded. Policy and industry-driven sectors like power grid equipment, MicroLED, semiconductors, and engineering machinery led the gains. Funds shifted from high-level themes to core logic at low levels. The Two Sessions window period highlighted policy-driven market features. The day’s profit was mainly from new low-level themes; high-level themes showed losses. The overall rhythm aligns with the market law of “good news materializing and core logic catching up,” with quant funds moving from oil and gas to new low-level themes. Focus now on the sustainability of the main themes after high-low switching.

2: Core Sector Analysis:

1: MicroLED (Technology leader, 20cm batch limit-up)

AI industry development fosters new optical interconnection paths. MicroLED, as the next-generation display tech, has high compatibility with AI hardware and computing devices. Industry breakthroughs and downstream demand growth open applications in consumer electronics and automotive displays, with performance expectations fulfilled. The tech sector overall is recovering from lows, funds shifting from high-level themes to core tech segments, making MicroLED a top choice for capital breakthroughs.

2: Power Grid Equipment (Today’s main theme, surge in limit-ups)

The strength of the power sector today is no coincidence. Funds attempted to position in oil and gas yesterday; today, divergence in oil and gas helped it rise to the market’s only main theme. Key advantages: trend structure intact (sector in strong oscillation), large capacity (can absorb oil and gas outflows), no crowded chips (no large-scale trapped positions after hype), plus fundamentals supporting grid upgrades and power supply security. Likely to become the market’s core defensive main line, focus on leading stocks and low-level rebound targets.

3: Semiconductors / Storage (Performance + industry catalysts, core tech rebound)

Storage industry enters a high boom cycle, with DRAM/NAND prices rising steadily, supply tight, and performance expectations met. Explosive demand for AI computing power, with semiconductor chips as the foundation, accelerates domestic substitution. Industry logic is solid. Two Sessions focus on strategic emerging industries; semiconductors, as a core tech, are expected to benefit from ongoing policies.

3: Sector Rotation (Policy expectations):

1. Commercial Aerospace (Two Sessions policy expectation, low-level rotation)

2026 Two Sessions focus on strategic emerging industries. Commercial aerospace, as a future industry, has favorable policy expectations; rocket recovery tech advances, industry implementation accelerates, and with SpaceX IPO boosting domestic industry valuations, industry logic is supported; sector was low previously, fitting the policy-driven rotation and rebound theme.

2: Quantum Technology (Policy implementation, pulse opportunities)

Two Sessions in 2026 officially convened, quantum information listed as a strategic emerging industry, with favorable policies landing. Previously driven by policy anticipation, after benefits materialize, funds may realize gains, representing pulse opportunities.

3: Nuclear Power (Policy + industry breakthroughs)

Major breakthroughs in overseas controlled nuclear fusion tech, with commercialization prospects rising. New power system construction accelerates, nuclear power as a clean energy core, with funds shifting in a high-low context, and sector chips structure clean.

4: Brain-Computer Interface (Policy + industry driven)

Two Sessions set the tone, including brain-computer interfaces as a key future industry. Tech deployment accelerates, application scenarios gradually open, policy hype window, funds focus on Two Sessions hot topics.

(All sectors and stocks mentioned in previous posts and comments, please look for them yourself. Good stocks will be discussed in the main analysis. Too many stocks to buy all. If you can’t get into front positions, learn to arbitrage from the back. Watch market direction and minute-by-minute sector capital flows.)

Continuous Rotation Stocks:

2nd limit-up: Intelligent Automation, AI — still weak in capital recognition today; needs continued strength tomorrow or will be suspended.

2nd limit-up: ZhuoLang Intelligent, Robotics, AI — has positioning in smart automation; expected to continue tomorrow (mainly depends on whether it outperforms Intelligent Automation or both stall).

2nd limit-up: Shunnai Shares, Power Grid, Nuclear Power, Computing — multiple halos, one-word limit-up as expected; need confirmation on turnover.

2nd limit-up: Tongguang Cables, Power Grid — arbitrage sector benefits.

2nd limit-up: Cheng Electronic, Power Grid — supporting Shunnai.

2nd limit-up: Wangli Security, Real Estate & Home Furnishings — three stocks, trust early, trust strong.

First limit-up: Zhaochi Shares, Micro LED — external news stimulus, quantification spreads sector; tomorrow’s strength depends on market intensity.

First limit-up: Huacan Optoelectronics, Micro LED — sector benefit.

First limit-up: Xingmin Zhitong, Intelligent Driving — watch tomorrow’s attitude.

First limit-up: Meili Cloud, Computing — small rumor stimulus, 90-degree rise, may not sustain tomorrow.

First limit-up: Shen Zhou Information, Quantum Tech — Geyr missed the board, tomorrow depends on your stance.

First limit-up: Maoye Commercial, news expectations, funds speculate on expectations gap.

First limit-up: Yanshan Tech, news expectations, funds speculate on expectations gap.

Premium Technical Posts:

Click the link below for core strategies!

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Wave Trading Core Tips!**

m.tgb.cn/a/2pferIa8CWv

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How to improve win rate on trading boards, how to handle bad boards and high-volume boards the next day?**

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How to sell the next day after trading? How to handle if you accidentally buy the limit-up?**

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Tomorrow’s trading ideas: (No more daily review of ideas, all in morning thoughts)**

Expected after the Y session:

1: Intelligent Automation (smaller orders today, mainly withdraw; confirm on open; give up if no action)

2: Shunnai Shares (smaller orders today, mainly withdraw; confirm on open; give up if no action)

Alternative: Zhuolang Intelligent (if automation falls behind, it hits the limit-up)

Low-entry expectations:

1: Focus on tech stocks: follow market guidance, go where strength is; if front row can’t enter, buy in the back row for arbitrage.

2: Use Two Sessions expectations as targets. Low-position stocks that haven’t moved can be watched, such as quantum tech, brain interfaces, commercial aerospace, nuclear power, etc. Don’t chase high. Focus on sectors with strong bidding; go for who is strong in bidding.

Thanks to the fans who tipped yesterday: @Erwa and Dadi @NaFuPo for telling me @momo0102 @F Cai @Sidaoshi JI1 @Mo Zhangyuan @Cui Can 1025 @98 Charity

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Thanks to the fans who rewarded yesterday: @Xinxiang Shicheng @98 Charity @NaFuPo for telling me @Xiaosha Hai @Mo Zhangyuan @Sidaoshi JI1 @F Cai @Hunter Bang Dean @Da Pa @Jie Zhuoyao Gu @Xu Nuan Ge @12345 Lou Feng

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Good opportunities during trading will be shared in real-time thoughts. We don’t do pre-market guesses. Focus on steady low-entry. All pre-market guesses are empty talk. Follow the market signals during trading. Our followers don’t gamble on probabilities.

There are no standard answers in trading, only rhythms that suit you. Strictly follow your plan, avoid greed, chasing highs, or blindly following. The core stocks we add are all selected through logic and verified on the market. Hope to help everyone avoid pitfalls and earn more!