March 11 Short-term Research Institute Review: Rapid bidding locks in high-quality alternative stocks, sharing the core ideas in the article.

Hello everyone, this account focuses on short-term trading research, updating since March 9, 2026. No detours in daily reviews—only real insights and practical operations—after each market close, combining today’s market situation and personal experience to analyze emotions, core sectors, popular stocks, and project tomorrow’s trading directions, summarizing daily short-term lessons. [Taoguba]
Our short-term focus is on the participation in core popular sectors and their leading stocks’ battles. Please like, bookmark, and follow so you won’t get lost in the next update. Let’s move forward together!

First, a big thank you to @Dongbula East for the tip, this is the first tip since the account started—made my day. Also, to other fans who feel I’ve spent time providing useful content, thank you for more likes, comments, tips, and support. I will take some time to answer questions from familiar followers.

1. Today’s Overall Short-Term Market Situation
Let’s set the tone for today’s market: market sentiment is neutral to slightly bullish, structural differentiation is prominent, sector rotation shows a pattern of “mainline leading, weaker sectors falling behind,” with core rotation centered on the computing power and chemical sectors!
Core sentiment and data: Shanghai Composite up 0.25%, ChiNext up 1.31%. It seems the indices are warming, but over 3,200 stocks in the market declined, with only about 50 stocks hitting daily limit-ups, and only 33.33% of stocks on the daily limit-up chain advancing, indicating market sentiment hasn’t fully exploded—only localized profit opportunities exist.
The key sector rotation logic today: funds mainly rotated around computing power and chemical sectors. Early in the session, computing power led the charge, boosting sentiment; at midday, chemicals followed with a surge, forming a “rotation leading rally” pattern. Meanwhile, cyclical stocks (oil & gas, coal) and tech sectors were abandoned by funds, showing clear sector differentiation, with funds exhibiting “grouping around core, abandoning weak links.”

2. Today’s Personal Trading Actions

The BS points I mention are always linked to context; historical data is there for reference.
Following the previous review (March 10, 2026), Meiliyun was entered during pre-market bidding yesterday, with a negative feedback of about 6%. Today, it started with a limit-down in bidding, and finally opened red, with my stop-loss at around 3%. This is a failure probability; a 3% loss is within normal range. The reason for failure was discussed yesterday—market today has low tolerance for repeated breakouts, easy to be manipulated.

Today I newly focused on China Energy Construction and GCL Energy Science & Technology.

It’s necessary to fully explain where the final stocks of interest come from, why I chose them today, and why I entered at the moment of bidding or opening. Because some classmates already asked me this today—why I didn’t post earlier, only after they hit the limit-up. I must clarify.

1. First, I can confidently say: copying others’ homework has no future. Kobe Bryant also emphasized that to achieve stable profits, it’s not about individual stocks or a few picks, but about an effective and usable trading system. Stock luck varies, but a trading system is a serious set of rules. Everyone should develop a trading system suited to their personality, not just copy others daily.
2. Next, where do the final stocks of interest come from? Although I just joined Taoguba and have posted only two articles, each includes some short-term strategies for the day, such as today’s content below:

This comment was posted today at 07:08 under the main post; you can check it out. Clearly, I only act within my list of candidate stocks for today’s focus. I don’t suddenly decide to break the rules and chase wild stocks. If I did, what’s the point of reviewing at night?
Each candidate stock is briefly described, giving a clear direction for today, for example, China Energy Construction:

High-level divergence and rebound, strong stability—these phrases are very valuable. The hot spots and status are solid (popularity remains top in the past 24 hours). After observing the bidding, it’s a good opportunity at low cost—why wait for the New Year?

Similarly, GCL Integration’s strategy in the morning was described as follows:

Yesterday, GCL Energy & Technology had a limit-down shock with high divergence. Its K-line pattern and sector position indicated some funds would attempt a rebound. I also mentioned that risk coexists, meaning I wasn’t fully confident it would rebound successfully. But bidding was fine, I added it to my watchlist. Unlike China Energy Construction, which was locked in all day, GCL Energy & Tech didn’t close the gap at the end of the day, but my profit cushion isn’t thin, so there’s still room for operation tomorrow or the day after.
Pre-market candidate stocks are usually about five, and today was no exception—two of them, Zhongnan Cultural and Yuhuan CNC, are not part of the rebound system. I explicitly stated yesterday that today I would definitely do a rebound.

Midway entries and chasing are supplementary techniques used when some stocks slip through the cracks during bidding. Usually, I lock in these entries right at the start, as today.
3. The key question: why did I only focus on China Energy Construction and GCL Energy & Tech during bidding today?
First, about China Energy Construction’s bidding observation:
It opened mildly higher at 3.15 yuan, yesterday’s close was 3.14 yuan, only a 1-cent increase—less than 1%. Many followers might think: “Only 1 cent? No big deal.” Wrong! That gentle opening was the biggest highlight today!
Let’s review the psychological game during bidding:
9:15-9:20: Opening auction begins, orders can be withdrawn. During this phase, some who chased the limit-up yesterday might want to sell. But you’ll find selling pressure isn’t big; China Energy Construction maintained at 3.20 yuan, flat as a line—very strange. After yesterday’s break, it didn’t rebound at the close, yet it managed to hold a high open the next day. That’s quite rare.
9:20-9:25: Orders can no longer be withdrawn; the real battle begins. If yesterday’s trapped or profit-taking funds want to unload, they could push the price down. Retail panic could also depress the price. But what happened? After 20 minutes, it stubbornly held at 3.20 yuan, with increasing red volume bars below, showing strength! I judged the main force’s intent before bidding ended. This stock is likely to trigger a rally today—whether it hits the limit-up only time will tell, but I had to act.

Now, about GCL Energy & Tech:

Its bidding lasted just over a minute at a flat price, with the rest of the time below the market. Near 9:25, there was a slight dip, but the moves were very small. Compared to a stock that didn’t hit the limit yesterday and only had two limit-ups before breaking, this is acceptable. What’s unacceptable? Bidding at the limit-down and not rebounding.
From the psychological game perspective, GCL Energy & Tech’s opening was more divergent than China Energy Construction’s. China Energy was locked in by funds yesterday; GCL Energy & Tech had some funds choosing to exit during bidding. This matches their different roles—China Energy is a state-owned enterprise with a trillion market cap, GCL is a more flexible stock with over 300 billion market cap, so the fund battle is more intense.

In fact, executing this entire process requires skill. First, you must select suitable candidate stocks. Then, during bidding, you need to judge the psychological shifts of all parties involved and monitor other core stocks in the sector. It takes time and practical experience to master this.
Therefore, I want to emphasize that from 9:15 to 10:00, I rarely get distracted. It’s almost impossible to update comments during this period; I can only share my insights after the market closes.

3. Today’s Core Sector Analysis

1. Computing Power & Energy Collaboration (Main sentiment, rotation core, most resilient)
   Sentiment: As the main sector, today’s rotation was not a sign of weakening but “sentiment turnover”—after early profit-taking, outside funds entered, completing chip exchange. Today’s turnover rate reached 8.2%, within a reasonable range recently. This sentiment turnover actually strengthened the sector’s foundation, indicating high market recognition. No signs of “a wave up then collapse.”
   From the essence of sentiment, computing power & energy collaboration carries “certainty sentiment.” Amid sector divergence and increased uncertainty, funds and retail prefer policy-backed, leading stocks. This resonance suggests the sector will likely remain a rotation core tomorrow.
   Funds: Today, net inflow exceeded 8 billion yuan, with high concentration. The top two stocks, Yunnan Energy Control and GCL Energy & Tech, accounted for 45% of total net inflow, showing funds are grouping around core stocks. This structure can resist correction pressures from sentiment divergence; even if a small pullback occurs tomorrow, funds will support it, avoiding systemic sentiment collapse.
   Risks: Watch out for “excessive turnover”—if leading stocks’ bidding volume shrinks significantly or sector net outflows exceed 3 billion yuan, sentiment divergence could worsen. But based on today’s fund support and resilience, this risk is low.
   Linkage: The sector’s connection with green energy, wind power, and other related sectors strengthened today, with a 2.5% rise, further amplifying sentiment and supporting tomorrow’s rotation.

2. Chemical Sector (Event-driven, relay rotation, strong explosive power)
   Sentiment: The core of chemical sector rotation is “short-term event-driven speculative sentiment,” quite different from the “certainty sentiment” of the computing power sector. Today’s surge was driven by external news (LNG interruption) and futures linkage, without long-term policy support or capital accumulation. Most participation was short-term speculation, with retail chasing news for quick gains. This sentiment lacks sustainability; once news cools or futures effects weaken, sentiment will quickly fade.
   From the perspective of sentiment divergence, tomorrow’s sector likely to see split opinions—retail chasing today may exit if no new catalysts (like LNG loading resumes or geopolitical easing) emerge, leading to quick profit-taking and sentiment cooling.
   Funds: Today, net inflow exceeded 5 billion yuan, but the structure was poor—retail dominance, with main funds taking quick profits. Afternoon net outflow reached 1.8 billion yuan, indicating low long-term recognition; it’s mainly short-term speculation. Without new funds tomorrow, net outflows may continue, further depressing sentiment.
   Event focus: Monitor Qatar LNG loading recovery—if officially resumed tomorrow, sector sentiment could collapse, with leading stocks surging then retreating. If the event prolongs (delays in loading), the sector might remain temporarily strong but remains a short-term play.
   Comparison: Compared to the computing power sector, chemical stocks lack policy backing and capital support, with weaker linkage effects (only futures, no effective connection with other sectors). Profitability is concentrated in core leaders; follow-up stocks lack sustained upward momentum. This sector structure indicates weaker rotation sustainability than computing power.
   Trading reminder: Sector divergence will intensify tomorrow. Leading stocks (like Jinniu Chemical, Baofeng Energy) may withstand sentiment differences, but follow-up stocks will likely retreat as sentiment wanes. This is the rule of event-driven sectors: sentiment comes fast and leaves fast. Short-term trading must follow the rhythm of sentiment and news, avoiding blindly chasing highs.

4. Tomorrow’s Short-term Sentiment Forecast

Overall market sentiment: continue today’s neutral to slightly bullish tone with structural divergence; a full rebound is unlikely. Today’s sentiment recovery relied on the rotation of two core sectors, not broad capital inflow. Over 3,200 stocks declined, showing no full resonance—retail sentiment remains cautious, and main funds are still “grouping around core, avoiding weakness.”
No clear expectation of incremental capital tomorrow, and today’s two sectors have already released their sentiment wave. Overall, expect “differentiated oscillation,” with the chain-up rate of limit-ups likely around 30-40%, and no significant increase in limit-up stocks. Profit opportunities remain concentrated in core sectors; weak sectors’ sentiment is unlikely to improve.
Be alert: if early trading in core leaders underperforms, short-term sentiment could diverge further. But considering the policy support and fund accumulation in computing power, systemic sentiment collapse is unlikely.
Specific pre-market strategies will be posted in the comments section tomorrow morning.

5. Short-term Lessons and Insights

Where funds go, sentiment follows, and opportunities follow.
Short-term trading is about mindset and rhythm, not luck. Today’s lessons can be used tomorrow—avoid greed, chasing, focus on leaders, control positions, and stay steady in a divergent market to earn steadily.

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