Today's review: How to determine when this cycle will end?

Today’s Review:
Recently, the market continues to show significant rotation characteristics. Today’s focus shifted mainly to the chemical sector, which was the hottest topic of the day. However, chasing high in these sectors carries uncertainty about whether they can remain strong tomorrow, so caution is advised in operations.

At the opening, trading volume briefly dropped below 2 trillion, then increased to about 110 billion during the day, and ultimately the total market transaction reached 2.5 trillion, with overall volume remaining high.

Currently, I am most optimistic about the Power and Computing sectors. The chemical sector is better suited for waiting for a pullback to buy low. The overall price increase logic has not been broken yet, so it can be appropriately allocated, such as Baofeng Energy, Jinniu Chemical, Satellite Chemical, Yuntianhua, Xinhecheng, which are clear in their specific trends.

For each sub-sector, prioritize tracking strong continuous limit-up stocks and trend stocks. Below is a list of targets with relatively high trend recognition in various sub-sectors (may have omissions, welcome everyone to add in the comments):

• CPO: Huagong Technology, Guangxun Technology, Huilv Ecology
• Photovoltaic: Xiexin Integration, Jinlang Technology
• Storage Chips: Baiwei Storage, Demingli
• Computing and Power Collaboration: China Energy Construction, GCL Energy Science, Jinkai New Energy, Shunna Shares, Southern Grid Digital
• Chemical: Baofeng Energy, Jinniu Chemical, Satellite Chemical, Yuntianhua, Xinhecheng
• Minor Metals: Zhangyuan Tungsten, Zhongwugao, Yunnan Germanium
• Optical Fiber: Longfiber Optic, Changguang Huaxin, Tongding Interconnection, Hangdian Shares
• Computing Power: Ningbo Construction, Meiliyun, Huasheng Tiancheng, Tuowei Information, Feilong Shares, Litong Electronics, Hongjing Technology, Gaolan Shares, Shenling Environment
• LED: Huacan Optoelectronics, Leyard
• Diamonds: Yellow River Cyclone
• Batteries: Enjie Shares, Xiongtao Shares
• Medical: Jiuan Medical
• Agriculture: Yasheng Group
• AI Applications: Guoan Shares
• Coal: China Shenhua
• Power/Grid: Jinko Solar, Chint Electric, Energy-saving Wind Power, Huayin Power, Hanlan Cable, Three Gorges Energy, Solar, Baobian Electric, Southern Power Grid Energy, Guodian Nanjing Automation, Mingyang Electric, Samsung Medical, Tredor, Yunnan Energy Holdings

Currently, the overall market is still within the cycle of Yueneng Holdings. There are no obvious signals of a style switch yet. As long as Yueneng Holdings does not break down significantly, it is still appropriate to hold with patience according to the current style.

If you hold positions, compare them with the corresponding sector indices: as long as the stock price trend aligns upward with the power grid, electricity, and related sector indices, you can hold more; once Yueneng Holdings breaks down and weakens, consider switching styles or reducing positions based on market rhythm.

Additionally, regarding the group, the original plan remains—start real trading next Monday. Currently, over a hundred people, which greatly exceeds my expectations. I didn’t expect so many to trust and support me.

Honestly, I am very touched and a bit pressured. Rest assured, I will turn pressure into motivation and do my best to lead everyone to the peak.