March 12 - To continue rising, there cannot be sustained volume increases (the higher it goes, the greater the resistance)

Good evening everyone!! [Taogu Ba]

These past two days, chemicals seem to be replacing computing power

Electricity stocks recovered yesterday and still maintained profit-making effects

The stocks that hit the daily limit yesterday mostly advanced further, and some previously adjusted stocks also rebounded (Hanlan Co., Jinkai New Energy)

Leading stock Yunnan Energy Holdings reached a new high (its wind power attributes fermented during the session)

The intraday wind power pioneer is Energy Saving Wind Power

In recent days, market funds have mainly been exploring the thematic attributes of Yunnan Energy Holdings

Including coal, green electricity, energy storage, charging stations

Smart logistics and photovoltaic concepts are not very obvious

Anyway, keep an eye on Yunnan Energy Holdings to see when this round of market trend ends

If it crashes sharply or continues to decline for consecutive days (end of cycle)

Market themes shift from high to low, starting from new lows to see if there are new themes emerging

People are quite sensitive to individual stocks’ top formations or some double-digit concepts

For example, today’s Huagong Technology, which pulled up to 141.41 yuan during the session before starting to fall back

Most of you are probably familiar with such numerical feedback

So, are you starting to reduce your positions?

Regarding the divergence during the session and subsequent pullback, I also watched two levels: 130/126, and gradually bought some on dips

The index was weak, even dipping during the session, so I continued to buy on dips in the deep water, and sold some during the afternoon rebound

But overall, it was still a loss for the day

Huagong Technology showed a massive volume (largest daily volume in history), and a record high price (highest in history)

This suggests a potential top, but such stocks, even if they top out, usually form a head-and-shoulders pattern, not a sharp decline

So, the next 2-3 days, observe the feedback: whether it consolidates with reduced volume or continues to fall with increased volume

Second, see if the decline can be repaired in 2-3 days; if it can, the head-and-shoulders pattern can be realized, and new highs can be targeted, then observe the independent trend of the remaining positions

If you sell based on certain conditions within your expectations, then realize gains accordingly. The above is a reference for holding stocks.

Additionally, a thought: stocks within the same sector like Huagong Technology, after rising significantly, tend to experience high-level stagnation or sideways consolidation

There are still funds involved in CPO concepts, which can be found within similar themes

However, the gains from imitation are usually too uniform, making it hard to surpass the target being mimicked

Electric Power:

Yunnan Energy Holdings has been steady and not falling, so it keeps getting low-level rebounds

Yesterday’s China Energy Construction was the most obvious, and today it continued to hit the daily limit

Low-position stocks with good-looking patterns tend to be good entry points early (stocks tend to form main upward structures)

HuaDian Energy, Energy Saving Wind Power, and similar stocks had been consolidating earlier at low prices, showing that funds favor them

Today they further rose, but if tomorrow opens with similar strength, it might be hard to enter

A detail: the day before, a stock hit the limit but lacked confirmation (observe the linkage and divergence-to-convergence opportunities after opening)

No acceleration in the early trading, then watch for divergence-to-convergence during the session

Unless some specific stocks, like those opening high and hitting the limit immediately, but after the second day’s bidding, open without premium

If you don’t sell these stocks, others will. Selling pressure during the session will be greater than buying

If you prefer to hold, then wait for divergence to turn into convergence and pull back (then follow) — don’t think it’s a problem

Stocks that were strong and active the previous day usually accelerate or strengthen the next day (expecting a one-word limit)

Like yesterday’s Baichuan Shares, which opened high and hit the limit, and today hit the one-word limit (as expected)

But for stocks like China Energy Construction, which diverged at the open and then actively surged, logically, today’s premium shouldn’t be low

However, the final bidding premium wasn’t high. How to judge such stocks?

Compare the feedback from the day before to see if today’s performance is below expectations

Initial positions are usually reduced or taken as extreme cases

If you participate again, observe whether divergence persists at the open or if there’s a direct convergence surge

China Energy Construction moved in the latter way today — the bidding was below expectations but the opening was proactive

This proactive opening indicates divergence has turned into convergence (so if you hold positions, you can follow directly)

No need to chase high during the session, or buy on the limit (hope this idea is helpful for friends trading strong stocks)

(This approach isn’t suitable for all stocks, only for those with high recognition)

Also, GCL-Poly Energy, which surged yesterday and then fell back, didn’t have premium today, but after bidding, it showed some premium, and it actively surged at the open

Of course, I can’t catch the best entry point, stocks are numerous, I follow those that meet the criteria

Hope these two targets, with different expectations, show unexpected bidding or active surges the next day (consider following)

(Again, this method applies to stocks with high recognition) — either continuous limit-ups or stocks that break the limit and then actively surge again

What I share are my own stocks, my thoughts, and my approach, not just empty talk.

Sharing some of my views to show how capable I am — market is full of after-the-fact calls (including in this stock forum), many are junk stocks.

Even the pre-market ideas or predictions are easy to state, but how many can really do it?

Like me, I have many views daily, but do I always execute? I break down the big picture and share with everyone so that interested friends can get some ideas.

Then, you can roughly understand whether the market is in a continuous limit-up pattern or a trend pattern, and how to play accordingly.

Hope everyone can distinguish between valuable insights and junk from bloggers, don’t get sold out without knowing.

All the above are after-the-fact calls, since what I share are already completed trades.

But whether you can learn real skills from these after-the-fact calls depends on your understanding.

Tomorrow’s expectations:

Index support: 4106 points, resistance: 4140 points, volume should not be lower than today’s

Otherwise, expect a rebound, watch for trend stocks to pull back after surging.

Based on today’s market, continuing to focus on chemicals and power (for two days in a row)

Tomorrow, further internal elimination within each sector (don’t easily sell stocks that don’t break the limit)

Similar to Jinkai New Energy and Shun Na Co. two days ago, once sold, the next 2-3 days often see a rebound and repair.

If computing power stocks have a divergence expectation, it depends on whether funds are willing to drive the rebound.

Tomorrow, observe feedback from Ningbo Construction and Meiliyun (funds may take the lead in the morning)

See if they can drive a recovery in computing power stocks.

If not, expect a more independent trend (mostly mimicking Yunnan Energy Holdings’ pattern),

such as Meiliyun, Jinkai, Shuna, etc. (unless Yunnan Energy drops sharply and ends)

Otherwise, stocks with high recognition are more likely to rebound and trend.

Today’s operations:

Stop-loss: GCL-Poly, Southern Power Digital

T+0 trading: Huagong Technology, Ningbo Construction

New positions: China Energy Construction, GCL-Poly Energy, Energy Saving Wind Power, Huadian Energy

Today’s holdings update:

Ningbo Construction made a T+0 trade, sold two parts in the morning after a high, no big drop during the session, then in the afternoon, with no volume, it surged again, so I sold some, then bought back on the dip.

Tomorrow, observe again; if funds in computing power don’t support, then exit.