0326 Review: Be mindful of the rhythm in a weak market (Zai Sheng Technology, Western Materials, Huadian LiaoNeng, Huadian Energy, Guangxi Energy)

Today, let’s keep it simple since I have some things to handle. [Taogu Ba]
The five-day休战期 is almost over. Based on external news, things still seem unstable, so after a couple of days of普反, the market pulled back today. Overall trading volume has decreased significantly, breaking below 2WE, and sentiment remains cautious. As a result, the major technology stocks, which are driven by成交量, naturally came under pressure.
With the index looking like this, it’s hard to say when it will bottom out. It’s probably just a new range-bound consolidation pattern. Tomorrow, there might be another sell-off, but if it’s sharp enough, some of the core tech stocks I mentioned before could be bought at a lower price.
Regarding themes, I mentioned yesterday that算力 (computing power) always tends to be a补涨 (catch-up) play, but its sustainability is worrying, and today it was quickly reflected. The recent rebound in航天 (aerospace) is decent, mainly driven by SpaceX news, but the actual trading isn’t very smooth. The focus remains on超控股 (super control holdings),再升科技,神剑股份,西部材料,西测测测试,天银机电, and others. Rebound attempts within the day are too difficult, and in the afternoon, the rebound was also driven by power sector divergence before flowing back. Overall, the sector is mainly rotating and rebounding, so pay attention to the rhythm.

Power sector remains the relatively mainstream direction. After divergence in the morning, it immediately rebounded intraday, but in the afternoon, it was pulled back again by aerospace funds. It feels like the intraday move was a bit rushed. If there’s a sell-off today, a rebound tomorrow would be better. With Friday coming up, divergence is likely to continue.
Yuaneng Holdings at high levels has handed over the baton. The new leaders, Huadian Liaoning and Huadian Energy, are still relatively strong. The former avoided the 200 mark at the close, which isn’t bad, but it’s quite high now. Expect some consolidation and T+ strategies later. Good opportunities should still be in the补涨 (catch-up) stocks. Today, a bunch of low-priced stocks also hit首板 (first board), including Guangxi Energy, Jin Control Power, Jingyun Tong, Shennan Electric A, etc. There are also a few active stocks in 3B2B (new energy, Taishan, Hunan Development, Zhongmin Energy). Tomorrow, under divergence, see which stocks can hold up and focus on those, as well as look for good low-buy opportunities among popular stocks with anti-nuclear themes.
Nothing else much. On Friday, if there are new directions, just play the game normally.