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Electricity dispute, upcoming highlights
Good evening, brothers [TaoGuBa]
My writing style is concise and straightforward, analyzing the market based on feedback.
I welcome brothers to communicate more.
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Recently, I can’t review operations in the main post anymore.
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Market Review:
The index rose sharply before falling back, with a trading volume of 1.9182 trillion. During the bidding, Tianshan Aluminum had a large single buy, Chang Aluminum and Minfa Aluminum also had a single buy, and the sector opened high due to news stimulation, but did not strengthen further. Yunnan Energy Holding continued to face high-level divergence in power, while Huadian Liaoning opened low and fell to the limit after which Huadian Energy and Yunnan Energy Holding both hit the limit down, leading to significant divergence in the sector. The innovative drug sector saw Meinuo accelerate to a T board, with differentiation in the back rows. Commercial aerospace continued to strengthen after opening with divergence, with launch news in the evening. The overall market is still rotating, with the previously hottest power sector showing negative feedback, resulting in batch limit downs.
The index rising before falling back looks good, but this V pattern did not have increased volume and did not attempt the pressure level above, so if there is a rise tomorrow, we still expect a pullback. The sectors are still rotating, but the bad point is that the popular power sector has significant negative feedback, with many stocks hitting limit down, although the pooled funds are still holding together, shifting to optical fibers for continuing funds, such as Hangzhou Electric, Changfei Optical Fiber, and Farsen. Here, the trading volume is less than 2 trillion, indicating that the willingness of the bulls to enter is not strong. If the upper gap is filled, there may still be a pullback to provide a suitable entry point for outside funds.
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Individual Stock Commentary:
Yunnan Energy Holding: Mainly looking at whether it continues to hold.
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Profit-making effects: Robotics, Pharmaceuticals, Commercial Aerospace
Loss-making effects: Power, Wind Power, Natural Gas
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Here are previous teaching posts (suggest watching the live broadcast replay for better results):
Live Broadcast Insights - What to do at each node of the cycle?
Live Broadcast Insights - How to quickly analyze and make decisions from bidding to fifteen minutes after opening.
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I welcome everyone to leave more comments and exchanges. Thank you to the brothers and sisters who like, reward, and push oil:
Thanks to @XinYiLong for the support!
Your recognition is my greatest motivation to share, thank you all!