Be gentle in April

Good morning, everyone. I hope April is a bit gentler to retail investors! [Taoguba]
The index’s resilience is pretty solid. It opened lower and then moved higher—3900 held up. Trading volume is still below 2 trillion. Let’s see whether the overseas markets warm up later on, and whether A-shares can take the opportunity to fill the gap above it and rally for a few days. In terms of sentiment, about half the stocks are in the red. The money-losing effect is concentrated in areas like green power, fiber optics, commercial aerospace, pharmaceuticals, aluminum, and a rotation in Fujian stock themes. The lithium battery theme that was strong on Friday has only average follow-through. In the aerospace direction, there’s been a pretty good money-making effect these days—the leading stocks have already started to rebound and make new highs. Next, it’s still about rotating around these big directions: technology, aerospace, and lithium batteries.
Today’s participation plan: I’m having a hard time holding back a bit—I want to make a move.

1. Commercial aerospace: If ZaiShengTech raises the bar and makes an active reversal (主动反包), you can go try it—especially if it can “pin” the move against ShenJian, that would look great. Also, if ZaiShengTech is active, it can potentially lead to a push for ShenJian 4-5. If you don’t want to gamble and it’s relatively strong, there’s also an opportunity to get on ST ChengChang. Even though there’s talk of “Doubao,” it still has an expectation of being able to get the hat removed, so the issue isn’t big.
2. HongChang Technology, the Zhang Xueji car-concept idea: If tomorrow it opens lower and then climbs upward, you can consider paying attention. But most likely it will open high; it may come back to somewhere from the high down to around flat to about 3%. You can look for a low buy (低吸摸奖). If HongChang Technology is particularly strong and you can’t get it, then the capital might instead be drawn toward ZhongFu ShenYing. It was released from the regulatory action today—after that, its走势 could mimic the previous LingWei Technology.
3. MenuoVah’s branch leader on the 24th (首板): If it drops again, there will be some low-buy demand. Of course, if you plan to use convertibles, you can consider convertible arbitrage. Also keep an eye on WanBangDe—its move is a bit strong, and it might block MenuoVah. Most likely you’ll find opportunities in these two stocks.
   Be careful: MenuoVah’s position might be taken by WanBangDe?
4. If for the lithium battery theme RongJie shares and Ningde Times perform well, then funds may come to “rescue” HaiKe XinYuan.
5. In short, I have a lot of ideas today. It’s just that I can’t hold back—I’m thinking about opening a position.
   About holding positions:
   None