[Red Envelope] April welcomes a market rebound, with Ma Qian Pao predicting a surge in the pharmaceutical sector. A new cycle is approaching! Vita will teach you how to seize the momentum!

After the market repaired yesterday’s reversal and flipped it into a counterattack, and influenced by the broader environment, today it opened sharply higher straight away. Everyone who’s been fighting on the A-share board knows this: a gap-up that doesn’t flee is disrespectful to the market. So in the morning, all sorts of chasing-the-light, ridiculously bad “炸板” decisions reflected disagreements on breakouts. The full-day封板 (limit-up boarding) rate was also extremely lackluster. However, in this kind of situation, the new cycle is slowly starting to ferment. Next, let vita take you through the market![Taoqiu.com]
**
The Core of Short-Term Trading**
**
There are three things at the core:**
(1) Rigorously limit losses (2) Balance win rate and payoff ratio (3) Keep it simple, stable, and executable!
**
Many people can’t do well because they keep chasing how to make even more money?!**
Chasing more extreme entry points, with a bigger payoff ratio.
**
People who do well have a common trait**
which is controlling what they can control!
Accept the uncontrollable—stay clear-headed, control what you can, and figure out how to lose less!

I. Market Sentiment Cycle

1. Market environment, sector execution
   Last night’s U.S. stocks opened higher and kept rising to complete the repair. Today, the overall market opened sharply higher. The direction with the strongest lead in the opening auction was the Q1 earnings report theme. However, for these sub-themes, in the short term it’s all been flip-flopping and being traded repeatedly. Funds have kept chasing expectations. Combined with the market opening sharply higher and riding the momentum to complete distribution, this was also one of today’s most “ridiculously坑爹” directions. The whole pan-tech sector’s trend was also affected, showing disagreements followed by repair, and overall strength wasn’t good.

The market movement was relatively steady. The index absorbed the overhead gap throughout the day, and the follow-through was also decent. Before 10 o’clock, every direction rushed back and returned, competing for inflow while disagreements also appeared. Fiber optics and storage chips led the initial disagreement. Power stocks saw sharp sell-offs. Construction engineering staged a “scam-battery” style surge. Healthcare also moved with disagreements. On the intraday, Meinover Pharma逼近跌停 (approached the daily limit-down). The earlier recognizability of these names was all basically consolidation.

After 10 o’clock, the market finally became clearer. The index-coordinated direction was pharmaceuticals. Earlier, the index stopped falling at the 3.24 node and surged. Today it once again co-led with the index to fill the gap, realizing a second consecutive climax. The intraday rotation also included photovoltaics and, within pan-tech, feedback only came late in the day. In the morning, the main focus was PCB—although the core of the first-quarter performance is pretty坑人, every year around this time it’s still a “known in advance” trading theme. In the short term, the index has kept being influenced by overseas markets. So at this stage, the focus is quite clear: wait until overseas stabilizes and eases, and only then can it continue upward to repair. Once the old cycle clears out, the new cycle again co-leads. The start of April looks pretty good. Ice-fans, stick close to vita’s footsteps—break the quarterly target down into monthly execution!

2. Index Cycle
   At this stage, the index cycle still needs to be anchored on the 3.24 stop-falling node. The direction that resonated at the 3.24 stop-falling day was pharmaceuticals, military industry, and the Taiwan Strait-related names. What gets prioritized for elimination is the military industry. Even the Taiwan Strait theme, which should have strengthened today, showed weakness instead. The core price action is Pingtan Development. Several directions were all “blocked” and killed by pharmaceuticals. When pharmaceuticals began its cycle at 3.24, it included power’s repair, a transition into commercial space, the battery高潮 (climax), and the pan-tech repair. Until today, 4.1, pharmaceuticals once again resonated. Commercial space had disagreement but also belonged to the transition being completed. Batteries were relatively more differentiated. The pan-tech sector saw index-repair resonance. Power continued to retreat—this is the new-cycle theme behavior!

New Cycle
(1) From 3.24’s index stop-fall as the starting point—up to now—on multiple occasions intraday pharmaceuticals co-resonated to break out into a new cycle. The trend is the strongest, while連板 (consecutive limit-ups) is relatively weak.
The trend core names: Jiu’an Medical, Wanbangde, Kailaiying, Meinover Pharma (to be determined) need to stabilize tomorrow.

Old Cycle
(2) Power direction: the second wave from 3.16—after confirming the top from 3.27—then the retreat tide. Today it sold off again sharply; for the later repair, treat it as “wait and see.”

II. Analysis of Core Individual Stocks
(1) Pharmaceuticals
Ahead of the leader: Meinover Pharma
Meinover Pharma had the expectation of being downgraded, but that doesn’t mean there are no expectations. This wave’s trend move was initiated first. Many core names followed the index’s resonance to rise in ranking. Also, some trend cores are absolutely controlled by the main force. For example, today when Meinover Pharma got killed and fell, during the intraday drop, many core names were basically “desensitized” and then directly surged back up. In general, this kind of path usually indicates absolute main-force control. As for the pharmaceuticals theme’s trading, as discussed earlier, trend-initiated names are prioritized. After Meinover Pharma later stops falling, it also still has multiple-wave expectations. 3.24 and Wanbangde are both in the same node—one acted as a “known in advance” leading bull, while the other has a strong “strong-clan trend” profile. Only that difference exists!

Node-trend: Wanbangde
The sector’s 3.24 resonance with the index stop-fall point also served as a leading bull with the same node as Meinover Pharma. But during the process of this stock upgrading, it’s very obvious that funds switched into a trend mode. On 3.25, wanting to continue to resonate failed—throughout the whole day it was controlled by the main force in a high-level consolidation, and even the 3.30 high-open “秒板” (flash limit-up) was directly smashed by funds. Generally, for a stock that is absolutely controlled like this, you can only treat it with a low-buy trend approach. This also matches the fermentation cores’走势 (price-action) in the current sector. This stock is also treated as the node marker.

Node position: Kailaiying
Judging from this stock’s short-term breakout pattern and the size of its float, it belongs to the same trend core tier as Wanbangde. Yesterday it assisted with a single-board move (first board) for the sector. As discussed with everyone during yesterday’s intraday, if the pharmaceuticals direction really wants to push through and form a cycle, then yesterday it must have gotten first-board support. The purpose is for it to strengthen today’s sector and maintain this tier. Earlier, the perspective provided was that the sector would rise through sentiment consecutive limit-ups. But today, based on overall feedback, it’s more likely to lean toward trend-based上涨 (rising). Including the fact that Kailaiying’s yesterday “assist” also positioned it as a trend type. If later Wanbangde exhausts, this stock is also a relatively good focus point.

Sentiment leader: Jinyao Pharmaceuticals (Jin Yaao Pharmaceutical Industry)
Its intraday performance was more than expected, but it also to a certain extent shows that this stock’s “zhuang” (dealer) is still fairly strong. It opened with a one-price limit-up that exploded in volume. When the prediction was that the sector’s disagreement would turn into consensus, it decisively completed the action right at the open. Tomorrow it’s the next day after the climax again. At this moment, the sector has already been defined as trend-dominant. So tomorrow the key question is whether the market will “catch it.” If it’s caught, small-cap style will likely strengthen; if it’s not caught, it will mainly look at trends going forward. This is also a turning point for tomorrow’s market.

Trend core: Jiu’an Medical
Still one of the core names that initiated this trend first. Yesterday’s surge then pullback had the main force absolutely controlling it. Currently, there are two trend stocks in the sector: Wanbangde and Jiu’an Medical—both are controlled by the main force. This kills the “known leading” expectations; it only follows the market’s expectation gaps. In other words, when it should go limit-up, it won’t; when it shouldn’t go limit-up, it actually goes limit-up. During last year’s innovation drug theme trading, this was also one kind of play. A more representative example is Aonli Kang. There are also multiple-wave cases like Yong’an Pharmaceutical. You can take them as reference.

III. Sector Analysis

1. Pharmaceuticals: 3.24 was the first time it resonated with the index; 4.1 was the second time it resonated with the index. Over 7 trading days, the price action shifted from disagreement to consensus. Today’s sector isn’t exactly a full-blown climax, but most core names still pushed quite high. Tomorrow, it’s naturally again the “climax next day” disagreement type move. For this wave of pharmaceuticals, there are two plans: consecutive limit-ups still vs. trends. On the trend side, there are several names competing (PK). For consecutive limit-ups, it’s Jinyao Pharmaceuticals. For trend, several will do a PK. This cycle has been fairly smooth so far—just watch whether there’s height. As long as there is height, the cycle will run more smoothly. If there isn’t height, it’s highly possible that it will convert into trend mode afterward. The switching in the playbook needs to be done timely. But for an individual participant’s entry points, the difficulty isn’t big—just need to do a good job anchoring the key points.

2. Commercial space: going forward, treat the commercial space direction as a side-line rotation only. Yesterday’s negative news impact was still being over-interpreted by the market. Many core names’ intraday action was essentially consolidation under the waterline. Except for a few that resisted, basically there was no feedback throughout the whole day. For the next step, wait for the news flow to come and stimulate it again!

IV. Tomorrow’s Trading Plan
Only for reference—no investment advice!
1. Jinyao Pharmaceuticals: the pre-market auction amount needs to reach 80 million. At the open, it must actively create disagreement; it must open around +5. Wait for market forces (collective buying) to align. Turnover amount should be over 500 million. Use full position to hit the back-closure board (打回封). Don’t buy on the first time it hits the limit-up.
**
2. If Jinyao Pharmaceuticals doesn’t take any limit-up action, low-buy Kailaiying under the waterline.**
**
For those friends who recognize me, hope you’ll give more likes, more encouragement, and more support for my post recap so the article’s data looks good, attracting more fans to follow—this is the motivation for me to keep updating! And it’s also the motivation for me to share my live trading! After 10,000 fans, I will apply to do a live stream. From my “God’s-eye perspective,” once you can discern the patterns of short-term trading, everyone can become a short-term trading pro!**
@汤姆斯基 @快乐散户88 @启航2023年 @打板客服 @琦绩 @你来追我呀11 @雪儿紫千 @单兵阿骏 @行势 @歇斯不底里 @明小少 @让盈利飞一会 @静待花开chen @小旭聊天下 @股海船长 @yy166 @比尔菲特666 @如何自我救赎 @听风股道 @勍杨 @wujiakang @破茧识光 @洪洪 @断片 @altan @梭无止境 @吕驴驴 @草根grassroots @陆壹小路 @Jay刘教 @莫言轻风 @小龙拾一 @海伦仙度丝 @艾小游qaq @杨奕宸 @醉清风赏明月 @裴振昊 @神话junjin @千山001 @莫名其妙翻个倍 @白水哥翻十倍 @胖征征 @淘鑫套利 @金何跃 @玺媛 @快快冲吖 @男二板 @树虫眼 @丁自力 @小若曦888 @懂得999 @身临其境加上我 @dirge1
**

**
**
**

**
Also thanks to the friends who are cheering me on!
**
vita ice-fan group slogan: Heavily position, core focus, certainty!**
**Welcome everyone who passes by to follow! **