Transaction record as of April 1, 2026: Extreme rotation, breaking the group consensus!

StrawberryIce · 2026-04-01T10:39:54+00:00

The trading records mentioned in today's summary show that Account 1 mainly increased positions in New Energy Taishan and Shenglong Shares, based on market rotation judgments. Meanwhile, Account 2 chose to liquidate Huadian Liaoning through competitive bidding. The overall strategy appears to be a flexible adjustment of positions based on market trends and individual stock characteristics.

StrawberryIce

2026-04-01 10:39:54

Abstract generation in progress

I. Account 1 Trade Records:

Xinneng Taishan, add positions at the open.
The controlling strategy for Xinneng Taishan should be similar to Oryde: in a powerful, high-intensity range-bound shakeout at low levels, shake out and build distinctiveness, while also leaving room for abnormal movement; afterward, go straight up, no more hiding from anomalies.
Shenglong Shares, add positions at the open.
In a quant-driven, extreme rotation market environment, grouping around a new stock with clean, well-managed chips is also a breakthrough approach.
Hongchang Technology, fully liquidate during the day.

[Taoguba]

II. Account 2 Trade Records:

Huadian Liaoneng, clear out at the opening auction.
Xinneng Taishan, buy at the open.

III. Today’s Commentary:

View Original

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