Xingyu Recap 0401: April Fools' Day's broad rally, increased mining power, and pharmaceuticals

Recap Outline:[Taoqiu Bar]
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1.Recap Summary (includes: consecutive-limit-up ladder, market data overview, market indices, intraday market summary, sector summary).**
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2.Reasons for Limit-Up (includes: consecutive-limit-up chart, one-word limit-up stocks, n-shaped board rebound stocks, ChiNext limit-up, STAR Market and Beijing Stock Exchange limit-up, hot sector classification, other limit-up, limit-up openings).**
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3.Characteristic Data Additions (includes: most recent limit-up stocks, ChiNext index).**
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4.Hu-San (Dragon and Tiger) Board Data (includes: tracking of retail traders, institutional buy/sell, top list of brokerages buying).**
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5.Sentiment Index (includes: hotness intensity, emotion “nine-grid,” monitoring pool, 3 major tightly-held interval returns).**
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6.Stock Analysis (ranked by time of limit-up; belongs-to stock’s limit-up reasons, further detail or analysis).**
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1. Recap Summary

4 boards: Jinyao Pharmaceutical
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2 boards: Xinghui Environmental Materials, Tongda Co., Ltd., Kaitai Ying, Xinhonggang**

Market data: number of red-close stocks 4228, number of green-close stocks 851, 56 stocks hit limit-up, 6 stocks hit limit-down; 271 big positive candles, 53 big negative candles; “backturn wave” negative -5 166, negative -10 11, “attack wave” positive 8 73.

Indices: total turnover across both markets 2012.5 billion, with expansion of 199 billion. The large-cap index rose 1.46%, closing at 3948, highest 3955, lowest 3929. Yesterday’s index pattern like this: today there wasn’t even a low open with a gap down. Overseas surged strongly; A50 surged as one factor. The most important factor is that it’s not the main decline phase anymore. It’s in a choppy range; everyone knows that a low open today can be used to bottom-fish, so you predicted your own prediction—meaning it ended up gapping higher. Today’s index filled the gap; statistically, tomorrow likely needs another pullback. Alternating a day of yin and a day of yang is the main rhythm of this trading range.

On the tape: with the index so strong today, market data also looks solid—4200+ red-close stocks and a day of broad participation. But the number of limit-up stocks seems a bit out of sync with that data: only 56. Take a look at the broken-board data: 37. This indicates the rate of broken boards today was extremely high. When the broken-board rate is high, short-term sentiment is definitely unstable. No matter how much the broad-market index rises, and no matter how many stocks are red, these systems have not reached a resonant state. Today, ask friends who trade short-term—your hands-on feel is definitely not good. Specifically, what was up today was what dropped yesterday: like Aorui De, Meili Yun, Dashengda, Rise Kangda, etc. But what jumped strongly yesterday is falling today. As for the strong areas from yesterday—high-speed rail and Zhangxue locomotive—today they are: Shenzhou High-speed Railway and Hongchang both surged and then fell back. That gives chase-up traders a big bowl of punishment. And the tightly-held themes like optical fiber and some shipping/aviation-related names—Hangdian and Zengsheng today are all weak. This leaves short-term traders at a loss for what to do. The only thing that can adapt is quant trading. Today’s strongest point was innovative drugs. You know the theme is rotating now, but I didn’t expect the strength of innovative drugs today to be quite strong. Yet there’s also a contradiction: the leader Mino Vera (MenaNuofa) is diverging from the sector. If you focus on it and try to trade innovative drugs today, you probably wouldn’t dare to enter that theme. If you haven’t nailed the timing, losing money is as easy as eating. Today Demingli caused many short-term traders to step into a trap. It’s not really a good news—it’s a pit. In short, if you can’t time it right right now, take more rest. Wait until it’s good to trade, then talk.

2. Reasons for Limit-Up
Consecutive-limit-up stocks: 5 stocks 4.74 billion yuan
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One-word limit-up stocks: 1 stock 0.5 billion yuan
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n-shaped rebound (counter-attack) limit-up stocks: 9 stocks, 8.81 billion yuan
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ChiNext limit-up stocks: 6 stocks 6.13 billion yuan
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STAR Market limit-up stocks: 1 stock 0.49 billion yuan
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Compute power: 14 stocks 19.88 billion yuan
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Other artificial intelligence: 3 stocks 2.59 billion yuan
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Healthcare: 15 stocks 10.12 billion yuan
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Robotics: 9 stocks 7.26 billion yuan
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Lithium batteries: 4 stocks 4.5 billion yuan
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Other: 18 stocks 13.04 billion yuan
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Consecutive-limit-up boards opened: 6 stocks 13.03 billion yuan
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First-board stocks opened: 33 stocks 54.85 billion yuan
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3. Characteristic Data Additions
Most recent limit-up stocks:
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ChiNext index:
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4. Hu-San (Dragon and Tiger) Board Data:
Tracking of retail traders:
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Institutional buy/sell:
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Top brokerage buy list:
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5. Sentiment Index:
Hotness intensity:
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Sentiment nine-grid:
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Monitoring pool:
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Monitoring pool interval returns:
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Top 19 five-day interval returns among A-share individual stocks across both markets:
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6. Stock Analysis:
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