2026.4.2 Experts didn't win on the first day, but did they win on the second day~

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2026.4.2
Review—thoughts before the open

Today again perfectly illustrated that gains and losses are entirely driven by Trump. In the morning I wrote that I’d watch Trump’s speech at nine o’clock, and then I expected the trend of crude oil futures. But as I kept talking, they started saying they were going to launch a fierce crackdown. Then crude oil immediately jumped higher—there’s nothing you can do about that. So the intraday action was definitely pretty mediocre, and I just went all-in straight into oil and gas ETF arbitrage right at the open. I didn’t pick the right ETF: the one I chose opened up five percentage points, so its upside was smaller. If I had chosen one that opened up two percentage points, I could have captured 3–4 percentage points on the spread. As long as the intraday action lets you capture a bit, what more do you want—what else would you need?

Personal trading
I only did T0 ETF arbitrage; I didn’t open any other positions

Review
One-word limit-up
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Tianjin Yaoye: 627 million yuan, Chongqing Yaoye Holding: 524 million yuan, Tianmian Needle: 118 million yuan (explosion), all one-word limit-ups are pharmaceuticals. Yesterday’s pharmaceutical sector surged. Today, two new one-word limit-ups were within expectations. But Tianmian Needle’s volume yesterday—today the orders got canceled. By reversing that, it suggests that at the open the pharma sector needed to switch to divergence. If I wanted to get in, I’d have to wait until after the divergence and then for the stock to actively board back. The top few pharma names in the opening auction were Haitai Bio, Rundu Co., Ltd., and Peking University Pharmaceutical. In the end, only Peking University Pharmaceutical managed to board back. Only this option.

Today’s market signature events
1、Indices: the three major indices adjusted on reduced volume. Shanghai is barely holding above the five-day line with support, while Shenzhen and the ChiNext are both big red candles turning into big losses. Trading value was 184.30 billion yuan, and the decrease was 169.5 billion yuan? The number of advancers/decliners was 893: 4237, and again we hit an “ice point” level data
2、Top ten by turnover: 2 red, 8 green—just the opposite of yesterday. Every day you’re doing this bungee jump. The red-breadth names on the green day, Hengtong Optic-Electric and Ganfeng Lithium, were both adjusted yesterday. Among the top fifty by turnover there were no limit-up stocks. By reversing that, the market’s tape was basically trash

3、Sectors: pharma 5400, oil & petrochemicals 3300. Pharma was the only standout yesterday, dominating the board. Today, after divergence, there was some return—still not bad. The rest are conflicting theme rotations, and tech: the optical fiber that was adjusted yesterday repaired today; internally it’s also rotating
4、Consecutive limit-ups: 5 boards—Tianjin Yaoye, with height trending upward; the sentiment around consecutive boards improved somewhat
The 3.24 index trough-stop and repair node, and the consecutive boards were broken
5-board Tianjin Yaoye: it was a layout one day before Huadian Liaoneng hit the daily limit-down. By reversing, the node is valid

5、Core differentiators
(1) Pharma: consecutive boards occupy the 5th level—Tianjin Yaoye (5 boards) has clear differentiation. Trend chart: Wanbangde. The previous high name: MinoVah. Low-level consecutive boards: Peking University Pharmaceutical and Yibai Pharmaceutical (2 boards)
(2) Overseas AI: yesterday’s stronger branches were optical modules; clear differentiation: Yizhongtian, Minpu Guangci, Riseconna, Yunding Shares, Juguang Technology, Changguang Huaxin, OCS, Tengjing Technology, Deckolai. Today optical fiber repaired: Feiteng Optic Fiber, Hengtong Optic-Electric, and FiberHome Communications. Other newer faces: Xinnengtaishan, Haimai Technology, Huiyuan Communications, gas turbine engines: Jerry Shares, Wanze Shares, and Dongfang Electric

6、20cm: 2 limit-ups, 3-board Starhui Huancai—upward breakout in height; pretty strong

7、30cm: 1 limit-up—Ou’kang Pharmaceutical; no limit-ups among convertible bonds
8、There are 5 daily limit-downs; the limit-down order books weren’t that big. There’s no expectation of additional limit-downs tomorrow
9、Top 10 by percentage gain: Wanbangde, Starhui Huancai, MinoVah, Shuhua Sports, Haitai Xinguang

10、3.24 index trough-stop and repair node: Starhui Huancai, Wanbangde, Tianjin Yaoye, Haitai Xinguang, Shenjian Shares

Best “after the fact” solution today
1、All one-word limit-ups are pharma. Yesterday the pharma sector exploded. Today, two new one-word limit-ups were within expectations. But Tianmian Needle’s volume yesterday got orders canceled today. Reversing that, pharma’s open likely needed to turn to divergence. If you wanted to take a position, you could only wait until after the divergence and then for the stock to actively board back. The top few pharma names in the opening auction were Haitai Bio, Rundu Co., Ltd., and Peking University Pharmaceutical. In the end, only Peking University Pharmaceutical boarded back. Only this option

Plan for tomorrow
Send in the comments early tomorrow morning
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Thanks to @露程来学心法 @应英 @苍坔 @兰钦昆 @乔亦 @魏安泽 @老的新股民备份 @ericlxf @熊猫爸爸 @ahui0835 for the support with oil pushing

Oil pushing龙虎榜~This morning I shouted for the Beibeis to help seal the board—our oil allocation was over the limit~7 boards is enough. Thank you, Beibeis~

Thanks to @露程来学心法 @开心123zxc @暖暖是我女鹅 @兰钦昆 @一曲高歌接着舞 @华向北 @我是烟公 @熙熙爸比 @名字用完了007 @ericlxf @广东细水长流 @锦鲤操盘手 for the rewards

Special thanks to the #1, #2, and #3 big brothers~@露程来学心法 @开心123zxc @暖暖是我女鹅

All the brothers and sisters—earn big tomorrow！！！！！

Currently I already have 22 “Golden Beibeis”~@露程来学心法@成都炒家2024@苍坔@应英@名字用完了007 @长长安 @辉记大排档 @宇宙卧底 @熙熙爸比 @雾岛听风声 @隔壁老王2020 @一叶扁舟轻帆上苍穹 @乔亦 @友诚 @大展宏图666 @边缘man @韭菜进化123 @洛兰1 @lina666999 @兰钦昆 @早起的白叽 @一曲高歌接着舞 Now I’ll give the Golden Beibeis a separate spotlight~Golden Beibeis, I will all follow back

Thanks to the true fans who support me from the very beginning, @名字用完了007 @一曲高歌接着舞—thank you for always supporting me~

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