4.2 The main force's reserved liquidity is obvious, including Pingtan Development, Shenjian Co., Ltd., pharmaceuticals, photovoltaics, cross-strait relations, and the market remains unstable.

Making money in the stock market is never about luck. It’s about cognition and timing. Hi everyone, I’m from the Southern School doing short-term trading. I focus on the core, I go in early on the core. Waiting for the main upswing is my rhythm. I only trade the core, I only trade the core, and I only trade the core—this is the core that runs through my daily operations.

Master Ding Carves an Ox—

In stock market trading, you follow the Way. Conform to the规律 (law/market规律) and don’t fight the trend. Know when to enter and when to retreat without being impulsive. Keep reverence in your heart, not arrogance.

When Master Ding put down the knife, he replied, “What I pursue is the Way, which has gone beyond ordinary technique. At the beginning, when I butchered the ox, all I could see was just a whole ox. After three years, I no longer see a whole ox. Now, I connect with the ox through spirit, without using my eyes to see; sense perception has stopped, but spirit is still active.

After this, I’ll only talk about practical logic that can truly help you make money—no rambling. If you read it, you’ll gain something. Follow me. In the stock market, you’ll avoid three years of detours. Opportunities don’t wait—keep up and you’ve already made it!

I. Today’s Trades

b Zhongli Group, Pingtan Development

Trading idea & logic:

This was yesterday’s plan.
According to yesterday’s plan, today is still mainly about being steady. Right now, the market’s short-term participation level is actually not that high. Yesterday there were too many limit-up head-butting boards and boards that got smashed. Today across the whole market there are only 32 limit-up boards, and the funds hitting limit-up by board-breaking are continuing to decrease.

So the difficulty of consecutive limit-ups is higher than yesterday. As for yesterday—when there was a representative back-attempt (rebound) situation like Aorui De, Mili Yun, Dashengda, etc.—in fact, the weak formation for today was already shown in the opening auction. Not participating today is just “turning fast reactions into advantage.” These are signals the board has given.

Zhongli was flagged on Tuesday; look at the follow-through on Wednesday’s green-four continuation. Yesterday, because of sentiment impact, it wasn’t possible to participate. Today the market directly goes into a back-attempt (reversal with a comeback board), so there’s no need to consider too much—just follow the plan and get on with a small position.

Pingtan and Shen Jian today are the main force leaving a “live mouth” (keeping an opening). When I talked about when I s-sold Pingtan and Shen Jian yesterday, I said that this kind of stock behavior is good, and it’s also among the more representative tickers across different sectors/lines. These past few days were all tradable, including the pullback buy-ins yesterday that also were fine. These are all things I mentioned in the past two days. Today the main force holds Pingtan and Shen Jian as the live mouths, so whichever of the two you choose to do, you can do it. But you definitely need to do one. Choosing Pingtan is mainly because Pingtan has stronger momentum inertia, and there’s support from the back-runners. Specifically, look at how tomorrow’s market responds.

Today, the biotech/pharma sector still hasn’t been chosen. The five-board limit-up of Jinyao Pharmaceutical Industry is only giving you a view of the space in terms of height, but not showing you the力度 (strength). If you can’t see the力度 and certainty, it’s too small. Then I looked at what happens with MinoV*a; I wanted to see whether there was heavy sell pressure. The result: the first wave after hitting the board couldn’t hold, and it failed. The lower-volume Aokang Pharma went straight into 30cm, and Xinghui HuanCai directly hit 20cm with a three-board streak. The contrast is too big, and there are too many uncertainties intraday, so I just give up.

II. Tomorrow’s Direction

The biotech/pharma sector gave too big a contrast: if volume is small, it normally just goes on its way; if volume is big but it can’t run, then it won’t take off. It’s hard to participate on first board and second board. For the consecutive limit-up of Jinyao, it doesn’t even show you the力度. The key is: if you truly had no-brainer intentions to do it, you still couldn’t get in. Those unreasonable theme setups—even biotech/pharma hasn’t shown any clear breakout logic yet. Of course, all that is talk outside the main point.

At present, since the market is already choosing biotech/pharma, power is cooled off. Aerospace for commercial purposes left one live mouth—Shen Jian. Across the Taiwan Strait area (cross-strait), things should be a bit better: besides Pingtan as a live mouth, the back-runners in across-the-strait also have supportive follow-through. Over the past couple of days, many people have been paying attention to back-attempt boards. I’ll briefly say this: under normal market conditions, back-attempt boards appear every day, and very often it’s just arbitrage funds doing it.

Summary: the market is extremely shrinking volume. Under normal conditions, it’s very hard for a brand-new theme to emerge—unless there’s a major development that’s so quantifiable it gets people to top consecutive limit-ups. Or unless an existing theme directly ends. Otherwise, for a while ahead, it’s still about trading around old themes. And today, even in this extremely low-volume environment, the main force pulled out Pingtan and Shen Jian—high-identifiability as the live mouths—this also indirectly reflects this situation.

III. Tomorrow’s Plan

Pingtan Development, Shen Jian Co., Ltd., and Wanbangde. It’s not excluded that there may be a trend-riding route; specifically, watch the level of follow-through intraday. For reference on strength, it only needs to be at least two-thirds of what we saw today.

Zhongli Group, Hefei China, Jinyao Pharmaceutical Industry. If this Jinyao continues to come out as a one-character consecutive limit-up (straight limit-up without opening), it’s not excluded that you can try placing a small order right on the floor price—on the floor-floor.

Key point: currently there are two trading schools in the market. The first is to hope to “kill off” all the live mouths completely, so the market enters a normal, bottoming freeze-and-correct period, and then starts a new round of行情. The second keeps the “firestarter” approach. But this approach is extremely difficult. Everyone has experienced how hard it is during this time—almost all you can do is take one bite of premium, and if there’s more, they don’t give it. So for now, it’s still mainly small-position participation. Wait for the market to give you the answer, and then take the big one with a larger position when the time comes.

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Making money in the stock market is never about luck. It’s about cognition and timing.
If you think this post is useful to you today, smash the like + follow!
From here on, I’ll only talk about real trading, only talk about actionable takeaways—helping you avoid traps and time the main upswing wave.
Follow me, and you won’t get harvested by the main force anymore!

Seven. Thanks to all readers for your reading and kindness, and also thank you for everyone’s support with tips.

Especially the brother who tipped in the previous post:
@Macaronni

The market is never stable. Only by坚持 (sticking to) rational analysis and outputting real value can you achieve steady growth over the long term. Together with everyone, we stand firm in principles, move forward steadily.

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Master Ding’s Ox-Carving Way—Guiding the Boat of Stocks

In “The Nourishment of Life” from Zhuangzi (“庄子·养生主”), “Master Ding Carves an Ox” tells the story of the chef Ding’s astonishing craftsmanship and how his knife edge stayed sharp for nineteen years. The reason he succeeded is key to “relying on the natural principles and proceeding as they are,” elevating from technique to规律. This ancient wisdom also offers profound inspiration for today’s stock trading: only by following规律, knowing when to advance or retreat, and keeping reverence in your heart can you move smoothly through a constantly changing stock market.

Master Ding carves an ox: what matters is conforming to规律 and not relying on brute force. At the beginning, when Ding started carving the ox, all he saw was a complete ox—he had no place to start. After many years, he saw through the structure of the ox’s muscles and bones; he no longer focused on the whole, but drew the knife along the natural grain. For investors new to the stock market, most are like the first-time Ding—seeing only whether prices rise or fall and red/green alternation, blindly chasing and cutting, and believing in rumor-and-technique tricks. The result is often frequent losses. A truly mature trader pursues the market’s “Way”: economic cycles, industry trends, company value, and capital flows—these are the underlying规律 of stock market operation. Trading with the trend will yield twice the results; fighting the trend with stubborn force leads to hitting a wall everywhere. The stock market is like an ox: only by seeing the structure clearly and respecting the规律 can you avoid obstacles and move forward steadily.

Master Ding’s knife stays sharp for a long time, and the marvel lies in “entering the spaces without thickness.” Between the ox bones there are gaps, but the knife edge is extremely thin—so it operates smoothly and never clashes directly with hard bones. This is exactly the key to surviving in the stock market. The market is full of uncertainty: high-position bubbles, theme speculation, and sudden negative news are all the “hard bones” investors need to avoid. Many people lose money not because they don’t understand technique, but because they’re too aggressive: going all-in to chase highs, betting everything on it—once risk arrives, they get trapped deeply. But investors who understand the ox-carving way know to leave room: control position size, diversify risk, don’t be greedy and don’t be fearless—only act when opportunities are safe and clear. If you don’t directly confront risk and instead look for opportunities in the gaps, you can advance and retreat freely and survive for a long time.

No matter how high your skill, you still must keep reverence. Even if Master Ding’s technique is pure and masterful, when he encounters places where muscles and bones cross, he still remains cautious and slows down his actions. The most terrifying thing in the stock market isn’t falling—it’s the arrogance and overconfidence after making profits. Many people succeed a few times and then become complacent, relax risk control, and amplify desire. In the end, they turn from profit to loss. A real trader always stays humble toward the market: when profitable, don’t get arrogant; when losing, don’t panic; don’t treat luck as strength, and don’t treat trends as ability. Respect risk and strictly follow discipline—only then can you go far steadily in a complex market.

After carving the ox, Master Ding “good knives are put away”; it teaches investors to understand how to take profits and to learn how to go to cash (stay out of the market). He who can buy is a disciple; he who can sell is the master; going to cash is the realm. Don’t be greedy or cling to battle—when you profit, take it in time and secure it. If you can’t see the direction clearly, be patient and wait. Protect your principal and adjust your mindset are far more important than frequent operations.

Master Ding carves an ox—cultivating the heart. In stock market trading, you follow the Way. Conform to规律 rather than fighting the trend, know when to advance or retreat without being impulsive, and keep reverence without being arrogant. With the wisdom of ox-carving to understand the way of investing, you can move smoothly through the sea of stocks and go steadily far.