The Americans are making a comeback, but the slow bull is running even faster than a dog!

Premarket + trading plan: [Taoguba]
Today’s reminders: The situation around the globe is volatile and doesn’t stop. The A-share market kept falling yesterday because of Mr. Trump’s remarks, but the U.S. actually opened lower and then rallied last night! The A-share market is still in the bottom area; below 4,000 points it’s consolidating. On top of that, today is the weekend, so we need to think about what to do today. The U.S. threat of attacks is uncertain in terms of timing, but Iran’s retaliation hasn’t stopped either. The strait has started preparing to charge fees—this is moving in a positive direction. Because market funds are too sensitive, I still recommend continuing to manage risk and control position sizing. Over the three-day holiday, we don’t know what could change. I suggest mainly using a 3-layer position (three tiers of exposure), because if something happens during the holiday. Next week’s open might mean you can’t really get out and out. If after today’s repair the holiday doesn’t have anything too big, then it’s also fine to keep riding strength and getting back on.

There’s no clear direction today—only analysis of the tape and trading suggestions.

Innovative drugs:
1,, Jinyao Pharmaceutical, yesterday’s move was a shrinking-volume limit-up on a single line. Today it goes from 5 to 6—it’s a hurdle. The best scenario is opening around +3% and going straight to the board. Its strength is very important: it can’t be weak; if it’s weak, this sector will be difficult as well.
Just watch how it performs relative to the sector.
2. Today, look for whether it continues to push a one-word limit-up. If it doesn’t, then the sector will also weaken, and then it can only rely on Jinyao to lead. Most likely it will
3. The trend core is Wanfangde. It can open lower—continue with opening lower, then sideways consolidation turning into an uptrend. It’s one of the “lock-in” plays; it also can’t be weak.
There are bearish factors for pharmaceuticals, but this is a defensive direction. Focus on a few core points and that’s enough. If it shows strength, you can even arbitrage into 20cm plays. And judging from the trend, things are still not bad.
Pharmaceuticals will have internal divergence today. Innovative drug overseas expansion and CXO overseas expansion don’t have impact, but overseas drug expansion has major negative news. There are differences between the two sides, but retail investors might not be able to tell clearly.

2. Computing power direction—token concepts. There are positives, but the current timing is not right.
   Electric power will gradually shift toward computing-power synergy, but it’s not easy to execute right away. You still need to anchor to
   You just need to watch the strength of a few picks: Orid, Meili Cloud, and Hongjing Technology.

3. AI hardware—core is fiber optics
   Fiber optics was strong yesterday, so today it’s not easy to buy. This side follows a pattern of “strong one day, weak the next.” Today it may spike and then pull back; the buy point might be near the close. Even if there isn’t a buy point, it doesn’t matter.
   Watch point 1: Farsuccess has momentum in locking for unusual activity (abnormal); if it locks successfully, the next phase might start an uptrend.
   Watch point 2: Yangfei Optic Fiber; today it will most likely spike and then pull back—do T (turnover trading).
   Watch point 3: Hangdian Shares—see whether there’s any action today.
   Watch point 4: Hengtong Optic-Electric—watch when it breaks above the previous high.

4. Commercial aerospace
   Shenjian Shares is still relatively strong. The previous high here can’t be cleared. In the U.S. market, commercial aerospace surged on the back of moon-orbit flight, but ours is still lagging a bit. We also need to speed up the catch-up. In addition, SPX here will gradually start to strengthen.
   The key watch point is the subsequent走势 of Zengsci Technology. Because this is the first stock to break above the previous high—the way it is treated reflects investors’ attitude toward commercial aerospace. Will it be maintained? If even this stock can’t be maintained, then the whole sector will be awkward too.

In summary: These are troubled times, so reduce how often you act, focus on what matters. There won’t be a big market move because it won’t come with heavy volume. Everyone is afraid that ground conflicts could happen at any time. Below 4,000 points, consolidation will intensify. I think it’s fine not to participate here. Try to make fewer trades. If you don’t lose in the near term, you can beat 90% of people.

Trading position plan:
Wanfangde—may be to buy on dips and sell on highs. If today’s funds use the negative news to wash the market, then there will definitely be significant divergence in pharmaceuticals. The position size isn’t big, so it’s still manageable.
Tongda Shares—today you’re looking for a repair. Tongda may have a chance to keep going up, leading a wave of power-sector rotation back. Here, look for a floor-open; if you can抢到 the 0-axis, there’s a chance. Otherwise, it’s just a less-loss expectation.

Brothers who want to make progress—swap sesame for watermelon!! 100 points or fuel! You need long-term persistence. If you want the answers, I want data—support each other. Thank you！！！！

It’s not easy to write this; brothers, hit like, give rewards, comment, keep it up, urge the stream, thank you. I don’t have theories here—only execution.

Ride the sea together, sail toward the horizon

Respect the market, follow the market
Focus on the main line, watch the core

Don’t be happy with gains, don’t be sad with losses
If there are a thousand waters, aim for just one cup
Plan your trades, unify knowledge and action
Always remember: stable profitability