Go all-in on Huashengchang!

Tensions in Iran are increasing uncertainty; last night, U.S. West Texas Intermediate crude spiked higher sharply. Futures crude opened at 2065 and then moved down. As crude rose, the global index fell—there was simply nothing it could stop. Last night, U.S. stock tech stocks opened lower across the board, then moved higher: Micron, SanDisk, Nvidia, LITE, and Applied Optoelectronics—everything were all long-legged ones. Tech stocks rose again, and CPO, optical communications optical modules, chips, and so on all took off. The A-share market naturally wouldn’t lag behind either. In the morning, tech stocks exploded upward. Tengjing Technology, Moore Threads, Jidian Sunrise, Dingtai Hi-Tech, Xinyisheng, Shenghong Technology, and Yangtze Optical Fibre all surged. And Xinneng Taishan, Huashengchang, Huiyuan Communications, Tongyu Communications, and others all hit the daily limit. Optical communications, CPO, tech stocks everywhere!

For RMB settlement, first comes the Strait of Hormuz. With stablecoins and RMB as the preferred trading choice, it naturally boosted the A-share market’s cross-border payments concept, especially given that crude oil surged sharply last night. Today, CNPC Capital went straight to a one-word limit-up, then broke the board. Cu iw i Shares went to a T-shaped board. For themes tied to oil, it’s not recommended to participate. When there’s a strong gap-up, it’s generally a realization event, or the issue is a lot with persistence. The reason is that war could end at any moment, or the war could continue—unknown news is hard to gauge, especially with Trump’s erratic statements; they’re completely impossible to predict!

On the weight-loss drugs and innovative drugs side: Jinzhou Pharmaceutical continues with a T-shaped board sealed limit-up. Mino Pharmaceutical opened lower and then moved higher. Chongyao Holdings advanced to a second board. The sector showed signs of a pullback. After that, it should still keep bouncing back and forth!

Yesterday’s first-limit-up boards had a mix of ice and fire. China Zhongchao Holdings got knocked off the board after failing. Sinophile Group had early friction below water, and only after the sector exploded higher did it barely turn red. But New Energy Taishan, which had a late-session sell order leak yesterday, continued to show strength and advanced to a second board. Last night, I saw a bunch of teachers show up—various kinds of mockery, various so-called professional analyses—saying it was going to gap down and hit the daily limit down again. They told people to cut and sell in a panic—Foshan teachers. The result today was getting slapped in the face—clap clap clap. Just like with some stock last time: all kinds of bearish views. In the auction, with only the last second, it grabbed four percentage points. You can doubt the market, but don’t question the aesthetic standard of top-tier liquidity providers. Today, I sold New Energy Taishan in batches overall. Some got out at the limit-up; some exited below the limit-up. Overall, it was around 5.8. Although I sold high and missed, I don’t regret it. The funds pursue steady, long-term gains—not eating a fat target in one bite. Then I switched to Huashengchang. I actually shared this stock three days ago. For this kind of small-cap with top-tier long-term trend, the future upside space is beyond imagination. Just follow the market. Do less subjective daydreaming and more following the market. Do more subtraction—this is what an ultra-short-term trader should do. Daydreaming and fantasies are meaningless!