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Qingming Holiday Ends
After getting back from the Chinese New Year and up to now, the number of days when it drops more than 3500+ every day is countless. In this kind of market, the difficulty of making money is extremely high. [Taoguba]
Especially the “dragon” I mentioned earlier—back when you thought the sector was about to move, it actually lagged and couldn’t rise ahead of the sector, but when you thought it was no good, it suddenly came anyway. Quant has been cutting ultra-short-term traders so smoothly, completely obediently,
On Friday, the market fell because people thought the US would deploy ground forces, but it seems the US doesn’t have enough ammunition and needs to go back to replenish it. So it started coming up with all kinds of easing messages again. But personally, I think these can be filtered out. For now, the directions in the market that have relatively better money-making effects are two: one is OCS, fiber optics, CPO, integrated optical modules—these were already being traded since last year; the other is pharmaceuticals. In last week’s recap, we actually mentioned this too, and if you’re going to do it in the short term, it should be around these two directions
There’s really nothing else much to say—just keep rotating until the broader market fully forms an uptrend, then see which leading sector comes out and takes the lead
That’s all,
Wishing you all the best