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April 7 Operations (monthly target 5%–10%, low frequency, core recognition, profit-making effect, casual orders)
Today’s market overview
The tendency to make money is concentrated in areas such as chemicals, pharmaceuticals, sports, optical fibers, PCB, and other different directions. It reflects a market-wide weak rebound rotation pattern.
In terms of position and structure, some are distributed in consecutive limit-up stocks and high-position trend structures, represented by Tianjin Phama Industry, Xinengtai Shan, FaErSheng, GuoSheng Technology, and others.
Today’s trades
No position
Tomorrow’s plan
1, Most likely continue staying in cash. Watch Tianjin Phama Industry’s performance after the regulatory scrutiny, and also Wanbangde, which today managed to contain the unusual fluctuation, then observe how it performs tomorrow.
2, If external events don’t get resolved, big capital will just be hesitant and cautious. Also, April is a month when earnings are concentrated and tend to have mishaps—pay attention to stocks with earnings losses. Lately, I’m increasingly suspecting that GJD is using this geopolitical conflict to draw a big-market K-line and build a base. It feels like a major market move is getting closer.
3, Tomorrow’s watchlist: Changfei Optical Fiber, Tianjin Phama Industry, Wanbangde, Guosheng Technology (I’m speechless—it’s too capable of running up), Xinengtai Shan / Huiyuan Communication (Changfei Optical Fiber’s little brother).