4.8 Rebound computing power will never be absent!

Yesterday, I was still talking about how making money is all about a “herding effect.” Today it’s already gone—chemical and sentiment stocks are dead. How much analysis is there? After a black swan, there’s also a white swan. It’s like it’s hard to predict that they’ll suddenly end up making peace. [TaoGuBa]

This broad-based upswing today is kind of interesting—4000 points is right at the doorstep. The index has bounced back so fast, but the money in my account hasn’t come back. Today’s rebound is still mainly driven by oversold names, but many big trend stocks have been showing something like a rounded bottom pattern in March.

The strongest theme is the domestically produced computing power direction. Every time the index rebounds, computing power is always inseparable. The computing power leasing sector is pretty mediocre, but in the past few times I’ve noticed, the sector’s staying power seems to be gradually getting better. Token prices are rising too fast. What used to take 3–5 years to break even for computing power leasing now can break even in 1–2 years. The two stocks I like most are Macro-Scenery Technology and Litong Electronics—when will Litong Electronics be able to break through the 100 level on the platform?

CPO is never absent in every rebound. In the past, ocs and fiber optics—those that had bigger prior gains—were relatively weaker. Now it’s time for a big “heavyweight” like MCS Interconnections.
Dongshan Precision looks very promising. I didn’t manage to buy after they canceled the orders today, and among trend stocks a new name was added: Hualeng Technology.

Trend stocks like Yunnan Germanium and Fujing Technology should continue to be pushed gradually upward.
In domestically produced computing power recently, Jiangfeng Electronics has been leading. Space-based electronics is trading Huawei computing power.
Stocks like Yunding Shares and Jerry Shares are also pretty solid trend plays.
If the market has volume, you can play. Today’s strong squeeze should be able to last for a while; later when it weakens, that should also be a relatively good opportunity.

There’s also an index: recently it reached a new high at 883408. The two segments I circled are the whole year’s July to September, and the period around the end of the year from December through January—those represent times when stocks that reach new highs keep trending to make new highs. After the New Year, it turns into new-high slaughter. This downswing, which started with the drop on 3.24 and today formed two double bottoms. Does this level mean the stocks that can reach new highs are steady? If not, then it could be another rotation of continuously swapping stocks to make new highs.

These sentiment stocks are kind of interesting.

The market isn’t doing well, and fewer and fewer people are reading the articles. Brothers and sisters, let’s boost the buzz—so I can earn a few bucks in writing fees every day.