[Red Packet] 5.8 Review | Mainline Divergence and Branch Line Explosion! Commercial Spaceflight + Robotics Lead the Market

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5.8 Review | Main line divergence and branch explosion! Commercial aerospace + robots lead the rally

Hello everyone, Taoxian friends! Today, due to external technology adjustments, the main tech sector opened lower and the index closed green collectively, but the market showed strong resilience—over 3,600 stocks rose, 126 hit the daily limit, three consecutive days of 100 stocks hitting the limit, trading volume remained above 3 trillion yuan, and profit-making sentiment is still active. As long as the index stays above the 5-day moving average, the oscillating upward pattern remains unchanged, and there’s no need to deliberately lower risk appetite.

1. Market Overview
l Index performance: Shanghai Composite flat, Shenzhen Component down 0.50%, ChiNext down 0.96%, STAR Market down over 2%, North证50 up over 2%
l Trading and funds: Total turnover in the two markets was 3.05 trillion yuan, down 30k from yesterday; domestic main funds net sold 55.19 billion yuan
l Stock structure: Over 3,600 stocks rose, median of gains and losses +0.73%, more stocks up than down, market sentiment remains resilient

2. Today’s Strategy + Real Trading Results: All predictions hit, steady profit realization
(1) Pre-market precise strategy
l Domestic computing power: Fight and retreat, focus on Lankui Technology, take profits when appropriate
l Overseas computing power: US stocks under pressure, today also under pressure
l Lithium mines: Expect recovery, watch for first-board opportunities
l Low-position layout: Rare earths, copper mines, lithium mines can be allocated via ETFs (core holdings)

(2) Market and operation execution
1. Market prediction fulfillment
l Domestic computing power, overseas computing power, lithium batteries all under pressure, consistent forecast
l Commercial aerospace, low-position robots strongly position, absorbing funds from the main line

2. Real trading and profit

l Lankui Technology: The sector plunged but resisted decline against the trend, holding the moving averages; H-shares recovered from -4 to +5 at the close, significant daily gains, H-shares outperform A-shares as predicted
l ChipYuan Co.: Leading chip IP company, full order book, short-term layout
l Dongshan Precision: PCB + CPO dual leaders, good shape, core target for overseas computing power returning
l Sifang Co.: Tracked since April 8, smooth main rise, rolling operations with rich gains, already established today, holders can wait for a breakdown to exit
l Zhenlei Technology: High barrier for commercial aerospace TR chips, layout on the left side, medium-term holding

3. Market Breakdown
(1) Strong sectors
l Commercial aerospace / satellite internet: Exploded across the board in the afternoon, many stocks like Aerospace Development, Aerospace Power hit the limit, benefiting from reusable rocket tests + policy boosts
l Humanoid robots / dexterous hands / reducers / PEEK: Collective strength, Hengfeng Tools, Wuzhou Xinchun hit the limit, event-driven oversold recovery
l Optical fiber cables / upstream optical communications: Tongding Interconnection and others hit the daily limit, core logic is capacity scarcity and tight supply-demand
l Defense military industry / military electronics: Aerospace Science and Technology, Rifa Precision hit the limit, sector resonance upward
l Oil & gas / port shipping: Beibu Gulf Port, Hongtong Gas hit the limit, low-position rebound
l Domestic software / Xinchuang / AI applications: China Software hit the limit, funds flow back after main line divergence
l Real estate / automobiles / new industrialization / large consumption: Collective strength, multiple sectors flourish

(2) Weak sectors
l CPU / semiconductors / storage chips: Cambricon, Loongson Zhongke, Haiguang Information fell over 5%
l Lithium industry chain (lithium mines / separators / electrolytes): Tianci Materials, Polyfluoro fell over 6%
l Power grid equipment / gas turbines: Wanze Shares, Shui Fa Gas fell over 7%
l Mao index weights: CATL, WuXi AppTec fell over 3%
l Chemicals / banks / brokerages / power / coal: Overall weak

(3) Theme breakdown
l Robots: Tesla production line promotion catalyzed, oversold recovery as expected; market style shifting to event-driven, rotation expectations rising; currently viewed as a rebound, follow the trend continuity
l Mainline tech (AI hardware): Deepest capital involvement, strongest logic, most profitable; after brief divergence, still supported by funds, expect repeated strength after oscillation
l PCB / AIPCB: Shenghong Technology hits new high, institutions keep raising expectations; core contradiction is capacity bottleneck, upstream materials and equipment benefit continuously
l Upstream optical communication (fiber, indium phosphide, optical chips, OSC): Scarcity-driven, trend oscillates upward, short-term difficulty to retreat
l Commercial aerospace: Xingji Glory SQX-3 rocket completes key test, expected maiden flight + sea recovery by late 2026; policy + industry double catalysis, sector explosion certainty increases

(4) Core news
l Xingji Glory’s dual hyperbolic curve No. 3 rocket completes key test, rushing for maiden flight
l Morgan Stanley: Chinese humanoid robots may replicate the electric vehicle miracle, by 2050 accounting for 30% of global demand
l Huang Renxun: Next-generation AI infrastructure mainly connected by optical fibers, copper wires cannot meet demand
l Post-May Day, core city housing market policies boost transaction recovery
l EU plans to restrict funding for projects using high-risk country inverters

4. Deep analysis of the continuous limit team: emotional nodes + core logic detailed explanation
1. High emotional zone (7 stocks)
Fuda Alloy (4 consecutive limit)
Emotional node: Market’s highest benchmark, opens height, emotional anchor during main line divergence
Core logic: Data centers + new materials, low position start, clean chips, high recognition by funds
Lida New Material (5 days 4 limit)
Emotional node: Core high benchmark in lithium battery direction, sector rebound indicator
Core logic: Lithium battery materials, strong rebound amid sector adjustment, high elasticity
Bodao Shares (3 consecutive limit)
Emotional node: Satellite navigation leader, low position limit, emotional benchmark
Core logic: De-listing + satellite navigation, combined with commercial aerospace explosion, healthy chips
Runjian Shares (4 days 3 limit)
Emotional node: Core target for computing power leasing, resistant during main line divergence
Core logic: Computing power + Token factory, full orders, high institutional recognition
Datang Power (3 consecutive limit)
Emotional node: Power sector high benchmark, defensive funds flocking
Core logic: Power + green electricity, stable cash flow + valuation repair, safe haven first choice
Daye Shares (3 consecutive limit)
Emotional node: Double concept resonance leader, strongest branch today
Core logic: Robots + commercial aerospace, two hot spots superimposed, funds scramble for
Hangdian Shares (3 consecutive limit)
Emotional node: Optical fiber concept leader, strong representative of optical communication
Core logic: Optical fiber + power, supply-demand tension + policy catalysis, trend accelerates

2. Promotion to second limit zone (14 stocks)
Hongchuan Wisdom (2 limit): Computing power storage leader, core supporting for computing power infrastructure, steady trend
Nanwei Software (2 limit): Computing power leasing + Xinchuang, low position start, supports main line funds
Dawi Technology (3 days 2 limit): Flexible computing power leasing target, small cap easy to rally
Julun Intelligence (2 limit): Veteran robot core, reducer + complete machine, popular leader
Beitou Technology (2 limit): AI applications + robots, dual attributes resonance, strong rebound
Taijing Technology (2 limit): Optical modules + robots, upstream scarce components, rising in volume and price
Tongding Interconnection (2 limit): Core fiber optics, upstream optical communication, sustained strength
Xinneng Taishan (2 limit): Fiber + power, low position rebound, stable chips
Hongban Technology (2 limit): PCB core, AIPCB capacity benefit, positive trend
Baoding Technology (2 limit): PCB industry chain, upstream materials, preferred by institutions
Gongda Electric (2 limit): Chips + consumer electronics, oversold rebound, ample elasticity
Shandong Glass Fiber (2 limit): Electronic fabric / fiberglass, upstream PCB, supply-demand tightness
Zhongsheng Pharmaceutical (2 limit): Innovative drugs, pharmaceutical recovery leader, defensive funds flocking
Sanxiang Impression (3 days 2 limit): Share transfer, event-driven, short-term funds focus

5. Mainline logic: only hold core, clear group direction

1. Domestic computing power
   Today continues divergence, overall healthy pattern
   Short-term gains are large, oscillate to digest, still have upward space
   Strategy: Focus on core targets, avoid spreading blindly

2. New energy (lithium mines + lithium batteries)
   Adjustment over the past three days was a low absorption window, 6-day funds rushed in, leading to over-expected, continuing correction
   Strategy: Watch for low absorption opportunities next Monday, sector trend not over

3. High-tech at high levels (optical communication / CPO)
   Optical fiber, indium phosphide, optical chips, OSC, CPU and other scarce directions remain strong
   Strategy: No retreat in short term, rotation and oscillation, buy core stocks and upstream materials on dips

6. Tomorrow’s strategy: oscillate upward, focus on main line
Index: Shanghai Composite approaches previous high, breakout probability high; observe whether the breakout accelerates or consolidates afterward
Risk control: When volume stalls, weights drop, or large volume black lines appear, do short-term defense
Operation: Stick to domestic computing power, new energy, optical communication three main lines, focus on leading stocks in each branch; avoid chasing highs, avoid fighting, combine holding stocks + rolling operations, steadily expand profits

Heartfelt conclusion: small steps compound, far better than chasing and panicking
l 250 trading days a year, earning 0.93% daily, directly 10x!
l Continuous positive days are rare, but tiny high-frequency compound gains are the long-term winning path for retail investors.
l Most people look down on 1 point, chase stocks daily dreaming of 10%, ending up with 80% annual losses!
l We don’t seek暴利, only trend holding stocks, small steps upward, accumulating little by little, steady compound growth is the real way to make money!

This article is only a personal trading idea record and does not constitute investment advice. The market has risks, trade cautiously!

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