5.10 The Breakthrough Is Imminent

Market Overview [Taogu Ba]
Unless there is a strong positive line tomorrow, continue as shown in the chart

Profit Style
Trend style: 50, no obvious preference for profit effect. (Unique index: 0 means profit effect is entirely concentrated on stocks with recent consecutive limit-ups, 100 means profit effect is entirely concentrated on pure trend stocks)

Hot Topics
Market trading volume reaches about 3.08 trillion yuan, supporting speculation in 4~5 sectors:

1. The performance line on Friday is still ongoing, whether it’s the leading stock Haitai New Light still rising, or the two top limit-up stocks Fuda Alloy with 4 limit-ups, and Lidao New Material with 4 limit-ups in 5 days, all showing healthy earnings growth. If more than one of the top limit-up stocks advance tomorrow and Jin Tanglang does not repackage, it indicates that the main theme of this cycle is actually earnings…
2. On Friday, optical communications continue to be the strongest theme, and besides trend stocks, the ladder of limit-ups is also very healthy. But because the cycle is ending, there’s no time to focus on earnings or the previous chip stocks’ positions. Except for Fuda and Lidao potentially breaking all limit-ups tomorrow, and Hang Electric advancing. But Hang Electric and Fuda are essentially no different.
3. As reviewed on Thursday, Jin Tanglang did not choose to pass the tribulation, opening weak directly. If it does not repackage tomorrow, it’s hard to say whether the main theme of this cycle is chips. After all, Fuda Alloy is very likely to advance to 5 limit-ups.
4. Commercial aerospace is showing strength during the session. Actually, Jin Tanglang’s first wave was a follow-up rally for Boyun New Material. The second wave, with only 3 stocks advancing to 4 limit-ups, shifted from weak to strong, confirming it’s chips. Plus, the highest limit-up in commercial aerospace is only 3, which might be a follow-up rally, so doubts remain whether commercial aerospace can become a new main theme.
5. Robots strengthened on Friday, which is a relatively new theme. But the cycle isn’t over yet, and it’s unlikely to become a climate unless it breaks through.

Short-term Relay
Jin Tanglang’s bidding directly hit the limit-down, so there’s no need to withdraw Fuda Alloy’s overnight order.
Because the main force is controlling the market strongly, with no resistance at new highs, and with themes overlapping earnings and AI technology as both bright and dark main lines, plus the short-term main force only entered on Wednesday, it’s highly likely that breaking through tomorrow and the day after tomorrow will lead to a breakthrough.
And if it continues to open with a single line tomorrow, it’s likely to challenge the 7-limit-up level.

Current holdings: 7 layers of Fuda Alloy, 1 layer of Hongchuan Wisdom.