[Red Envelope] Review on May 11: A volume-driven rotation pattern, what opportunities might follow for robots and aerospace?

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Collection of valuable posts:

1. Market bidding:
2. Convertible bond arbitrage:
3. Screening potential main rises in tiers:
4. “155” large cycle analysis:
5. Large and small cycle theories:
6. Corresponding methods under quantitative market conditions:
7. Ten-thousand-word pure practical dry goods analysis of the连板玩法 (continuous board play) essence: Welcome to leave comments if you want to see specific dry goods content~

Morning bidding information:

1. Hanbang High-tech, GPU large order news stimulates.
2. Yellow River Whirlwind, overcoming semiconductor heat dissipation thermal expansion mismatch problems, stock benefit.
3. Hongban Technology, new stocks, CPO, PCB, storage, aerospace, all popular sectors are in.
4. Fuda Alloy, good performance, Zhejiang, D, power grid, no letting up.
5. Mona Lisa, Guangdong, home furnishings promote Fuda.

Stock comments:

1. Daye, bought halfway on the second board, bought at zero axis on the third board, bought back above the opening price, today’s attack didn’t seal, reduced a position, and pulled back. It didn’t break the moving average, so I sold out.

Reasons for buying:

1. Entry points on the 2nd board, the Yujian反包 (reversal) drives robots, so benefit from the position; if Yujian反包 leads the main rise, look for potential main rises; Mantis摸5 (Mantis Touch 5) has a chance to let go, aerospace position may switch; Fuda with high stock price and Great Wall with high market cap have a breakaway expectation, so the 2nd board is likely to be the highest; Yujian反包, robot异动 (abnormal movement), large orders pulling up, directly take halfway.
2. Entry points on the 3rd board, Mantis at the floor, letting action, but the opening was upward. To identify high-low cuts, you might need to switch during the Mantis decline, so watch closely; robot异动, giant wheel上板 (up to the board), watch if the main force continues previous tactics to shake out low positions and then lift, same method in recent days; as expected yesterday, Mantis let go, Great Wall didn’t act, so Fuda with high stock price likely to resist damage, and it opened with a straight line, so going from 2nd to 3rd board still has the highest board expectation. When large orders surpass the opening price, it’s a high-probability halfway buy point. If Mantis doesn’t act, aerospace position is vacated, and before the holiday on the 30th, aerospace and robots are both active sectors, low positions are easy to benefit.

Reasons for selling:

1. Selling points on the 1st and 3rd boards, the day before was Wudao, and if you want to act, you need proactive adjustments. The morning was sluggish, the first decline at zero axis had support, the second decline broke zero axis, which is a sell point. Yesterday was a halfway profit, so just exit.

2. Today’s sell point, Friday’s dual attributes fermented, expected to open with a straight line, but no sealing order, so the worst acceptable opening is a high open with immediate sealing and reduced volume. The board was not sealed, so that’s the first sell point. The decline had poor support, so if the rebound doesn’t cross the moving average, it’s not strong, so the second sell point.

3. Took a position in the 1→2药 (medicine).

Reasons:

1. 1→2 in Guangdong, with a straight-line rabbit, but I don’t quite understand the significance of existence.

2. Batch abnormal movements in medicine, others don’t recognize, so it might be deliberate. Anda’s position + biggest action, directly halfway.

3. Yesterday I mentioned that expected differences might exist before the move, so watch for abnormal movements during the day.

4. Potential news stimuli and market pullback needs, can take the lead in risk-avoidance sectors.

5. Took a position at the end of the day in the AI application front leader.

Reasons:

1. Aerospace has shifted to aerospace engine, with 17-18 points in two days. Waveguide break, expecting rest. Previously, aerospace and AI applications were associated; AI applications had a move in the past, so with aerospace development, no logical switch, adjustments are needed. High-low cut angles show AI applications had abnormal movements a few days ago, but funds used AI review and safety measures, indicating the timing isn’t right yet. After the market breaks through, rest is expected, and funds from hardware sectors emerge. Aerospace and robots just rose, so domestic and application sectors are options—look for high cost-performance.
2. Domestic chip sector, Cambrian just above the 5-day line, very important tomorrow. If it continues to pull back, this sector can be temporarily ignored. China Great Wall also, 5-day line is a trading buy point. Several abnormal domestic stocks are grouped.
3. Power and optical sectors, wait if no pullback, eventually they will, and in the context of the overall market trend, pullbacks are likely buy points.
4. Lithium batteries, Rongjie’s 10-day line supports well, but the late surge indicates hardware divergence. This sector should only be bought at resistance levels for the next day’s hardware divergence. Don’t chase high intra-day, as hardware reflows can cause crashes.
5. Pharmaceuticals, watch if outside viruses ferment; it’s a gap expectation sector, may perform during market pullbacks. But if just for risk avoidance, no significant expectation, needs a logical basis for a main rise.

Watch for连板 (continuous boards): 5 boards: Fuda Alloy, Zhejiang, power grid, high-speed rail, with Q1 performance benefits, high stock price, straight seal, no solution. 4 boards: Major market rally Datang Power, electricity sector, with Hong Kong stocks, 4 boards, weak to strong, benefited from market volume. 3 boards: Jin Tanglang crossing node + break Taijing, CPO + robotics, trend accelerating, market cap relatively large. Tongding, optical fiber, trending. Baoding, Zhejiang BD promotes waveguide, gold + PCB, decent capital, high base. Hongban, new stock, PCB + CPO + aerospace, group support. Shandong, PCB high-low cut, with debt. 2 boards: Mantis break Kangxin, semiconductor acquisition, decent capital, poor performance. Jiaoda Angli, oversold pattern, cautious about pension pitfalls, decent capital, Shanghai. Mona Lisa, with debt, smart home promotes Fuda, but feels Fuda doesn’t need promotion, chip investments, poor capital. Zhuolang Intelligent, guidance stocks have turned trend stocks, indicating current environment. If there are still 2-board guidance effects, this tier may have potential main rises. Good capital. Jingtou, with a big player, trust early or not at all. Yunda, space PV, slowly reaching previous highs, trend stock. Kexin Development, leasing + tungsten industry, decent capital, high stock price, Guangdong, Shanxi. Fuchun, with debt, see if Daye assists tomorrow, decent capital, Anhui. Shangshi Development, real estate, elderly care, beware pitfalls, Shanghai, decent capital. Chengxing Shares, lithium batteries, green energy, Jiangsu, decent capital, previously a supporting stock. Da’an Gene, Guangdong, pharmaceuticals, finance, average capital. Guangxun, major tech stock, trend accelerating.

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