Empty position, waiting for nodes that belong to your own mode! Attached is the core strategy for the market tomorrow, 5.12

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The essence of short-term trading is “leveraging to make quick money”—using theme heat, leveraging funds, and trend inertia.

Must adhere to three iron rules:

Only do strong stocks, avoid weak ones;

Go long online, observe offline, exit if breaking the line, quick in and out;

Focus on core, stay away from clutter.

1. What is the core, what is the clutter.

2. How to identify and operate “core”?

Step 1: Lock in the strongest sector of the day

After 30 minutes of opening, check the “Sector Gain List” on Tonghuashun or Eastmoney.
Exclude one-day theme plays, choose sectors with policies, events, and logical continuous catalysts.
Pay attention to sectors with ≥3 stocks hitting the limit-up, and with complete tiers (first limit, second limit).

Step 2: Find the core within the strongest sector

Space Dragon: The stock with the highest number of consecutive limit-ups within the sector (e.g., 5 consecutive limit-ups).
Popularity Dragon: The stock with the largest trading volume and discussion within the sector (not necessarily the highest consecutive limit-ups).
Trend Dragon: The solid stocks in the sector that are steadily rising along the 5-day/10-day moving average.

Step 3: Execute the ultimate discipline of “focusing on the core”

Buy only the first place: If conditions permit, only buy the top stock in the sector. If you dare not buy the leader, better not trade in this sector.

Buy on divergence, sell on consensus:

Buy point: When the core leader first shows healthy divergence (e.g., rapid pullback after opening then quickly recovers to the moving average, or after a breakout, quickly re-encapsulate).
Sell point: When the core leader accelerates and shows consensus bullishness (e.g., first volume explosion after a continuous limit-up, or large volume at a high level indicating stagnation).
Cut the board immediately: For limit-up leaders, if they fail to hit the limit-up (break the limit-up) on the day, and do not re-break the next day, exit immediately—don’t hold onto illusions.

3. How to thoroughly “stay away from clutter”?

Proactive blocking: Only keep core targets in your watchlist, do not look at stocks on the last pages of the gain list.
Reject temptation: When seeing clutter stocks suddenly surge, ask yourself: “Is it the leader? If not, what’s the purpose of the surge?” (The usual answer: to unload).
Position constraint: Even if trying a very small position to test clutter stocks, strictly limit single clutter stock to no more than 2% of total funds, to prevent large losses from mechanisms.
Review and reflection: If losses today come from clutter stocks, record it in your trading journal, reinforce the “clutter = loss” muscle memory.

Core philosophy

In short-term markets, funds and attention are scarce resources, always gathering where it’s most dazzling. “Core” enjoys liquidity premium and sentiment premium, “clutter” bears liquidity discount and selling pressure fear. Your task is not to find undervalued stocks, but to dance with the market’s strongest funds in full view, and leave first before the music changes.

Remember: In short-term trading, every mercy and luck on clutter stocks is a betrayal of capital. The biggest profits come from the core, and the biggest losses often stem from refusing to cut losses on clutter stocks.

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There are only a few stock choices each day; memorizing buy points isn’t hard. Otherwise, you can copy them and buy during trading based on the strategy—if there’s a buy point, buy; if not, stay out. It’s much more efficient than most people busying around doing various things daily.

I notice many friends get anxious seeing me hold no positions, but they rush to open positions ignoring discipline, and many have suffered big losses. For me, I only act on stocks that meet the pattern conditions. If there’s no opportunity, I can stay flat for a week without surprise. A good wave or stock always offers comfortable and multiple entry opportunities.

Today’s holdings: No positions

Yesterday’s strategy:

1. Giant Wheel Intelligent opened not meeting the strategy conditions, PASS

2. Hangdian Shares opened not meeting the strategy conditions, PASS

Hongban Technology opened meeting the strategy conditions, but the volume-increase limit-up with no turnover, volume not sufficient, no safety, PASS

3. Datang Power’s weak-to-strong opening meets the strategy, but also with insufficient volume increase at limit-up, so just watch, no buy, PASS

Tomorrow’s strategy:
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Market analysis for May 11**

1. Sentiment cycle positioning: The index surged with volume to a new high in the phase, chip and communication double main lines exploded, commercial aerospace hit the limit, market sentiment entered a main rise but high-level divergence appeared

Today’s market shows “The index surged with volume, chips (semiconductors) and communications (6G/optical communication) double main lines exploded, commercial aerospace high standards collectively hit the limit, market sentiment shifted from high to main rise, but high-level limit-up stocks showed divergence” features.
Shanghai Composite rose 1.08%, closing at 4225.02 points, a near 11-year closing high; Shenzhen Component up 2.16%, ChiNext up 3.50%.
Total market turnover was about 3.57 trillion yuan, significantly higher than the previous trading day. Over 3,000 stocks rose, 133 stocks hit the limit-up, 27 hit the limit-down, 92 on the main board hit the limit-up, 3 hit the limit-down.

Core sentiment indicators show the market entered “Volume-driven main rise, double main lines explode, but high-level sentiment stocks show looseness”:

Index and volume: The three major indices opened high and moved higher, with turnover surging to near historical levels, indicating active inflow of new funds, market bullishness high.

High-level limit-up stocks show divergence: The market’s top standard, Fuda Alloy, advanced to 5 consecutive limit-ups. But high standards like Jin Tanglang (hit 11 limit-ups in 14 days), Bo Dao Shares (4 limit-ups) both hit the limit and fell back. Power leader Datang Power accelerated with reduced volume to 4 limit-ups.

Double main lines clearly explode: Chip (semiconductor) industry chain fully exploded under US stock rally and policy stimulus, becoming the strongest main line today, with over 40 stocks hitting the limit-up or rising over 10%.
Communication (6G/optical communication) sector also strengthened on 6G trial frequency approvals, with the Communication ETF rising nearly 4%.
Commercial aerospace and related themes remain active but show divergence at the close.

Cycle judgment: The market quickly shifted from last Friday’s “high-low switch period” to the “index and sentiment resonate upward” main rise stage. Chips and communication are clear double main lines, with concentrated capital attack. But high standards like Jin Tanglang and Bo Dao Shares hit the limit and fell back, indicating divergence at high levels, and funds may shift to lower-tier stocks within the main lines.
Focus on “core double main lines, eliminate the weak, keep the strong, beware of high-level sentiment risks.”

2. Limit-up echelon and core main line analysis

Limit-up echelon (height of 5 limit-ups, high sentiment but high-level divergence)

Today’s limit-up stocks total 19, with a decent upgrade rate, market height at 5 limit-ups.

5-limit-up (highest market standard):

Fuda Alloy (603045): Performance growth + robotics concept + data center.

4-limit-up:

Datang Power (601991): Power + computing synergy.

3-limit-up:

Shandong Glass Fiber (605006): Glass fiber + PCB.

Hongban Technology (603629): PCB + optical communication.

Tongding Internet (002491): Optical communication.

Taijing Technology (603738): CPO concept.

2-limit-up and strong stocks (break or explode):

Bo Dao Shares (600130): Commercial aerospace + satellite navigation. Hit 4 limit-ups during the day then exploded.
Jin Tanglang (002081): Commercial aerospace. Hit 11 limit-ups in 14 days then exploded.
Giant Wheel Intelligent (002031): Robotics. Did not hit limit-up today.

Market main line analysis (chip and communication double main lines explode, commercial aerospace high standards divergence)

Chip (semiconductor) industry chain (strongest main line):

Performance: Stimulated by US chip rally and central bank’s sci-tech re-lending policy, the entire sector exploded. Storage chips, advanced packaging led the gains, with shares like Cangnan, Changchuan Tech hitting 20% limit-up, Lanqi Tech up over 18%, Jiangbolong over 15%, many hitting historical highs.
Chinese-Korean semiconductor ETFs hit the limit at the close. Shenwan Electronics sector up 4.44%, ranked first.

Driving logic: Global chip stocks rally fiercely, AI computing demand remains high, coupled with domestic substitution and industry cycle recovery expectations, capital is flowing back strongly.

Market position: The new strongest main line, with high capacity for funds and strong sector effects.

Communication (6G/optical communication) sector (strong main line):

Performance: Under the catalysis of 6G trial frequency approvals, the sector performed actively. CSI 5G communication theme index up 3.89%, Huaxia Communication ETF up 3.94%. Shenwan communication industry up 3.28%, ranked second.
Xunxun Technology hit the limit again at the close, reaching new highs; Taijing Tech hit 4 limit-ups in 6 days.

Driving logic: 6G R&D enters external testing phase, industry chain gets catalyzed; “price increase and export” drive optical fiber and cable volume and price rise.
Market position: Resonates with chips, a strong main line driven by policy and industry trends.

Commercial aerospace/satellite navigation (popular theme, divergence at close):

Performance: Continued strength in the morning, but high standards like Jin Tanglang, Bo Dao Shares, Daya Shares hit the limit and exploded at the close. Shows strong profit-taking after continuous speculation.

Driving logic: “Intensive launch windows in May” and policy expectations continue to catalyze.
Market position: Popular theme, but high-level divergence appears, limit-up high standards loosen, beware of sentiment retreat risks.

Other directions:

Robotics: Sector remains active but no sector-wide explosion. Giant Wheel Intelligent failed to hit limit-up.
Electric power: Datang Power’s volume shrank with 4 limit-ups, but sector shows differentiation.

Conclusion: The market’s main line clearly presents “chip as core, communication as wing, double main lines advancing together.” But high standards in commercial aerospace hit the limit collectively, warning that funds may shift from high-level sentiment stocks to lower-tier stocks within the main lines. Profitability still concentrates in tech growth fields.

3. Key observation anchors (tomorrow’s main line strength and rotation direction):

Anchor 1: The sustainability of the chip main line

Target observation: Puran Shares, Changchuan Tech (20CM popularity), Lanqi Tech, Tongfu Microelectronics (core stocks).

Logic: As today’s strongest main line, its sustainability determines the breadth of market profit effect. Watch whether the leaders can continue strong, and whether sector divergence appears.

Key signals: Whether the number of chip stocks opening limit-up exceeds 5; whether core stocks show volume stagnation or large pullback.

Anchor 2: The strength and internal rotation of the communication main line

Target observation: Xunxun Tech (trend leader), Taijing Tech (4 limit-ups in 6 days), Tongding Internet (3 limit-ups), Hongban Technology (3 limit-ups).

Logic: As a resonant main line with chips, its strength determines whether the market can expand. Watch whether there are batch limit-ups and whether funds shift from high standards (like Taijing Tech) to lower-tier stocks.

Key signals: Whether at least 3 communication stocks open with rapid limit-up at the open; whether Taijing Tech, Tongding Internet, Hongban Technology can continue to upgrade.

Anchor 3: Whether the negative feedback of high-level sentiment stocks spreads

Target observation: Jin Tanglang, Bo Dao Shares (limit-up exploded).

Logic: Two major high standards exploded today; if tomorrow they hit the “nuclear button” (drop > -7%), it will greatly hit high-level sentiment, possibly triggering chain reactions and affecting other high stocks.

Key signals: The opening bidding strength of Jin Tanglang, Bo Dao Shares (whether they get “nuclear button”).

Anchor 4: Whether market volume can be maintained

Logic: Today’s turnover hit 3.57 trillion yuan, near historical levels; if tomorrow volume cannot be sustained or shrinks, the broad rally pattern will be hard to sustain, and sectors will enter rotation and differentiation.

Key signals: Whether the turnover in the first 30 minutes of trading is larger or smaller than today’s same period.

4. Tomorrow’s core target buy/sell strategies:

(1) Kangxin New Materials (2 limit-ups, storage chips), Chengxing Shares (2 limit-ups, semiconductor materials).

Selection logic: Both are chip sector 2-limit-up stocks, with relatively high tier within the sector.

Buy conditions (for hitting the limit-up, all must be met):

Sector: Chip sector continues strong at open, with at least 5 stocks hitting limit-up.

Auction requirement: Open high +5% or more.

Kangxin New Materials: Auction turnover > 20 million yuan.

Chengxing Shares: Auction turnover > 50 million yuan.

Buy point: Hit limit-up during auction with full turnover.

Kangxin New Materials: Total成交额 > 300 million yuan at limit-up.

Chengxing Shares: Total成交额 > 1.2 billion yuan at limit-up.

(2) Taijing Tech (603738) (4 limit-ups in 6 days, CPO), Tongding Internet (002491) (3 limit-ups, optical communication), Hongban Technology (603629) (3 limit-ups, PCB + optical communication + new stock).

Buy conditions (all must be met):

Sector: Communication sector opens strongly, with at least 3 stocks hitting rapid limit-up.

Auction requirement: Open high +5% or more.

Taijing Tech: Auction turnover > 80 million yuan.

Tongding Internet: Auction turnover > 120 million yuan.

Hongban Technology: Auction turnover > 20 million yuan.

Buy point: Hit limit-up during auction with full turnover.

Taijing Tech: Total成交额 > 1.5 billion yuan at limit-up.

Tongding Internet: Total成交额 > 2.5 billion yuan at limit-up.

Hongban Technology: Total成交额 > 300 million yuan at limit-up.

5. Conditions to hold no positions (trigger conditions):

Jin Tanglang, Bo Dao Shares’ limit-up bids are hit with the “nuclear button” (drop > -7%).

Neither chip nor communication sectors hit limit-up stocks at open.

Market opening down limit > 30 stocks (excluding ST).

Stock market enlightenment is also a complete journey from seeking outward to inward cultivation, ultimately understanding the relationship of “trend, self, and way.” The following describes five progressive enlightenment stages.

Stage 1: Seeing rise and fall, greed and fear arise—“Rise and fall are common, greed and fear secretly contend”

State: New to the market, eyes on K-line red and green and account floating gains/losses.
Rising makes you ecstatic, falling makes you panic, emotions are fully driven by the market.
Chasing gains and cutting losses, all driven by “greed and fear.”

Mindset: At this stage, you are a slave to emotions, your actions are conditioned reflexes to market fluctuations.
“Fate takes heroes away, they are not free”—in a downtrend (“fate takes”), any struggle may lead to bigger losses, feeling deeply unfree.

Stage 2: Recognize self, conquer the heart thief—“If the heart is not dead, the way does not arise; desire not extinguished, the way does not exist”

State: After repeated losses, begin to reflect, realize the biggest enemy is not the market but your own greed and fear.
Start learning to cut losses, control impulses, and establish trading discipline.
This is the beginning of “killing the mind” (killing impulsive desire), “extinguishing greed” (quenching excessive greed).

Mindset: Shift from external market focus to internal emotional examination.
Understand that only by mastering your heart can you talk about mastering the market. This is the foundation of enlightenment.

Stage 3: Learn techniques, follow trends—“Follow heaven and respond to timing, trend is fundamental. Oppose the flow and drown; follow the flow and survive”

State: After initial calmness, systematically learn analysis methods, trying to understand the language of the market.
The core gain is understanding the power of “trend.”
No longer try to fight the tide, but learn to identify “timing” and “big trend.”

Mindset: Begin to feel “When the time comes, heaven and earth work together”—when understanding and following the trend, everything seems to support, operations flow smoothly.
Also respect “Fate takes heroes away”—know when to stop and observe in adverse conditions, no longer forcing.

Stage 4: Integrate knowledge and action, wait for the wind—“K-line like a chess game outside view, tides rise and fall, the heart remains calm”

State: Techniques and discipline internalized as instinct, mindset stabilized.
Able to calmly view the market as a chess game, oneself as both spectator and player.
Deeply aware of the cyclical nature of “power” and “fate,” not anxious about missing or waiting, focusing on the “power” that can be borrowed in the market.

Mindset: Reach the state of “Rise and fall with the waves, floating and sinking with the market dust. Overcast or sunny, the mind is deep like water.”
Inner conviction, not following the crowd, patiently waiting for the “heaven and earth work together” moment.

Ultimate stage: The way of nature, harmonize with the market—“Desire not to extinguish the way, time does not come, strength does not fight”

State: The enlightenment state. Completely dissolve the “ego” of resisting the market, desires are pure to follow the “way” (market law).
Operate naturally, as if breathing—advance when it’s right, retreat when needed.
Deeply understand that “time” (timing) is the hub of “fate” (trend energy), and do not waste a soldier on unfavorable markets, only act fully when “heaven and earth work together.”

Mindset: Achieve transcendence from “hero” (relying on personal ability) to “sage” (following natural laws).
Market, self, and law become one.
This is the “wu wei” in the stock market: do not act rashly, thus avoiding defeat; follow the big trend, and succeed.

The complete enlightenment of the stock market is a cyclic ascent:

Starting from “seeing mountains as mountains” with greed and fear (see rise and fall) → experiencing “not seeing mountains as mountains” with self-struggle (conquering the heart thief) → reaching “water as water” by following the trend (learning trend) → ultimately returning to “mountains are mountains” with natural way (harmonizing with the market).

The core truth is hidden in these two lines of poetry and Taoist wisdom:
Externally cultivate “following the trend” (timing and power), internally cultivate “no self” (desire not extinguished, way remains).
When the heart is clear and free of hindrance, it can reflect the “time” and “fate” of heaven and earth clearly, thus achieving true “freedom.”

1. The most detailed tutorial on limit-ups in the stock market:
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2. Stock selection criteria:**
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3. Short-term mentality chapter:**
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4. Auction and volume-price of limit-ups:**
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5. Knowledge needed for stock trading:**
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6. Discipline, sentiment cycle, position management:**

7. Trend stock buy-sell skills, same-level positioning:
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Thanks to @LiuChongyangHighEndMedicalEquipment @ZhangShisan1688 @BorderFrameGlasses for yesterday’s top tips.
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All the fans have followed back, and future exchanges will prioritize answering trading questions: @CrayonGold @MountainJade @IcebergSequel @LiuChongyangHighEndMedicalEquipment**
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Thanks to the 13 friends @LiuChongyangHighEndMedicalEquipment @ZhangShisan1688 @BorderFrameGlasses @TexasBigA @IcebergSequel @CrayonGold @MountainJade @NoAccountClosure @Nightingale @Celestial29 @WildRoseInTheWild @Fans10000 @DonDuan for their support yesterday, and the 9 friends @Caitai @MrJWelcome @RuiQiYingMen @Shmily96 @NoAccountClosure @MountainJade @LiuChongyangHighEndMedicalEquipment @CrayonGold @IcebergSequel for their encouragement.**

Disclaimer: The stocks and opinions involved do not constitute investment advice; they are personal review records. Operate at your own risk. (Stock market involves risks, invest cautiously.)