5.12 As long as you learn to play dead, no one can beat me. How exactly should I play at this stage? Watch the review carefully!

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All future关注 and unfollowed stocks will come with logical breakdowns. Brothers interested in learning can review them together with the morning market thoughts. Once you learn the logic, you can gradually add your own understanding!**
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First, an overview of the market**

** As usual, first look at the morning market thoughts,** yesterday’s index hit a new high with increased volume, at this position it’s actually better not to keep pushing upward. The more resistance to adjustment, the more fierce the adjustment if it happens. Plus, with Yellow Hair visiting on Wednesday, the adjustment can’t happen when they arrive, which doesn’t match the stability expectation, so the index is most likely to consolidate sideways. I understood what’s going on this morning, recent hot sectors rotate in turn, during adjustments they pull other sectors to maintain the index. The most resilient here is still the UK-based computing power, with Yellow Hair visiting and leading a bunch of CEOs, which is interpreted as a positive for related industries on both sides. Last night, US stocks surged in光通信, but on the mainland,光通信 feels like it’s trying to go up but keeps getting hammered, showing signs of stagnation. If following US stocks, today will likely see continued strong rises, but the morning trend shows many pullbacks after highs, indicating some profit-taking. Regarding光通信, internal differentiation is quite serious; previously strong stocks have mostly corrected, while previously resting stocks like Yi Zhongtian performed well today. Sector rotation within the板块 generally indicates better sustainability, but requires higher rhythm; don’t switch recklessly, stick to core stocks patiently waiting for lifts. Yesterday’s strong国产芯片 sector shows some correction today, but overall strength isn’t weak, indicating rotation with光通信. Commercial aerospace has been the strongest theme, beating out lithium batteries and robotics, but this morning’s sharp correction is also part of rotation, with previously strong sectors taking turns, minimizing impact on the index.
Commercial aerospace should note that within the sector, rotation occurs; as long as the core stocks haven’t hit new highs, they are expected to do so. Stocks that have already hit new highs are resting, and select stocks from last year’s strong performers, still at the bottom.
Regarding the index, there are no major issues; if a sharp decline occurs, it could be a bottom-fishing opportunity. But the volume yesterday was large, and today’s correction is within expectations. Looking at trading volume, it hasn’t shrunk too much, so the market remains intact. Last night, US光通信 surged, so as mentioned,光通信 has no surprises; early highs can be taken profit depending on the situation, and later, look more at sectors with expected differences.

Sentiment: Fuda Alloy broke through yesterday, and today’s涨停 is an abnormal move, so volatility is inevitable. The main concern is whether negative feedback is severe; as long as it’s not, sentiment remains positive. This stock has been pushing hard all the way; if it continues today, it could break the连板; if it breaks, then re-enter at low levels, as mid-level stocks are not good to touch. From Fuda Alloy’s morning trend, overall it’s better than expected. Although it opened high and then sold off, the decline wasn’t large. Zhejiang stocks kept assisting, and compared to yesterday’s波导大业, Fuda’s one-word涨停 has strong support, making it feel like a stock worth doing, not easy to kill. Only those deliberately trying to kill it can succeed.

大唐发电 (Datang Power) went from four to five, still better than expected. There was some separation from Fuda Alloy at the open, then a quick rebound at the low of the morning to get support, and when AI hardware pulled back, it quickly rose again, likely benefiting from the避险属性 of power. After rising, power stocks continued to ferment, so there’s a chance to break through.
On the three-to-four level, as mentioned in the morning, trend acceleration makes it hard to follow; once trend stocks start hitting连板, it’s close to兑现. Either go for the first or second板, or give up.
Tongding Interconnection seems to have been saved by yesterday’s US光通信 surge; Corning also hit a new high, otherwise trend stocks wouldn’t open so high and still rise.

The batch from two to three, with Jin Tanglang (Golden Mantis) breaking the板, has a low upgrade rate. Yesterday, many infrastructure stocks, and today, many first板 stocks are also infrastructure-related, so infrastructure attributes need special attention. There might be some good news later that can continue to stimulate; for industry chain stocks, preemptively deploying attributes has been tried before—only when real good news appears will it suddenly become clear. Mona Lisa continues to be a one-word涨停 today, indicating industry chain play; yesterday’s Kangxin turtle, today’s turtle again.
Jiao Da Angli (Jiao University Angli) has very high bidding premiums, so it’s likely a guidance signal—either big guidance or related to养老.

The one-to-two stocks, Fuda Alloy crossing the node, and Hanbang High-Tech continuing large orders, are indicators of the one-to-two. Previously, Jin Tanglang broke, and Huashang was the target; Huashang=HQ=Yellow Sparrow. This time, Jin Tanglang’s板 was broken, and Seagull appeared, still a bird, feeling somewhat nonsensical.
Shangfeng Cement followed Great Wall板, then Great Wall炸, so it’s a guidance for infrastructure stacking. Overall, the one-to-two upgrade rate today isn’t high, probably due to the overall market; trend stocks’ upgrade rate is decreasing, and 连板 with few is starting to feel refreshing.
Be aware that if the index later pulls back, 连板 must be seized quickly; don’t get used to trend chasing, or you won’t be able to play when the market turns bullish.

Finally, a look at today’s overall strategy: Fuda’s one-word涨停, but today’s涨停 is an abnormal move, so there are divergence expectations. Can 大唐发电 separate from Fuda? Actually, 大唐发电’s bidding was quite unexpected; it opened weak but then fermented with an 8-point rise. Under the influence of the板块, it couldn’t be lower than yesterday, so it opened near涨停. The best separation would be a one-word separation, but given the large market cap, respect is necessary. Fuda opened with a quick sell-off, dropping to six points then quickly rebounding to涨停—this is separation. But as Fuda pulled back, it炸, and during the time it was falling below Fuda, it rose again and封死. So these two seem to be controlled by the same main force, with mutual positioning, attracting others to follow.
The three板 stocks, only Baoding (Baoding) shows weakness then strength, others are just waiting. The best among the two板 stocks is probably Changhe (Changhe), but if it doesn’t let go, then it’s not very meaningful.
Many non-mainstream stocks in the two板, Mona Lisa has debt, so today arbitrage with one-word涨停 to clear debt is enough. Others are less popular, so the plan is to watch Kangxin’s turnover follow-up, but since domestic semiconductor bidding doesn’t have clear guidance, just quickly撤掉康欣’s秒板, and if you encounter Hengdan late, just放过.
Overall, the environment lately isn’t very friendly to连板; stocks that reach certain heights are mostly those that wouldn’t have been selected before—either large market cap, trend acceleration, or very dispersed share capital.
In summary, the main guidance is towards trend-following funds, but the pain point is that trend continues to accelerate around those with momentum. If you didn’t position early, it’s hard to participate in the trend acceleration.
My view is to follow logic, buy some core sectors at low levels, wait for rotation, and avoid blindly chasing after acceleration. After acceleration, profit-taking and correction happen; today, the stocks that rose the most corrected the most, while those that didn’t rise much earlier are safer.

Next, let’s look at the bidding information extraction: Hanbang High-Tech continues with the largest orders, indicating a one-to-two. Jingtou Development’s order was somewhat unexpected at first, serving as a guide for the two-to-three. Yesterday, after Jingtou Development’s two板, an announcement was made about acquiring光通信 companies, which immediately received inquiry letters. This large order is likely related to the acquisition benefit; the inquiry letter’s impact caused the stocks to撤. Meihu股份,湖南, humanoid robots, the third-largest order, if not撤, should be watched more for robots.
Chuan Technology, the fourth-largest order, with Tu Wenbin increasing holdings, directly hit a one-word涨停, so Tongda (通达) related to Tu Wenbin was also picked up during power sector volatility.
Huanghe旋风’s large order also indicates a one-to-two, but it was撤.
East China Heavy Machinery’s one-word涨停 initially shocked, then撤.
Fuda is still topping, but compared to previous封单, it’s smaller, still influenced by abnormal moves.
919’s bidding撤单 was serious, indicating that the atmosphere for one-word涨停 recently isn’t strong; the guidance signals are decreasing, possibly related to trend market.

After 920, 大唐 had a 300 million封单, then some hammered, some maintained封单. This resembles the Friday板, where Beijing’s largest order indicated, 大唐 added orders, then after bidding, was hammered, then quickly封, influenced by Huadian Liaoning Energy, and then a爆量板 emerged. Overall, today’s divergence isn’t large, as seen from volume; some are deliberately separating Fuda, aiming for the top涨停.

Huadian Liaoning Energy’s bidding remained at five points, which is actually supportive of 大唐. Later,川科技 started adding orders, indicating guidance for CPO. Today Yi Zhongtian also performed well.
Online and offline suddenly added orders to become the largest, but the significance of this is unclear—are they oscillating around the moving average?
After 925, both Fuda and 大唐 were hammered, neither holding a one-word涨停, so it’s a matter of who rises first.
Tai Jing (Tai Jing) yesterday was strong, today opened low, showing some intention; compared to Tongding’s high open, Tai Jing is actively yielding.
Jiao Da Angli’s bidding ended with an unexpected premium, indicating either big guidance or some ideas related to消费类.

At open, the market quickly separated and rose; after Fuda rose, 大唐炸, clearly a positioning move—Fuda压身位, so 大唐’s expectations are lowered. Not long after open,光通信 stocks that opened high and航天 stocks that opened low were sold off simultaneously—definitely a quantitative move. In divergence, 大唐’s rise is a避险.
Fuda in Zhejiang was sold off, and 双枪 (Double Guns) rose, showing a pattern of拉一砸一, so 双枪 either hints at Fuda’s断板 or has an intention to top.
In the two-to-three stocks, Mona Lisa’s one-word涨停 feels like a pattern within the康欣新材 turtle opportunity; other stocks don’t show good guidance. The first板 of 大唐 was a弱封, then炸, then after support at the morning low, it rose again with support, with 80w hands, confirming control. Later, power sector fermentation, with volume increasing to 90w.

Finally, a summary of today’s overall market: Overall, the index is high, tech stocks are high, so the correction pressure is large. If the environment were different, today would definitely be a good day for AI hardware, especially since US stocks surged again.
Note that commercial aerospace US stocks have surged for two days, but our aerospace sector was not strong enough yesterday, so it started to correct today.
Generally, if the correction is rotation, it starts from the weaker stocks and radiates outward. Lithium batteries have been correcting for several days, and today’s rotation moved to commercial aerospace. AI hardware was strong at open, then pulled back after a wave, but faced large selling pressure again.
Overall, both the index and themes need correction. But this correction doesn’t mean an end; rather, it’s a reset, replacing some chips, with upward expectations remaining.
During AI hardware correction in the morning, the most pulled was power, which isn’t just避险; it also aligns with going overseas, as North America has a big power gap.
Of course,避险 also involves medicine, so medicine stocks moved early in the morning.
As the index rebounded, China Great Wall rose, aiming to guide funds into domestic chips, but domestic chips didn’t follow much, so when the index retreated again, China Great Wall炸.
This shows that there are attempts in科技; whether it’s Longfei’s early new high guiding to AI hardware or Great Wall’s rise guiding to domestic chips, funds are still interested in tech.
Near noon, the index plunged, with the yellow line breaking below the morning low, showing some panic. Early correction is not bad; it releases profits from the previous big gains, reducing selling pressure for future rises.

In the afternoon, the market continued to fall, with medicine stocks moving in batches. At this time, Jin药晋级二板,悟道板. Early in the morning, heavy medicine stocks rose, seeming to be guidance, but the market’s decline forced them to rise later. This drop caused the ChiNext to lead the rebound, indicating that the correction isn’t enough. Funds seem a bit eager, with no patience for correction.
In the afternoon, the market mostly oscillated with frequent drops, and AI hardware kept switching segments and rising. When军工 (military industry) moved,兵装重组 (military equipment restructuring) stimulated京投 (Jingtou) to封回.
Tongding hit涨停 several times but was封死; instead, Baoding (Baoding) trembled and rose, fermenting PCB copper foil.
Overall, as long as机构趋势 (institutional trend) remains intact, the market continues to strengthen; only when the index adjusts does a pure连板行情 emerge. Currently, trend acceleration is widespread, so look for stocks that just started. Another aspect is抱团 (grouping); 连板 is risky, but if you pick up the抱团 stocks, it’s safer.
Xinduoduo (Xin Duoduo) in the afternoon is recovering in batches, indicating more guidance for抱团. For连板, waiting for a market-wide resonance might make it easier to operate later; otherwise, with trend acceleration every day, it’s hard to act.**