5.12: Buying the dip in Yu Huan's CNC stock, hitting the limit up and then breaking the board, what's the outlook going forward!

My Operation Mode Introduction: Focused on bottom-position early board补涨 arbitrage, bottom-position lurking mainly, concentrating on market node dragons and group dragons! [Taogu Ba]
1. Market Characteristics: Today’s market divergence increased, CPU concept China Great Wall hit the limit-up but broke, sentiment stocks Jin Tanglang hit the limit again, power sector continued its strength.
2. Today’s operation: Pay attention to Yu Huan CNC

Yu Huan CNC: Currently has three profit points, first take half profit tomorrow then adjust the layout.
2. Core summary

1. Datang Power: Core of the power sector, after failure there is a low buy point.
2. Woge Optoelectronics: Core of glass substrate, observe the reception situation.
3. Profit-making effect: Today’s profit effect concentrated in power and smart grid sectors.
4. Theme summary:
5. Continuous board
   Five boards
   Datang Power Generation (power computing, top brand, no more buy points)
   Four boards
   Tongding Interconnection (fiber optic cables, no more buy points after acceleration)
   Baoding Technology (PCB sector, missed the best buy point, give up)
   Three boards
   Mona Lisa (chip concept, no buy point in one line)
   Jiao Da Angli (pet supplies, give up on poor board)
   Kangxin New Materials (chip concept, missed the best buy point, give up)
   Jingtou Development (real estate market recovery, missed the best buy point, give up)
   Two boards
   Liren Shares (share transfer, no more buy points after acceleration, give up)
   Hanbang Gaoke (CPU large order, no buy point in one line, reverse to China Great Wall)
   Seagull Shares (liquid cooling concept, missed the best buy point, give up)
   Double Gun Technology (home furnishings, consider as Mona Lisa补涨)
   Far East Shares (data center, highest board broken, no buy points in sector)
   Deep Deep Housing (real estate, core is Jingtou Development, missed the best buy point, give up)
   Shangfeng Cement (semiconductors, missed the best buy point, give up)
   Jin Pharmaceutical (hedging, no buy point)
   Yellow River Cyclone (late surge, no buy point, give up)
   Hua Electric Liaoning Energy (power sector, Datang Power sentiment spillover)
6. Chips
   Limit-up stocks: Yellow River Cyclone, Kangxin New Materials, Tianpu Shares.
   Summary: Sector re-fermentation or one-line may appear, consider low buying Han Zhong Precision Machinery.
7. Robotics
   Limit-up stocks: Tianyong Intelligent, Kaizhong Shares, Baida Precision Engineering, Jintuo Shares, etc.
   Summary: Focus on core Yu Huan CNC.
8. Power
   Limit-up stocks: Datang Power, Huadian Liaoning Energy, Dalian Thermal Energy, Jinkong Power.
   Summary: Core is Datang Power, after failure observe the reception for low buy opportunity.
9. Smart Grid
   Limit-up stocks: Wankong Intelligent Manufacturing, Far East Shares, Solar Cable, Han Cable Technology, etc.
10. Real Estate
    Limit-up stocks: Deep Deep Housing A, Shen Zhen Industry A, Jinhe Commercial Management, Jingtou Development.
    Summary: Sector rebound later, consider补涨 with Suzhou High-tech.
11. Tomorrow’s plan:
12. Chips: Han Zhong Precision Machinery.
13. Real estate: Suzhou High-tech.
    Sharing dry goods:
14. First dry goods article: How to do补涨https://www.tgb.cn/a/2hiNXw4SisJ
15. Second dry goods article: How beginners can improve understanding—guiding you through the underlying logic of the A-share markethttps://www.tgb.cn/a/2hnO1H55sEx
16. Third dry goods article: Headline strategy: detailed explanation of the one-in-two approachhttps://www.tgb.cn/a/2hCGYxUyWIZ
17. Fourth dry goods article: Core techniques for low absorption in rotational行情https://www.tgb.cn/a/2i57hhgJZFh
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