Pre-market thoughts for 5.13

**The index has a healthy correction on the five-day line today, and the overall market disagreement is not yet sufficient. [Taogu Ba]
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The US stock market performed moderately tonight; if reflected tomorrow, it should form a short-term bottom after a slight dip.

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This chart, the black line represents technology, which is currently in the main upward phase.

Today and tomorrow’s disagreement is at the red circle or basket circle position

If in the red circle, after one or two disagreements turn into consensus, the major structure will also enter consolidation.

At that time, the following phenomena are likely to occur:

① Internal technology stocks turn from decline to sideways, most core stocks stabilize, some new catalysts lead to over-aggregation
② Sector rotation, some sectors form consensus, creating a phased small main line
③ Sentiment warms, popular stocks gather

After that, by the end of June, we enter the mid-year report game phase, with technology making a second main upward move.

If here in the red circle position, the main line remains technology, and disagreement should switch to core stocks

If here in the basket circle position, a switch should be considered, but currently, there is no high consensus direction. Today, funds moved into power and medicine sectors, with good performers like Jin Pharmaceutical, China Power LiaoNeng, which are more like funds gathering around popular stocks from earlier.

For other directions,

① ST stocks, new regulations in July, the last two months offer a 5cm opportunity, before reform implementation, this window can be watched.

② Robotics, technical route converges, mass production expectations are brought forward, the logic is still good, the position is low, after the tech top last year, there was a wave of hype, funds have memory, a small rally is understandable, core stocks: Wuzhou Xinchun, Sanhua Intelligent Controls, Top Group

Best wishes~
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This article is for personal review only and does not constitute investment advice. Investing involves risks; please proceed with caution.**