5.14

5th Board
Mona Lisa, crossing through the Great Tang with negative feedback; chip positioning. It can’t really be called a sector effect. 1. It’s the same batch as Weilong, implying Weilong has ample volume and power, so you can continue to look further down.

4th Board
Liren, Beijing in one stroke—when the Great Tang is gone, it’s probably being dumped, or else there’s a rebound expectation left behind.

3rd Board
Kechuan, when the Tang leaves, Kechuan is also right after, one step before the other.

Huawang, take off the crown and play your own game. The intraday volume-expansion nodes are the same, and it’s the same for multiple stocks and across the board—indices are still individual stocks; you need to dig into the details.

Hefei Urban Construction, weak-to-strong; no sector.

2nd Board
Huasheng, a good name, but the index went into a big bearish move—one side made a mistake.

Jingneng, the Great Tang’s lagging rebound. It needs a weak-to-strong transition, and the Great Tang must cooperate.

Weilong, volume—quite sufficient. Otherwise Mona Lisa can’t even “cling on” to it. In the same position, it looks fairly average; keep looking downward.

Anglikang, Zhejiang hedging.

CSIC, independent 688.

Jinfang, Beijing add-on—nothing particularly good.

Nanhua, hard for Huanhua; then it went into a big bearish move…

Kelik, Guangdong computing power—pushing for the 5th board.

Ouke Technology—are you sure the technology is really “Ouke”?

Guizhou Gas, hedging.

Ningbo, when consumption rises, it rides along—no sector effect.

First Board

1. The Great Tang’s break-board turning point node.
2. The index was born with a big bearish candle; it comes with an inherent defensive/hedging ability.
3. There’s more silicon carbide; when photovoltaics and agriculture appear.

First Board Watchlist

1. Silicon carbide: Tianfu, CMC Holding.
2. “Tian”-generation names: technology vs. computing power.

Plan

1. Observe the Great Tang’s feedback, and set up for short positions and delayed node expectations.
2. When moving from first to second, is there any upside premium beyond expectations?
3. Wait for new first boards.