Hehuo Ren Chaojia (May 15) Morning Trading Ideas

Disclaimer: Taoguba posting is only my personal recap and operation journal. It does not constitute any investment advice or any basis for buying or selling, and I do not assume any guarantee responsibility. All sharing and communication do not amount to any practical trading advice. I do not promise any returns; profits and losses are entirely your own responsibility.
Investing involves risks; enter the market with caution.
I am Brother Long.

Brothers, good morning!!

Yesterday’s “Early Market Ideas” received
200+ likes from brothers,
6 tips, 1 person added oil.

Thanks to @RuiMeiJiu @JingNiuMaMaTrouble @RuXinLiao @LiMinGogo @XiaoLuZi @MyLittleHeart for the support.

Thanks to the brother who “pushed oil,” @ManGe666.

Special thanks, the top big boss on the reward leaderboard
@RuiMeiJiu @JingNiuMaMaTrouble
Wishing: big profits every day!
And also thanks to the brothers above who tipped and pushed oil—Gleite!
In May 2026, let’s create new highs for our accounts again together. Wishing the stock market great success!

No matter how much you tip, it’s all about goodwill. Even 100 points is goodwill. The key is that it lets me feel your presence—your presence and your support are what keeps me motivated to keep posting. Your support is the motivation for me to keep posting. Thanks, brothers!

Yesterday, the major broad-based indices in A-shares collectively pulled back. By the close, the Shanghai Composite Index and the Shenzhen Component Index fell 1.52% and 2.14%, respectively. The ChiNext Index and the STAR 50 Index fell 2.16% and 2.55%, respectively. Total market turnover reached 3.39 trillion yuan, breaking 3 trillion yuan for seven consecutive trading days. The number of advancing stocks and declining stocks was 1,047 and 4,387, respectively, and the number of advancing stocks hit a new low since April 7. The median of individual stock gains and losses was a decline of 2.06%.

The Shanghai Composite Index set a new high yesterday, but the daily K-line pierced upward then broke down, and the index was covered by dark clouds. Many technical-style investors reach the same conclusion: here there is divergence, so it’s time to leave. Technical-style stuff is often rather generic, and everyone learns the same things—so judgments about the market are usually one-sided and consistent. In a bull market, there are often sudden sharp selloffs.

Since April 7, 2025, the Shanghai Composite Index has had several upward “piercing then breaking” moves when it made new highs. Today, Brother Long will take everyone through a review.
On September 18, 2025, the Shanghai Composite Index daily K-line “pierced upward then broke down,” and after that it consolidated and corrected for 4 trading days to the band low of the swing.
On October 30, 2025, the Shanghai Composite Index daily K-line “pierced upward then broke down,” and after that it consolidated and corrected for 5 trading days to the band low of the swing.
On November 14, 2025, the Shanghai Composite Index daily K-line “pierced upward then broke down,” and after that it consolidated and corrected for 7 trading days to the band low of the swing.

On January 14, 2026, the Shanghai Composite Index daily K-line “pierced upward then broke down,” and after that it consolidated and corrected for 5 trading days to the band low of the swing.
On March 3, 2026, the Shanghai Composite Index daily K-line “pierced upward then broke down,” and after that it consolidated and corrected for 5 trading days to the band low of the swing.
Since March 24, 2026, in this round of the market, there have been several pullbacks, and the maximum time for each pullback has been no more than two trading days.

Therefore, two trading days is an important time node. If the overall market makes another new low next Monday, then the time for the consolidation-and-correction will tend to be the same as after the five “piercing then breaking down” moves mentioned above—i.e., 4–7 trading days.

If the overall market does not make a new low next Monday, then it means the correction since yesterday is just like the correction since March 24, lasting at most two trading days. For example, a small dip today would basically be enough. The rebound could happen today at the earliest, and no later than next Monday.

Why did it fall so much? What is the reason? Many people look for news and all kinds of connections, but actually there’s only one: technology stocks have risen too much!! How did this round of market rally start? It relied on the AI technology “big leg.” So when technology corrects, it drags the whole market down. “Success is also due to Xiao He, failure is also due to Xiao He.”

First, is the logic for technology still there? Is technology falling because the industrial logic has changed? No. It’s because the industrial logic is still there—it’s just that it rose too much and then fell. When it falls, it will still come back up.

Look at optical modules, computing power, storage—these major “middle troops.” Although some are green, the correction magnitude has been fairly restrained, and the trend structure is still intact. The core stock of this round of the market, Jizhong Xuchuang, not only didn’t fall, but actually rose 2.74%. “Yizhongtian”—Tianfu Communications—rose 3.65%, while Xinyi Shengli fell 1.76%.

What does that indicate? It indicates that big money is not panicking.
Yesterday’s adjustment can be considered an adjustment that many funds have been waiting for a long time. Since this whole stretch was a squeeze-up move, there weren’t good “get on board” positions. Then when it dropped yesterday, it actually created an opportunity for watch-and-wait funds to turn back and take new positions. That’s why you can see the market traded with increased volume.

Overall, the market situation is exactly like what Brother Long has been saying in recent days: during the main advance phase, there will be consolidation-and-pullbacks, but keep looking for upside and keep doing more.

Whenever the market drops hard, some friends always feel regret—if only they had taken profit when it first dipped and locked things in. Honestly, you can’t buy early knowledge with money. And in a main-advance market, who can truly guarantee that you’ll always nail the timing? Like a couple of days ago—when the market adjusted, many friends thought it would adjust for a few more days. As a result, the next day the market strongly repaired and rebounded. So in an uptrend environment, don’t get off the train too easily. Otherwise, it’s very easy that you won’t be able to get back on again.

Why does Brother Long often say “logic is king”? It’s so that even when the market is dropping sharply, you can stay firm in your conviction and not be shaken out. Because with logical support—very clear and deeply understood about the state of the industries—naturally you won’t panic and you’ll stay calm. As the saying goes, “When others are fearful, I am greedy.” That’s because everyone’s understanding differs, so what you see differs too. So what you need to do is continue to stick with logic as king and keep focusing on computing power.

In the computing power leasing direction, the back-row stocks’ loss-making effect was a bit serious yesterday, but the front-row is still fine. Litong Electronics and Hongjing Technology both didn’t fall. And the strong intraday rebound in Lianhua Holdings this afternoon was definitely not something that ordinary retail investors could pull off. Today, the sentiment barometer should be watched in Runjian Shares to determine the rhythm—whether it’s repairing or continuing to weaken.

Commercial aerospace has both a cost-performance edge and opportunities for high-to-low switching. The expectations and logic for this direction are still there, but yesterday’s move was too damaging to market sentiment. Be patient and wait for the repair, with the focus on the news momentum around SpaceX’s listing progress.

In the copper foil direction, Copper Crown Copper Foil’s move was immediately suppressed. Defu Technology reduced holdings. However, after washing out and adjusting, this direction is still worth looking at.
Electronic cloth is also fine, including Honghe Technology and International Composite Materials.

Before a truly big trend starts, there will definitely be enough room left and enough room for divergence to be created.
Without panic, where would the low-position chips come from?
Without wavering, how would the main force get its supplies?

Thank you to all brothers who are on the same path for your trust.

Brothers who can watch Brother Long’s early market ideas every day are surely Brother Long’s loyal fans. So Brother Long has a small request here: after you finish reading, remember to help click like! Brothers’ support is what motivates Brother Long to keep sharing recap ideas every day!!! Thanks, brothers!!!

Your following, likes, and comments are very important to us!
Brothers, welcome to like + push oil + tip!