June 30, 2026 Tuesday Recap Flowers Bloom Everywhere Star Recap

The current market doesn't depend on how many times a fund has multiplied, or how many times a stock has multiplied—it depends on how much you can take away and what you've learned. Otherwise, everything will only increase your anxiety and affect your judgment, nothing else![Taoist Stock Bar]
** ——jl韭菜抄家**

Yesterday's assessment of today's market was that it would be difficult to control, so a reactive approach was preferred. On one hand, the pharmaceutical sector had a massive breakout yesterday, the index pulled up at the end of trading yesterday, mainly domestic semiconductors, with overseas chains following. If we follow trial-and-error and the principle of "letting go of 30% profit," one option was to buy yesterday and another was to sell yesterday. The rhythm of tech and the "old gentleman" (a gentle term for a U.S. stock or index proxy) is different. Tech has conviction behind it, so if you see it and chase, it might pull back intraday but could be pulled back up. But the "old gentleman" is different—when it's not moving, you don't even realize it's been strong for many days. This can be seen in my comment section. So by the time you see it, sorry, it's time for a correction. Therefore, the response to the "old gentleman" is twofold: first, it's predictive, involving pre-positioning; second, prediction plus right-side entry doesn't suit pharmaceuticals because right-side entry means you only go in on the day of the breakout.

Some say tech rules now, I just love pharma, I love semiconductors, CPO, PCB—no problem. Different strokes for different folks. There may be pain during later rotations, testing your skill, but most of the time it's joyful.

Because today leans toward a reactive approach, it means observing during the auction and intraday. The reference standard should return to the weekend review conditions, i.e., the batch that launched on June 15: copper foil, MPO, PCB, CPO, etc.

When the auction opened, Shenghong Technology opened directly in the red. The "Yi-Zhong-Tian" (likely Yizhongtian/New Easy Day, Zhongji Xuchuang/Innolight, Tianfu Communication) mostly opened flat except for New Ease Technology, which opened slightly higher in the red. Over the past period, it's been consistently strong for Yi-Zhong-Tian and weak for Shenghong Technology. Today's red open must have some news, but when it opened red, you only had five minutes to find news. At that point, if you had to sum up, it might be too late, so follow the technicals. For tech at this level, there's overhead trapped buyers and bottom fishing. Normally, after opening, it shouldn't rally for long before pulling back. Then watch for support and rally, then trade those that still stay red after the auction and open. New Ease Technology and Zhongji Innolight indeed followed this path, but Shenghong Technology did not. The high point of Shenghong Technology within the first ten minutes was basically the closing price—very fast. Others like Tianfu Communication and Zhongji Innolight were similar. New Ease Technology led tech higher after 10:30. That's interesting. Around 10:30, the market was contracting in volume—massively. Note the term: massive. Volume was down 400 billion year-on-year. By the end of the session, the market had shrunk by nearly 250 billion, and yet it was a "flowers blooming everywhere" scenario. Some say there are still 2300 stocks in the red. But compare: most of the time in the past, there were over 4000 stocks in the red. Things improve little by little.

The problem here is: a low-volume reversal. Typical examples are New Ease Technology, Huwei Electric, Shennan Circuit, Shenghong Technology, and today the most direct is Shenghong. Note: this is in a market environment with low volume, not meaning the individual stocks had low volume. That means it's still gaming within the existing pool. Such a move was tried on June 25, and it adjusted the next day. This doesn't mean we can judge by historical patterns and say there will definitely be an adjustment tomorrow. It's baseless to just blindly reference history. Originally I thought the consolidation space wasn't enough, but that doesn't hold up as logic either. So let's look at the intraday details to see which direction it points, or use a hypothetical method.

Since it's a reversal in a low-volume environment, either selling is restricted, or money is being shuffled from somewhere else. Today's session is exactly the opposite of yesterday: only the "old gentleman" fell, while sectors like robotics, lithium mines, unmanned driving, and AI applications all need funds to sustain—unlikely. So at the opening of the later session, if a batch of low-position "old gentleman" stocks collectively strengthen, it would invalidate tech. Now "old gentleman" stocks also need to set expectations, because pharma has already rallied, so using pharma to measure tomorrow isn't very accurate. But if pharma adjusts and frees up space, then it’s possible.

Let's look at the chart: East Money (Dongfang Caifu) rallied at 1:40 PM, coinciding with the index's pullback. This means the index after that time was fine, but it created another problem: the overseas chain mostly broke out in the first half. What happened in the second half? Why use securities to hedge? Zhongji Innolight pulled back from the open at noon, then stabilized. It could have just oscillated here. Does it mean they don't want to spend money here, or are they keeping expectations? This is where we look for expectation differentials, especially since New Ease Technology's gain today was very strong. Saying "keep expectations" is plausible.

If they don't want to spend money, tomorrow's doji will be the ceiling. If they keep expectations, tomorrow's doji will be the floor. On that basis, one goes up, one goes down. Then make a plan: if up, what style and actions will the market take? If down, what style and actions?

Yesterday was Monday. Apart from pharma's strength, there were many tech positives on Monday. Check each piece of news to see if it can be traded, and under what conditions—the ChiNext and STAR boards both rallied sharply, so they didn't open actively and then pull back; rather, they followed the index, which is considered passive.
1: Semiconductor Materials
Mainly targets and photoresist.
Jiangfeng Electronics opened and fell directly to -9%. Tongcheng New Materials, if confirmed yesterday, the buying point would be at the limit up. Youran New Materials opened down 2.6% and headed straight for the limit down. Visually, the psychological impact was greatest. Only Nanda Optoelectronics was slightly better; Nanda's auction was also stronger than this. After divergence, watch Nanda's support. Since both the STAR and ChiNext boards rose today, it's likely a passive pullback. Tomorrow we need to see supporting behavior, combined with Huahong's performance.

2: Semiconductor Equipment
Mainly using mid-cap and well-known performance stocks: Changchuan Technology, North Huachuang, Zhongke Fece. Recently, Zhongke Fece has performed best, but actual earnings are at Changchuan Technology. So funds in this sector are likely buying into the Sci-Tech ETF. This feels familiar, so 688 stocks are favored. For reference, look at the Sci-Tech Semiconductor ETF. It was heavy volume today, mostly from the second half of the session. This suggests divergence tomorrow, and we'll look for support after divergence. North Huachuang and Changchuan Technology today showed relatively stronger support compared to materials, but Changchuan is showing signs of stagnation. Logically, North Huachuang's Tuesday close was a one-day trial entry point.

3: Power Semiconductors
The most hyped over the weekend, with central media coverage. Mainly Silan Micro, New Clean Energy, Yangjie Technology. This sector saw a batch recovery today, with a low-position Starpower Semiconductor discovered. Today, the entire power semiconductor sector was not brought back by the index, so if semiconductors diverge tomorrow, and power semiconductors show the strongest support, they are the priority.

4: Advanced Packaging
Changdian Technology and Taiji Industrial (Tai Chi Industrial) have been dragged back by sentiment for two consecutive days. On one hand, sentiment is high; on the other, risk has accumulated twice. Shenzhen Kaifa (Shenzhen Technology) showed support today, Tongfu Microelectronics showed some initiative, and low-position Jingfang Technology was discovered. So within the sector, focus on individual stocks, not the sector as a whole. From Tongfu Microelectronics' initiative, we can conclude: first, the sector fears heights; second, the sector still relies on logic; third, large-capacity names are still preferred. Given Changdian's position, stay on the sidelines for now.

5: AI Chips
No news stimulus yesterday, but they strengthened today. Mainly Cambricon, Haiguang Information, etc. Others like Aojie Technology hit the limit up, and Jingjiawei surged. Jingjiawei is a bit like a tool for those without Sci-Tech board trading permissions; the rest are all 688 stocks. Cambricon broke 1 trillion today—respect the rules.

6: Silicon Carbide
Silicon wafers feel like early computing power. TCL Zhonghuan's trend is very similar to earlier DataPort. Youyan Silicon and Li Ang Micro are similar to Xiechuang Data and Litong Electronics. In terms of sector effect, it's below power semiconductors and equipment. Focus on Youyan Silicon's correction opportunity. Retail investors should not mess with TCL Zhonghuan.

Others like Huahong Company are currently consolidating; SMIC rose today. The entire sector, except power semiconductors which met requirements today, is mainly Sci-Tech, with a feeling of ETF frenzy. For news-driven plays, only power semiconductors gave negative feedback on the day (first rally then fall) and recovered the next day. So it's not that power semiconductors have a huge advantage—if the timeline were reversed, the outcome would differ. Future trading will definitely require error correction. PCB and similar items are now having violent oscillations at highs, basically a "one step forward, two steps back" rhythm. So operationally, rely heavily on moving averages and the index. For example, when the index hits resistance and you judge it won't break through, reduce positions. If you judge it will break through or you see something above expectations, add back. If not, reduce again—just roll back and forth. This is a fool-proof method.

Compared to semiconductors, overseas upstream like capacitors and inductors are much weaker. Especially today, when the main players are out, Fenghua High-Tech went down with a limit-down opening. Logically, this script should have been written by Honghe Technology, but Honghe is quite tenacious. Pure personal rambling—not saying anything about Honghe's future. Copper foil gets one more chance tomorrow, including electronic cloth.

Today's intraday strong sector was robotics. It even almost overshadowed semiconductors, more precisely AI edge devices. Originally I wanted to talk about physical AI, because the vision segment moved the most. Keli Sensing surprisingly hit the limit up. Last night U.S. Tesla rose 8%—that definitely had an effect, plus we had our own news. Funds directly flowed into robotics and unmanned driving. In reality, Tesla's move last night also had a large model factor, which we overlooked. Respect the market. So it's in sync with the visual sensor segment plus a reducer—both the perception layer and execution layer. Earlier, Aubo Optoelectronics was strong; today it's Harmonic Drive, Haozhi Electromechanical, Keli Sensing, etc. All had a "one yang line crossing six yin lines." As for the physical AI narrative, I think the strength isn't from the theme itself, but from the main force's attitude. Starting with pharma yesterday and robotics today, funds are flowing to low-position stocks. That's what we need to watch, and high-level players should be cautious. Whether to listen is up to you—I'm just stating my view. Because before July 15 and after July 15 are two different worlds. A large batch of low-position stocks are currently suppressed by earnings disclosures. After July 15 or July 30, the scene will be different. Overall, intraday they resonated with tech, giving a feeling of "fermentation is climax." Combining the conclusion above, high-level tech has buyers for such unity, but low-level emotional unity may not have buyers. Then we find expectation differentials on this basis.

The session opened with lithium mines. Shengxin Lithium Energy surged near the limit up, then fell back to the zero axis at 19 minutes. The entire sector's smooth operation leads to these conclusions:
1: Currently correcting the wrongly sold stocks from last Friday. Rongjie Stock was slammed to the limit down then. Will the market mimic this?
2: The intraday lower bound will have action. Combined with Shenghong Technology's auction, the intraday index won't fluctuate much.
3: Quant funds are making spreads, fully prepared—this wasn't a last-minute decision, but pre-planned.
4: Later logic directions have fund inflows. When collective wrong selling occurs, watch for opportunities on the dip.
Overall, it opened with a rally, quickly pulled back, then recovered at the end—the most cost-effective method. If tomorrow brings another yin engulfing yang, it's hopeless. Tonight, Sinomine Resource started maintenance—burning itself to light up others.

Next is the manufacturing sector. Because glass substrate was pulled up, many within are overlapped with consumer electronics: Crystal Optoelectronics, Goertek, Lingyi iTech, Dongshan Precision, Luxshare Precision, etc., including two limit-ups. Looking at Lingyi iTech alone, it might be liquid cooling and robotics; looking at Dongshan Precision alone, it might be optical, but together they point to the Apple chain, i.e., AI edge devices. And AI edge chips today saw Rockchip, Zhongke Lanxun, Lexin Technology, Runxin Technology all surge. Funds are spreading. Since the light part is also AI edge, and robotics is the strongest, if continuity exists, it should be "stronger gets stronger and back row strengthens," otherwise treat it as one-day trip.

At 9:54, Ruijie Networks hit the limit up. Switches opened with high gap and quant forced the limit. Then Ziguang, Filix, Gongjin all surged. In the entire optical direction, the weakest today was optical fiber, which also surged last night in the U.S. The strongest were switches, optical chips, and components. Everlight Optical today hit the limit, Taichen, Yuanjie Technology, ChangguangHuaxin, etc. After-market news continued to catalyze.

At 9:57, Runjian Construction hit the limit. Domestic computing power, Hongjing Technology surged. Xiechuang Data and Litong Electronics pulled back—Litong pulled back quite hard. Intraday, UCloud, Hangjin Technology all surged.

At 10:32, Haohua Technology advanced to the second board, but Duofluorine was an entry opportunity today—Duofluorine seems more appropriate.

By afternoon, funds continued to ferment robotics. The day revolved around computing power, semiconductors, and robotics for arbitrage. Until 1:30 when Shenyu Stock appeared—that's a bit odd. The industry logic earlier was "light replaces copper," so copper cables have been depressed, adjusting from 924 until now. Today, is it who invalidates whom? Or is it just talk—anything goes? Earlier, copper cables felt like they were wrapping up.

Overall, today's market, compared to the recent frequent 4000-stock crashes, was a broad rally—3000 stocks up, relatively healthy. From "wait for flowers to bloom everywhere" earlier, to "flowers not yet bloomed" yesterday, to "flowers bloom everywhere" today, I hope tomorrow's flowers are even more brilliant. But reality is tougher. Tomorrow we need to challenge a resistance level. The breakthrough should come from the optical sector—it has corrected a lot earlier. But today, when New Ease Technology rallied, Zhongji Innolight and Tianfu Communication were very weak—at least leaving room. Tomorrow it would be easy for Zhongji Innolight or Shenghong Technology to lead. I won't be subjective here; after all, strong intraday sectors aside from semiconductors are the "old gentleman" (lower bound) and robotics (has lineup). The only question is where there is space to strengthen. If it's tech, the requirement is that high-level heavyweights consolidate without dragging down, producing no significant negative feedback, to possibly replicate the April 29 move.

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