[Red Envelope] Weekly Recap丨A Sentiment Flow Player Teaches You How to Do a Recap丨Key Highlights: Learn Systematically How to Master Size Tickets.

If you are willing to spend five minutes reading this review patiently, I believe you will choose to stay and follow me.[Taogu Bar]
Here, I only analyze pure sentiment flow logic, sharing bottom-level practical strategies that are not seen or openly shared elsewhere.

[Foreword: Before the Weekly Review]
Hello, brothers, and have a good weekend.
This week, from June 29 to July 3, five trading days, the market gave every participant a complete lesson.
From the direction selection when sentiment met expectations on Monday, to the comprehensive avoidance of sentiment stocks when the key stock was slammed on Tuesday, from distinguishing the real from the fake at the new cycle inflection point on Wednesday, to the test of holding mentality during the sharp external drop on Thursday, and then to the defensive response after confirming a multi-sell-off on Friday—each day had a different script, and each day verified the same truth:
The difference between trading when you understand and trading when you don’t is like night and day.
In this weekly review, I will fully sort out the core nodes, judgment logic, and my personal response strategy for the five trading days.
I hope that my brothers will compare this with their own trading records to see what you did right and what you did wrong this week.

Chapter 1, Monday: When Sentiment Meets Expectations, How to Lock in a Capacity Stock’s "Resilient Leading" Attribute?
I. First, Determine Sentiment: Can Sentiment Stocks Be Traded?
First of all, brothers who have been following me know that my trading system has two modes. One is to trade the most active sentiment stock of the day when sentiment exceeds expectations.
The other is to trade the most active capacity stock when the trend exceeds expectations.
So, from Monday’s perspective, let’s first see whether sentiment stocks can be traded.
That day, I screened eight targets for everyone.
Xingye Technology, Tianyu Digital, Xianfeng Holdings, Aihua Group, Xiangjiang Holdings, Haixin Shares, Suqian Liansheng, and Jiangwu Equipment.
From Monday’s perspective, Tianyu’s opening auction met slightly exceeded expectations, while the others basically met expectations.

There were no seriously underperforming varieties, nor significant outperforming varieties. Overall, it met expectations with a slight hint of exceeding expectations.
So, following the standard process: if the opening auction sentiment meets expectations, watch the direction choice within the first five minutes.
The post-opening scenario was clear:
First, Xingye Technology was smashed underwater immediately after opening.
Second, in the first few minutes of the morning, except for Jiangwu and Tianyu, which strengthened, no other varieties exceeded expectations.
If you don’t have this sentiment anchoring system, you might chase Tianyu’s intraday turn-up.
You might also hit Jiangwu’s Monday reversal first board.
But if you observe all eight sentiment anchors as a whole, you would notice that on Monday, sentiment only maintained expectation levels without significant outperformance.
So, from the morning perspective, you can’t trade Tianyu’s outperformance, nor Jiangwu’s volume-shrinking board.
And when sentiment further underperformed, Suqian surged and then fell deep underwater.
Tianyu surged and then plummeted sharply, while Jiangwu also passively opened.
Understanding this, would you still chase a so-called "weak-to-strong" move based solely on an individual stock’s outperformance?
Now you know why sometimes your weak-to-strong trades pay off, but other times they result in huge losses?
As I always say: Sentiment > Sector > Individual Stock.
When trading short-term sentiment stocks, always put sentiment first.
II. Then, Look at Capacity Stocks: How to Lock in a Capacity Stock’s "Resilient Leading" Attribute?
So, since Monday’s sentiment stocks were not tradable, you need to follow our other mode to see if there are any capacity stocks within outperforming sectors that stand out.
First, we need to review the weekend news to determine which direction funds recognize at Monday’s open.
Over the weekend, three pieces of news had strong impact:

1. Apple purchasing from ChangXin Memory → directly benefits the upstream supply chain
2. Samsung and Hynix news → benefits upstream suppliers
3. Apple and Micron conflict → some funds see it as negative, some as positive, but Monday’s opening auction showed the memory sector collectively gapping up, with funds interpreting it as positive.
   At the close of Monday’s auction, Do-Fluoride had a limit-up order, Kaimei Qiangqi added orders for a limit-up order, and electronic gases also showed strength.
   So, after the open, you need to find capacity stocks that take the lead in showing intent.
   Again, in our capacity mode, the goal is to capture the sector’s premium. The prerequisite for trading a capacity stock is that it actively drives the sector to strengthen. After the capacity stock hits its board, the sector continues to explode intraday. Only then can this capacity stock be defined as a sector leader.
   So, you must distinguish one point: whether the capacity stock you choose is active or passive within the sector. This is very important.
   Old followers know I often say: Buy active, sell passive.
   These six words apply to whatever variety you trade.
   From Monday’s perspective, the three most active were: Shenzhen Kaifa, Yak Technology, and Huagong Technology.
   At Monday’s open, Huagong was the most active, Shenzhen Kaifa was second, and Yak’s board time was later than the first two.
   Here, I want to continue sharing a valuable point:
   An intermediate stock, like a short-term leading stock, must have the attribute of being resilient and leading.
   Let’s look at Friday’s intraday charts for the three:
4. Shenzhen Kaifa:

Last Friday, memory chips diverged in the morning and rebounded in the afternoon, but Shenzhen Kaifa had already lost its active leading attribute in the afternoon, moving downward after an early surge.
2) Huagong Technology:

Its Friday intraday chart clearly showed a catching-down trend, closing deep underwater.
3) Yak Technology:

From last Friday’s perspective, when memory rebounded in the afternoon, Yak had already exhibited the active leading attitude of a capacity stock.
So, from Monday’s perspective, among the three most active capacity stocks in the morning, only Yak Technology had the resilient leading attribute.
Moreover, Yak belongs to multiple semiconductor sub-sectors: memory, upstream materials, and electronic specialty gases, with overlapping concepts.
From our capacity mode perspective, Yak was the best intraday choice.
Therefore, even though Shenzhen Kaifa and Huagong were more active than Yak in the morning, when the sector rebounded in the afternoon, Yak was still the first to hit its board.
Essentially, it’s because funds recognized its resilient leading attribute.
For a buy point, you can buy low and confirm on the board.
And capacity stocks are also varieties that allow position sizing. The key is whether you can truly use this mode.
Chapter 2, Tuesday: Key Stock Slammed Confirms Withdrawal, How to Manage Positions for Capacity Stocks?
I. Sentiment Stocks: Key Stock Slammed, Execute the Iron Rule
Tuesday was a critical day. On one hand, short-term sentiment reached an inflection point. This inflection point could go either up or down.
You might think I’m stating the obvious, but what I mean by this inflection point is either opening a new round of profit-making effect or entering a phase of loss-making withdrawal.
Note: here I’m talking about short-term sentiment judgment, not trends.
The reason for this judgment is that in short-term sentiment, Xingye Technology barely sealed seven boards but failed to close on Monday.
So, Tuesday, Xingye’s performance was crucial.
If it gave positive feedback, then sentiment would face an upward inflection point exceeding expectations, which would be a time to go all in.
If Xingye gave extreme negative feedback, then this short-term sentiment would represent the withdrawal of the small cycle led by Xingye, and sentiment stocks would still be untradable.
And on Tuesday, when the auction opened, you didn’t even need to look at other sentiment anchoring stocks. Xingye Technology was slammed with a limit-down order, showing that funds had already voted on the current short-term sentiment.
Brothers who have been following me know that if I participate in short-term sentiment stocks, I have two prerequisites:
One: Among sentiment anchors, there must be no variety hit with a limit-down order.
Two: Intraday sentiment must exceed expectations to open a position.
These two iron rules can prevent most of your ineffective or losing trades.
Money can’t be lost quickly? But it can be lost completely.
The prerequisite for a successful mode is that it can stop you from trading at specific moments.
There is no mode that can be traded at all times. If there were, it would probably be a stable loss method.
II. Capacity Stocks: Cost Control Is Key
OK, since short-term sentiment stocks are untradable, continue to see if there are buy or sell points that fit the capacity mode.
From Monday’s perspective, the strongest sector was semiconductors, such as upstream, memory, and electronic specialty gases.
The next day, observe the sector’s continuity.
As the most active capacity stock on Monday, Yak Technology continued to be observed for its intraday initiative.
Again: buy active, sell passive.
Next, I want to teach you the sell point and holding cost control for capacity stocks.
On Tuesday’s auction, Yak gapped up with strong buying to open above 4%.
But given that the semiconductor sector was near euphoria at Monday’s close, Gigadevice opened low at over -3%.
This was problematic.
Gigadevice’s position in memory is like Zhongji Innolight’s position in CPO.
After the open, Gigadevice went straight down, plunging over 7% deep underwater.

Yak diverged in the early morning. At this point, when Yak surged to 6%-7%, it was a standard reduction point.

If I had followed my previous capacity mode, I would have exited all positions at 6%-7%.
But again, in the current trend market, you need to adjust your mode according to the trend market.
After all, our previous trades like Gigadevice and Fenghua Hi-Tech were also capacity board modes.
But we also took profits and ran.
Looking back, the stock price went through the roof.
So, for Yak’s early surge reduction, how much to reduce?
It depends on your own cost. As long as you bring your cost below the 5-day moving average, it’s fine.
Use the 5-day moving average as your exit point. Then no matter what, this trade will be profitable for you.
First, ensure this trade is profitable; then talk about earning more.
Many people’s trades go from profit to loss to being deeply trapped. The essence is greed: when it rises, they are unwilling to sell; when it falls, they start averaging down, then get heavily trapped, lie flat, and call it value investing or long-term holding.
In reality, your holding mentality is not developed by toughing it out; it’s given by cost advantage.
This sentence is simple, but many can’t see through it.
Chapter 3, Wednesday: Distinguishing Real vs. Fake New Cycle Inflection Points and the Complete Logic of Oriental Zirconium
I. Sentiment Stocks: The Essential Difference Between Meeting Expectations and Exceeding Expectations
As usual, first determine whether there is an opening point for short-term sentiment stocks on Wednesday.
From Tuesday’s perspective, Xingye Technology was slammed with a limit-down order. Then, for the short term, we need to wait for Xingye Technology to stabilize before there can be a signal for a new cycle inflection point.
Let’s first look at the sentiment anchors provided on Wednesday:
Xingye Technology: Slammed on Tuesday, opened at -6.48% at Wednesday’s auction close, meeting expectations.
Xingye Co., Ltd.: Weak-to-strong acceleration on Tuesday, opened at 9.8% on Wednesday, meeting expectations.
Other sentiment anchors, such as Oriental Zirconium, Jiangwu Equipment, Xuguang Electronics, Suqian Liansheng, etc., all opened meeting expectations.
So, from Wednesday’s auction perspective, overall sentiment only met expectations.
Here, you might wonder: Xingye Co., Ltd. opened at 9.8%, why is it only meeting expectations?
The essential reason is that we are trading the start of a new cycle inflection point.
Since Xingye Technology was slammed on Tuesday, the Xingye cycle was already declared over.
If a new cycle is to start, Xingye Co., Ltd. had already taken a weak-to-strong acceleration on Tuesday. To match the new cycle inflection point, Xingye would need a limit-up to be considered exceeding expectations.
Wednesday’s Xingye Co., Ltd. is similar to Huasu Holdings on May 29.
So, you will find that both Huasu Holdings on May 29 and Xingye Co., Ltd. were smashed with heaven-earth noodles or quasi-heaven-earth noodles.
The essential reason is that everyone misjudged sentiment.
The auction clearly met expectations, but you chased acceleration. Once sentiment turned downward to underperformance, this acceleration could serve you a huge loss.
Do you understand now?
Now, from the closing perspective.
Xingye Co., Ltd. had a huge loss, Xingye Technology closed with two consecutive limit-downs. Here, you cannot call it the start of a new cycle inflection point.
Without sentiment exceeding expectations, it’s just an individual stock’s independent behavior, not a concerted effort. Mark this; it will be on your test.
On Wednesday, you also couldn’t hit Jiangwu Equipment’s intraday turn-up reversal first board.
If you followed Jiangwu Equipment from its three-to-four board entry, then Wednesday’s first board for Jiangwu is just your holding position, with no right-side add point in sentiment.
However, whether Jiangwu, He Duan, or Zongshen, they are all our discovered playstyle of connecting boards to trend. Old followers have been following along. Since Jiangwu started sharing ideas last Monday, the logic has already been discussed. This weekly review will not go into detail.
II. Oriental Zirconium: The Complete Logic Chain of Quantitative Chart Painting
On Wednesday, for short-term sentiment stocks, you could also consider one variety: Oriental Zirconium.
And for Oriental Zirconium, from Wednesday’s perspective, the opening point is definitely not the early first seal, but the afternoon passive board opening and active re-seal buy point.
The essential logic is that quant has returned to the old playstyle.
That is, the broken board reversal structure.
In broken board reversal, quant likes two types: one is multi-wave circumventing abnormal fluctuation varieties, as defined in Golden Mantis’s 5+5 reversal structure; the other is single-wave circumventing abnormal fluctuation varieties currently created by Suqian Liansheng.
Jiangwu Equipment is an imitation chart of Suqian Liansheng. The essential logic of sharing Jiangwu from connected boards to trend is chart imitation.
Oriental Zirconium is an imitation chart of Golden Mantis.
But if you watched my second live stream, you should know that I then introduced the quant chart-painting play. But imitation effects are diminishing. That is, if Oriental Zirconium wants to imitate Golden Mantis’s 5+5, then Oriental Zirconium’s 4+4 is the limit. Then Oriental Zirconium’s 4+3 will have funds cashing out early.
What we want to do is enter at 4+2 and sell to the laggards betting on 4+3.
So, since Oriental Zirconium is defined as a multi-wave circumventing abnormal fluctuation variety, when it passively opened in the afternoon with the index technology and sentiment, that sharp drop was a left-side betting low point.
When Oriental Zirconium actively re-sealed in the afternoon, that re-seal was a standard buy point in our mode and also an add point.

The above is the logic of Wednesday’s new focus idea for Oriental Zirconium.
What I want to discuss here is: if sentiment does not exceed expectations, I suggest you do not open any independent sentiment stock that exceeds expectations in the early morning.
If you want to open, on one hand, defer the buy point; on the other hand, have an independent logic for that stock that you recognize.
On Wednesday, Yak Technology surged significantly but was still a reduction point because even as a capacity stock, it was approaching the 100% abnormal fluctuation space.
So, if you reduced Yak on Wednesday, your profit cushion should be below the 20-day moving average.
Overall, if you held Jiangwu, Oriental Zirconium, and Yak on Wednesday, you should have had a very nice start to July on July 1st.
Chapter 4, Thursday: Holding Mentality During a Sharp External Drop and the Sell Point When Logic Is Falsified
I. Holding Mentality: Cost Advantage Is Your Biggest Confidence
On Thursday, the sharp drop in the US, Japan, and South Korea due to external negatives caused a direct gap down in the A-share market.
Here, we return to the issue of capacity stock holding mentality mentioned above.
According to my thinking, if you reduced Yak on Tuesday and Wednesday, your cost line should be below the 20-day moving average.
From this perspective, the big low open of Yak on Thursday should not cause panic. Even if Yak hit the limit-down, it would only be around the 5-day moving average, far from your cost line.
This is the issue of holding mentality.
First, ensure you make money on this trade; then talk about making more.
Some brothers say it would have been better to sell Yak on Wednesday to avoid Thursday’s limit-down.
But again, profits and losses come from the same source. If the external market had surged on Thursday, could you guarantee you’d dare to chase and buy back Yak?
In other words, if Yak later takes a single-wave trend circumventing abnormal fluctuation path similar to Fenghua Hi-Tech, moving up along the 5-day moving average, would you have sold out early following our 5-day holding method?
It’s all the same principle: one aspect is your holding cost; the other is your risk preference and personality.
You can’t have high risk preference when it rises and low risk preference when it falls. There’s no such good thing in the world.
Again, if you want everything, you get nothing, whether in the stock market or in real life.
II. Oriental Zirconium: Logic Falsified, Sell Point Appears
On Thursday, if you bought Oriental Zirconium on Wednesday, even with the external crash, you would not lose money and could even profit because Oriental Zirconium gave a limit-up on Thursday.
But Oriental Zirconium’s board opened at the end of the day, which definitely constitutes a standard sell point.
In the morning, it diverged from the index and technology side, following sentiment strength. In the afternoon, the board opening was caused by the second sell-off of the index and technology, bringing Oriental Zirconium open. Here, the logic of diverging from the index and technology in the morning was falsified. When logic is falsified, sell. As long as you are not greedy, you won’t be hurt.
Chapter 5, Friday: Defense When Sentiment Underperforms and Identifying Capacity Stocks
I. Sentiment Stocks: Underperformance, No New Positions
On Friday, still as usual, first determine whether short-term sentiment can exceed expectations.
During Thursday’s session, sentiment improved: Xingye Co., Ltd. had a long-leg limit-up, and Xingye Technology had a intraday heaven-earth limit-up.
On Friday, if these two active sentiment-carrying stocks continued to strengthen, positions could be opened.
But on Friday, things didn’t go as planned. The auction opening was clearly underperforming. This was detailed in yesterday’s review, so I won’t repeat it.
II. Capacity Stocks: Why Can’t You Trade China Jushi or Sanhua Intelligent Controls?
On Friday, what I want to share is still about the capacity stocks mentioned above. For example, some followers asked: Can you trade China Jushi on Friday? Can you trade Sanhua Intelligent Controls?
From my personal perspective, you cannot.
First, China Jushi showed initiative in the early morning but did not drive the sector. For the entire technology side, it only achieved a weak repair.
Here, a weak repair defines China Jushi as a rebound board. Zhongji Innolight weak-repaired in the morning and then went underwater, and China Jushi’s board opened.
In the afternoon, Zhongji Innolight continued downward, and China Jushi had a large pullback after intraday board opening.
So, can you trade Sanhua Intelligent Controls?
From my perspective, also no.
Think carefully about my logic for trading Yak Technology.
It was the leading mid-cap stocks like Yak and Shenzhen Kaifa that took the initiative first, and then the sector followed.
Sanhua, on the other hand, was completely pushed by the sector. So when Sanhua boards, it should be defined as the sector’s high point.
Two charts make it clear.

But my view here is only for Friday. It doesn’t mean Sanhua won’t strengthen or have premium on Monday.
After all, Friday’s robot sector moved Sanhua Intelligent Controls, which shows sincerity.
OK, that’s all for this weekly review.
Whether you gained anything, you have your own scale.

[Final Summary·Five Points]
1. Two iron rules for opening sentiment stocks: both are indispensable.
Iron rule 1: Among sentiment anchors, there must be no variety hit with a limit-down order.
Iron rule 2: Intraday sentiment must exceed expectations.
Tuesday, Xingye was slammed, and even if other anchors met expectations, sentiment stocks could not be traded.
The meaning of iron rules is not for you to reference, but for you to execute.
2. The "resilient leading" attribute of capacity stocks is the core screening criterion.
Monday, Yak Technology was chosen by funds. The logic chain is clear: resilient on Friday → auction buying to strengthen → active leading at open → first to re-seal in afternoon. Understanding "why it was chosen" is 10,000 times more important than knowing "it rose."
3. The start of a new cycle inflection point must be matched by overall sentiment exceeding expectations.
Wednesday, Xingye Co., Ltd. opened at 9.8%, seemingly strong, but overall sentiment only met expectations.
An individual stock’s independent acceleration is not a concerted effort, and it ultimately distributed heaven-earth noodles. The inflection point is formed by walking, not defined by a single stock’s independent strength.
4. Holding mentality is not developed by toughing it out; it’s given by cost advantage.
Reducing Yak on Tuesday to bring cost below the 5-day moving average means no panic during Thursday’s external crash. First ensure this trade makes money, then talk about making more. If the direction is wrong, profit turns to loss and then deep trap, which is greed.
5. When logic is falsified, sell. Don’t be greedy, don’t hold.
Thursday, Oriental Zirconium diverged from the index and technology in the morning, but was brought to open in the afternoon—the morning logic was falsified. When logic is falsified, sell. As long as you’re not greedy, you won’t be hurt. What’s scary is when logic is already falsified and you still fantasize about "maybe it will reverse tomorrow."

[Final Words from the Heart]
The weekly review is done.
Looking back at this week, five trading days, the time window for trading sentiment stocks was narrow, almost nonexistent.
If you forced it, you were likely harvested back and forth.
If you held back and only traded capacity stocks according to the model, not only would you not lose money this week, but you could even gain a lot.
Some say the current market is unfriendly to short-term traders.
I don’t think so.
The market is always changing, but human nature doesn’t change.
Quant’s charts change, but the essence of sentiment doesn’t change.
What can transcend bull and bear markets is never a fixed model, but your understanding of sentiment cycles, control of positions, and clear cognition of "when to trade and when not to."
Yesterday, I said to the official:
My vision is that followers who pay attention to me can truly learn something from me, and I will sincerely teach them.
Even if this time may be long—three years? Five years? Eight years?
As long as I’m still in this market and still working, there’s no problem.
Unwavering daily reviews, solid content in every article, and the sincerity of breaking down logic for everyone.
That’s all I can do.
Again, you made me who I am, but the prerequisite is that you can learn something from me.
This is a two-way screening process—if you agree, we move forward side by side.
If you can’t keep up and feel the rhythm is off, that’s okay. The road is long, take care.
But I believe that those who truly understand this weekly review won’t be willing to leave.

Finally, today is Gangmei’er’s birthday.
@魔方少女郭德纲.

Wishing you: Happy birthday, may your account always be in the green.
But more importantly, may you get rich without pimples, eat hotpot without gaining weight, and switch to fresh meat every day!
May you, in your new year, see what you understand, do what you see, hold what you do, and exit calmly.
May you, in this cruel market, step on fewer traps, have more limit-ups, and when you encounter something you don’t understand, remember there is someone writing reviews staying up late losing hair with you.
Happy birthday.

Thank you to the brothers who helped push for the live broadcast this week. Your support is seen.
Many times, what cannot be clearly explained in articles can only be shared through live broadcasts.
But I never hide anything. Those who have read my articles and listened to my live broadcasts should have their own scale.
Only the top two each week can get a live broadcast opportunity; it still requires the combined efforts of the brothers.
Sincerely thank the brothers for your support!
@Peter913@羡鱼twig@庭筠03@安仔520@逆风顺境@小旭聊天下@深蓝回响@木剑十三@好咯去咋滴.
And all brothers who helped push this week, I wish you account green, daily limit-ups!

Thank you to the brothers who gave points on the last post.
@庭筠03, number one! Thank you, Brother Ting, for the points support!
@落雨空明@黄黄113@兜兜筐筐@胡之@安仔520, number two! Thank you to the five brothers for the points support!
@水墨江南1023@魔方少女郭德纲@宋先生a@捉刀人的春天@薛之谦777@无意于佳乃佳@羡鱼twig@绝情1997@斗赚星移@蒙缘@檀令@sep7665@还有梦想的鱼@麦乐麦兜@云中三少@小散不韭@我为我心@映山红红红红@597点9@笨笨1113@随风高起@骑牛逐风@此时正当修行时@沙漠淘米@kekee@丁一灰二@不被割的韭菜666@浪子最怕泪@几克@仙云羊@石一1778@鑫源复利2026@寒衣天胎@陈筱群@白毛线@一颗肥嫩韭菜@打板成为万手哥@爱心炒股@LJ一灯@6722@gzh550@华仔1007@鹄忒@好咯去咋滴, thanks to the above 50 brothers for the points support, wishing you account green and daily limit-ups!

@几克@欧鹭忘机@ldk1997@深蓝回响@打板成为万手哥@好咯去咋滴@吕驴驴@stoneone@天誉年@羡鱼twig@桑德瑞@千万别乱来.
Thanks to the above 12 brothers for the points support, wishing you account green and daily limit-ups!

Finally, please take a moment to give this review a like. 1188 likes, we’ll continue next week! (Let’s put it this way: it’s a two-way street. If you’re not even willing to like, then I might have to clear you out, because we’re not that important to each other.)
Also, thank you to all brothers for your continued trust and companionship. Your support is my greatest motivation to keep sharing.
Additionally, let me say a few more words. If you think A Yi’s sharing is helpful to you, whether in ideas or operations, I hope you can support a little.
I just want to see the headcount. Even 100 points represents your recognition of me.
If you find it helpful, please feel free to support with a fuel coupon or tip a cup of tea as you wish. It’s simply a token of recognition and appreciation.
Going forward, I will continue to focus on sentiment cycle practical trading, honestly sharing daily market thoughts, and steadily moving forward with all brothers, making every short-term trade count, and together establishing a foothold in the market and steadily profiting!