Guyu 24 Solar Terms Trading 0709 Recap｜Semiconductor “Deal-Line” Forecast—Stocks + ETFs Surge Across the Board

Guyu 24 Solar Terms Trading July 9 Review | Semiconductor Alignment Prediction - Stocks + ETFs Surge Across the Board

I. Guyu Seven-Character Poem (Stock Market Regulated Verse)

Equipment and chip journey rides the waves long, Splitting positions and keeping rules guard against rashness. The 20-day line distinguishes strength from weakness, One quarter cycle discerns heat from cool. Low positions and low buys hide later momentum, Do not be greedy at climax to avoid deep loss. Deeply cultivate industry for long-term compound interest, Take lightly the daily ups and downs.

II. Review Body

Today the overall market rebounded, with the Shanghai Composite Index surging 1.65%. Technology and semiconductors exploded across the board, aligning with the Guyu system's long-term bullish view on domestic chips and equipment tracks. Market funds returned to hard tech, and short-term themes collectively strengthened. However, during a rebound, it's even more important to hold the bottom line of risk control and reject mindless chasing of highs.

Core of Guyu 24 Solar Terms Trading: Divide cycles and waves by solar terms. Guyu is suitable for ambush, not for chasing highs. In volatile markets, use light positions to test; in trending markets, layer positions. Do not rely on one-day surges, but on long-term wave compound interest for stable growth. Today, the semiconductor stocks and chip ETFs in my watchlist all surged, fully matching the long-term industry logic shared at the beginning of the year. Short-term rebounds do not change established trading discipline. Still use the 20-day line as the trend dividing line, strictly implement the rules of buying low and selling high, taking profits and stopping losses.

III. Holdings/Watchlist Individual Breakdown

1. Shanghai Xinyang 300236 Single-day gain of 18.76%, a core elastic target in the sector, a leader in semiconductor consumables, today leading the equipment subsector. Strictly follow the 20-day line operation logic; if the trend does not break, a base position can be held long-term. Do not add heavy positions after a surge; only use small positions for intraday T+0 to realize short-term profits. Do not blindly add positions after a big rally to bet on consecutive gains.

2. Semiconductor Equipment ETF 561980 Closed at limit up. An on-exchange broad-based chip equipment fund, suitable for friends without access to the Sci-Tech Board. For on-exchange trading, you can do monthly fixed investment plus wave dip buying. No need to worry about dividend ex-rights; total assets will not shrink. A pullback to the moving average is a window to add positions; during a big rally, stop opening new positions.

3. Beijing Junzheng 300223 Gain of 9.58%, a core stock in memory chips, with a solid long-term track logic. Use the 20-day line for high-selling and low-buying mode. In volatile markets, repeatedly roll and do T+0 to lower costs. Keep the long-term base position unchanged; take some short-term floating profits appropriately to reduce position risk.

4. Sci-Tech Chip ETF 588200 Gain of 9.21%, covers the entire Sci-Tech chip industry chain. Volatility is higher than the Equipment ETF, suitable for investors who can tolerate small pullbacks. Combine fixed investment with dip buying on pullbacks; reduce operation frequency when the market is overheated.

5. Jiejie Microelectronics 300623 Gain of 2.38%, power semiconductor. Relatively lagging today; sector rotation market. Hold and wait for now. Continue holding if it does not break the 20-day line; do not add positions without a sharp drop. Wait for rotation catch-up opportunities.

IV. Guyu Position-Splitting Practical Trading Method (Core of the 24 Solar Terms System)

1. Total position control: In volatile markets, total position does not exceed 30%; in trending markets, maximum 50%. Never go full position. Maximum position per single target is 10%. Diversify stocks + ETFs to hedge risk.
2. Moving average iron rule: Short-term 5-day line judges intraday strength; medium-to-long-term 20-day line serves as the trend lifeline. If a stock effectively breaks below the 20-day line, directly reduce position and exit.
3. Position-splitting logic: Combine individual stocks + broad-based ETFs. Stocks provide elasticity, ETFs stabilize the base. Beginners prioritize ETFs to reduce the risk of individual stock blowups.
4. Operation rhythm: The Guyu solar term cycle focuses on "ambush and low buy". Do not chase during big rallies; wait for a comfortable pullback level before entering in batches. Reject following short-term explosive trends.
5. T+0 rules: Base position remains unchanged long-term; only use small positions for intraday high-selling and low-buying. Do not add extra principal to expand positions.

V. Tomorrow's Operation Plan

1. Stock Plan Shanghai Xinyang, Beijing Junzheng: Realize short-term floating profits in batches when prices are high and rising. Retain the base position. If there is a high open and strong rally the next day, do not chase. Only consider small position dip buying after a pullback to the 20-day line and stabilization. Jiejie Microelectronics: Continuously observe sector rotation. If it holds above the 20-day line, continue holding. If it breaks below the moving average, directly reduce position to avoid pullback.

2. ETF Plan 561980, 588200: Big rally today, suspend large-scale adding tomorrow. Wait for a small pullback then execute the fixed investment plan. Off-exchange funds can enter in batches on dips; do not chase limit-up premiums.

3. Overall Principle: If the market shows weak follow-through on the rally tomorrow, fully contract positions, reduce operation frequency, and protect realized profits.

VI. End-of-Article Interaction Script

Many new friends ask me about ETF fixed investment and the 20-day line operation method. If you don't understand ex-rights, buying points, or position-splitting rules, leave a comment below and I will answer each one in detail.

Take a long-term view on investment. Don't be greedy for single-day surges. Follow the Guyu 24 Solar Terms trading system to steadily compound. Together, we survive in the market long-term.

Friends who agree with the 24 Solar Terms position-splitting trading logic, drop a like and fuel coupon. I will continue to update the complete practical thinking of the Guyu system, and keep sharing strong/weak position-splitting and risk-avoidance profit-taking tips.

VII. Complete Risk Warning

1. All of the above stocks and ETFs are only personal review records and idea sharing. They do not constitute any investment advice. The stock market is extremely volatile, with risk of principal loss. Please make your own cautious decisions.
2. The semiconductor and Sci-Tech sector have high volatility. Short-term ups and downs are heavily affected by policies, funds, and industry news. Strictly control positions; prohibit full or heavy position gambling.
3. Moving averages, position-splitting, and fixed investment are only my personal trading system. Everyone's risk tolerance is different. Do not directly copy operations; adjust according to your own capital situation.
4. On-exchange ETFs have premium/discount and dividend ex-right fluctuations. Off-exchange fund subscriptions and redemptions have time lags. Fully understand product rules before investing.
5. The market carries risks; enter the market with caution. Short-term explosive profits are not sustainable. Long-term stable risk control is the core for retail investors to survive.