Today’s market spike and then retreat can only be summed up in one line: SuSu did her best, but all three ceiling levels couldn’t withstand the disagreement!!

To all you friends passing by—if you’ve stumbled on Susu, don’t hesitate to follow. In a short time, it will definitely help you deal with the short-term market in a more relaxed and convenient way～

How was your experience with today’s market roller coaster, friends?

Yesterday’s three actionable tickets were executed in the early session—each one hit the daily limit. A lot of friends commented, “Susu is at it again and truly封神了,” but what followed was the broader market turning “black-faced.” In the afternoon, the roller coaster immediately started again. By the close, all three had broken—no matter how great SuSu’s aesthetics are, when the market is like this, it’s really hard to fight the market. But the rhythm has already been pulled back. Next week, as long as you execute calmly and without rushing, you should be able to continue reclaiming what was lost！！

[Taoguba]

Yesterday’s plan, besides the entry point not executed for Xingye Technology, the other three were Zhongheng Electric, Tsinghua Unisplendour, and Chengchang Technology. And all three were mainly for low-buy (buying on dips). For Susu, “low-buy” has become routine. Most of the friends who have been paying attention to Susu for a while can understand Susu’s trading approach—execution is simple and convenient～

It’s just that sometimes friends can’t read the order book or the flow of funds, which leads to hesitation. After Susu executed all three in the early session, during the day it even temporarily captured three daily-limit-up moves. The smart money’s taste is definitely on point, but whether the broader market buys into it is another story～
This week’s market roller coaster—no doubt your profit curve is also a roller coaster. Sudden highs and lows are all normal. With the typhoon coming this weekend, Susu will share some useful “dry goods” over the weekend to help you better grasp next week’s trading/炒作 rhythm！！！
Let me add one more off-topic line: if at this moment you’re still wavering, not sure which teacher is truly right for you, then go ahead and follow Susu—you will definitely get a grounded, executable way of thinking and a trading plan～
Ordinary retail traders and ordinary small-capital people fear chasing rallies and selling into panic just the same as when following a teacher. Finding the teacher who’s truly right for you is crucial. If you only think, “I saw this teacher looks amazing today,” or “in a short time, this teacher’s trading is really excellent,” then glance over here and glance over there—by the end it will absolutely be a complete waste. As the saying goes, “choosing is more important than effort.” So tell me, friends—will you choose to keep a long-term settling-in and accumulation with Susu?

Next, as usual, let’s review yesterday’s plan and today’s actions～
Yesterday’s plan was four low-buy tickets: Tsinghua Unisplendour, Zhongheng Electric, Chengchang Technology, and Xingye Technology. These four have both defense and offense. As long as you execute today, although there will be big fluctuations, it shouldn’t lead to losses. Next, let’s review one by one:
(1) Tsinghua Unisplendour What it needs to do is low-buy below the moving averages. But this stock had relatively strong support in the early session—there was only a brief moment of opportunity. Most friends trade independently; when you watch too many screens, it’s easy to miss things, so many people didn’t execute this one in the morning, which is understandable. But why did Susu choose this as today’s offensive play? The main reason is that earlier, Susu pre-judged a robot theme to create consensus/分歧 around the “connectivity-to-technology” direction, and the facts proved that on the first entry, it indeed worked out well and validated the idea. But on Wednesday and Thursday, robots weren’t strong and there wasn’t continuation of the acceptance/support—so it needed to switch in time. Of course, what Susu likes more is Tsinghua Unisplendour, the core of this round’s switch to the exchange-switch direction. When it went under the moving average early, Susu did the low-buy. By the close, it was a mild floating profit. For next week, this stock should also have opportunities to take profit and exit, so friends don’t need to panic～

(2) Zhongheng Electric is the point that most friends were puzzled about today. In the plan, Susu wrote that it needed low-buy below the moving averages, and that a low open shouldn’t be chosen for auction/竞价 buying. Even though it was only a few sentences, everyone can understand that the expectation for this stock is that it cannot open low. So what kind of opening qualifies as “beyond expectations”? It’s simply a high open. Very straightforward thinking—if it opens high and exceeds expectations, then you need to execute promptly at the open. During the day, Susu even captured a few very long lower wicks, but the late-day pullback meant it had no profit today. And this stock was also used as an offensive direction mainly because of the stock’s positioning and the fact that the sector is at a relatively low level—making it easier to play out as a trend-leading core. The idea is that you constantly verify it. Result: the broader market just didn’t cooperate～

(3) Lastly is Chengchang Technology executed today. There is a very large amount of standby/deposited capital inside this one. Susu also understands today’s late-session sell-off. After all, earlier Susu wanted to share the buy point for Chengchang Technology at the end of June—but after the last time it got slammed down with a bearish candle, Susu’s basic belief was that once the recovery succeeds, funds would execute a clear pull-up. And today, it indeed moved that way. It’s just that in the late session, some funds still dumped it again, which caused the two biggest long lower-wick attempts during the day to almost end up at zero. For this stock, today’s execution is very simple: you just need to low-buy below the moving averages. The early session also provided fairly sufficient entry points, and for us, the cost is extremely low～
So how should these three tickets be handled on Monday? Next, Susu will share it all together. On Monday, you just need to execute without rushing. For the Monday plan, it will also be posted in the weekend “dry goods.” Friends, remember to come back for the dry goods this weekend, and remember to collect the plan～
7.13 Position Plan Share:
(1) Tsinghua Unisplendour You don’t need to give it too much expectation. On Monday, there will be a chance to take profit. What you need to do is find an appropriate position to exit—definitely don’t get greedy～**

(2) Zhongheng Electric is the same. In the opening call auction, you must not open below -2—meaning it can open low, but not too low. If it meets the point Susu provided, then there will also be an exit chance during the session. What you need to do is also simply find a suitable position to take profit.**

(3) Chengchang Technology will be a bit special—you need to think about what the selling/slam in today’s action was actually aiming for. Based on Susu’s logic, the most likely reason is to continue the trend afterward, not to improve visibility by playing consecutive daily-limit boards. So today’s sell-off is trend-long funds dumping. On Monday, the expectation won’t be too extravagant, and Susu also gives an open position at -3. If it opens from there, we still have profit. What you need to do is slightly hold your nerve after it opens, and after intraday funds pull up, follow along to exit—don’t over-hold. Execute it without hesitation～**

Susu came to Taoguba, sharing plans every day. During the session, I just execute without panicking and without rushing—and I’ve received lots of friends’ praise. Susu will continue keeping the sharing going. If you’ve gained something, be sure to boost the heat for Susu’s posts. This is something we need to accomplish together: Susu shares the ideas, friends boost the heat—only by succeeding together can we go farther～
How to boost the heat? See below, click the “boost” button to support Susu. Each person can boost only one time per day. After reaching 7 boosts, this post will become an “essence” post, which naturally increases heat. I hope everyone boosts actively. Susu will definitely maintain top-tier aesthetics and share trading plans!!!

Next, I also want to thank the friends who have been supporting my article data recently. Only with your continued support can Susu keep getting featured, trending hotter, and gaining more friends’ attention. Today’s post also needs everyone’s teamwork—@海纳百川JAY @散场鱼鹰 @马应届生求职网 @叨叨道道的刀哥 @阳光689691 @小马奔腾0212 @一束挽风 @W俺村俺最帅 @黄药师123 @人可适之 @瞅瞅瞅 @青山鹅鹅鹅 @七小喜喜 @zhangy @捉刀人的春天 @股海沉浮向阳而生 @坐看风起云涌静看潮起潮落 @跟SUI @贝塔深圳分塔 @05省道 @巽令 @小短腿Yuki @大圣归来820 @清韵浅词 @大田青年 @晨间的风 @上班炒炒股96 @lulucy @羊爱上狼1 @FF天天向上 @瞌睡88 @一半多 @dfcmh @064680 @fanshuwater @仙云羊 @以和为贵小刚 @肖家一耙 @大A小菜鸟呀 @陈老师没教过课 @静沐暖阳身心舒畅

Today, many excellent friends came to help boost Susu, and thank you all a lot～
Only when you friends give Susu momentum can Susu keep updating without stopping. Next, I wish us a smooth journey all the way～

Earlier, I promised that after reaching 5,000 followers, I would make the post-session review more precise. This week we already achieved 5,000 followers, so I have also made the review more detailed from earlier onward. Going forward, I will keep doing so. If you friends have any suggestions, you can also post them in the comments. Susu will adopt the opinions of my iron-fan followers, and it will be reflected in future reviews as well.

I. Relationship between the broader market’s volume and price
(1) Intraday volume-price of the broader market: the whole day saw “heavy volume and a water-drop,” a classic high-level volume divergence
Today’s total turnover reached 3.4 trillion, which is nearly 470 billion more than yesterday—clearly increased volume. In the early session, the index still tried to surge higher on momentum and looked strong, but when it surged, the volume couldn’t keep up a bit—it was basically stock-raising by existing capital, with no fresh money continuously taking the baton. In the afternoon, the direction flipped directly: the lower it fell, the bigger the volume got, producing a standard “price down, volume up” pattern.
To sum it up: the chips that made big money in semiconductors yesterday got clustered to cash out and run today. A large number of sell orders smashed down, and the index was dragged down by weights. Most interestingly, the yellow and white lines fully split: the broader market index was green all over, but over 3,700 small-cap stocks were red. In plain terms, big money ran out from the high-level weighted stocks and scattered into lower-position small-cap stocks—this is a volume-driven rotation between high and low, not a full-panel bear market.

(2) Yesterday’s mainline semiconductor volume-price: volume expansion and big down, collective兑现逃离 after the climax
Yesterday’s hottest group—semiconductors, memory, packaging/testing, and electronic special gases—became a severe disaster area on today’s board, and the price pattern is perfect: price down with volume up yet a weakening/inferior volume-price shape.
In the early session, some funds still tried to rescue it. It surged, but it couldn’t hold—sell pressure couldn’t be suppressed. The lower it fell, the more the成交量 exploded. A number of high-position 20cm/半导体 equipment stocks directly crashed hard and even hit limit-down. This volume-price signal is very direct: in the short term, it had risen too much, and there were too many profit-takers. The concentrated exit is a shakeout, not that the sector logic is completely gone—short-term funds simply don’t want to keep hard-playing the high-level positions anymore. They need to rest and digest the floating shares. Those who still held fantasies and “hoped to hold through” in the early session were very likely to get hit by a big intraday drawdown.

(3) Newly emerged low-position sector volume-price: price up and volume steady, incremental funds as the fleeing capital increases
The low-position sectors that strengthened against the trend today—pharmaceuticals, commercial space, media, humanoid robots, and baijiu—are moving with a “healthy” price up and volume steady.
The massive funds freed up from high-position tech spilled into these previously flat and not much-dominated sectors. During the rise, volume increased step by step steadily—not relying on short-term impulse “hit-and-run” tactics, but real money slowly building a position at low levels. The downside is that the sectors are too dispersed—there’s no one clear winner like semiconductors yesterday. Funds are swinging here and there; there’s no unified mainline. In this kind of choppy market, blindly chasing can easily get slapped, and it’s not suitable for people rushing into heavy positions.

(4) Volume-price differentiation by individual stocks: polarization—weights sell with high volume, small caps rise on lower volume
Today’s stock volume-price split into two totally opposite categories:
One is high-position index/weight stocks in semiconductors’ midline—high volume and big drop, with funds collectively fleeing;
The other is low-position small- and mid-cap stocks—most are rising on reduced volume. You don’t need a lot of trading to push the price up because there are fewer trapped shares inside and lighter selling pressure; even a small amount of funds can lift it.
Also, some of the yesterday’s consecutive-limit-up short-term tickets saw the volume fade after the early surge, and the volume was cut off. In the late session they炸板 and fell back—that’s a signal that short-term momentum/support is cooling. Overall, now the high-volume turnover is only concentrated in the handover between high and low—there’s no one-way “all-in long” force forming. It’s more suitable to observe and sort out rhythm rather than force entries every day.

II. Consecutive daily-limit cycle
(1) Overall height cycle: the high-end majors can’t stand alone—consecutive-limit space directly breaks
Yesterday, the only top-cap ceiling winner—恒尚节能—stopped at 9 consecutive daily limits. Today, throughout the day it repeatedly炸板 and sealing becomes extremely hard, and it can no longer lead the continuation and relay from low-position small caps.
More critically, all the mid-position consecutive daily-limit stocks from yesterday broke boards today. The promotion/enrollment rate went straight to 0. The previously coherent ladder of consecutive daily limits got cut in half. By the close, the highest consecutive-limit count remaining in the market was only 2 boards—no pure new consecutive-limit “leader” of 3 boards or above. In other words, the short-term high-position consecutive daily-limit cycle has officially entered a rest period, and the earlier model that relied on the lone dragon to support sentiment no longer works. In plain language: the road of high-position consecutive-limit boards is temporarily closed today. If you stubbornly cling to old consecutive-limit stocks, you’re easily going to get trapped.

(2) Consecutive daily-limit progression cycle: relay sentiment reaches a freezing point—failure rate of炸板 surges
Today’s environment for short-term limit-up trading was extremely bad. Throughout the whole day, there were 90-plus涨停, but 90-plus tickets failed to seal after冲板. The success rate of sealing was below half.
Those mid-position consecutive-limit setups in oil & gas and semiconductors that could still be connected yesterday—today at the open nobody wanted to take the baton. They got smashed down after rising. Funds currently simply don’t want to play the next-day consecutive-limit game. They’d rather bury positions in low-position first-day limit-ups than give a ride to yesterday’s consecutive-limit tickets. This is the typical “tide retreat” signal for consecutive daily-limit cycles. The tolerance for short-term limit-up trading is extremely low; random “1 into 2” or “2 into 3” easily turns into intraday major losses. So at this stage, making fewer consecutive-limit moves is the optimal choice.

(3) Mainline consecutive daily-limit cycle: semiconductor consecutive-limit collapses across the board—trend-based stocks replace the consecutive-limit play
Yesterday’s raging semiconductor sector and the 3-day 2-board and trend-consecutive-limit tickets that emerged in volume all fell together today with heavy volume and big down—none of them managed to continue a consecutive-limit board.
The earlier kind of “quasi-consecutive-limit”行情 supported by mass bonding around the sector shattered today. High-position profit-taking got concentrated. Funds abandoned high-position chip consecutive-limit plays and turned to low-position directions such as pharmaceuticals, commercial space, and AI applications to look for new first-board opportunities. But these new sectors are too scattered—each only has occasional 2-board bursts and can’t consolidate into a single strong consecutive-limit mainline. Simply put: the old mainline consecutive-limit cycle has ended, but the new mainline hasn’t yet run out a coherent ladder—this is a gap.

(4) Miscellaneous trend-based consecutive-limit cycle: multi-day rolling stocks hold up the scene; standard consecutive-limit boards step aside
Among today’s few distinctive names are rolling trend tickets that repeatedly strengthened over multiple days, such as 欢瑞世纪’s 7 days and 4 boards, 晋拓股份’s 6 days and 3 boards—these are not standard consecutive daily limits coming straight in from the next day.
These tickets don’t rely on stacking heights with daily limits. Instead, they step up slowly through intraday swings, and the rhythm is completely different from traditional “妖股” consecutive-limit play. The remaining 2-board consecutive limits are scattered across branches in pharmaceuticals and aerospace; there’s no sector-cluster follow-through effect. A single stock alone is hard to lift a whole crowd of followers. This indicates that market aesthetics have changed completely right now: abandoning pure next-day consecutive-limit boards, favoring low-buy rolling trend tickets. Going forward, when adjusting trading rhythm, we should align with this preference—hit fewer high-position consecutive-limit boards hard and instead focus on low-position intraday low-buy opportunities within sectors.

III. Sentiment cycle
(1) Broader-market sentiment across the whole market: from collective euphoria to cooling off in high-position divergence

Yesterday, semiconductors drove the whole market’s sentiment into an explosion—everyone wanted to follow the trend and harvest. That was the climax carnival period. Today at the open, sentiment surged on inertia, but no one was willing to add more at high positions. In the afternoon, profit-taking dumped in a concentrated way; the index quickly weakened, and overall sentiment cooled rapidly.
What’s interesting is the extreme split: the index sentiment leans pessimistic, but thousands of low-position small caps are quietly going up. This shows funds aren’t unwilling to play—they just fear the risk of high-position group trades. They collectively shifted from euphoria to cautious observation. This is no longer one-sided bullish sentiment; it has officially entered a high-position divergence and consolidation window.

(2) Short-term consecutive-limit relay sentiment: falls into a short-term ice point—next-day relay willingness collapses
Yesterday’s only high-standard consecutive-limit was unable to stand alone. Today all mid-position consecutive-limit stocks broke boards across the board. The promotion rate to next stage went directly to zero. The whole market’s highest was only 2 boards, with no higher ladder.
People who打板 today were especially uncomfortable. There were tons of situations where they got炸板 after冲板, and the sealing success rate fell sharply. Funds completely stopped loving the next-day consecutive-limit gamble. Everyone is afraid of high-position overnight risk; they’d rather bury in low-position first boards than lift the sedan for yesterday’s limit-up tickets. This is the standard “short-term relay” sentiment retreat. Blindly playing 1 into 2 and chasing consecutive limits easily leads to intraday “big face” losses. At this stage, making fewer consecutive-limit moves is the best choice.

(3) Sentiment of the old mainline sector: after the climax, sentiment retreats—the confidence of sector bonding collapses

The semiconductor mainline that had been running wild for several days: yesterday was the hottest “everyone piles in and bonds” sentiment. Today it directly enters the “兑现退潮” period.
The chips that made money from chasing yesterday are now rushing to sell. Panic spreads inside the sector. High-position leaders are broadly down. The consensus of doing long together has completely fallen apart. This isn’t that semiconductor logic is totally invalid—it’s simply that after a short-term sentiment overheating, the natural cooling needs time to digest floating gains. In the short term, it’s hard to see the same kind of crazy batch-limit-up atmosphere from yesterday again.

(4) Sector rotation by position: dispersed repairs—no unified main sentiment forms

After funds escaped from high-position tech, a large amount of capital split into pharmaceuticals, commercial space, AI applications, and consumption—sectors that had been down for a long time at low levels.
These sectors are rising, but their sentiment is especially scattered: one piece here, another there. There’s no sector that can show overwhelming cohesion. It’s all small-area rebounds by themselves. Without a core leader bringing the way, and without batch consecutive-limit follow-through, it’s a fragmented repair sentiment with no new strong main cycle. In this kind of chaotic rotation, chasing whatever looks good easily leads to losing. It’s better to be patient and wait for a clear mainline to emerge—then re-enter.

IV. Theme cycles
(1) Old mainline theme cycle: semiconductors finish their高潮—now officially in the divergence and sentiment retreat stage

Yesterday’s semiconductors were the only dominating theme across the whole market. It reached the emotional peak for this round of themes thanks to the expectation around Changxin Memory’s IPO and the AI conference. Today it directly saw concentrated profit-taking兑现, which is a typical post-climax natural consolidation period.
Inside the sector, there was a batch of big declines. The trend-consecutive-limit tickets that had run up earlier broke boards across the board. Funds no longer bonded chips, packaging/testing, and memory. It’s not that the theme logic is completely dead—it’s that it rose too fast in the short term, leaving too many floating shares to digest. There isn’t enough motivation for a continued strong attack in the short term. The old mainline one-way strong cycle temporarily ends. The first choice for in-market funds is to run away, not to keep lifting high-position chips.

(2) Intraday new theme start cycle: message-driven sudden strength, but without the ability to unify the whole market

Today’s biggest intraday dark horse was commercial space. A sudden positive news event—successful rocket sea-based recovery—directly lifted the whole sector with batch daily-limit rallies, making it the strongest new theme intraday.
But it’s a standard “news pulse” theme: it starts very abruptly. There was no sign in the early session; it exploded only in the afternoon. It also lacks early low-position groundwork and pre-filled chips. Meanwhile, innovation drugs, AI media, and low-position consumption all followed the bounce together—multiple themes competed for capital in parallel, so nobody could fully pull funds away from other sectors. In simple terms: a new hot spot emerged, but it’s too dispersed. It can’t form a single dominant mainline that controls the board—this is a gap period where multiple offshoot lines run in parallel.

(3) High-low switching theme cycle: switching from high-position bonding to low-position repair

In the first half of this round of the market, the style was a high-position “rising on favorable fundamentals” bonding cycle, with funds hard-committing to high-position tech hard tracks. Today the picture flipped completely and started a broad high-low switching cycle.
The money that escaped from high-position tracks like semiconductors and lithium batteries poured all at once into low-position directions that had been long horizontally consolidating and sitting lower—pharmaceuticals, film & television media, baijiu, and defense/military industry. These themes don’t have a major sudden logic breakthrough as the core advantage. Their core strengths are that prices are low and trapped-share pressure is small. Funds use them to avoid risk and execute ultra-sold rebound plays. In this kind of cycle, chasing high-position can easily get you face-planted, while waiting to low-buy at low positions has higher cost-effectiveness. But most rebounds are repair-type and it’s hard for them to develop into long-term, large-scale行情.

(4) Short-term consecutive-limit theme cycle: ladder fragmentation—the consecutive-limit theme mode temporarily fails

Yesterday, relying on the semiconductor mainline, the market could still form a coherent sector consecutive-limit ladder. Today, as the mainline collapses, the pure consecutive-limit theme cycle directly breaks.
There is no sector leader with more than 3 boards left. Only scattered 2-board occurrences remain across aerospace and pharmaceuticals branches. There’s no sector follow-through effect. Now the market prefers multi-day rolling trend tickets and no longer recognizes the next-day consecutive-limit relay play. Whether it’s leftover consecutive-limit boards from the old mainline or first-board opportunities from new themes just emerging, the difficulty of progressing is extremely high. Forcing limit-up entries easily leads to traps. This is very suitable for us to temporarily slow down high-frequency actions and use the theme gap to reassemble trading rhythm～

To learn investor psychology like the pros, just look at Susu!!!

I’m Susu, one of those 18-line small-time pros～
In the session I “ignite” at 9888 points—you must be familiar with that, right. Do you know me?
Why did I come to Taoguba? Lately the short-term market has been very hard to trade. Most friends around me are lying flat and just harvesting the bull-market dividend. Only a small portion of players still go for speculation. Susu also responds to everyone’s call and specifically registered on Taoguba to exchange and share together. Welcome friends who know me to follow. Just be sure to pay attention to wording—otherwise if you get banned you won’t be able to find me！

Alright alright, that’s enough for today. Tomorrow we’ll一起 focus on the key points～
If you want to know me, welcome to follow—ignite at 9888 points in the session, riding the same car with me. Don’t worry about the “nuclear button”！！

In normal times, you don’t need to be restrained in comments. If you don’t understand something, welcome to ask. Susu will read it and reply. I’m very enthusiastic, but remember to watch what you say. If someone posts bad content, I’ll block them, so we can create a good atmosphere and also follow the community rules！！！