Even though the July adjustment is extreme, the market leader has reaped a grand slam! Goldwind, Estun, Inspur Purplelight, Wanbang

Entered the market in 2015—ten years磨 one sword. Over the decade, I went through nine rounds of losses, fighting on after each defeat, never changing my devotion! Nine turns bring you back, suddenly looking back—the end is at a place where the lights are dimmed and the candles are few! Our ancestral home is Ezhou, so it’s called the Nine Phoenix. Phoenix rebirth—dedicated to focusing on the main line, the main dragon, and the main rise!

I. Current positions.

1. Goldwind Technology
2. Shenzhen Technology
3. NetSun Technology (planned for swing trades; not doing a short-term breakdown explanation).

II. Trades today.

First, buy Goldwind Technology by hitting the board. Commercial aerospace + wind power + energy storage triple weights and a top-tier recognition-weight dragon. In the afternoon, commercial aerospace favorable news exploded, so I took profit from the technology sector’s financing and went all-in. If it hit the limit-up and got rejected, I added again—heavy position****hammered it to full as the maximum.

After-hours: the 15th Five-Year Plan energy storage roadmap + the two major positives of successful commercial aerospace recovery stimulated the market. On Monday, if small-cap commercial aerospace names all open to limit-up (one-word), then this weight “mid-cap major” will have something to watch!

I dare to put on a heavy position—at least the certainty of overnight arbitrage is basically risk-free. Everything retraced to the moving average of the year line, and on that year line it hits the limit-up for the first time—where else can you find this opportunity?!

During the day I already reminded it multiple times, including adding positions. Many “old irons” followed as well—we’ll wait for Monday to collect the red envelope together! At that time, it’ll be enough to give the blogger a little encouragement and a like!

Second, buy Shenzhen Technology at the open. Founder/Changxin storage chips + packaging are core weighting. I originally wanted to switch from high to low into a new main line subdivision, and planned to buy at the market price after the market opened.

Didn’t expect that after it got rejected from the board and, on top of that, commercial aerospace started in the afternoon, technology took a big plunge and dragged all the way—hurting my account’s total returns. Otherwise, today would have had the same effect as yesterday with a full position limit-up. What a waste of effort!

Third, take profit from Wave Information. The sentiment dragon of domestic computing power. It surged early and then fell back; there was a meeting in the morning, so I didn’t manage to sell.

I took profit around a surge of about 8% before the morning close. Its earnings were above expectations—bought at the Thursday auction, and by Friday overnight the cumulative return was nearly 12%. That’s good enough!

Fourth, take profit from Tsinghua Unisplendor. The trend leader of domestic computing power. Bought at the Wednesday auction when it burst the board. Thursday closed with a big bullish line.

On Friday, the limit-up once positioned in front of Wave Information, becoming the new domestic computing power dragon. Unfortunately, in the afternoon it was passively rejected from the board and sold for profit. Holding it as a heavy position for three days with a 14% gain is also satisfying!

Fifth, take profit from Taiji Industry. Storage-chip core. Bought at the open on Thursday, and it hit the daily limit-up that day. On Friday, it surged to about 6% and I sold; holding for 2 days with an 11% return is enough.

This stock is in the back row of technology. The fundamentals have flaws. I reminded it in the Thursday replay and also on Friday to take profit on a surge of 6–7%. Some teachers didn’t see it or didn’t execute, causing a drawdown. Really regrettable!

Sixthtake profit fromWanbang Pharma. A 20-centimeter-medical sector leader; bought at the close auction of Monday’s first week day. On Tuesday it surged about 8% and I sold, then re-entered via the close auction.

On Wednesday it surged 12% and I sold, then re-entered via the close auction. On Thursday, it pulled back with no premium and I didn’t move.

On Friday it surged about 7 centimeters—I cleared out and took profit. If it went up a few more points, it would trigger severe abnormality/red-line concerns, so I actively avoided uncertainty. Five days gained 27%—very satisfied!

III. Market overview.

All three major indexes surged and then pulled back. In the afternoon, they turned green collectively. Shenzhen Component Index fell more than 2%, and ChiNext Index fell more than 4%. At close, total turnover across both markets was about 3.39 trillion RMB, up 16%, reaching over 33.9k.

There were 3,509 stocks up on the day and 1,616 down. 88 hit the limit-up, and 4 hit the limit-down. Although big technology pulled back, market sentiment was high. That’s because commercial aerospace suddenly emerged as a separate force—limit-up waves everywhere. Some people are happy, some are not. But most people are not.

I, on the other hand, hope my die-hard fans are happy every day, getting paid high salaries in Big A! In July, we’ll fight together—buy with prompts, sell to protect yourself.

IV. How the risk appetite is heading.

In this correction,
a sector is just a day trip;
profits end after two days of bounce;
a bigger pattern eats soup bowls with noodles!

V. Market recap.

In an extremely volatile July, the dragon strategy brings many gains

Since July started, I’ve told everyone we’ll fight together, with prompts before and after the buy.

By now we’ve passed the first part of July. In such an extreme correction market, we tightly held the main line and the core dragon—and still harvested a lot.

The first is the weight dragon of commercial aerospace: Goldwind Technology.

A full position in full margin on a single stock is monotonous. Taking profits overnight with 3% is like having 6% worth of full-position upside. July’s opening win! Yesterday on Friday, good horses ate back their “morning grass”—I re-entered again with full position and full margin.

The second is the robot sector dragon: Eston.

Held for three days; with 1/4 position, I captured nearly 20%. Yesterday during the session I also prompted that you could take staggered low entries—this is timing.

The third batch is a spread of the domestic computing-power leaders: Wave Information, Tsinghua Unisplendor, and the chip core Taiji Industry — the gains.

Even if the domestic computing power sector is a day trip, as long as you grab the leaders and core names, you still end up with plenty.

This round: Wave Information’s leader gain was 12%, Tsinghua Unisplendor the trend leader gained 14%. Taiji Industry the chip core gained 11%.

This round, I took profit from each of them entirely yesterday; with full position and full margin, total was around 16%. Detailed info on each stock is in Part 2 of today’s replay: “Today’s Operations.”

Fourth: the medical sector leader—Wanbang Pharma.

From Monday to Friday, with 1/5 position. Yesterday on Friday I cleared everything and took profit of 27%. Along the way some brothers also followed to eat shares, but I ate the full course.

All of the above are real-time position operations—these are “front-loaded cannons.” Generally, we first lay out the plan after a pre-market replay, then correct ideas early in the morning. If there is a buying opportunity, I’ll prompt it during the day.

Some teachers say July’s market is too extreme to trade—then you can only say the timing is wrong, the method still isn’t right, and the tickers aren’t correct.

In July we changed our打法 in time to adapt to the extreme adjustments and different play styles in the market. Still, we achieved an opening win and continued profitability. This is the lesson earned by stepping on pitfalls over 10 years—not pure gold you can understand overnight.

Those who watch my replay every day for inspiration, or follow along to eat shares, or want to learn further through exchanges—can add “Special Follow” for real-time feedback.

If you’ve gained something, give a like and a morale boost. Like, follow, and reward are all positive recognition and feedback for the blogger’s hard work, which will stimulate more motivation to share.

VI. Next week’s plan

Next Monday: focus on the leaders and cores.

First: commercial aerospace. This time, commercial aerospace “recovery succeeded”—it turned from a concept PPT into real-world operations. This is a milestone event and cannot be treated as a simple one-day trip.

On top of that, big money has been fleeing from AI tech, so there’s a need for rotation between high and low. Therefore, there should still be heat for 2–3 days.

Even if it’s a one-day trip, as long as you catch the leader and core, we can still make money—just like this week’s domestic computing power: we still harvested a lot.

If commercial aerospace is truly strong on Monday, the usual pattern is: at least three or more stocks go to one-word limit-up at the opening auction, then choose a leader with high recognition and weights (the state-owned “national team”). China Satellite, Aerospace Electronics, and China Satellite Communications may all open to one-word limit or open high and board instantly.

If this optimistic expectation is realized, then the first priority for a leader setup is to go after the leaders first—China Satellite, China Satellite Communications, Aerospace Electronics. These are the genuine ones with orders and performance support.

Who is the weight leader? Without doubt it’s Goldwind Technology, which we took the lead in on Friday.

This is a dual championship. For commercial aerospace, it’s the weight leader; for the 15th Five-Year Plan carbon peak and new-type energy storage, it’s also the weight leader and the industry leader.

Especially when small caps keep going one-word limit-up and you can’t get shares with money, they will attack this weight leader you hold: Goldwind Technology.

Because it has institutions propping it up in the background. Technically, it has already dropped to the year-line—there’s nowhere left to fall. In terms of performance, orders and performance are among the top in the industry.

So if those three national-team leaders all go to one-word limit-up, Goldwind Technology is the only choice. Whether you low-entry or buy midstream, it’s all worth considering.

As a fallback: if commercial aerospace is a one-day trip and peaks then pulls back, when Goldwind Technology surges to around 5–7 centimeters and can’t move further, you can take profit or realize half the position and observe.

That’s the advantage of us taking the lead on Friday—why I repeatedly prompted full position/full margin and full-booking on Friday, so on Monday we can do “enter and exit” freely.

Other small-cap names to watch in commercial aerospace include: 贵绳股份 (two consecutive limit-ups), 巨力索具 (first board), 九丰能源, 铖昌科技 (rejected board), 海兰信 (20-centimeter board), etc.

Second: carbon peak. The rollout of the new-type energy storage 15th Five-Year Plan—no need to look at anything else. Just watch the leader we hold: Goldwind Technology. This is also the direction for rotation between high and low in capital, and it’s also a performance-guaranteed direction.

Third: AI tech. Although there’s been a big technology sell-off on Friday, from a global perspective, capital has been deeply involved in tech—it won’t retreat all at once.

Linked overseas supply chains for chips and AI hardware supply chains need to be avoided. We said this in our last replay, and Friday also confirmed it.

But within the detailed areas—Changxin Storage listing, domestic chips, and domestic computing power—those sub-sectors can still be watched continuously.

Last Friday, the big money that got mistakenly punished entered quite deeply; there may be a “reversal after selling” (rejection) possibility. The first is Tsinghua Unisplendor. Second is Huatian Technology. And also NetSun Technology that is steady and steady. Shenzhen Technology also has some potential, but it may need a repair process.

Watch the low-entry and reversal opportunities for these three “sword masters.” As for the other random names and back-row stocks, you don’t need to watch—they may partially waste effort.

Also:therobotfocusisonlow-entryopportunitiesforthedragonEston.

Thursday replay and exchange recap screenshots:

VII. Position management.

When there is a main line: 80% in the account; individual stocks 20%–30%.

When the market rotates: 50% in the account; individual stocks 10%–20%.

During chaos periods: 30% in the account; individual stocks 5%–10%.

For new traders and rotation markets, don’t operate emotionally and chase limit-up tickets that you can’t handle; or if you’re afraid of heights and don’t dare to trade, you can focus on low-entry opportunities in trend stocks.

The main operating method is: when there is divergence between the index, sectors, and individual stocks, low-entry at the 5-day line and 10-day line.

Or when a sector is strong on the day and the individual stock holds above the moving average when it stabilizes, or after breaking below the zero axis line on the downside, low-entry.

Maximize: if the main board exceeds 2% and the ChiNext exceeds 5%, then don’t chase.

New trend stocks announced every day are additions to this week’s trend stocks. They are continuously effective within a week, and you don’t necessarily need to repeat every day!

Execution discipline: if a trend stock breaks below the 5-day line, cut losses without conditions and fully exit. Automatically withdraw from the trend-stock pool! Don’t keep looking and asking again, unless the 10-day line stabilizes before looking again. When above the 5-day line, go in and trade!

Trend stocks sometimes move one day bearish and one day bullish. Buy during bearish days, then when bullish, surge and do T-selling during spikes.

Short-term target: hold by week. If an individual stock’s short-term cumulative return reaches 7%, or if the day forms a single big bullish line above 7 centimeters, cut it down by half or exit with profit.

Don’t be greedy—slow is fast. A one-week gain of 10 centimeters; in a month at least compounding over 30%. In a year, it’s 10x.

You can verify it yourself! And you’re also welcome to witness the miracle together.

If the above is useful to you, or inspires you, or brings you gains, or resonates with you, please do something with your lucky hands: give a like, follow, and reward in one click.

Welcome to discuss and exchange in the comments. Within compliance, I’ll do my best to answer everything, and never hold back. Let’s help each other and improve together.

This is a platform for the growth of speculators; this is a platform for hands-on exchanges; this is a platform where we help each other and learn; this is a platform for pursuing dreams and fulfilling dreams; this is a platform for fighting against fate and changing your life.

Let’s start from here together and begin our journey of seeking dreams, chasing dreams, and realizing dreams! Work tirelessly to achieve financial freedom and the dream of early retirement!

Run, brothers!

Cut off losses and let profits run!!!

Warm reminder: personal plans, friendly exchanges! Plans can’t outpace changes—everything depends on actual market moves. The biggest certainty in the capital market is that there is no certainty. So still, everything should be based on the real market action—because the market is the best teacher!!!

Disclaimer: personal plans and trading mindset only—not investment advice. The stock market is risky; investing requires caution. Trading based on this is at your own risk.

Rewards are confirmation and support for my daily 2–4 hours of replay work! It’s also the driving force behind my continuous output of lessons and experiences from 10 years of learning the hard way to avoid pitfalls.

Special thanks to the die-hard friends who rewarded the above post:

@小方666999
@小方666999
@黄裳
@洛希极限bf
@在大A领工资
@彩虹糖真的好好吃
@小马哥1987
@知性捕手
@201024
@韭菜猎手
@森林里的一棵树
@云海一笑
@刘千暮
@永恒是钻石
@北辰山川

Special thanks to the die-hard friends who sent encouragement/“boost” to the above post:

@在大A领工资
@收割模式
@时间ll
@彩虹糖真的好好吃
@许笨笨

Because I can’t see the specific details of the encouraging/boosting old irons in the mobile back end, so please say hi to those who boosted!

And also, please don’t use the words “boost/加油” if you’re not the one pushing traffic.

It’s easy to “mislead” me . I can’t tell whether it’s supportive words or someone pushing traffic.

The “boost” I’m talking about here specifically refers to the die-hard friends using points to exchange for, or purchasing points to help the blogger push traffic on Taoguba platform. That’s called “boosting” or “pushing oil”!

To do “boosting,” you must click the “Boost” button at the bottom-left corner of the end of the article—like in the picture:

For the stocks we trade, a special note:

First: if you believe it, believe early. Don’t wait until it’s risen to the sky and you can’t resist temptation. After you enter, you won’t be willing to take profit, which leads to being trapped.

Second: we only share; and it’s free sharing. There’s no obligation to guarantee money-making without losses. No one can do that. Not guaranteeing the sell; win or lose doesn’t matter. We’re all adults—risk is on you!

For those who make money, if you find inspiration, buy the blogger a “boost ticket” on Taoguba or exchange points for a “boost ticket”—give the blogger a boost and help push traffic.

Or simply like, add “Special Follow,” and reward (reward amount isn’t important—the key is your recognition of what the blogger has contributed. The blogger isn’t short of money; what the blogger lacks is recognition and traffic). These are all strong support for the blogger ✊!

Never do this: when you make money, it’s all because you’re good and you secretly enjoy it. Don’t坑/哈 (don’t gamble irresponsibly). If you get trapped, it’s because the blogger didn’t prompt you and you just ran on your own!

I hope my followers are all “die-hard irons,” with a conscience. When it truly gets to the point where follower stickiness is strong, I’ll open a live session to teach everyone face-to-face and share solid takeaways! I’ll lay out the pitfalls I stepped on in those 10 years, so everyone can avoid them, step fewer pits, and make more money!

Different life for the same stock—if you don’t get greedy, when it’s favorable you’ll leave and you’ll still have gains, just bigger or smaller.

If it doesn’t meet expectations, leave immediately. If it doesn’t fit your mode, don’t follow.

Especially don’t follow blindly—watch the market environment that day, match the hot theme, and only when it aligns with a buying point, then act.