[Red Packet] 7.13: Attention, attention: The market index is about to hit bottom. Tomorrow night’s live stream will cover when to buy the dip (welcome to pre-register)

All my old friends know that Nanshan started making moves last Tuesday. Over the past few days, it has stayed in a streak of advancing days (even with market conditions like last Friday and today, it can still avoid falling). This is the ability to control drawdowns—you can do it without being in full cash. Tomorrow night’s livestream will tell you when you can start bottom-buying. Not to mention it’s a mid-term bottom~ Today I saw the prior low break, and the drool is almost coming out~ If you don’t break, you can’t be established—darkness before dawn~~~[Taoqiba]

After you give it a like, keep watching—make a million a day; see through both the bulls and the bears, and ride a streak of rainbow-winning.

** Regarding the index: ** The way the index is moving confirms the “red line” I subjectively believe in—meaning the big bullish rebound candle from last Thursday’s bottom was only a rebound. What we’re seeing now is a C-wave trying to find a bottom. If today breaks below the A-wave low and the right-side level is confirmed at 3927, then where will the C-wave bottom be in terms of time and space? Nanshan will sell you a bit of suspense first—tomorrow night’s livestream will tell you when to begin bottom-buying. Everyone is welcome to sign up in advance.

II. Market sentiment:

After the index and sentiment rebounded, it kept moving into a further pullback—the tide is retreating. And today is a second straight day of extreme “ice point.” Based on the recent rhythm, whenever the Shanghai Composite falls by more than 2 points, the next day is very likely to see a repair. So today I did not go fully into cash. After handling my positions (Huatian and Dongshan) at highs in the morning, when the index probed for a bottom and dipped slightly while staying above the 0 axis, I held on to Jizhi Xuchuang, which resisted the trend. That also let me dodge today’s big selloff.

III. Sector performance and the core:

Big Technology: domestic semiconductors + overseas technology

Big Technology today actually has a feel of accelerating to bottoming. What hit limit-down in large batches today mainly was the tech upstream “price-rise” line. This line has been the strongest sub-sector main theme of tech during the “56 months” period—examples include memory, CCL, and MLCC, etc. Today the key names saw batch limit-downs. The main reason is that the logic was fermented over the weekend: “the price increases end in the first half of the year; in the second half, start trading expansion of production capacity, benefiting.” That logic is also correct. But in truth, the price-rise line has somewhat overdrawn the gains from this leg of the rally—stock prices don’t match fundamentals; for example, Fenghua’s performance is just average. So going forward, the price-rise line needs to be avoided. At the same time, funds are a bit shifting toward core assets and clumping together—such as Jizhi, Hanhwang, Zhongxin Semiconductor, and others. So Nanshan also joined the clump into core assets, like Jizhi, Dongshan, and so on. This round of Big Technology accelerating to bottom-finding basically follows the same rhythm as the index—so once the index bottoms, Big Technology will most likely still be actionable. As for which are the specific sub-sector carriers and which are the core carriers, that needs observation. The market chooses—no one can predict it in advance.

Mainboard core: Yangtze River Electric Technology, Huatian Technology, Dongshan Precision; 20cm core: Jizhi Xuchuang, New I-Sen, and Youyan Silicon.

IV. Important milestones:

There are currently no milestones, but milestones are about to appear—meaning the next big bullish day candle is very likely to be the milestone.

V. Money-making effect:

Going forward, focus on the tech core assets once the adjustment is in place. What are core assets? Companies basically holding top 1 and top 2 positions in their industry sub-segments are generally considered core assets.

VI. Sharing operation logic:

Basically, the first round (front-hand) is done according to the pre-market plan—reduce on highs or fully exit. The second round (back-hand) buy points are delayed, and you watch the “two-ice divergence” and how it resists weakness. That’s where the chance is in your first round after you see the divergence.

1、Exit Huatian Technology on highs.
2、Significantly reduce Dongshan Precision on highs (reduce on highs on pullbacks, with a small buy-the-dip near the low-weak point).
3、Near the 0 axis, buy the dip into Jizhi Xuchuang (divergence + resilience).

VII. Tomorrow’s plan:

Before the index confirms the bottom, every time the market repairs, it tends to offer selling opportunities. On a double-ice day or the tail end of an index crash day, the late-session is a low-position speculation opportunity. So if tomorrow sees a tech repair, the front-hand continues to reduce on highs. If it continues to diverge, then during the day you still look for opportunities to buy into divergence and resist weakness (if there’s divergence again tomorrow, that would be a triple-ice day). Of course, before the index confirms the bottom, you need to control your position size. And regarding going fully into cash in the near term—also strongly supported—because the difficulty of trading is high; it’s hard to make a huge profit. One mistake could easily turn into a huge loss, unless, like me, you tangle and fight on core assets.

Then thanks to the brothers and sisters who encouraged Nanshan in the last post. Here are the names of everyone—every screenshot reminder is another time of remembering and thanking.

Some people have been in Nanshan’s encouragement area all along—thank you very much; it’s kept in my heart.

** @大汉炒股 @胡正1 @93养家 @股海船长 @jauyar@热心股友小孙 @thiszhou @ZIIII6 @许笨笨@412是22 @鲁莽小心 @吕泊宁**

Thanks to the old irons who rewarded in the previous post:

The reward leaderboard #1 was occupied by ** @叨叨道道的刀哥 ** brother. Daoge is truly Nanshan’s great big brother—every time he profits, he supports with big moves. Thank you very much. Recently, Daoge has also learned to wait in full cash for opportunities—that’s very good. Let’s keep it up together and patiently wait for chances.

The reward leaderboard #2 was occupied by ** @稳定成长** brother. Wending brother is like a new friend to Nanshan. Thank you very much for your generous support. Wishing Wending brother profits explode every day.

The reward leaderboard tied for #3 was occupied by ** @闹钟的蹒跚学步** and ** @抓住时间的腿**—two big brothers. Alarm brother is also an old friend of Nanshan. He often supports Nanshan—thank you very much for always supporting. Zhuaoge is a new friend—hoping Zhuaoge will communicate more, so both “fish and fishing skills” can be gained here with Nanshan. Wishing both big brothers big profits.

As for others who planned to support Nanshan as well, thank you very much too. Having the intention is enough—it’s good. Nanshan understands contentment and gratitude. Let’s move forward hand in hand!

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【Disclaimer】The foregoing content is only my personal short-term recap, trading insights, and “Youlong” trading record. It absolutely does not constitute any investment advice, stock recommendations, or operational guidance. The stock market is unpredictable; risks are borne by you. If you buy or sell based on this, profits and losses are your own!

That’s all for today’s recap. If you babies think the recap is useful, tap the like and share with your friends; for those who have conditions, please help add a bit of encouragement at the bottom-left of the post. It’s not easy to type these words. Wishing all the babies make big money tomorrow.