260713 Newcomers die by refusing to hold, veterans die by chasing the bottom, and the wise respect the bigger trend!

[Taogubao]

I’ve done my best to hint that the environment isn’t good. Including the screenshot of 6230 from last night, I posted it n times—so you look at your own expectations. As for me, I’m not in a hurry to bottom-fish. Right now it’s a “kill more to kill” kind of market. Maybe the only entry is near the close; if you buy at the close, you might get a pop the next day and sell—maybe that’s it;

Buy tickets, sell tickets—think more, summarize more!

Thoughts from last night:

First, Ziguang Co., Ltd. didn’t open as a one-word limit-up. In the comments I said that either it goes one-word limit-up, or it opens high and then兑现. In the one-word case, you do Zhongke Shuguang.

Ziguang is being lifted by China Software’s momentum, and Tuowei Information follows right after.

So next, you watch whether China Software gets a premium. As Ziguang moves upward, Zhongke Shuguang and Tuowei Information follow.

Although I shut my computer off at 10 a.m., I also occasionally glance at my phone.

There was quite a bit of bargain-hunting in the IT services sector into the close—probably because of that AI conference.

Huatian Technology clearly said that Friday is the node to take the lead; with overseas markets like this today, there’s no buying point.

The sector index broke below the 20-day line, and for now I don’t like it.

Third, I wrote about the pharma sector.

Personally, I like Lijufang Pharmaceutical and Menovo.

The CPO sector index broke below 6230, so it’s hard to say. Jichang Xuchuang can’t hold the army’s morale…

Dayuan Pump Industry was dragged to death by the liquid-cooled server sector index.

PCB is basically dead. Ping’an Electrical Engineering must be a庄股（operated by the same group); the price increases of Dongfang Tanyi don’t seem to work…

The fiber optics are a bit overrated. I thought it wouldn’t turn into an “a-kill” scenario…

Maybe the robot stuff—whatever I wrote—both feel redundant.

Just watch, don’t buy.

Xingye Technology and Xingye Shares—you two are teasing me. Even though I didn’t buy, I keep adding you to my watchlist every day, and every day I delete you from the watchlist. No words.

Are you two naturally mutually antagonistic, huh？？？？？

Is it that extreme？？？？？

In the end, it’s still that sentence: A wise person respects the trend!