July 13: Either be in full cash, or avoid the defensive sectors; tech is still in the debt-repayment phase.

Friends! [TaoGuba]

Tech has been paying off debts from early July to today.

Anyway, in the past half month, I’ve been losing money.

I also switched part of my positions into low-level themes.

For example, robotics—too much was spent on mindset; the result was still a loss.

Let’s do a weekend recap; the news flow has been pretty full.

But there aren’t many stocks I can really look at.

Even Friday’s climax in commercial aerospace wasn’t much to see.

So I might as well hide in healthcare.

The previous行情 was: during the repair, what did you think of? AI hardware.

In any case, from May to June, whatever you did to go long, you could more or less make money.

Now, though, the index is trending down.

Themes are more like one-day wonders.

Rotation hasn’t been sustained.

So either go flat and wait for the行情,

or hide in healthcare or other defensive sectors and wait for a market reversal.

Tomorrow’s expectations:

The market has shown a two-day losing effect—Friday afternoon and all day today.

The losing effect is accelerating the drop.

Tomorrow should see a repair.

No matter whether tomorrow’s repair is a strong repair or a weak repair,

for charts that have gone bad in structure, use the rebound during the repair to consider trimming or cashing out.

There is no theme with staying power in the market for now.

Wait until the order flow shows up when the following appears: strong repair, weak divergence, and it happens twice in a row.

Assume Thursday last week had a repair, and Friday’s tape showed weak divergence.

Then today had a strong repair, and tomorrow shows weak divergence again.

In that case, it would be a stage bottom, and you should observe the direction where the market and the index converge.

Otherwise, if you get a strong repair today, a strong divergence tomorrow, plus intraday rapid “fan” rotation—watch from the sidelines; being in cash is the best.

Of course, tomorrow if the tech stocks repair is clearly very strong, not participating is obviously not possible.

Focus mainly on stocks that lift actively in the early session.

Ideally, the trend structure stays in an upward pattern.

Upward trend examples like: Tianshan Electronics, Shanghai G晶, Xingye Technology, Zhengguang Co., XinHongYe, WeMicroelectronics.

In practice, it depends on the board; after the next adjustment ends, the profit-making effect will still mainly be around AI hardware.

Today’s actions:

Take profit: Langchuan Information, Jin’an International.

Do T: Copper Crown Copper Foil (failed), Dongsan Precision (failed).

New position: Wanbang Pharmaceutical.

Today’s position update:

Today’s buy point:

Wanbang Pharmaceutical.

Pattern (uptrend): volume and price are okay (around average volume).

After the open, it popped upward and I added a bit of position.

If tomorrow’s early session shows clearly strong momentum repair (healthcare is the “see-saw” sector),

and if the board is weak and repairs tech intraday, then watch for follow-through feedback during the day and decide whether to stay or leave based on it.