Top coming? Building a base! Stay confident in domestic computing power! Continue trend trading with T (sell high and buy back on dips).

Question

Today’s market performance is extremely bad. After tech surged upward for a bit in the morning, it was basically broad-based selling, and other sectors don’t look much better. Especially commercial aerospace, which had an unexpected positive catalyst last Friday, is today’s worst-hit area. So rather than constantly forcing buy/sell swings and chasing spikes, it’s better to slowly trend and do T in a direction you’re confident in. [Taoguba]

At present, the most certain short-term direction we can see is the listing of Zhaoxin. Yesterday’s post also made this clear: the recent tech pullback and the capital outflow are basically the “national team” controlling the pace, in preparation for Zhaoxin’s listing. If they didn’t control it, then when the market hit 4,200 points, Zhaoxin Tech listed, straight to a new all-time high, and then it would just fade into a long, downtrend—wouldn’t that be a total mess?

The expansion-related beneficiary direction for Zhaoxin Tech—semiconductor equipment—still remains the most favored area. Continue to manage position size properly and hold to do T. As for the timing for a potential reversal, it should be after Zhaoxin completes the subscription/new share placement; once funds flow back, that’s when you can look for it. Until then, try to watch more and move less; avoid chasing rallies and cutting into selloffs.

Among domestic computing power themes, the strongest one at the moment is still switches. Next, keep anchoring on Zixingguang Co., Ltd., Inspur Technology, Shengtong Communication, Ruijie, and other names with clear recognition and pay attention to their distinctive price action. You can still incorporate a plan to do T based on the trend—do T up to the point where Ziguang breaks support and then exit.

In a weak market, don’t go in with big positions, don’t hold stubbornly—if there’s profit, just T it. This morning, if I hadn’t sold all the stocks I was holding after they surged into the green, I would’ve been dead losses today. Today I also managed to restrain myself and closed with discipline; at the close I picked up a bit of an equipment ETF in deep water. I’ll continue tomorrow.

Wait patiently for the 7.16 to end. On 7.17 there’s an individual AI conference; at that time, it should be a very good opportunity to increase positions. Just give it some patience and wait.

Top coming? Building a base! Stay confident in domestic computing power! Continue trend trading with T (sell high and buy back on dips).

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