[Red packet] July 15 pre-market: It gets fixed today—tomorrow is the real exam!

[Taoguba]
Today the market saw a strong repair: 4,211 stocks rose, with 87 hitting the daily limit; both the index and the money-making effect improved a lot versus the previous trading day. However, a single-day rebound still isn’t enough to define a new cycle starting.

What capital truly rewards today is not limit-up relay (consecutive daily-limit continuation), but rather core trend stocks that have earnings support, strong large-order follow-through, and completed the repair on rising volume.

Put simply, the market rewards directions that can realize profits, not the directions with the prettiest stories. Tomorrow’s real test isn’t whether the index can keep rising, but whether today’s profit-making template can continue to make money.

1、AI hardware is still the first main line, but don’t mix “technology” together

What capital truly got behind today were the hardware links such as PCBs, copper-clad laminates, and optical communications.

Dongshan Precision, Sein Wei Shares, Shengyi Technology, and Guangzhou Hecheng Technology together form the most typical profit-making template for AI hardware today: earnings兑现 + industry boom + large deal capacity + volume-expansion repair.

What I care about most tomorrow isn’t whether there are new first-limit-up stocks, but whether capacity core names like Dongshan Precision and Sein Wei Shares can keep receiving capital recognition.

If these cores stay strong, it means the market is still rewarding today’s profit-making template; if the cores begin to fall behind while the back ranks try to catch up, I’d rather interpret it as short-term rotation than a new round of technology’s primary upswing.

At the same time, also note that what was truly strong today were specific sub-directions like PCBs and optical communications—not that all of technology has come back.

Old directions such as Inspur Information, Unisplendour, China Great Wall, AI applications, and server OEM/complete systems remain relatively weak, indicating that capital is re-selecting winners within technology, not doing a full return.

2、Non-ferrous metals are strong today, but what really matters is capacity—not the number of daily limits

China Aluminum, Hongqiao Holdings, Zhongfu Industrial, Tianshan Aluminum, and others gave decent responses, but most stocks still fall into the “repair after a long consolidation,” not a confirmed new trend yet.

Tomorrow’s core observation point has never been how many daily limits small caps can still surge to, but whether capacity names like China Aluminum can keep holding up.

If capacity names can keep follow-through and the back ranks can still broaden, non-ferrous has a basis to keep evolving; if only small caps are left to spike, then it’s more likely rotation.

Currently, market trading volume hasn’t clearly expanded, so AI hardware and non-ferrous metals look more like competing relationships rather than both becoming main lines at the same time. I won’t hold the highest expectations for both directions simultaneously; I’ll see which side capital ultimately chooses.

3、Pharmaceuticals have height, but haven’t formed a real “capacity行情” yet

Haisco Pharmaceutical has already pushed height to the third daily limit; meanwhile, Dizhi Pharmaceutical, Renmin Taitong, and Yao Yi Gou continue to spread, making the sector look lively.

But on the other side, Lizhi Pharmaceutical and Wanbang Pharmaceutical have started showing clear negative feedback, so the real question for pharmaceuticals isn’t whether Haisco can keep going for more daily limits—it’s whether, once there’s disagreement at Haisco, other pharma stocks can still independently win capital recognition.

If once the height breaks, the back ranks fall together, then what pharmaceuticals delivered today is more emotion-driven repair than a new profit-making template; if Dizhi Pharmaceutical and Renmin Taitong can continue to strengthen, it indicates that the profit effect is starting to spread from height to the sector, and the observation priority for pharma should rise again.

4、Oil & gas only recognizes news, not sentiment; commercial aerospace continues to be avoided

Today’s oil & gas strength mainly came from offshore events and oil-price drivers; Zhongman Petroleum, Tongyuan Petroleum, and Taishan Petroleum performed well.

However, the biggest variable in this direction isn’t the market—it’s the news. If offshore news keeps fermenting, it still has opportunities to keep performing; if the news cools down, it’s easy to spike and then fade back, so I still place it in the fourth observation tier.

On the contrary, I remain cautious on commercial aerospace and continue to avoid it. China Satellite, Qinchang Technology, Aerospace Electronics, Broad Link Aviation, and other core and back-rank names are simultaneously releasing negative feedback. This isn’t a problem of a single stock anymore—the loss-making effect across the whole direction is still spreading.

Until there’s new evidence at the sector level, I won’t change my judgment just because one stock rebounds.

For independent events, I still stick to one principle: only look at day 1 and day 2. Once the window period has passed, old events won’t be treated as independent events.

Tonight and tomorrow morning, I’ll continue screening announcements. If there are new day 1 or day 2 events, I’ll decide whether to add them to observation based on the K-line, the quality of the news, and risk conditions.

5、Tomorrow I’ll sort only by profit-making effect, not by price increase

My observation order for tomorrow remains: first AI hardware (Dongshan Precision, Sein Wei Shares, Shengyi Technology, Guangzhou Hecheng Technology), second non-ferrous metals (China Aluminum, Hongqiao Holdings, Zhongfu Industrial, Tianshan Aluminum), third pharmaceuticals (Haisco Pharmaceutical, Dizhi Pharmaceutical, Renmin Taitong, Yao Yi Gou), and only then oil & gas (Zhongman Petroleum, Tongyuan Petroleum, Taishan Petroleum).

This order isn’t based on who rose the most today; it’s based on who is most likely to extend the profit-making effect into tomorrow.

If the AI hardware core starts to fall behind, I’ll first lower expectations; if non-ferrous only has small caps that spike, I won’t upgrade the direction level; if after disagreement Haisco Pharmaceutical the sector can still keep spreading, then pharma’s observation priority will be raised; if oil & gas has no new catalyst, I’ll still treat it as an event impulse rather than a new main line.

One-sentence summary

What the market truly rewards today is core trend stocks with “earnings兑现, big deal flow, and volume-expansion repair,” not theme-based limit-up stocks.

I won’t dig out brand-new hot topics every day; I’ll keep repeatedly trading profit templates that the market has already validated as effective. Tomorrow you don’t need to rush to guess the index, and you don’t need to rush to find a new direction—you only need to watch the strongest group of core names today.

Only if the core keeps getting capital recognition does this profit-making template have continuation value; if the core starts to fall behind, first shrink positions rather than chase the back ranks.

The market gives answers every day, and I’m just copying the answers—I’m not writing the questions myself.

The above is only my personal pre-market recap. The individual stocks mentioned in the article are only used as samples for market observation and do not constitute any investment advice.