2026.4.7

I. Shuhua Sports, Nanjing Business Travel: They’ve cleared everything. Shuhua was run in underwater conditions, and Nanjing also finished running by the early session. In the near term, they probably won’t be taken back again; let’s wait one or two weeks and see. I’ll be back! Shuhua should be the biggest profit I’ve made since I started trading stocks; it’s been truly beneficial, experience points +1
And then I went to cash

II. Whether it can be negotiated or not depends on what happens at 8:00 on 8 April; keep an eye on the news. Right now, the outside news is also sending conflicting signals, with nobody able to predict what “Chuanjianguo” will want to say the next day. Personally, I don’t think the impact on the US ground situation seems that significant; Holmes is also kept shut. Much of what affects oil prices is whether Iran will attack the Gulf countries’ oil refineries and whether the Strait of Hormuz will be blocked. The situation outside is very chaotic. Personally, I’m optimistic about staying in cash or fully exiting.
In the pharmaceutical sector, Tianjin Pharmaceutical Co. has successfully advanced to the seventh board. If tomorrow doesn’t provide window guidance, there’s an expectation of hitting the eighth board. However, personally, I think it may be worth doing a higher-to-lower cut and switching to trade, to gamble on today’s first entry into the second board. Go for a higher buy and a lower sell. Also, Baihua Pharmaceutical will have its tomorrow replay; personally, I’m expecting it to be a one-price limit-up. And because the pharmaceutical sector itself is a defensive theme, it’s truly a perfect match of timing, place, and opportunity. However, seeing that Farisheng seems to have been whistled—unclear whether it will affect sentiment. Better to watch more and do less; tomorrow’s expectation is still to stay in cash

Small stage of the “two hemispheres competing”: