Yuyu Energy's cycle hasn't ended yet!

The current cycle is the YuNeng Holdings cycle.
It is the rebound phase created by YuNeng Holdings’ rally on March 6.
That day, both electricity and computing stocks experienced collective movement.

Why did computing stocks lose to electricity?
It was the market’s choice. It was controlled by the index environment.
Computing stocks follow the index, while electricity stocks go against it.
After the index’s lower shadow on March 13, and Ningbo Construction’s break below the trendline after opening at a low, it established the top of the index’s wave.

Computing stocks are being淘汰 (eliminated).
Actually, upon reflection, perhaps it’s a self-fulfilling explanation.
The battle between electricity and computing stocks is still ongoing.
Because after the index bottoms out, computing stocks need to act as a反核 (counter-attack), and electricity stocks need to show divergence. Only then can YuNeng Holdings’ second wave of computing attributes be triggered.
The high-level rebound of leading stocks is just a phase of capital redistribution creating a rebound.
Since it’s capital redistribution, after divergence, there are only two paths:
Either return to mainstream funds or start a new cycle.
However, I favor route one.
Why? Because computing stocks are the only ones resonating with the index.
Currently, the recognizable computing stocks are Ruisi Kangda, Meili Yun, and Aorui De.
Today, Ruisi Kangda’s bidding was strengthening, which is fine.
Perhaps it was a misjudgment.
Meili Yun also did not break down.
Watch next Monday whether electricity’s bidding falls short of expectations, and whether computing stocks’ bidding turns strong.
A sign of strength is the反核 (counter-attack) bidding model.
On March 16, Huadian LN bid at a single price level,
On March 18, ShaoNeng shares placed large orders at a single price level.
Both of these stocks resonated on March 6.
Since electricity outperformed in bidding,
The arbitrage opportunity in Dongfang Xinneng on March 18 delivered the expected premium.

Why arbitrage it?
It comes from the arbitrage model resonating with Huadian LN on March 16,
and from overnight orders on March 18 indicating direction.
Thinking carefully, although this trade yielded results, why didn’t it give a B to the big brother HDLN? The bidding was accessible.
There’s no right or wrong.
HDLN broke below the limit, and the index is about to confirm the bottom.
反核 bidding seeks opportunities. Sentiment will precede the index bottom confirmation.
Next, the main focus is whether computing stocks resonate after divergence, and whether there is a反核 (counter-attack) node.
Waiting for the反核 node.
It is also the only sign of whether YuNeng can start a second wave.
That’s all.