Hexun Investment Advisor Huang Ruchen: The market still favors grouping, and in April, we still expect electric power stocks to perform well.

On March 27, Hexun Stock Advisor Huang Ruchen said that today is a Friday trigger point, so traders should watch whether the war and conflict continues, or whether there may be upgrades/escalations. During the call auction, more than 600 stocks were in the red, which is an ice point. Yesterday, more than 4,000 stocks closed down. Today, more than 6,000 stocks opened in the green. In the ultra-short-term, ice points appeared twice—“ice ice turns into ice again.” Usually on a Friday trigger point, the market needs to repair; otherwise it will be hard to “blow up news” over the weekend. Even on Monday next week, it will be difficult to attract fresh relay funds to enter. After the open, many risk-avoidance directions moved abnormally, such as pharmaceuticals, military industry, and nonferrous metals; small metals also showed unusual movement. These risk-avoidance sectors have been down for a long time. Pharmaceuticals have staying power. Besides the unfavorable broad market environment creating a need for hedging, the livestream two days ago didn’t mention this: Teacher Zhang, as an educator, died suddenly from illness. At the time, he suggested that middle-aged people, if they have the means, prepare nitroglycerin—when it matters, it can save lives. If your heart feels uncomfortable, you especially need to pay attention; if you’re not feeling well, then sleep more and rest more—don’t force yourself through workouts.

If you look at the market and want to be reminded, you don’t need to panic at ice points. The index base isn’t going to grind out into repair that quickly. The SSE Composite Index gap will have to be filled eventually, so you also don’t need to worry too much about the ice point.

In fact, if there’s no persistence in a specific direction—if yesterday you had earlier believed in battery stocks, military industry, or commercial aerospace—then the money should have been made today. The key is whether the afternoon strengthens. On Friday afternoon, where funds focus matters a lot; we’ll see then. Over the weekend, focus on geopolitical directions in the Middle East associated with the old man, and look at the related varieties. See whether the positions in large-cycle “hub-and-spoke” stocks are low enough, and whether you can accept them. If there’s an opportunity, you can consider it.

In the market, “belonging to the same camp” is still the main theme. Power stocks are in disagreement today, but they’re still strong. As of April 2026, I still expect power small-cap stocks. Pay attention to those with better market-cap performance. Choose stability by focusing on those that deliver results; otherwise, there’s the risk of earnings disasters. Also, yesterday someone asked whether reducing holdings and share buybacks count as a positive or negative— I said it’s neutral but leaning positive. As long as you make money, that’s fine. If the stock breaks out but turns back, I suggest taking profits and locking in certainty, and then see what direction strengthens this afternoon.

（责任编辑：崔晨 HX015）

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