Two more days remaining

Two Days Left

[Taogu Ba]
Love giving back to those who love to give, blessings come to those who bring blessings.

I am in short-term mode, engaging in continuous board relay, hitting the limit up, low absorption, strong trend volume, long-term arbitrage—all focusing on identifying core stocks with high recognition, only trading popular stocks. If you like, you can follow more; I will share opportunities in real-time before and during trading hours. Click “Follow” to receive notifications immediately. Short-term trading is all about emotions; stocks are just the carriers of emotion.

Buy at the right point, sell at the right point, follow disciplined execution—trading is a game of high probability.

Choice is greater than effort; wealth is a reward for cognition, not a compensation for diligence.

Always respect the market, go with the trend.

Risk control is always the top priority; trading discipline must be strictly enforced.

Check the Market

Continued volume contraction and oscillation; this has been the pattern before the holiday. Tomorrow is the last day for withdrawals; funds that need to exit are gradually doing so. Tomorrow morning, the oscillation will likely settle down. On the last day before the holiday, there will be a red envelope market, and by tomorrow’s close, funds will start entering for post-holiday positions. The index will continue to oscillate; whether it can go higher depends on the incremental funds after the holiday. We don’t guess the exact direction; we see what is, and take it step by step.

Market Sector Sentiment

Oscillating market, a boring day. Honestly, there’s not much to say about this market; watching the screen can put you to sleep. The weak environment is also showing divergence in sentiment, which is typical before the holiday. Looking at market data: over 2,000 stocks are up, over 3,000 stocks are down, 60 stocks hit the daily limit up, 15 hit the limit down, 51 stocks hit the limit up, 5 hit the limit down. From these numbers, it’s clear it’s a weak market.

Yesterday’s hot AI drama concept cooled off today, leaving only a few main board stocks alive. Today, Zhangyue continued with large single orders, while others weakened at open. Hengdian had some abnormal movement yesterday, but today was shut down—seems like regulatory issues still pose a challenge. Is the sector finished? Not necessarily; there will likely be rebounds, but the strength is quite average now. Personally, I didn’t participate in the initial launch, so I’ve been avoiding the hype. Congrats to those who made gains.

Today, non-ferrous metals performed relatively strongly, mainly driven by tungsten, with Xianglu also accelerating. The non-ferrous sector tends to trend slowly; I caught some gains from Xianglu a few days ago but exited when I couldn’t hold. Also, rare earths showed some movement today, but recently they’ve been weak. Non-ferrous metals have been giving small gains, while others are mostly trending slowly. Trend followers can keep an eye on this.

Recently, price increases have been quite strong—optical fiber prices are rising, Changfei has been strong, and Tefa and Hang Electric have been consistently strong. The market still recognizes the trend of price hikes. Today, the strength was seen in fiberglass, which is related to electronic currency. This trend has been gradually developing, with Honghe as the leader, influenced by international markets and Philihua. Electronic fabric saw a breakout today; there will likely be more fluctuations, so it’s worth paying attention to.

The chemical sector also followed the trend of price increases. Bairun, the TMP leader, continued to accelerate—such a rapid pace in this kind of market. The leader in dye price hikes is Runtu. The chemical sector has been trending slowly; keep watching, especially Runtu and Bairun.

Overall, during chaotic periods, the rotation market’s strongest logic is the price increase trend. The hot topics are AI drama and related sectors. Going forward, focus on the trends of price hikes and AI hardware/software directions. During the holiday, I personally focus on domestic computing power development as a defensive line.

Core Stocks

Zhangyue, Huanrui, Jiecheng, optical fiber, Changfei, Tefa, Hang Electric, Bairun, Runtu, Honghe, International FC, Jushi, Xianglu, Tungsten, GCL, Maiwei, etc.

This article reflects personal trading records and thoughts, not investment advice. The market carries risks; trading should be cautious. The content shared here is personal trading records and not a basis for any investment decisions. Copy at your own risk.

Thank you all sincerely for your encouragement, support, likes, comments, shares, tips, and broadcasts.

Below are previous technical articles (for those interested in learning, I suggest taking some time to read):

How to build your personal trading system?
https://www.tgb.cn/a/2cPt8f4p6Ju

The fastest way to trading enlightenment—trading summaries
https://www.tgb.cn/a/2bCDEawAqv2

Short-term trading—expectations
https://www.tgb.cn/a/2b0PCQWwStl

Setting direction through bidding—how to review
https://shuo.tgb.cn/shuo/toViewShuo?shuoID=1859770797481435184#type=zblb