Eastern Yihou Pavilion Master: 2.12 Operation Plan

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2.12 Homework/Logic/Operational Plan
Focus on core logic:
Today the market continued to shrink in volume, with a lackluster trading session. SD experienced significant divergence, with quantitative strategies riding a wave of news related to aerospace, followed by some funds in the morning making a small, news-driven electronic segment trade. Then there are a few segments with price increases and groupings. If trading volume isn’t strong, then everything is affected. Only two days left—avoid big mistakes and keep a peaceful mental state for the New Year.

Thinking ahead, if current narratives face strong resistance, maybe something entirely new is coming. Honestly, I don’t know—I’ll stay sensitive, and the market will give the answer.

  1. Space sector/emotion stocks/popularity
    Emotion groupings/popularity/second wave
    AI applications (dreams, film and TV)
    10CM: Zhangyue Technology, Bona Film, Decai Shares
    Zhangyue Technology: considering a low buy-in at around 4%, crossing the holiday last year with DS six boards, crossing the holiday this year with SD is reasonable.
    Bona: if it doesn’t rebound strongly, it’s out.
    Decai: no need to watch; the price is too high and has no trend. Today, even Huanyu is stronger.
    Flexibility: Rongxin Culture, Jiechengtong Shares, Chinese Online, Enlight Media
    Currently performing the best is Jiechengtong Shares, holding the spread, with a high probability of rebound. If this doesn’t work in the next day or two, then it’s no good.
    Chinese Online: weak to strong.
    Rongxin Culture: down 10% at open, consider lurking.
    Enlight Media: rose five limit-ups last year, the trend today is decent. If tomorrow continues to strengthen like today, consider a light position.
    Others:
    Longyun Shares: equity, this kind of stock gets hot every year, active stock nature, high turnover.
    Honghe Technology: electronic segment, second wave, consider a low buy-in.
    Changfei Optical Fiber: trend positive.
    Zende Medical: trend positive, second wave.
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