Early trading bids fell short of expectations, resulting in quick liquidation. Focus on leading and core stocks: Shuangliang Eco-Energy and BlueFocus!

Since entering the market in 2015, I have been honing my skills for ten years. During this time, I experienced nine losses, faced setbacks repeatedly, but my determination never wavered! After nine twists and turns, looking back suddenly, I finally reached the place where the lights are shining brightly! My ancestors are from Ezhou, hence the name Nine Phoenixes. Phoenix rebirth—focusing on the main trend, main dragon, and main rise!

1. Current holdings.

2. Blue Cursor.

3. Shuangliang Energy Conservation.

4. Today’s operations.

5. Stop-loss on GCL System Integration and Light Media.

In the morning, GCL System Integration hit the limit down during the bidding, thinking about how it rebounded from the limit down yesterday, but today it was tough to do so. The main players won’t repeat yesterday’s story, so I decisively cleared the position during the bidding.

The most severe negative feedback in the morning during the bidding was from AI applications—AI video and AI film sectors. Leading company Hengdian Film directly hit the limit down. Yesterday’s high-standard stocks that broke the limit are now lying flat. No need to say more, just clear the positions during the bidding to cut losses!

Fortunately, I cut losses in time today; otherwise, the losses would have been significant. By the close, GCL System Integration was basically at the limit down. Light Media closed down 12%, showing the strongest negative feedback throughout the day.

3. Low buy-in on Blue Cursor.

AI applications, with a 20cm core weight, showed a rebound after three 30-day moving averages stabilized, breaking through the three lines with a single positive candle! Beautiful girl!

When AI Video was falling, AI Marketing started to rise again. As the old declines and new rises, today AI applications saw a flow back, mainly in AI marketing.

At the same time, I am optimistic about Ouhai Co. and Blue Cursor, but because LEO Co. was heavily regulated last time, I dare not go in. Its flexibility is not as good as 20cm, so I decisively chose Blue Cursor.

Observe the initial surge and fall below the moving average; in the second wave, stabilize above the moving averages and buy in batches. The highest surge was over 8%, but it pulled back after being suppressed by the 10-day moving average.

4. Midway Shuangliang Energy Conservation.

Core in space photovoltaic sector, successfully positioning as a leading company today, becoming a new leader.

The first wave started with a surge and then pulled back, capturing a limit-up. Basically recovered the early morning losses on two stocks, with slight losses overall but not affecting the big picture.

3. Market overview.

The three major indices oscillated and diverged. The Shanghai Composite fluctuated narrowly, while the ChiNext index rose over 1%. The trading volume at close exceeded 20,000, an 8% increase from yesterday.

1995 stocks in the green, 3109 in red. 60 stocks hit the limit-up, 13 hit the limit-down. Today’s limit-downs were noticeably more than yesterday, influenced by negative feedback from AI video.

4. Market bias.

A tale of two extremes.

Strong regulation represented by Hengdian Film continued negative feedback, leading to a wave of limit-downs.

The sentiment for Lianban (connectivity) stocks warmed up, with three entries and four promotions successfully advancing.

5. Market review.

In the morning, I mentioned that stimulated by overnight gains in computing power, electricity, and AI applications, the computing sector continued to strengthen, and AI hardware was repeatedly active, showing some persistence.

Yesterday’s strong chemical sector, led by Baichuan Co., adjusted, and the sector also followed suit. After-hours, Baichuan Co. saw net inflows on the top-tier list, with expectations for a rebound tomorrow.

The previously strong computing power sector further strengthened with positive news. The core positions planned yesterday saw large single orders overnight, but missed the chance to rise further. This drove the sector to become the strongest throughout the day.

The hardware sector, including Tefa Information, was also active repeatedly, showing persistence. Tefa Information, a core leader, today upgraded to four consecutive limit-ups. The trend is very clear now, with net inflows of two billion yuan on the after-hours top list, involving institutional and quantitative funds.

In AI applications, today was a tale of two extremes. Leading company iReader Technology continued with large single orders overnight, but weaker stocks showed heavy negative feedback. In the afternoon, AI marketing saw a flow back and recovery, with LEO Co. hitting the limit-up on a rebound, and Blue Cursor initiating three waves.

Apart from Dajiang Technology, the stocks planned yesterday during bidding did not meet expectations, so clearing positions and cutting losses was the best choice. Hesitation would mean no funds and no chance to catch the hottest stocks now.

Today is a cash-out day. Despite selling pressure, most of the positions that should be taken have been taken, and those needing rest are resting. Tomorrow is likely to be a strong upward trend, ending the Year of the Snake with a red close!

6. Tomorrow’s plan.

Tomorrow is the last trading day. Generally, the high-standard stocks like Hengdian Film, which showed negative feedback today, will open the floodgates and undergo a recovery and flow-back journey. At least, they won’t stay at the limit down over the New Year!

First, look for opportunities where high-standard stocks might rebound from the limit down.

If Hengdian Film hits the limit down again, it will be the third time. On the last day before the New Year, a rebound is expected. Watch to see who might lead a rebound from the limit down.

Gather all high-standard stocks with negative feedback and see which meet expectations during bidding; then try light positions for trial.

Baichuan Co., Hengdian Film, Fengyu Zhu, Xiaozong Co., Huanrui Century, Bona Film, Chinese Online, Light Media, Rongxin Culture, GCL System Integration, etc.

Second, hold stocks and consider adding positions based on market conditions.

1. Blue Cursor. Increase volume by 0.5-0.8-3-7 billion, at two levels around the horizontal line. Add on dips below the line.

2. Shuangliang Energy Conservation. Increase volume by 0.8-1.7 billion, adding more than two points. If sector flows back as expected, add positions.

Third, overview of other sectors.

1. Computing power: Dawi Technology.

Four consecutive limit-ups, core in the front row. Consider trading for new phones during the volume surge. For arbitrage, look at opportunities with UCloud and Capital Online.

2. AI hardware: Tefa Information.

Three consecutive limit-ups, a core in AI hardware, also overlapping with computing power and smart grid themes.

3. Smart grid: Wangbian Electric, Shunna Co.

Leading in smart grid, with added themes of transformers and data center heat energy.

If no positions, consider partial deployment before the New Year; after the New Year, attack or defend flexibly, with ease!

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Cut losses quickly, let profits run!

Warm reminder: Personal plans, friendly exchanges! Plans are no match for change; always follow the market trend. The biggest certainty in the capital market is uncertainty, so always base decisions on actual market movements—market is the best teacher!

Disclaimer: Personal plans and trading ideas are not investment advice. The stock market involves risks; invest cautiously. Operate at your own risk.

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