Tomorrow's strategy and stock holdings response

1 Index: There’s less than 2 points of room left before the rebound reaches its peak. Around 3990 is a near-term top; it still needs to pull back further to keep grinding the base. After the market opened lower this morning and rebounded to counterattack, money started taking the lead, trying to bet on the rebound room of the consensus index. Tonight’s U.S. stocks are likely to rise—this will likely lead to a strong gap-up tomorrow, with a relatively high open for “a” and a relatively low for “b”; it’s very unfriendly to latecomers.
2 Sentiment structure: At the high end, the sentiment “electricity” from the market’s rally is fading, with follow-up lagging; the core of large technology is accelerating and racing to top. In the mid-range, lithium miners are splitting. If tomorrow can’t achieve a strong repair, then it’ll be just like that—innovative pharma is moving on sentiment, and it’s harder for latecomers.
3 Key viewpoints: The core of this round’s upward-index trend is Changfei Optic-Fiber. Judging from the monthly chart, it has a potential of 10x. In the next two days, it will coincide with the turning point of the index rebound space peaking on March 24 and then switching to pullback and consolidation. Changfei Optic-Fiber will most likely end with a massive-volume long upper wick. When sentiment converges at a high level, DeMingLi, Hengtong Optic-Electronics, Hangdian Co., Farsaw Sheng, Haixing Co., and others will all hit their “S” points. It’s possible that some will “blow the whistle” suddenly in the afternoon tomorrow. Lithium miners are also born at the March 24 index-node, and the 2606 lithium carbonate futures are already close to the upper edge of the trading range box. Without support from the index trend, it’s hard to stand alone. For friends who didn’t hold a quality core stock with a heavy position today, don’t let your head get hot tomorrow. Smart money is taking the first-mover feast.
Commercial aerospace, lithium miners, innovative pharma, large technology, and other index-linked sectors—after the index pulls back, grinds the base, and confirms, strength in those strong sectors is real. That’s when you follow the trend. Right now, the main thing to observe is the “locomotive head” stocks’ ability to resist declines—focus on their resilience and sturdiness. After that, which trend-core separates and confirms Changfei Optic-Fiber will be an important watch point.
4 Current positions:
Tianfu Communication—1.5 layers. The ChiNext board’s current repair strength is not as good as its prior rally. Tomorrow, it may not be weaker than the Shanghai index; if I can break even, that’s enough—I won’t be greedy. This “b” happened because the environment and rhythm were wrong, so the timing of when to act and the environment are very important.
Jinhaitong—2 layers. This also counts as the March 24 rebound node. This is how trend institutions play. Currently it’s repairing on the monthly chart, with about 6% profit. It’s on shrinking volume; tomorrow should be for a T-trade attempt. I want to see if I can hold—after that, whether there’s separation from Changfei Optic-Fiber.
5 It’s the end of May. I’ve gained a lot this month, and I don’t want to be too aggressive. Follow the timing and logic of the important viewpoints I mentioned above. After the index pulls back, grinds the base, and finishes, then I’ll go in hard. For now, observe and respond according to the thoughts above.