[Red Envelope] Performance Line Market Trends Are Coming

Watching the market lets you spot early opportunities; reviewing lets you sort out your direction.[Taoguba]
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If you watch once and review once, you already know the other side; the next thing you need to do is know yourself. Finally, just choose the timing and strike.**
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Trading stocks isn’t about guessing. People who can profit usually have, first, the insight to get an early edge (forecasting), and second, the adaptability at the moment (following).**

Market updates:
The three major indexes closed mixed—SSE Composite finished red, while SZSE and STAR Market both finished green. Intraday trading volume was lower than yesterday, down to 1.92 trillion, and this week’s up/down performance: Monday saw 2800+ points with gains.
In the short term, power stocks are getting hit hard. Aerospace and computing are fighting for the same “meal.” Intraday, aerospace has the advantage. The hardware trend continues its internal rotation: storage stocks show independent trends; lithium battery, innovative drugs are active again and again. With many possible market directions overall, the more the market shrinks in volume, the more directions there are—the idea is to spread gains widely.
There were 62 limit-up stocks, down from 78 yesterday. The board-filling success rate was 78%, down from 83% yesterday. The number of multi-day-limit-up “ladder” stocks was 13, up from 10 yesterday.

Limit-up ladder:
5 boards: Menonova (pharmaceuticals)
3 boards: Shenjian Co., Ltd. (aerospace), Lianxiang Co., Ltd. (equity transfer)
2 boards: Farsun? (optical fiber, exiting the bid), Shuanglu Pharmaceutical (pharmaceuticals), Ji’an Medical (pharmaceuticals, venture capital), China Rural United (chemicals), Jinyao Pharmaceutical (pharmaceuticals), Lianhuan Pharmaceutical (pharmaceuticals), Lion Tou Shares (a “jack-of-all-trades” type), Guiguang Network (computing), Suli Shares (chemicals), Hangdian Co., Ltd. (optical fiber)

Limit-up ladder: With the highest reaching the 5-board level, the 324 index rebound node is marked. Below it, there’s no focused action in the lower limit-up ladder—every direction is trying to compete for dominance.

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Market breakdown:
Earnings-trend directions: AI hardware, storage.
Sentiment flow is primary (trend secondary) directions: power, aerospace, computing.
324’s new directions: lithium batteries, pharmaceuticals.
Aspirations to break through: chemicals, computing, etc.

1. AI hardware-related.
Optics-related:
Big leaders: Yizhongtian, rotating and consolidating; when the next phase of the main upswing day arrives and the sector erupts, that’s when it shines.
1) Optical fiber-related: With the price-raising logic, under demand resonance from drones and AIDC construction, the price of G.657.A2 optical fiber has broken through 210 yuan per fiber-kilometer, completely shattering the historical price ceiling.
Leading: Changfei Optical Fibers
Left and right guardian forces: Hangdian Co., Ltd., Farsun? (potential “risk stock”)
Mid-to-late row followers: Hengtong Optic-Electric, ZTE? (Zhongtian Technology), Tongding Internet, Yangtze Communications, etc.

2) OCS: After Google’s news, Nvidia has joined the OCS queue and, in recent days, started batch testing and validation to push forward OCS progress.
Four “golden” leaders: Dekeli, Tengjing Technology, Gukuang Technology, Semy Microelectronics.
Tengjing has risen first ahead of the broader market; it currently has the highest height.
Dekeli is trading in the same “position” as the 324 broader-market resonance.
Gukuang is the third brother; Semy is the small fry.

3) EML: Lowers the Faraday “scintillation” film using low-return optical EML technology.
Source-Jie Technology, Changguang Huaxin.

4) Faraday “scintillation” film and optical isolators.
Fujing Technology (Faraday “scintillation” film + raw materials), Dongtian Micro (mid-to-low-end optical isolators), Runzhong Optics (mid-to-high-end Faraday “scintillation” film + isolator)

5) Others
Yunnan Germanium Industry (indium phosphide), Taijing Technology (crystal oscillators), Huacheng Instruments (optical communication testing), Haixing Shares (server electrode foil), etc.

PCB-related:
Big leaders: Shenghong Technology, TTM? (Huadian Shares). Shenghong Technology’s second quarter is a turning point for earnings; it hasn’t shown any signs of stopping the decline yet, and Huadian is also affected.

1. Drilling, drill bits/needles, cutters, etc.
   Ouke Yi, Xinqi Micro-Equipment, Dahua CNC, Dingtai High-tech, Tung Carbide High-Tech, Xinxin? Shares, etc. Among them, earnings-wise the representative is currently Ouke Yi. After opening with a one-word board in the morning, it got knocked off; at the close, there was a rush of funds trying to reclaim the board, but failed. Whether it can replicate V1? (Cuncun Storage?) is a key point to watch.

2. Electronic foil fabric (布) related.
   Honghe Technology, International Composite Materials, Light Electric? (Lite Optoelectronics), Feilihua. This sub-segment’s theme is to strike unexpectedly; the one with the strongest logic—Q-Bu Feilihua—has the worst performance. The one with the weakest logic—Lite Optoelectronics—has the strongest performance in this stage.

3. CCL-related.
   While South Asia New Materials is catching up after lagging, Zhongying Technology and Jinan Guoji are seeking to make up gains.

4. Copper foil “three swordsmen.”
   Tongguan Copper Foil, Defu Technology, Longyang Electronics. For mass production there’s no HVLP5 technology; with HVLP5 technology there’s no mass production—waiting for the verification “wind.”

Liquid cooling-related:
Big leaders: Invevo? (Yingweike), Shenghong’s good brother—its sell-off logic is basically the same.
Shenlin Environment—Hilamp? (Hailan Shares)—Qiangrui Technology.
Right now it’s an alternating sequence like this: high ahead and high later on the front, then later looking to see which one can break through the deadlock. Basically, the sector itself provides no help—up or down depends entirely on whether each individual stock is solid.

Overall, looking at hardware-related trends, it’s mainly optics right now. Progress in the external industry chain and the “M-stock” mapping are also relatively clear. It shows a rotation state in the sub-sectors, with trading in individual stocks rather than sector-wide trading. For April’s earnings month: there won’t be few stocks in the main upswing wave in this direction, but most are trends—watch your rhythm.

2. Chip-related, mainly storage and chips.
Semiconductor equipment leads: Yaxiang Integrated, cleanrooms? (benefits benchmark), with a huge earnings surge.
Storage: Demingli, Bairui Storage, with huge earnings growth.
For this whole sector right now, it’s basically those three stocks as the main ones—each is a king of earnings. The rest is random rotation and spikes; there’s no sector行情, only individual-stock action. Compared with the AI hardware direction, it’s simpler and purer.

The two above directions are market trend directions and the April earnings line directly benefits.

4. Power-related.
Yuneng Holdings (first generation leads)—Huadian Liaoning Energy (second generation leads)—PK in the third generation leads.
Early PK of the third-generation lead: Guangxi Energy, JinKong Power, Oriental Xinneng, Ningbo Energy, etc. Two hit limit-downs and two turned slightly green—including but not limited to these. If the sector keeps getting pushed further, tomorrow needs a “revival match” to happen. Just wait for the quant selection.

The first-generation lead and second-generation lead teamed up with thunder-like momentum to attack downward in the morning, and in the end they teamed up to guide the sector into limit-down selling. In ancient times, Xiao He chased Han Xin at night. Today, Yuneng chased Huadian in the intraday.

5. Computing-related.
Everyone says “compute and power cooperate.” Ever since the grid got disconnected at the very start of the hype, compute and power have been opposing directions.
Runze Technology team up with Dayi Technology (first-generation leads)—Wangsu Technology (second-generation leads)—Hongjing Technology team up with Litong Electronics (third-generation leads)—Oried (fourth-generation leads)
From crossing over into AI applications until now, the first three waves of hype were led mainly by ChiNext boards. Now in the fourth wave, no ChiNext stocks have stepped out. The seed candidate originally was X? Cloud computing’s beneficiary, with the halo of Guangzhou? Xinwang? (new network). After they pushed too hard on Thursday, it still hasn’t broken through to this day. The first three waves were sentiment-led (trend secondary), while the fourth wave today is sentiment primary with trend secondary.
Leading: Oried.
New lower-position upstarts: Guiguang Network, Yunse Zhilian, Lianhua Holdings, etc.
Overall, in terms of direction: last Thursday, Oried had the intention to take the spot ahead of Huadian Liaoning Energy, but ultimately failed on the day. Also on that day, aerospace stepped on it. On Friday, Huadian Liaoning Energy broke its board; Oried once again intended to take over. In the end, intraday it got stepped on by lithium batteries. Today, Monday, aerospace returned with force; it was the first to capture the opportunity. Aerospace ate meat, computing drank soup, and intraday it also split shares with power.
In terms of direction, expectations aren’t finished, but the price action isn’t that smooth—it’s fairly dependent on the broader market’s cooperation.

6. Aerospace-related.
A direct beneficiary of power’s sell-off.
Leading: ZaiSheng Technology, Shenjian Co., Ltd. Whether ZaiSheng Technology can set a new high tomorrow is the main thing to watch for the sector.
Second-leading/creative lead: Xice Testing—like ZaiSheng Technology, it also challenges new highs tomorrow.
Aerospace development used to be a king; after suicide at 320, it fell into following.
Newcomer: Zhongheng Design.
Overall, intraday it absorbed a large portion of funds from the power direction. The long-awaited “second wave” is currently getting started. Next, basically it’s all about whether the leader can continue opening up height.

The above four, five, and six directions are the main offensive areas of the current market sentiment faction.

7. Other

1. Chemicals:
   Continue to press through. Currently Baichuan Shares is looking to launch a third wave; Jingzhengda and Jinniu Chemical also have moves.
   New low-position supplements are emerging as “follow-up” gains.

2. Pharmaceuticals:
   Leading: Menonova, Wanbangde—one after another in consecutive limit-ups into a trend.
   There are also many followers going downward.
   In this 324 index rebound phase, the main board with the smoothest current走势 is it. In terms of direction, it’s PKing the lithium battery main board with consecutive limit-ups, and it wins intraday.

3. Lithium batteries-related:
   Leading: Rongjie Shares—intraday it narrowly lost to Menonova.
   Creative lead: Haikexinyuan, a five-day-line trend.

Overall: Chemicals are an old direction wanting to keep pressing through; pharmaceuticals and lithium batteries are new directions born with 324. Today the two directions are in consecutive limit-up PK. Next, basically it’s about whether the leader can continue to expand the space and lead the sector to maintain continuity.

8. Summary:
Overall, there are many market directions. By classification, mainly there are four directions. Each direction has different characteristics. Within the same type, they seriously “block-cannibalize” each other; across different types, liquidity also “cannibalizes” each other.
The internal rotation happens within trend directions, while sentiment-flow directions see extreme up and down.
On index dynamics: as long as Hussein doesn’t block the Denmark Strait? (Mandlehai Strait), basically there’s no big risk. Selling off is an opportunity; if there are continuous breakouts, then watch the risk. For a phase-level index outlook, expect consolidation/sideways. Optimistically, consolidation may last about 2–3 weeks.
That’s about it. Wishing everyone can grasp the current market properly—Changgong~

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All the above are some personal logic; it may not apply to everyone, but at least this is how I use it. If anything doesn’t look right, just slide past it—don’t attack with harsh words. If it helps you, I’m truly grateful.
The bull market of Big A is still here—it’s just that it moves through individual stocks. The “bull” is the individual stock, not the index. If you catch the bull stock, you’re in a bull market. If you can’t, even if the index climbs to the sky, it’s still a bear market for you.
Statement: The above market review, post, and comments are for entertainment reference only, not uniqueness, and not any investment basis. Do not buy or sell based on this. The stock market has risk—invest with caution! Please remember: Big A has no stock god!
Note: The stocks mentioned in the text and those under the #￥ below do not represent the holdings or the targets I like. Don’t blindly follow.
Sharing is also a kind of happiness; within the text there is beauty like a jadeite woman, within the text there is a house of gold.
I hope readers can have a fishing gain from the text.

Statement: This article only records my own operations. Investing involves risk; trading requires caution. Plans are never able to keep up with changes—everything follows the live price action. The article content belongs to my personal thinking and records; as a record of my understanding of the market, it is for personal sharing only and does not constitute any investment advice. For reference only. If you trade based on it, you bear your own profits and losses.

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