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Eastern Yihou Pavilion Master: 3.31 Operation Plan
3.31 Homework/Logic/Trading Plan
Focus on the core logic:
As soon as today’s market opens, it has that Friday vibe again—opens lower and then rallies higher. In the short-term cycle, the “power” stocks that get hit with a daily limit down, the medical sector versus lithium batteries in a new directional resonance, and the medical sector wins over lithium batteries. Oversold aerospace stocks rise again, and the resource logic can be compared to the way chemical industry stocks move. Next, the market will provide the correct guidance, and what we need to do is to keep our focus and follow what’s right!
Limit-up boards / Sentiment stocks / Popularity
Sentiment “grouping” / Popularity / second wave
Limit-up boards:
I. The resonating direction
Pharma, lithium battery
Pharma: stronger than lithium batteries. If Novo Nordisk’s—wait, that’s not right—if Merck & Co. experiences a sharp selloff and plunges abruptly, you can consider a convertible bond down -10%+ to -10% or more, or Wanfangde at about -6%.
Lithium batteries: the core is Rongjie Co., Ltd., and Haike Xinyuan
If they open sharply lower by about -6% to -10%, consider it.
II. Oversold rebound
Aerospace: Pioneer Aerospace Power, Jiangshun Technology, Zaisheng Technology, Shenjian Shares
III. Fiber optics
A bit similar to the trend of storage price increases
At most—China Telecom?—it’s most like: FiberHome, Fartron, Hangdian Shares
Tomorrow isn’t a good time to make a move. If there’s disagreement, you can watch the trend going forward.
IV. Other trends
Honghe Technology, Guosheng Technology