April Fools' Day, I got played by a scam!

Today’s index: [TaoGuba]
The day’s index was driven by the U.S. stock market’s overnight stimulus. It opened higher all day and then moved sideways with narrow fluctuations. However, trading volume is still a bit insufficient. The strongest theme rotation was in innovative drugs. The upside gap still hasn’t been filled.

On April Fool’s Day, today’s A-shares opened like a carefully designed, premeditated setup: tech was raised and swung hard, luring people in. Then funds dumped and crushed lower, only to pivot and go after innovative drugs instead! Today I was careless again—and got taught a lesson by quant trading. The external markets were up by several percentage points, and our market not only wouldn’t let you make money, it even tried to trap people with the high open. And you can’t really blame anyone—this morning’s open really did get people a bit carried away.
Still, I ignored a point I normally always follow: AI hardware is driven by institutions and follows their moves. When institutions see disagreement, they sell the consensus. After you turn the loop, the chips are still in their hands, while retail investors only have T+1—so you’re extremely passive.

Today’s trading volume:
Volume was slightly lower at 18.9 billion, with 2.02 trillion. In a market of supply-and-demand battles with existing inventory, a higher open is something that must be smashed. I just didn’t expect that even when you go for the front row, you still get smashed. That’s really too meaningless.

Today’s sentiment:

4,495 stocks rose—I’m the one green. And today really has nobody else. Hah. Only can say: awesome. 65 stocks hit limit-up, 14 hit limit-down. Power remains the worst-hit area.

Morning trading comparison:

Thanks to the brothers for liking, tipping, and constantly supporting! Your support is the motivation for my updates!

Items to watch today: The U.S. market is rebounding. Here, we’re in “repair.” If today runs a low-open repair move, then we should all be able to make money. But the broader market opened higher and didn’t release volume. Even though the index didn’t fall, anyone chasing tech today was relatively miserable. Even if you chase the front-runner and trade it, it’s still hard not to get your head blown off. The index didn’t surge then roll over, but tech clearly surged and then rolled over.

For today’s AI hardware, the biggest pit is electronic cloth. The open here was extremely above expectations. And the opening trend was also very solid.
Shandong Fiberglass hit a quick limit-up; Honghe Technology hit a quick limit-up; International Refractory Materials and China Jushi all opened with brutal upside thrusts. After the close, I felt that taking Honghe Technology and the first-order shares of Jinan Guoji and the like was no problem either. And the timing of the limit-up was very early. If you wanted to grab first, then at least you had the front row. The result is that both of these stocks blew up your head, and I took them together with Benchu Zhi, the Genben intelligent related to 300.
After finishing my trades, I felt pretty satisfied. Could it be this easy today??
Feitian Optics and today still has a deep-water opportunity. This is also normal operations, and along with Farsong Victory and others, there were also deep-water pickup chances. In optical fiber, it’s still relatively strong.

For storage: De Mingli opened higher, but the order book was seriously insufficient. On top of that, overseas—those old Americans—have also substantially cut their stock prices for storage. De Mingli’s earlier rally had basically already cashed in the upside from the news. So that one-limit-up today can unload quite a bit of inventory. Everyone should be cautious.

Clean rooms: Yaxiang’s move was more or less within expectations—not a pit.
The issue with AI hardware today is that it was too consistent, so the delivery/cashing-out came down right away. Personally, I think it’s not a big problem. The positions I held that followed a trend don’t have major issues either. You can keep them and observe. After all, there still aren’t too many good choices in the current market.

For commercial aerospace today, the highlight is the Divine Sword. Today the Divine Sword’s trend is just barely okay—not strong enough. When commercial aerospace goes into divergence, that’s very normal. And I also said: if there’s a repair move, that’s the selling point.
The Divine Sword today had a huge spike at a high level, and it was near the previous high. This requires some time to digest.
“Rising Again” was the first stock to break above the previous high. Today the surge gave everyone some dignity—anyone who needed to leave could leave. T-trading is also fine today; at least you won’t be at a loss. The 5-day line is still not bearish. Going forward, just wait for the rotation.
These two stocks don’t work; you don’t need to look at other stocks either. There isn’t much meaning. Commercial aerospace also gave everyone a summary: it was originally a oversold rebound. The Divine Sword reaching the previous high’s mission is already basically done—it’s about enough.

For the third direction today, it was computing power. OuriDe was the first to seal the board. Meili Cloud followed. Hongjing Technology hit 17-centimeter (17cm) limit-up. There was a pre-plan, but unfortunately I wrote my own plan and didn’t get on the train—quant trading predicted my prediction. The strongest in the morning was electronic cloth; since it’s known I like the strongest on that day, I got baited too—and it ended up being useless, getting trapped by electronic cloth.
Since Meili Cloud’s board was out of reach, I withdrew.
Because I predicted that power wouldn’t be good, computing power was expected to rotate for a round. In computing power, you just need to look at these three stocks. This is also a point I need to reflect on: why didn’t I get on any of the three? At least with Hongjing Technology, I had an opportunity to hold for 6%. Yet I went to open Benchu Zhi…

Today I said the core focus is 1-to-2 and first boards—meaning watch for new directions. No matter how much I calculated, I missed innovative drugs. Because MenouHua halted its board. With U.S. tech stocks repairing, I believed the medical sector’s run had already come to an end. And at the open, I specifically glanced at MenouHua: Tianjin Pharmaceutical opened with a one-word order but with a gap of one step behind; if MenouHua opened well, I would have topped that one-word board. The Divine Sword was likely to break its board. There was a positional advantage there, but MenouHua was below water and not as expected, so I didn’t top that one-word. I didn’t think that after a one-word board got to 4 boards, funds would fully ferment innovative drugs. And then I couldn’t catch up. MenouHua affected the whole-board judgment, so the anchor wasn’t set correctly. That’s why innovative drugs also moved in a very fragmented way. Wandangde later came in and overtook.

Today’s pre-plan wasn’t a big issue either—basically controllable.
The West test: a low open and then choppy trading is completely normal. During the day it even surged up 7 percentage points but I didn’t leave; I left at 3 percentage points. Small profit.
Pingtan Development: at the open I dumped it immediately, because today was going through a general rebound (普反). This stock had no meaning. This stock only shows up when the market is weak. With that prediction plus the high open, I left via conditioned reflex.
Haixia Innovation: at the open I dumped it too—same logic as Pingtan Development. If even the leader isn’t working, what about the arbitrage? Both of these positions were small losses, which is still acceptable. After all, nobody knows whether last night’s situation was—ugh—relieved again.
Hengzhong Design: I kept the mindset for a while, but I didn’t wait for the rally to sell. Recently, it’s been like this with several stocks, which is really speechless. But that’s still my selling point—I still have to execute. If I don’t execute this one, then Pingtan Development and Haixia Innovation also won’t execute, and I’d keep hoping, which would turn into a big loss. So discipline still has to be followed. But this stock can’t be held back like it was on the day before yesterday when it surged again.

New openings today
Honghe Technology: today the best opening was the electronic cloth component sector. That’s high identification. The pattern also wasn’t bad. I got on at the call auction—but got blasted and stopped out, losing 4.
Jinan Guoji: Honghe sealed the board; China Jushi, International Refractory Materials—all were rallying. What else is there to say? This too had good identification. I got on mid-trade, and even though it went up with a thick board, it still blasted—lost 2.
Benc Hu Zhi: got on at 11 percentage points, with another 3 remaining. Originally this stock was a choice between it and Hongjing Technology, but I still chose this direction.
Litong Electronics: I didn’t catch the board when Meili Cloud hit its limit-up. I got in at the 6-point area on Litong Electronics. It surged then faded—down 3.
Laplace: the biggest pit today. I originally didn’t plan to open a position. But Tonghuashun and Caixin Media both released breaking news at the same time—can that be covered/compensated? I got on with 16 percentage points. Tomorrow I still need to set aside provisions.
MenouHua: I bought the dip more than -4 points, thinking the medical sector is so strong it can lift things. But the medical sector ended up being even stronger, staying below water all day ahead of the leader. That’s something I can’t figure out.

Summary: Today it felt like funds set a trap for me. I put positions into 5 layers—which is rather awkward. Every one of my limit-up trades got blasted. Tracing back to my personal history, this is extremely rare. I still need to reflect: my anchor wasn’t set well. I anchored on MenouHua, which affected the whole-day judgment. I didn’t believe in innovative drugs. Only can say: today the funds were truly awesome—no wonder it’s April Fool’s Day.

Today’s strongest area is definitely medical. The logic for this sector has already changed: innovative drugs going overseas could bring explosive revenue this year, plus expectations for generic drugs are also coming in. The industry is entering a turning point.
I think everyone should take it seriously—especially since power has fallen. First, look at tomorrow’s continuity.
The key is to watch Tianjin Pharmaceutical at 4 boards—whether it can successfully advance to 5 tomorrow. Because MenouHua drives the debt, going higher is a weakness; we’ll see whether they can break through with a 5-to-6. This is the height leader.
And yes, the actual leader is Wandangde.
There are also four arbitrage tickets at 20cm, so you can pay more attention as well.

In computing power, these are the three stocks I gave: Meili Cloud, OuriDe, and Hongjing Technology. Focus on just these three.

Starting tomorrow: reduce trading. When things go against you after a trade, you need to take a break—stop, look clearly, then act again. Pay attention to the rhythm. Two straight weeks, the rhythm was very good. But today the market rose, and I went quiet. I need to reflect, summarize, pause, and then restart!

Trading stocks isn’t one day—there are always ups and downs, but the endpoint of stable profitability won’t change!

Brothers who want to make progress, trade sesame for watermelon!! 100 points or add oil! You need long-term perseverance. If you want answers, I want data—support each other. Thanks!!!

Writing isn’t easy. Brothers, please like, tip, comment, add oil, push notifications for the broadcast, and thanks. I don’t have theories here—only hands-on practice.

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