April 1, 2026 Today, China Power Huadian Liaoning Energy hit the limit down again. A second limit down probably won't happen, and there might not even be a rebound.

2026-4-1 [Taoguba]
Today Electric Power Huadian Liaoning Energy again hit the daily limit down. A second limit-down is probably not going to work out; there may not even be a rebound. Before, Yueneng already went through a rebound once—does that count as a follow-up rally? If it doesn’t work, then just exit. The two high-speed rail stocks I bought today also aren’t good: CRRC, China Railway Materials. I’ve fallen into the old problem again—bought the sector that isn’t a leading stock, and the sector itself is also not good. Innovative pharmaceuticals today showed a sector effect rebound. Previously, I was afraid that Minerva’s big drop would trigger negative feedback, and I didn’t see Wanbangde afterward; it just kept strengthening. Now we’re at another hard spot. Who is the leader in innovative pharma—Minerva? It’s already reached the top. After that, who else is there to buy? Judging durability is the hardest part. Many who bought don’t end up sustaining. Stocks like Fanfeng, Great Wall, China Nuclear, Energy-Saving Wind Power, Innovative Medical, and even today’s high-speed rail. The rotation is too fast. Can innovative pharma still go tomorrow? Tonight, overseas markets have storage, fiber-optic communication, and precious metals all surged again. Communications are still tougher than cloud computing. If you pick a core international-name target that everyone’s trading, is it better to go for the “hot” one or be steadier? Chasing rallies back and forth—I can’t even tolerate a small loss.