March 9th Trend Market (If you really can't do it, just take a break)

Good evening, everyone! [Taogu Ba]

I don’t know how everyone performed overall today.

The morning opened with high consistency and many one-word limit-up stocks were oil and gas concepts.

I usually don’t follow consistency; instead, I look at sectors like electricity and computing power.

Over the weekend, everyone was talking about the crayfish concept.

My plan is to see if there’s any guidance and then observe and identify potential targets.

In the morning, Ningbo Construction opened with a one-word limit-up.

The recognizable stocks from Friday were: Tuowei Information, Taijia Shares, and Meili Cloud.

Since Taijia Shares didn’t perform well, I excluded it first.

I focused on Tuowei and Meili Cloud during intraday, and after a few minutes of divergence at the open, they turned into consensus, so I added some positions.

A quick note:

Both Tuowei and Meili Cloud were fine in the morning. When two stocks diverge initially and then turn into consensus, follow and open positions (especially since Ningbo Construction was standing firm there).

As for the computing power synergy theme, it was a bit of a mistake.

Jinkai New Energy’s overnight order wasn’t large, but it didn’t break the limit at open.

On Friday, GCL New Energy Science & Technology and Shao Energy Shares hit the limit, but during the day, they were still tradable.

Tomorrow, I’ll see if Jinkai New Energy offers a chance for turnover.

Currently, the market mainly involves power grid equipment and computing power synergy concepts.

As for the crayfish concept, whether it’s a one-day wonder (like last week’s CPO), we’ll observe and confirm tomorrow.

The approach is similar to last week: hold stocks in the power grid sector, be patient, and follow the trend.

The current best-performing sector (based on trend analysis) is the sector.

Unfortunately, the market isn’t cooperating; otherwise, we could see a big rally similar to last year’s commercial aerospace.

Hold positions and wait; as long as the sector isn’t weak and individual stocks haven’t broken below the 5-day moving average (be patient, very patient).

Although the index made a V-shape today, it was weak, and the feedback from Monday’s high open and close was much less profitable.

My short-term thinking is simple: focus on profit-making effects, whether sustained or repetitive.

Currently, the repetitive sector is electricity (power grid equipment, computing power coordination).

Other sectors, including today’s computing power, are average; their persistence isn’t strong.

If I don’t trade on profitable themes, I wonder when the commercial aerospace sector will start, just like last time.

I don’t have the patience to wait for a sector to develop over several days. If the market isn’t making money, I’ll stay on the sidelines.

When there are profit effects, follow the recognizable targets within the trending themes and play the game.

Anchor effect: do well with the previous day’s leaders and continuous limit-up stocks, whether holding or anchoring.

At least their strength or weakness significantly impacts the sector’s influence.

No matter what, isn’t recognition still one of the key criteria?

It’s like using the core targets of previous aesthetic standards as trend indicators—start with low positions, do relay limit-ups, reduce after breakouts, and then observe if the trend continues.

Otherwise, if you only follow patterns like 1 into 2, 2 into 3, 3 into 4, you risk selling prematurely and losing money, which affects your mindset.

Until the current style changes, focus on trend stocks with good aesthetics; only watch the most promising stocks for consecutive limit-ups (especially those that hit new highs after a breakout).

Today’s profit-making themes:

Recognizability within the computing power synergy sector: Shun Na Shares, Jinkai Shares, GCL Energy Science & Technology, Shao Energy Shares, Samsung Medical.

Within the crayfish concept sector: Ningbo Construction, Youkede, Borui Data, Yunsai Zhilian, Tuowei Information, Meili Cloud.

Tomorrow’s expectations:

Today’s volume was expanded, but this was passive volume, not driven by active buying.

Tomorrow, observe further changes in market volume, aiming for at least 2.5 trillion in volume.

During rotation, focus on sectors like power grid and computing power synergy that show relative trend potential.

By combining sector index trends, the picture will become clearer.

Today’s trades:

Stop loss: Qingshuiyuan (sold at open)

Take profit: Yunnan Energy Control

Reduce positions: Hanlan Shares, China Western Electric

New position: Tuowei Information

Updated holdings today:

Today’s buy and sell points:

Yunnan Energy Control opened low and then recovered strongly, fulfilling expectations (mainly due to company notices, and further gains might lead to suspension). No profit cushion, so I held a long-term position, aiming to avoid losses.

Hanlan Shares, without profit cushion, was sold after a rally, reducing two positions; I’ll see the feedback tomorrow.

China Western Electric opened low and recovered, and I sold two parts in stages; I’ll observe whether the remaining position continues its trend.