Eastern Yihou Pavilion Master: 3.30 Operation Plan

StrawberryIce · 2026-03-29T15:21:55+00:00

The article mainly analyzes the current core logic of the stock market, with a focus on space sector stocks, sentiment stocks, and popular stocks. It mentions individual stocks such as China Huadian Liaoning Energy and Guangxi Energy, highlights opportunities and potential adjustments in the new energy industry, and discusses how the expected divergence of certain stocks can influence investment decisions.

StrawberryIce

2026-03-29 15:21:55

Abstract generation in progress

3.30 Homework/Logic/Trading Plan
Focus on the core logic:
Sector leaders board/mood stocks/market attention
Momentum grouping/mood/second wave
Sector leaders board: Huadian Liaoning Energy (followed by Long Huadian Energy)
Cycle dragon
Yu Energy - Shun Na - Huadian Liaoning Energy/ Huadian Energy
Near the end of the move; as long as there’s no negative follow-through, the sector still has small localized opportunities

Latecomer rally: Xinneng Taishan VS Guangxi Energy. It should be the latter—watch Guangxi Energy

Computing power: we’ll look at it later
New energy/innovative drugs: Rongjie Co., Ltd., and Meinenghua
If these two have an expectation gap tomorrow—e.g., if they’re directly down -6%—you can take a look; for the latter, such as Meinenghua convertible bond down around -10%.

Yunnan Zhuyuan: if it’s -6%, you can take a look
New energy: it’s been stronger these two days; if there’s divergence, you can try-and-error with a small position.
Adjust and also take a look at Haikexinyuan, Shengxin Lithium, Ganfeng Lithium, etc.

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