[Red Envelope] April Preview: Energy Substitution vs. Big Tech

[Taogu Bar]
The turmoil of March could not defeat you; in April, you will surely make a stunning breakthrough!
The most eye-catching scenery in March was undoubtedly the power computing chips. We witnessed the small sailboat of Meili Yun, explored the breakthroughs of Huadian Liaoneng, enjoyed the advancements of Huadian Energy, and experienced the waves of Yunnan Energy Holdings! Companies like Yaxing Integration and Roman Shares also stood out!
Focus on wave trading; once the main line is determined, hold firm expectations, and concentrate on the core!

In the past two weeks, the main attractions have been Huadian Energy and Zhejiang New Energy. What about April?

Look here for the April outlook!

1. Lithium mining and solid-state energy storage
   As the conflict between Israel and Palestine intensifies, the energy crisis becomes apparent, favoring energy alternatives! After Huadian Liaoneng’s stock suspension for two days, the strong lithium mining sector on the second day, if it continues to perform well tomorrow, is likely to become one of the main themes of April!
   Core focuses for lithium mining and solid-state energy storage include: Rongjie Co., Guangxi Energy, Dazhongnan, Shida Shenghua, Jinzhengda, Dongfang Xinneng, etc.
   Conservatively, you can look towards mid-April, and optimistically towards the end of April.

2. Electric computing collaboration
   Electricity and computing were the main themes of March; as long as Huadian Liaoneng does not move to A-shares, this line will see fluctuations! Core recognizability: Huadian Liaoneng, Huadian Energy, Guangxi Energy, Jinkong Power, Meili Yun, Hunan Development, Dashengda, Hangdian Co., Yunnan Energy Holdings, etc.

3. Pharmaceutical weight loss drugs
   If Huadian Liaoneng moves to A-shares, it indicates that funds are wary of high positions; as a heavily beaten-down sector, pharmaceutical weight loss drugs are expected to gain recognition from investors!
   Core: Meinuo Hua, Wanbangde, Jiu’an Medical (cross-border technology).

Node Map

Node map: Only when nodes are liquid can there be reversals and new highs!!!

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Disclaimer: Investment carries risks, and trading should be cautious. Plans are always subject to quicker changes; everything should follow the market. The content of this article represents personal thoughts and records, reflecting my understanding of the market, and is for personal sharing only. It does not constitute any investment advice and is for reference only. Any trading based on this is at your own risk!