[Red Envelope] Looking forward to a decent rebound tomorrow

(I) Today’s broad market
Under the circumstances where no external force changes things, the index continues to maintain a narrow range of oscillation in line with the expected script. But here, one detail is worth paying attention to: today has reached a turning-point node. If no new lows form on the right side, then over the next one or two days we will likely see a rebound trend. Looking at today’s intraday tape, the key nodes still have support. I’m expecting that tomorrow, northbound capital entering the market will be able to boost volume and thereby drive a decent rebound.
For the attack direction: today, during the session, in the medical and pharmaceutical names—none of the key stocks such as Lu Yanyao, Jimin Health, and Minovapharma went up. Tomorrow, it’s likely better to wait for a major differentiation before considering entries. I continue to look favorably on the battery direction. In the morning, I bought two positions—one resulted in a bad board, and the other was a back-close. Advancing amid differences, moving forward through divergence. Fiber optics and optical communications should be a key focus; keep an eye on a few “hard-logic” high-flexibility catalyst stocks such as Zhongji and Fujing. Also, in the semiconductor domestically replacing direction, there are signs of stabilizing and turning stronger. In addition, within the football theme, capital is also continuously heating up. Structurally, focus on Shuhua and Yue Media only.

(II) Grain depot monitoring
Microchip Biotechnology: low-position setup, holding
China Merchants Energy Shipping: holding pattern
Sinoceramics Electronics: holding pattern
Jintuo Shares: holding pattern

(III) New additions:
Dashengda: early-session divergence turned into strength—I chased a small buy during the surge; betting on a big second-leg upswing + a computing power acquisition
Norde Shares: followed a move to strength in the early session; main upswing structure + battery
ChuanYi Technology: bought during the opening call auction; expectation of a right-side new high in the second-leg move + battery
Fujing Technology: turned stronger in the afternoon and bought a small add; main upswing structure + optical optical-electronics leader
CNOOC Capital: bought a position near the close; second-leg upward trend continuation + RMB internationalization leader