21w to 200w, real trading record, day 48 (as of), currently 37.5w!

First give a like, then keep an eye on it—good luck will always be with you! Keep it up with tips and rewards—your account will keep going up! Wishing everyone a smooth ride all the way! [Taoguba]

Friends, good evening!

Today I shared three stocks in the pre-market: among them, after China Oil Capital surged to the daily limit and then pulled back, it also gave everyone plenty of room to get on board in the morning. As for Aerospace Electric, you don’t need me to say more—if you were friends who watched Mr. Lin’s article in the morning, you could get on board and capture the opportunity. Congratulations to the friends who got on board—Mr. Lin! As for Hengtong Optoelectronics, currently the sector still hasn’t started; it’s still within the trading strategy range. Everyone, just do your low-buy and high-sell as planned.

Today’s A-share market saw a choppy repair move with a low opening, a rise, a dip, and a rebound. All three major indexes closed in the green across the board. Market sentiment clearly warmed up, and the money-making effect spread noticeably.

After the Shanghai Composite Index opened low, it traded weakly in a range, dipped to around 3875 points during the day and found support, then gradually climbed back. It ultimately closed at 3890.16 points, up 0.26%. The ChiNext Index and the STAR Market 50 repaired in sync; the STAR Market 50 led with a 1.42% gain, and the growth-sector theme showed a structural rebound pattern.

Individual stocks across the board showed a broad uptrend. More than 3900 stocks rose, and there were 101 daily limit up stocks. The long-side sentiment of capital clearly heated up. Total trading value across both markets was about 1.61 trillion yuan, a noticeable contraction versus the previous trading day. Trading activity improved, but the market is still in a game of capital with existing liquidity.

At the sector level, capital focused on the pro-cyclical and low-valuation main lines. The chemical sector saw a surge of limit-up moves. Directions such as oil and petrochemicals, coal, and agriculture, forestry, animal husbandry, and fishery moved strongly against the trend, becoming the core highlights of the trading screen. Sectors like big finance and innovative drugs saw mild pullbacks. Earlier hot growth themes such as AI computing power and semiconductors continued to diverge, and the market displayed a structural rotation characteristic.

In the short term, the market is entering a choppy repair cycle. Key things to watch are whether the support at 3890 points is effective and whether volume can continue to expand. Operationally, the recommendation is to control position sizing and pacing, avoid high-level theme stocks, focus on pro-cyclical directions with clear catalysts such as chemicals and oil & gas, and patiently wait for further confirmation of the market stabilizing.

Current holdings: Sunpower, Dideac—TBD?（Doubtful） (Note: keep original?) — Sorry, keep: 太阳能、双鹭药业、新能泰山、雪人集团

New today: China Oil Capital, Chuanrun Co., Ltd., Fuchun Environmental

Exited: Tefat Information

Many people will ask: where did Fuchun Environmental and Chuanrun Co., Ltd. come from? This isn’t convenient to disclose publicly on the platform, but my apprentices all know. Fuchun Environmental was the one I mentioned to everyone before the holiday. As for Chuanrun, it was selected this morning—teaching stock for the apprentices.

$新能泰山(sz000720)$ $中油资本(sz000617)$ $雪人集团(sz002639)$