0407 Simple note-taking

StrawberryIce · 2026-04-07T16:12:12+00:00

The market is currently in a bearish alignment, with short-term expectations continuing to decline. JinYao Pharmaceutical is the core, but sentiment divergence is intensifying. Some stocks hit the daily limit, and the pharmaceutical sector lacks support. Operationally, it is recommended to sell JinYao Pharmaceutical if the limit is hit and hold positions in Wangsu Science & Technology. For tomorrow, a short-term wait-and-see approach is advised until sentiment changes.

StrawberryIce

2026-04-07 16:12:12

Abstract generation in progress

Index: The market is currently arranged for bears. Today it rebounded on reduced volume. Tomorrow, the normal expectation is that it will continue to decline. Unless there is a high-volume big bullish candle signal, the bottom cannot be confirmed.
Sentiment:
7 boards: Tianyao Pharmaceutical
654: a gap
3 boards: Huiyuan Communication, Xineng Taishan
2 boards: Cuiwei Co., Ltd., Huashengchang, Shengquan Group, Zhongan Ke
1 board: 86 companies

31 chemical companies hit the daily limit: all are first boards, with no core—rotation is the main driver.
12 communication companies hit the daily limit: the one-wave flow core is Huiyuan Communication with a three-board limit-up in one stroke. The trend-flow core is Farlens Sheng. After successfully triggering an anomaly, it then hit the daily limit with a T-shaped gain.
6 healthcare/biopharma companies hit the daily limit: the core is Tianyao Pharmaceutical with a 7-board explosive-volume limit-up. It has already entered the anomaly period, but the follow-through has broken away with a gap. Only first-board follow-ups remain. In addition, Wanfangde triggered the anomaly successfully; we’ll see how it performs tomorrow.

The market’s most important thing: one-wave flow—Tianyao Pharmaceutical’s 7-board run; trend-flow—Farlens Sheng.

Sentiment assessment: 4 companies hit the limit-down; only 48 companies had a drawdown exceeding -5%. The consecutive-limit board height increased from 6→7, and the second-highest from 2→3. Today is a sentiment-repair day, but it is not a main rally day. For now, Tianyao Pharmaceutical is judged to be the peak after the gradual decline of the Hadian Liaoneng cycle. The 8-board level is suppression. The healthcare sector’s pacing is relatively poor, and the sector’s ladder lineup cannot form a coherent system. Tomorrow, sentiment divergence is highly likely, and funds will realize gains.

Today’s actions:

Sell Tianyao Pharmaceutical after the board failure. First, subjectively, Tianyao is at the peak of the Hadian Liaoneng cycle’s declining phase—not the period of a sentiment-driven main rally. Second, the healthcare sector has no hard-core logic support; it’s purely a sentiment-driven trade.
Continue holding the mid-term position in Gushen Technology; CDN price hikes + edge computing + AI traffic explosion, etc.

Tomorrow’s plan: Tomorrow, Tianyao reaches a position under height suppression. Only if sentiment continues to strengthen could Tianyao turn stronger and have a chance to succeed. Otherwise, sentiment divergence could easily carry things through. Tomorrow’s short-term focus is to rest and watch, unless there is something that is particularly beyond expectations. The mid-term plan for Gushen Technology is to do T-trades to lower the cost.

[Taoguba]

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