April 8, 2026, Wednesday Review: Building Confidence — We Made It Through!

Yesterday, although I didn’t do a post-mortem, I still went into the comments section to wrap up the day’s trading. Roughly speaking, the environment and sentiment at this point are a bit similar to what I described in the post-mortem for March 27. Back then, it was extremely panicky. But overnight, the very next day it simply opened lower and then surged higher. Later, in the post-mortems’ titles from those two days, I even joked: “This time, he really is different!”

Since that day, I’ve kept studying the unreliable one—not the chart, but because everything starts from him. If everyone knows how he manipulates financial markets, how would he do it? It would definitely be when sentiment is one-sided toward one side—then he would come in with a two-level reversal. Yesterday fit exactly that kind of situation. Here, I’ll give you a timeframe—have you noticed the unreliable one likes to do things like this? He sets a schedule for the Persian cat. When the time is almost up, you observe the market’s reaction. If there’s no reaction, he makes fake moves; if there is a reaction, he puts out a rumor-denying statement. That’s the way to deal with the unreliable one next—then respond in advance! Then go back to combine it with the chart. Yesterday, the market was broadly green, and basically the ones that performed better were oversold names. That’s a bit of a problem! [TaoqiuBa]

Take them one by one. Yesterday, chemicals were broadly higher—clear quant-like behavior—and it was still driven by news. On the weekend, we also talked about how, with so many daily themes in the market, you should筛选 (filter) them. At the time, I gave the brothers below a picture. After that, you only need to think from the angle of “continuity.” When will continuity be generated? That’s equivalent to judging the continuity of the news—judge the unreliable one!

Then there’s the Xin DuoDuo concept. Back then it was Fal Sheng. My comments to the Jinfen brothers were: there’s not a shred of logic. From Zhao Ge, Shang Tang Road, Jiu Yi Lu, Chen Xiaoqun, all the way to Xin DuoDuo—I don’t know who it will be next year, but after doing long after this kind of thing, you will definitely lose your own logic. You can use it, but don’t talk about these seats when the stock is already at a high level!

As for AI hardware: the commentary was that when Guangtong—yesterday afternoon—went up at Yi Zhongtian, it didn’t follow. And it wasn’t just Guangtong; those few in the Google chain didn’t follow either. So there must be a problem. At the time, I joked that AI applications are stronger than those. And today, AI applications exploded. But even though it exploded, yesterday’s style was oversold rebound. Today’s style is oversold plus heavy volume only.

At 9:25, Hanggang shares opened as a one-price limit (one-word). I didn’t move and directly hung an order for Aorui De. I watched for a while; then at the open, Aorui De directly 秒板 (hit the limit-up). Next, I went to lock Lianhua Holding too—it also 秒板. For those who even open and haven’t been full-time using the limit-up board-fu keyboard, I guess their hand speed might not be able to keep up. Then I watched Weida Technology. Because the data center feedback from Runze Technology was still pretty good. Most importantly, it was the “main force’s will” mentioned in the pre-market talk.

I need to explain in detail what the main force’s will is!
For example, before the market opens, if you see both sides are willing to negotiate—then that counts as good news. If it’s good news, shouldn’t it open higher? The size of the opening higher should reflect how much the main force values and cherishes its chips. At the time, the auction/竞价 intraday time chart of Jizhong Xuchuang was like this—actually, you could confirm from the open alone. But I’m a bit steady: I looked at the auction’s time and the follow-through, meaning that part where Eastmoney pulled back, and then the institutions were actively led upward before I confirmed. That first-time locking was for computing power. But since computing power had been messed with a lot in the early stage, I looked first at the main board and didn’t look at the ChiNext board.

Originally I intended to lock East Guo Xin, but Yundeng Technology gave up in front. After that, the one I locked was Weida Technology, and also Lianhua Holding—both 秒板. A lot of people in that moment couldn’t determine it, so that’s why funds went to do Data Port. Ali also had news, and Runjian shares and Data Port also benefited again!

At 9:30, Nanjing Pharmaceutical directly hit 秒板. This was something to observe, because it was yesterday’s first board in the medical sector. But on Friday when I looked at Sinopharm, it didn’t pull out much. Nanjing Pharmaceutical also didn’t go yesterday. Yet today it advanced—fortunately it can still do it today. Otherwise, the thigh would be slapped and the bone would be broken.

At 9:31, Tongding Interconnection hit 秒板. The auction opening wasn’t bad. Huiyuan Communication also provided guidance; it’s normal for funds to gamble in that way. But the structure of Guangtong Communication came out wrong.

At the same time, Yue Media got up to the board; Nanjing Sports was pushing too; Lianhua Holding was pushing too; Yundeng Technology was also pushing; Blue Hat Advertising was up seven points. That means it’s not just a simple oversold rebound. At this time, along with the market expanding volume, AI applications became a rolling point too.

At 9:38, the funds reacted to computing power and went to do Weida Technology. It’s a bit similar to the structure on March 25. So not doing it isn’t really something to regret. Possibly the later players will have the advantage. Today, the 300 group is mostly small caps—for example, Pingzhi Information!

At 9:40, Volumetric Data surged and hit the limit-up naturally, and then you’d think of the same batch of Bore Data—both are the kind that have been falling for a long time but then hit a single-day board. Doing it at this time wasn’t something you could be sure about. You just need to know that they can provide sector guidance and strength. But even so, the strength of the AI applications sector was far beyond my expectations. I didn’t expect Blue Hat Advertising to get a board. All of these are inferred backward to suggest that AnKang could hit the board too. So for AnKang tomorrow, if it doesn’t open as a one-word limit, it will be weak—meaning it needs its own initiative. After all, Hanggang shares itself opened as a one-word. You could see that from the auction. But in AnKang’s auction, it still ran downward.

At 9:43, Shenjian shares surged and hit the limit-up. After that, Feiwo Technology also sprinted to hit the limit-up. In the commercial aerospace direction—logically, commercial aerospace should be stronger than AI applications. They’re both oversold camps—but AI applications were stronger than commercial aerospace. So we need to think about one thing: is there an expectation that AI applications will strengthen next, or does “whoever is lower has the reason” apply? This needs other sectors to provide confirmation. For example, overseas power—at 9:46, Dongfang Electric also hit the limit-up. That’s also an oversold camp. That moment was basically when the batch that fell the most earlier started to rebound. Even the high-level leadership switched—swapping into PCB and semiconductor equipment, which are also the batch that had fallen. It’s equivalent to doing a top-bottom swap. What we need to pay attention to going forward is whether PCB’s strength can be stronger than Yizhongtian!

At 9:53, Leiou shares hit the limit-up too—the old batch’s recognizability. Then it has the kind of confidence with a bigger pattern. If the sector strength is strong, and if the market has the volume—then later funds also ferment: AI marketing, strengthening computing power, and HeLiTai, Zewen Internet, and so on—the old batch’s Liting Electronic…

At 10:31, Blue Hat Advertising hit the limit-up—shocking everyone. At this time, Feiwo Technology actually blew off the board. At least from an intraday perspective, funds are more inclined toward AI applications. Let’s see tonight whether funds hype it up. In the same period, TDI Online, Shengguang Group, and Yinqi Media all hit limit-ups.

At 10:54, Shenzhen Nan Dian Circuit sprinted—PCB direction. But electronic bu, copper foil, and such had no real strength today. Today’s main strength was those that are more institution-driven.

All morning, funds rotated within the oversold direction. After the rotation, the pullback was relatively small. In other words, what was supposed to pull back did pull back right around the open. After that, funds just copied and pasted—going one by one to find opportunities: robots, AI end devices, photovoltaics, lithium battery equipment, and so on.

At the market open in the afternoon, funds strengthened computing power. Data Port sprinted to the limit-up, including Runjian shares and Hongjing Technology—these were all pulled up aggressively. The ones that strengthened in the morning, and the ones that were strengthened further in the afternoon—whether their pullbacks happen later needs attention. The biggest advantage of the main force right now is that today it pulled computing power—many people probably won’t believe it. Even I doubt it. But the volume is there; once the volume is expanding, you go with it first.

At 13:02, the PCB direction was strengthening too—Hudian shares, Great Leaser Laser, and others all hit limit-ups, including memory chips. Because with us rising here, the U.S. should also be rising tonight. Then funds will go blend in with a higher open again. Side feedback like this means that the moment at the open tomorrow isn’t that important!

At 13:21, First Venture sprinted to the limit-up. Securities strengthened in the afternoon and the index was pushed upward. Here you need to be careful: after securities, the institutions that pulled should be cautious. Because at this moment, if the main force is doing it for the index, then today’s chart was completely like a long-stagnant pot of funds returning to the market. But since it has returned in the afternoon, then it should just pull weights. However, after pulling securities, the weights pulled in the afternoon were not that urgent!

At 13:51, Crystal Optoelectronics sprinted to the limit-up. I’m a bit puzzled. I’ve been watching it, and in the early stage of the fruit-chain it was the one that didn’t fall. It must have gotten touched by the light.

At 13:55, Hunan Gold sprinted to the limit-up—precious metals direction. The conflict for resources ended (as the rate-cut expectation increased). That was good news directly. Plus earnings came out strong too.

All afternoon was basically an arbitrage game. Up until the end of the day, in the two markets, 5,174 stocks rose and 301 stocks fell. Volume was 827.1 billion. Early this morning, when I discussed with the brothers in the comments, I said that if volume is between 100 and 200 billion it would already make me feel reassured. This time, 800 billion came in. Trading value went directly from more than 16 trillion to 24 trillion. In recent periods, it’s always either 4,000 stocks up or 4,000 stocks down—always a two-polarization situation. Today, many people are facing a question: It’s risen so much—no matter what has been pulled. What do we do tomorrow? Is there still a chance?

Personally, I think when you start thinking about this problem, you’ve already got the direction wrong!
Let me use myself as an example. In the morning, I thought: whatever is being pulled today—who will come in to take it tomorrow? In the afternoon, I thought: who will the institutions take next day, and who will retail investors take? In other words, it’s a mindset swap. At this moment, where is my holding/acceptance demand?

Then step by step, infer!
First: Today’s rally is a broad-based rise because it’s within the oversold direction. I think most people probably missed the train. But today’s rally is with expanding volume. I think the biggest effect is building confidence. Only when confidence is built can there be continuity!

Second: The next few days, whatever gets done must be about continuity. But before continuity, you must understand one principle: when the market rises for two consecutive days, divergence is normal. So continuity will definitely be bumpy. But these are mainly institution-type names—if the institutions’ swings aren’t too big, then continuity will definitely be generated in the area of sentiment, meaning themes.

Third: Which themes were strong intraday today? Computing power and AI applications. Within AI applications, it splits into marketing, short dramas, and games. Commercial aerospace pulled today, but the strength wasn’t enough. Autonomous driving was also there! So you should look within this set—unless tomorrow someone steals the guest’s seat (overrides leadership).

Fourth: Because the market is expanding volume, when only AI applications lead strongly, I think the current “capacity attitude” is not enough. On the institution side, the high-low rotation is between PCB and semiconductors; the main board is resources. And AI applications still need more capacity to strengthen. That’s what needs to be done in the future chart. From the current perspective, the capacity for computing power is the most.

So for tomorrow, there will be divergence, but it’s normal. You only need to look at acceptance and the strengthening in each direction. In the past we’ve always advocated: the core position stays put; when it pulls back, you rotate and roll it. We’re not the Persian cat, and we can’t draw K-lines either—we just survive in this market with the dumbest method. Recently, we popularized doing spread-profit trading (difference-based T) and doing time-based T. In this type of market, difference-based T is the most suitable. You don’t need to know any complicated technical analysis. You just need to know arithmetic. If you can add, subtract, multiply, and divide, then you can do it. Also, for our first-limit boards, you don’t need to go hunting for them—just count the order book amount. Can you see time? If you can, that’s enough!

Today is different from the past. Today is about building confidence—about the event landing. And through this event, we witnessed an unprecedented, epic-level operation. In response to the post-mortem title on April 2: we survived!

**Also, thank you to every brother who liked, gave awards, and urged the posting for letting me stay calm in the pursuit of my goal, helping me take another step forward, and feeling the value of sharing knowledge. I will continue to share more valuable content. Thank you for your support! And I also wish the brothers who do one-click triple (like/subscribe?) that your account keeps rising all the way this year! Thanks to the brothers who keep pushing and working hard @Qik1ng @我家狗叫国宝 @何慕 @小宝1105 @半途开悟 @转势重生 @Tytm25 @始月九 @Kindop **
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Thank you to the students who gave awards—the list below, thank you for your recognition (Number one big brother: @沙漠骆驼 )@A羽扇纶巾 @燕十三d @梦想走天涯66 @小宝1105 @水墨人生 @Helen99 @小平007 @常拉拉 @Ericyang0917 @快去玩连连看 @李北岩 @凌光一现 @寻觅心猎手 @十盎司 @2233七七八八 @子夜的月光 @xyt110407 @zysfff @行者2096 @懦弱的胖子 @我家狗叫国宝 @道法自然而然也 @新手上路51 @大脑袋猪 @分时信天翁 @菜鸟也能飞 **

**If you think this article is useful to you, please support with awards, encouragement, likes, and one-click triple in the comments—thank you! The post-mortem is for reference only and does not constitute any investment advice! Note: the comment section environment needs to be maintained together. No profanity from my “circle of friends,” no fans fighting, and other behavior is allowed. Disputes are fine—only with debate can progress be made
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