3.9 Review: Unfollow Nanjing Digital, Reduce Oil Holdings!

StrawberryIce · 2026-03-09T15:05:39+00:00

Amin shared the core ideas of ultra-short-term investing and market summary in the article, emphasizing that timing is more important than stock selection, focusing on bidding and exceeding expectations. Today's performance of oil and petrochemicals fell short of expectations, with only integrated electronic computing showing strength. Caution is advised in future operations, paying attention to arbitrage opportunities. At the same time, thanks to supporters, and readers are reminded not to follow the crowd blindly.

StrawberryIce

2026-03-09 15:05:39

Abstract generation in progress

Hello everyone, I am A-Ming. I am pleased to meet you on this platform. May we gain a new understanding by 2026 that can change our destiny! [Taogu Ba]

All our efforts are not to persuade others, but to persuade ourselves.

Core short-term idea: Cycles are king, leading stocks are supreme, order matters, strength varies, timing is more important than stock selection, momentum is more important than price.

Short-term twenty-word mantra: Simplicity is the ultimate sophistication, follow the trend, prioritize patterns, ignite market sparks against the trend, leave the weak and keep the strong.

There is only one buy point in short-term trading: 超预期 (beyond expectations)!
All short-term sell points: below expectations.

Today’s summary:
Today’s bidding for oil and petrochemicals was below expectations because only Intercontinental Oil & Gas had a 1.8 billion yuan order block, Shandong Molong only had a 460 million yuan block, and Tongyuan Petroleum only 198 million yuan. Oil futures rose 10 points on Friday night, and futures opened 20 points higher this morning. Despite such a large increase, oil bidding was below expectations! The bidding only exceeded expectations in integrated electronic computing, Ningbo Construction and Jinkai New Energy, because Ningbo hit the daily limit in the afternoon on Friday with high volume. Why was it beyond expectations? Comparing yesterday’s explosive oil and crayfish, in the context of oil and petrochemical inflows, this was beyond expectations. So today, only electronic computing performed strongly! The early morning bidding already hinted at this!

Yesterday, only 2 out of 4 stocks on the three-board traded, and one of them was a stock from the third brother. The third brother’s control of sentiment is really impressive! The reason Hanlan was eliminated is that it lacked height in multiple waves, and the reason for Tuolang’s elimination was the two-day time comparison not meeting expectations, as discussed in yesterday’s post. The outcome was decided on Friday. Next time, look for stocks that open in the afternoon to explode, and stocks that hit the limit later than the previous day, depending on market sentiment and sector strength! Many things are dynamic, not static; compare horizontally and vertically! Today’s release of Nanjing Power Grid Digital is based on this reasoning!

Today’s operation: unfollow Nanjing Power Grid Digital, reduce oil holdings

Tomorrow’s goal: None

Thoughts for tomorrow:

Although electronic computing was very strong today, Jinkai finished the day with a missed order. Tomorrow, electronic computing may face real divergence! As key time points approach, be cautious! Keep your hands steady and protect profits! Tomorrow, look for sectors with beyond-expectations bidding for arbitrage opportunities. Today, crayfish gave up because there were no large single orders on the main board, and the sector’s shareholding structure is complex with too many trapped positions, so I主动放弃 (actively gave up)!

Be cautious!!! Be cautious!!! Be cautious!!!

Special thanks to @SanHuoZ@, @FengLaiDAN@, @ZhanDuanLvK@, @BDanDing@, and @RuShengYouFu@ for their strong support!

Thanks to brothers for the encouragement!

Special thanks to @YixinPoChan@, @LTR@, @DaAWoXinYongHeng@, @BaWangYeJiaDao@, @HaoLvLvYou@, @WuLiaoZhongShu@, @GuanHuaJu@, @ZhanDuanLvK@, @DiSanWeiDu@, @LongHaoLuo@, @NiuZhuanQianKun6688@, @YongWangZhiQian@, @AiChiHanBaoXiaoJiuCai@, @GaoZhiJiaBuYi@, @aXueHaiWuYa666@, @QingTongWangZhe11@, @ShaoBing666888@, @HeCaiCai@, @SanHuoZ@, @LeiTingZhanChe@, @DaPa@, @BatFulai@ for their tips!

Yesterday’s post received good feedback. I will write a follow-up post combining sentiment and beyond-expectations insights to guide operations!

【Official statement: No matter what fan you are, I do not engage in trading operations, no benefits offered. Participate cautiously. Thank you.】

【The above article is for personal sharing and record only, not investment advice. Do not blindly follow the trend. Buy and sell at your own risk! If you find this sharing helpful, please like, comment, and tip to increase the post’s visibility!】

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