10 to 100W Day 81 Intraday Doubling

Today’s Review: [Taogu Ba]

Hello everyone!

I’m not sure how your overall operations and gains went today.

The market opened strongly across the board in the morning, with many stocks hitting the limit-up in a straight line, mostly from the Oil & Gas concept sector.

For such highly consistent directions, I usually don’t participate, so I focus more on the power and computing sectors.

Over the weekend, the crayfish concept sparked quite a bit of discussion across the internet.

My strategy is to first observe whether there are leading stocks in this sector, then select high-recognition targets for tracking.

During the morning bidding phase, Ningbo Construction directly hit the limit-up, showing very strong momentum.

Among the stocks already recognizable on Friday, there are Tuowei Information, Taijia Shares, and Meili Yun.

Taijia Shares performed poorly at the open, so I excluded it from the watchlist early on.

I hold Meili Yun, but couldn’t keep the limit-up and sold in two parts; eventually, the divergence turned into consensus, and it hit the limit again.

Looking back after the fact:

Whether I chose Tuowei Information or Meili Yun in the morning, both were feasible. These two stocks experienced a divergence phase first, and the point where divergence turned into consensus was a good entry point to increase positions, especially since Ningbo Construction was still showing strength as support.

Regarding the electric power synergy concept, although JinKai New Energy’s overnight order volume wasn’t large, it didn’t break the limit after opening and showed relatively steady movement.

Additionally, GCL System Integration and ShaoNeng Shares, which hit the limit last Friday, also presented good entry opportunities during today’s trading.

Tomorrow, I will continue to observe whether JinKai New Energy can give a chance for turnover and limit-up participation.

In the current market environment, only the power grid equipment and electric power synergy sectors are worth tracking closely.

As for the crayfish concept, whether it will be a one-day rally like last week’s CPO concept remains to be seen, and further observation tomorrow is needed to confirm.

My trading approach remains largely the same as last week. For friends holding power grid stocks, patience is advised; this sector is currently more trend-oriented.

At present, the power grid sector’s performance is among the best in the market, and it can be treated as a trend-following opportunity for now.

It’s a pity that the overall market sentiment isn’t supportive; otherwise, this sector could replicate last year’s large-scale rally like the commercial aerospace sector.

For the stocks I hold, I will take it step by step. As long as the overall sector trend isn’t broken and the stock prices stay above the 5-day and 10-day moving averages, I will continue to hold patiently. Remember, patience is key.

Today, the main index showed a V-shaped reversal, but overall performance was quite weak. Compared to last Friday’s gap-up rally, today’s profit-making effect was noticeably weaker.

My short-term trading logic is simple: focus on the sustainability or recurrence of profit opportunities.

Currently, the most active sectors with repeated activity are in the power field, specifically power grid equipment and electric power synergy.

Other sectors, including the computing sector that performed today, showed relatively flat performance and lack persistent momentum.

If I don’t participate in profitable themes, am I just going to daydream about when the commercial aerospace sector will start?

I don’t have the patience to wait in a sector for several days. If there are no obvious profit opportunities in the market, it’s better to stay on the sidelines.

Once a profitable theme appears, follow that direction and select high-recognition stocks within the sector to participate in the game.

Anchoring is also very important. The leading stocks and stocks with continuous limit-ups from the previous trading day, whether held or used as observation anchors, have a significant impact on the entire sector’s trend.

No matter how market styles change, choosing high-recognition leading stocks remains one of the core criteria for stock selection, right?

In simple terms, treat the core stocks from your previous aesthetic framework as trend observation anchors, and participate in relay limit-up plays starting from low-priced stocks; when a stock shows a break in limit-up, reduce positions accordingly, then observe whether it can recover and continue the trend.

If you rigidly follow fixed patterns, such as insisting on consecutive limit-ups like 1-to-2, 2-to-3, 3-to-4, you risk missing out on big gains or exiting at a loss, which can seriously affect your trading mindset.

Before the market style undergoes a fundamental change, prioritize trend stocks when selecting stocks. Focus only on leading stocks with continuous limit-ups, especially those that can create new highs after a break.

Today’s Profitable Themes and Recognizable Stocks:

1. Electric Power Synergy Sector: ShunNa Shares, JinKai Shares, GCL System Integration, ShaoNeng Shares, Samsung Medical
2. Crayfish Concept Sector: Ningbo Construction, UCloud, Borui Data, YunSai Smart, Tuowei Information, Meili Yun

Tomorrow’s Expectations:

Today’s market volume increased, but this was a passive increase, not driven by active capital inflows.

Therefore, tomorrow’s key is to monitor changes in market volume; ideally, it should not be below 2.5 trillion.

During sector rotation, continue managing positions in sectors with decent trend performance, such as power grid and electric power synergy.

Using sector indices to judge trend direction will help better grasp market rhythm.

Today’s Operations:

Meili Yun: Sold in two parts after the limit-up was broken.

HuaSheng Tiancheng: Sold in two parts after a surge without hitting the limit-up.

Real Trading Today:

Did not sell the stocks that doubled during the day.

Plan to sell if it doubles again tomorrow.

Preparing for our next layout.