Capturing oversold conditions ~ fixing priority... Essential tips and knowledge sharing

Precious metals started to release liquidity in bulk today… Only the inauthentic ones are still at the bottom~ such as Silver Precious Metals… This wave of buried precious metal funds coming out also means the end of the continuous broad decline… Especially yesterday, the accelerated sharp decline cleared out profit-taking positions even faster.

This will inevitably lead to a broad rebound and recovery… but the recovery has priorities and different stages.
Here are a few points to observe:
First, avoid the most resistant sectors… specifically precious metals, because this area just saw inflows, so buying and selling there will be very volatile… resistance is high, and a smooth recovery is unlikely.
Once the decline is at a bottom, stabilization is optimal… So today, commercial aerospace, especially niche space energy and space computing, are the best… Of course, there’s also Elon Musk’s news acting as a catalyst.
Authentic companies like Orbit International, Maiwei Co., and Junda Co. all surged significantly.
Most of our A-shares are driven by overseas sentiment and are best for export… from Starlink, optical communications, transformers, even storage are similar.
Today, the strong performers are also linked to overseas sentiment~
1: Roboteq, representing optical communications, surged sharply.

Once sold, after opening too high and hitting the daily limit, there’s no chance for T+ trading.
2: Elon Musk’s 1 million Starlink satellites… companies like Autowei, Xinwei Communications, etc…
3: Storage linked to overseas markets: because our domestic technology content is low, the truly mass-produced ones are Yangtze Memory and storage companies.
So Hengshuo Co. also moved.

4: Transformers, mainly for export power: Hang Electric Co. (combined with optical communications), Sanbian Technology, Yinneng Power, Electric Science Institute, etc… are trending upward (by 2025, small-scale optical modules).

5: Separation of price increase concepts…
This was the best judgment on TaoGuBa in just a few days.
Today’s strongest price increase concept is chemical industry… and all provided buy points~ Hongbaoli, Baichuan Co. (Baichuan turned 2, I’m still in). Even WanFeng Co., which hit the limit down after a daily limit, was passively hit.
Those who understand the value of this judgment know it well (many teachers following my views are just right to grasp this).
Precious metals continue to hit the limit down vs. chemical industry’s ongoing breakout to new highs.

Today, the internal battle of funds is about morning recovery, with the index turning green, and bottom-fishing positions reappearing.
Here’s what to observe: sectors and stocks actively recovering can be part of the pattern… rotate into rebound sectors and then exit.
You can also anticipate a collective pullback after recovery is complete~ which are safe-haven assets?
That’s quite a bit of analysis, any additional points to add…?

Commercial aerospace convertible bonds include Guanglian Convertible Bond…
Chemical industry has Baichuan Convertible 2.

And one more point is the most practical technique I mentioned before, the continuous board strategy during recovery… Just look at it and understand. I’ve explained it in detail before at Snow, so just a reminder here.