Full position on Niantai Mountain!

Last night, U.S. technology stocks continued to rise sharply—Micron, SanDisk, Seagate, Western Digital, and other major storage companies all surged for two consecutive days. In theory, the large A-shares should follow the trend, but the typical behavior of A-shares is that they open high at the auction and then all sell off immediately. De Mingli, Baiwei Storage, Zhaoyi Innovation, and others all do this. Yesterday was even more extreme: they opened high and then were violently sold off with a “nuclear button” in the morning, fluctuating over ten points throughout the day. Compared to yesterday, the storage concept today has been more moderate. As the downward selling begins, stocks start to recover gradually. These kinds of stocks are not suitable for chasing high; they are only suitable for low buying and selling on the rise—only then can you make money!

In the U.S., brain-computer interface and brain regeneration technology surged over 30 points. In the A-shares market, the pharmaceutical sector has also been very strong in recent days. After Meinuohua showed a profit effect, Wanbangde followed suit and also produced a profit effect. Jingyao Pharma’s stock was limit-up in a straight line, effectively welded at the top. Beida Yao advanced to the second board with a limit-up. After Meinuohua’s big rally yesterday, it also hit a limit-up during today’s trading. The Lianhuan Pharmaceutical stock, which was entered yesterday by Yang Jia, was also very strong overall. It is expected that the pharmaceutical sector will remain one of the most dominant themes in the short term!

The situation in Iran continues to be turbulent, maintaining uncertainty. Although sometimes there are messages indicating the end of the war, in the long run, this war will definitely be a protracted one. How could a war end so easily and be declared over just like that? Last night, Trump delivered a speech saying that in the coming weeks, they will carry out even more intense strikes against Iran. Oil and petrochemical shipping stocks today surged again, with Rongshun Petro, Baker Energy, Bohui Shares, Compton, China Merchants Shipping, and others all hitting limit-up. These stocks are purely driven by news sentiment; making money is extremely difficult. If you buy today, tomorrow it might be hit again by ceasefire news and the “nuclear button.” So, just watch the show!

Yesterday, the index surged significantly, boosting stocks like Meiliyun, Aorui De, Mingpu Guangci, and Dashengda. Today, there are again various early movers. In ultra-short-term trading, it’s all about who can run faster. When the index rises, tech stocks also go up; when the group unwinds and the index adjusts, funds come back to lift stocks like Pingtan Development. In theory, yesterday, Pingtan Development’s leisure faction hadn’t exited yet. Its usual pattern is either limit-up or limit-down. Judging from today’s rally, it should still be inside. Top-quality stocks sometimes just holding a little longer can lead to different results! Today, I went all-in on the limit-up buy for Xinneng Taishan, with others lining up to buy. Other accounts also hold Zhongli Group, Zhongchao Holdings, Meinuohua, Shuhua Sports, and others, all mainly revolving around the market’s strongest sectors.