[Red Envelope] Topway Information hits the daily limit, can the lobster continue tomorrow?

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Market Summary: Today, the index opened low and moved higher. Oil and gas stocks surged after a big gap up, then retraced. Power grid equipment opened high and continued strong for the 4th day, with newly fermented lobster concept stocks flowing back in the afternoon, boosting computing power leasing and cloud computing.

Market Performance: Power grid > Computing power (Huawei Ascend, gas turbines, optical communications) > Chemicals.

Trading Difficulty: Moderate (reduce positions, moderate, difficult, hell)

Highlights: Structural opportunities, trend-following, mainly low buy-in, avoid buying into divergence or chasing continuous rises.

1. Trading Review

1. The market opened low in the morning. Oil initially surged then retreated, lobster stocks weakly fermented at open and then rebounded, similar to March 2 oil pattern. The collaboration between oil and electricity fermented on Friday; today shows weak divergence. Power grid equipment has been strong for 4 days, still the most active sector in early trading, showing signs of sustained strength, worth continued focus.

2. Market Recap
Today, 1423 stocks rose, 3964 fell, with a total turnover of 305.39 billion, up 85.38 billion from yesterday. The index opened with high volume and fell sharply, then oscillated higher, closing with a long-legged doji. Oil, gas, and chemicals opened high then declined; power grid and computing power remained relatively strong.

The market hit 42 daily limit-ups (74 yesterday), with a 56% limit-up rate (75% yesterday), 31 first-limit-ups (65% yesterday). Three stocks hit the limit-down (none yesterday).

In sectors, smart grid hit 15 limit-ups, lobster stocks 14, chemicals 2, oil and gas 2. The evident structural market features show that wrong sector choices make profits difficult.

Auction one-word limit-up:

3. Market Analysis
Main Market
Today, the index surged with high volume, opening low, then oscillated higher. Volume was 3.05 trillion, mostly in the first hour, then gradually decreased during the rise, indicating overall weak bullish sentiment but some low-cost buying during dips. Currently, the index is in a box oscillation, maintaining short-term sideways expectations. Rising risks accumulate if chasing highs; dips may attract buying. Based on previous high points with volume and today’s performance, the market’s multiple volume surges mostly occurred during sell-offs, indicating huge pressure at new highs. Funds have low expectations for short-term new highs; until support is broken, the market likely remains in a box.

Direction
Oil and gas sector opened high and declined today. Since March 2, this sector has been hard to trade due to heavy news influence and decreasing sensitivity to news over time, so it can be ignored.

Power grid equipment has been strong for 4 days since March 4, showing persistence and resonance, worth focus. Today, Jin Kai Xineng showed some order leaks during trading; tomorrow, it’s unlikely to continue a one-word rise. Yunnan Energy Control has started to be passive, so tomorrow’s expected to be a divergence day. Currently, high-level oscillation and phase shifts are underway. The sector has been strong for 4 days, now facing the first divergence, presenting opportunities. Focus on stocks related to power and computing power.

Lobster concept stocks fermented today, with computing power strengthening in the afternoon. Essentially, this is a high-low rotation within the power grid cycle. If tomorrow’s opening gap due to power grid divergence causes lobster stocks to diverge at open, intra-day backflows are possible. If opening gaps sharply higher, be cautious about chasing. Based on fermentation of oil, smart economy, miniLED, and other new themes, lobster stocks are unlikely to trap investors tomorrow, and their logic suggests they can continue. If significant divergence appears, consider betting on weak recovery.

4. Current Profitable Stocks Summary
The market currently lacks leading stocks; analyzing by sectors reduces stock value. Here are some core stocks with potential:

Taijia Co.: Huawei Ascend, expected low open tomorrow.
Huasheng Tiancheng: Huawei Ascend, expected to open high and surge.
Hua Gong Technology: Expect oscillation.

Jinkai Xinneng: Expect large gap-up, unlikely to open one-word.
Shun Na Co.: Expect high volume breakout.
Xiexin Energy Tech: Expect gap-down.
Hanlan Co.: Expect low open then rise and fall.

China Xidian: Expect low open then rise and fall.
Nannan Energy: Expect rise then fall.
Yuneng Holdings: Expect low open adjustment.

Meili Yun: Small gap-up expected.
Ningbo Construction: Expect one-word limit.
Tuowei Info: Expect high open and limit-up break.

5. Summary
Tomorrow, expect market oscillation with weak recovery sentiment. Currently, the focus is on light index and heavy individual stocks, with clear structural features. If external factors cause continuous rise at open, risks may accumulate; be cautious about chasing highs. Watch for themes’ high-low rotation. Currently, power grid > computing power > chemicals. If power grid diverges, prioritize this sector. If divergence occurs at open, consider lobster stocks or low-position power stocks. Focus on stocks with sustainability and resilience, avoid emotional chasing of small caps.

Wishing everyone big gains tomorrow.

Xiao Shu’s Dayi Trading Philosophy:

1. Follow the trend, leverage the momentum!
2. Pre-judge, follow decisively!
3. Seek the strongest, only do the strongest!
4. Actively admit mistakes, cut losses timely!
5. Reject comparison, maintain stable profits!

Short-term trading is like walking on a tightrope—glamorous on the surface but full of danger. It amplifies market fluctuations, easily trapping investors in a cycle of chasing highs and selling lows, blinded by greed and panic. Discipline in short-term trading must be remembered: first, strict stop-loss—set maximum loss limits for each trade, and exit decisively once hit, avoiding luck mentality; second, follow the trend—only trade clear trends, avoid contrarian bets or guessing market tops/bottoms; third, control position size—allocate funds reasonably based on market conditions and risk tolerance, avoid heavy or full positions; fourth, avoid frequent trading—be patient and wait for the best opportunities, not swayed by short-term volatility; fifth, stay calm and rational—keep a balanced mindset regardless of profit or loss, follow your trading plan. Remember, short-term market movements are uncertain, but for prepared traders, they are opportunities, not gambling. Steady operation and flexible adaptation are my keys to success and the solid foundation for future progress.

May your stocks rise like the morning sun, hitting new highs daily; investing flow smoothly, steadily earning profits; holdings full of potential stocks, value rising step by step; trading like a master’s brush, precise buy and sell. The stock market shines brightly, wealth flows abundantly, profits keep coming, and gains are plentiful! If you find this helpful, please support with likes, tips, and comments—let’s create a positive community environment. The quality of Taoxian’s environment depends on us! Liking, tipping, and good intentions are not just for flattering the author but for everyone to help select and elevate good content, making the community more high-quality. The more premium posts, the higher the community standard; the more good content you see, the greater the chance to find valuable stocks. We plant, we harvest!