3.10: The theme lacks depth; are trends and group trading feasible?

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1. Market Brief
Post-holiday themes haven’t shown any breakthroughs in momentum. Maybe the meetings haven’t been clearly implemented yet, so short-term funds are hesitant to attack. Relying on quantitative strategies definitely won’t work. Looking around, there’s no reason for Shun Na Shares to break the board!
During the bidding phase, Ningbo Construction’s order block strengthened to first place, guided by computing power and lobsters; Zhongnan Culture ranked second, with electric power attributes; Wangli Security ranked third, with expectations in the same tier; Green Power Electric ranked fourth, still related to electric collaboration. Ruisikangda’s market cap is below 500 million, so CPO and fiber optics might rotate. After the bidding, Shun Na Shares should hold today’s board without much issue, with an order block of around 300 million, and a rebound expected during the session. Why didn’t it succeed? Short-term funds are still watching. It’s hard to say the trend is over.

Pre-market thoughts: I spoke less today. Considering the electric power collaboration has been accumulating profits for four days, most funds will take profits. I can’t see much behind the scenes, only noting Shun Na Shares and Ningbo Construction. I mentioned that even if they do well, they should be free of attribute suppression. Yu Huan CNC is identified by the competitive model; robots lack major event stimuli, so normal rotation arbitrage is expected—can do or not.
Trend-wise, I discussed hardware rotation opportunities like liquid cooling and electronic fabrics. The two stocks I pointed out performed well, and pre-market expectations were validated again at close!
Overall, today’s rotation pattern involved continuous addition of the first board in electric power collaboration, liquid cooling, PCB, fiber optics, CPO, and hardware rotation. Commercial aerospace and robots made sporadic appearances, but no consensus was reached on the market.

2. Continuous Board Comments
From the perspective of funds and sentiment, identify opportunities and risks, and focus on thorough preparation before each trade.
Five-board tier:
Wangli Security: Industry chain is highly active and durable. The last similar trend was with Shuangsha Shares. Today, no need to say more—just enjoy the scenery.

Three-board:
Ningbo Construction: Electric power collaboration, Huawei computing power leveraging lobsters. Yesterday, I mentioned that separating Shun Na Shares was credible. Separation happened, but new issues arose—single-ticket success?

Two-board:
Zhongnan Culture: Transition to electric power, with potential for attribute upgrade.
Yu Huan CNC: Robots, with a chance to hit the board—no shame in that.
Likai Films: Solid-state batteries, aerospace—skip.
Qunxing Toys: Last breakthrough was in 2018—skip.

3. Trading Review
Mechanical execution is objective, not overly optimistic or pessimistic. Acting decisively according to the pattern, leaving other matters to the market.
Holdings: Shun Na GF, some profits taken to reduce attention.
New watchlist: International Composite Materials.
As mentioned earlier, Shun Na Shares has no reason to break the board, so I lowered my focus and will watch for further signals. Last time, Molong Shares also looked at the bottom.
Today’s sentiment, as projected, lacked high-opportunity signals. International Composite Materials trend remains low, unlikely to approach double tops—after all, it’s a typical short-term player, haha.

4. Tomorrow’s Plan
Market volume shrank below 2.5 trillion again. As previously discussed, today’s rotation involved continued addition of the first board in electric power collaboration, hardware rotation, aerospace, and robots. No consensus was reached, so the least resistance is in groups, institutional trends, or aggressive plays.

1. Shun Na Shares, wait for market validation.
2. Follow the competitive model for one-in-two plays, choose the strong.
3. Continue waiting for signals from the Two Sessions.

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Thoughts:

1. Has the electric power collaboration run its course? How to anchor?
2. Can hardware related to computing power trend? What is needed for cooperation?