0310 Bald Head Review Post

First like, then read, enjoy a million. Keep it up with tips, good luck always! [Taogu Ba]
Relay trading remains as difficult as ever, everyone. The market is a slow bull, with daily sector rotations. It’s either sector rotation or individual stock rotation within sectors. This is the investment philosophy cultivated by the authorities to encourage investors to stick to value investing. Yesterday, 42 stocks hit the daily limit, but today only 6 advanced, maintaining a 15% success rate, still giving hope, still offering opportunities for late-stage arbitrage, but no chances for latecomers to advance! So remember, arbitrage in currently hot sectors is feasible, but don’t chase the relay—one after another, it’s dull. Of course, if the trend chart looks good, holding for a few days can lead to a short-term recovery or even new highs with profits.
Market Overview:
Yesterday closed with a volume-downside shadow, today rose with a volume-upside shadow. Rising without volume, falling with volume. Today, total market turnover was 24,170 billion yuan, down 2,430 billion from yesterday. There were 4,536 stocks up, 850 waiting to rise. 53 stocks hit the daily limit, up 13 from yesterday. Total consecutive limit-up stocks decreased sharply from 11 to 6. Four stocks hit the daily limit down, one more than yesterday, including Huapei Power, which had two straight limit-downs. The other three are affected by international oil prices, which is normal—oil and gas stocks previously surged too high and too fast.
Yesterday, AI application stocks like Lobster suddenly got electrocuted, and rural folks understand a simple truth: you can’t fish or catch shrimp with a floodgate, why use such a deadly tool? Sure enough, the floodgate leaked electricity, killing fish and shrimp. After being electrocuted, they stuck to the net, causing the floodgate to break down, both heading to hell. Truly a love-hate relationship, haha. The AI model crashed, so hardware stocks happily surged. Actually, this reflects the sharp rise of US hardware stocks, which is mirrored in A-shares. Whether it’s a one-day wonder is uncertain—most of the big gains today are high-priced stocks, with trend-following stocks over a hundred yuan. Institutional-led trend market.

Total limit-up stocks: 55, including 6 consecutive limit-ups.
Five-day limit-up: San Ge’s Wangli Security. What does that mean? When trading in the big A, safety and protection are key. But San Ge’s stocks usually hit five limit-ups and then stop; he won’t touch stocks with abnormal restrictions.
Three-day limit-up: Ningbo Construction, Lobster, Zhejiang locals. I really wonder—how is lobster related to building houses? Do lobster ponds need construction? Then they’re not outdoor ponds.
Two-day limit-up:

1. Zhongnan Culture—restructuring acquisition, hitting the limit once.
2. Qunxing Toys—computing power leasing.
3. Yuhuan CNC—third-generation robots.
4. Lekai Films—solid-state batteries, flexible display conductive films, aerospace tech subsidiaries. Will aerospace go for a second wave? Maybe.

First limit-up stocks:

1. ReesKanda—Data center CPO, computing and power coordination. Why sell so late? No point—probably just serving big CPO players and high-priced stocks, with many hitting the limit-up.
2. Dingxin Communications—power MCU chips.
3. Jinan Guoji—PCB, low-priced small-cap electronics components.
4. Seagull Co.—data centers, liquid-cooled servers.
5. Zhongheng Design—data centers, low-altitude economy, commercial aerospace.
6. Aerospace Electric—data centers, low-altitude economy, commercial aerospace.
7. Guoan Shares—cybersecurity.
8. Feilong Shares—new energy thermal management, liquid-cooled servers, low-altitude economy.
9. Huilv Ecology—CPO, main trend upward. Even during optical interconnects, it rose. So optical interconnects are just a joke.
10. Yasheng Group—agriculture, trend rebound with main rise, chip game.
11. Haoli Technology—automotive consumer electronics. Is this good for tech? The problem is, new energy vehicles are hard to sell now.
12. Zhongdian Xinlong—smart grid fourth-generation small-cap? Watch for bidding tomorrow.
13. Beijing Kerui—smart grid distribution, main trend upward.
14. Xianglong Electric—water services. Thought it was power, but it hit its first limit-up last September.
15. Yellow River Cyclone—cultivated diamonds, semiconductor cutting materials. Since we cultivated synthetic diamonds, a lasting diamond has fallen into history’s dust.
16. Yangtze River Communications—commercial aerospace, optical communications. Haha, Yellow River, Yellow River, I am the Yangtze River!

Personal Operations:

1. Sold off GCL System Integration and yesterday’s low-buy Jingtou Development. Jingtou Development’s chart shows a main upward platform consolidation; I thought there would be a surge today, but it opened limit-up and didn’t move.
2. Bidding for quick gains—happy gamblers.
3. Low-buy arbitrage—Huaneng Power, unfortunately no limit-up, can sell tomorrow.

Thanks to all the investors who tipped yesterday, for your support and recognition. Your trust motivates me to keep going!
@FirstQualityThenText @hahaai @WaveRushing @Siyuan168168 @LandscapePainting

If you find this post helpful, please support with tips, likes, and comments. Thanks! The review is just personal opinion and not investment advice. Please exercise caution!