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03.11 Increase position in Huasheng and Sunshine
Aerospace development has slowed down a bit, added Huasheng, and after Sunlight sold the shares, I re-entered heavily. Took some Tuo Wei. Another account’s Goldwind was also sold this morning, sold quickly. Today, the account holdings are relatively concentrated, mainly focusing on group consensus and trend capital flow. [Taogu Ba]
Huasheng Tiancheng is a consensus stock for computing power. If the computing power outlook remains positive, it is likely to follow the trend. Tuo Wei and Huasheng are linked. Sunlight Power can reach around 200 within the month, but short-term fluctuations are still needed. I trade short-term; if it strengthens, I hold on, if it weakens, I exit. I probably can’t wait that long.
@zcgang @sheng1506 @infi9357 @NitianGaimingSimaYi @linglingk @AQiu123, thanks