What we want will always come, so let's continue to wait patiently for good things to happen!

The index today still exceeded expectations, barely closing with a small red candle. The index stayed above the 10-day moving average, but upon closer inspection, it was still a high-speed rotation market across various sectors. At the open, sectors like industrial equipment, communications, energy storage, brain-computer interfaces, smart grids, chemicals, and oil all rotated, but the market failed to form a cohesive force. Although it appeared that chemicals were the strongest at close, a detailed analysis shows no focus on any specific sub-sector. The energy storage sector faces the same issue. The yesterday’s observation of a surge and pullback in communications was confirmed today. Therefore, in this kind of market, we should mainly focus on defense and avoid chasing highs. [Taogu Ba]

Market Trend: Volatile with difficulty in both upward and downward movements, so a narrow range fluctuation is expected tomorrow.

Small Trend: Our expected index is one of divergence. Today’s index showed some strength, closing with a small positive candle, but the number of stocks rising from yesterday’s 4,302 decreased to 1,926 today. What does this indicate? The white line is above, the yellow line is below, and the gap is large, indicating that today’s weightings are stabilizing the index.

Sector Rotation: After rotating through so many sectors, none show sustained strength. Currently, the upward momentum is seen in data centers and smart grids, with data centers being the strongest sub-sector, and transformers showing the highest gains in smart grids. The core companies are Shunna Co., Ltd. (Shun Na Shares). I noticed that Shunna’s performance today was not very strong but not weak either, similar to today’s market, which is somewhat awkward. Such a market suggests it’s better not to act, and recent activity indicates small positions testing the market.

Sentiment: Most stocks are at the second board level, with third-board stocks becoming a luxury for the current market. The market is dominated by quantitative trading, with no active participation from retail investors. On the positive side, oil stocks, which had been negative feedback, showed some recovery today, reducing perceived risk and opportunity at the same time.

Summary: Currently, there’s no need to force actions in this market. Poor performance isn’t necessarily our fault, and there’s no need to waste energy fighting within such a market. However, this doesn’t mean we can relax and stop thinking; we must keep paying attention daily to the market, feel it carefully, so that when opportunities arise, we can seize them immediately. Today’s broad gains across chemicals, energy storage, smart grids, and communications sectors lack sustainability, so there’s no point in analyzing them in detail due to limited operability. Stay alert and keep thinking—what we want will come eventually, just don’t miss it when it does.

Thanks to the skilled players @Zizai Jin, @Piao Cheng Zhu Ge, @Jie Zhuo Yao Gu, @Gua Zhou Du, @Xiao Bai Fan Shen Zhang, @Xun Zhao Guai, @Meng Kong Shi Guang Nian, @Piao Cheng Zhu Ge, @Huang Quan 7 Dian, @Muscle Also Trading Stocks for supporting Zhuque Road with points, and thanks to @Luo Ji Ying De, @Qian Niu Shang Shan Da Lao Hu, @Hou Ge 66, @Qian Niu Shang Shan Da Lao Hu, @Kuang Dun Qing for supporting Zhuque Road with coupons!