In the first quarter where performance is king, Tomorrow Tuo Wei opens high, GCL opens high, and Tongding shows an upward trend. Major disagreements related to the battle are being resolved!

Pure personal trading record and practical trading logic, not financial advice!
Funds are switching between high and low. The most obvious signal today is “weighting to defend the market, while thematic stocks decline.” This indicates funds are flowing out of high-position tech stocks and into undervalued defensive sectors. Tomorrow marks the official start of the Two Sessions, and funds will seek policy-driven sectors with high certainty for speculation.

Focus on high-dividend performance stocks, computing software, hardware, etc.!
Today is Lantern Festival. Withdraw cash to give red envelopes to family members and boost luck.

[Taoguba]

Today’s operations -

1. Convertible bond arbitrage, Hong Kong stock arbitrage!

2. Collectively unfollow Chuanrun, collectively unfollow Western, and push higher to unfollow Xiangluqing Tungsten Industry!

3. YuNeng T, Wanxiang T, mid-day watch Tianhao Energy, and focus on Tuowei at the close!

Personal forecast for tomorrow -
Watch for Tuowei to open red, GCL to open high, and oil, gas, shipping sectors to experience large divergences and collectively realize gains. The highs today mean more sadness tomorrow! Follow Tongding’s trend!

“Two Sessions” Market Outlook for March

2026 is the start year of the 14th Five-Year Plan, with stronger policy support than previous years.

1. Focus on new policy terms
   During the Two Sessions, pay close attention to keywords like “new quality productivity,” “14th Five-Year Plan,” “equipment upgrades,” high dividends, power and photovoltaic sectors, computing software and hardware, “AI+.” Whoever introduces new terms is likely to be the next limit-up stock.

2. Grasp the rhythm before and after the meetings
   The market often shows “rise before the meetings,震荡 during, and rebound after.”

Avoid blindly chasing today’s strong stocks (like oil and gas), as they may have already priced in some expectations.

Bury positions: focus on tech growth stocks that have pulled back today (AI, semiconductors). If they continue to fall in the early morning tomorrow, it’s a good opportunity to buy low and rebound (aiming for mid-week recovery).

Tomorrow is likely to see a divergence with Shanghai outperforming Shenzhen. For oil and gas sectors that surged today, consider taking profits if they spike early, avoid chasing highs.

My trading rule:
In trading, if you choose the wrong direction, the farther you go, the more you get hit. So I now understand, don’t look for some “path,” because no path either leads you astray or makes you run in circles. Learning technical analysis isn’t just about charts; can it read others’ behavior behind the scenes? (Main force - institutions - sentiment) If you can read that, your technical skills are solid. If your analysis relies only on reading charts (daily lines), you will definitely make mistakes. Stock selection is about making money within the trend (including capital flow), so trading is easier (you can correct mistakes). If it doesn’t work, change. A pure trader must remember: if you pick wrong, change immediately. Repeated operations will eventually find the right direction. When right, hold on (to maximize gains); when wrong, change!

If you want to make money trading, there’s one secret: focus on the core trend and stocks with high recognition or medium-term value, keep holding if right, and switch quickly if wrong! Close positions if wrong, and at least protect capital at the close! Choose stocks with strong recognition and core traits to recover losses. There are no secrets in trading; when the market moves back and forth, it’s okay to get hit, as slaps won’t kill you. Analyze, learn lessons, and remember them deeply! Only then can you recover from failures. Don’t fear getting slapped! Focus on strong, continuous core themes, short-term trend leaders, and logical front-runners with multiple consecutive boards, ensuring there’s meat in the market. If right, increase gains and enjoy the power of compound interest!

Trading—different personalities? Great! Impatient traders should focus on main board short-term momentum, tech innovation board, and ChiNext leading stocks, plus Northbound arbitrage for big gains!
Slower traders should focus on index-themed ETFs, seek stability by buying indices, and bold traders can try futures and contracts. There’s always a style that suits you—find your trading mode and develop a good habit of eating well!

My trading approach:
Focus on short-term consecutive boards and core trend leaders with explosive points, supplemented by Hong Kong stocks, convertible bonds, and ETF arbitrage! Achieve steady returns and enjoy the long-term compound interest benefits! Spread positive energy! Dance with strength! Move towards profit!

Main attack methods:
Target core breakout stocks, mid-term, and low-entry trend leaders!

Choose stocks with relatively active traits and high recognition (preferably aligned with current main themes or recent anticipated themes, guided by chart structure, sentiment stage, fund absorption after declines, and active funds during uptrends). Prefer stocks in consolidation or sideways, leaning towards the main trend and above the 5-day moving average. Avoid buying on bullish days, buy on dips. Such stocks can be attempted for entry at the end of the day, with profits sold the next day.