3.11 Always have a limit-up stock on hand every day. During the chaotic period, control your hands. In the early session, think freely again to avoid pitfalls!

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From now on, all follow and unfollow actions will include a logical breakdown. Brothers interested in learning can review this together with the morning thoughts. Once you learn the logic, you can gradually add your own understanding!**
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First, an overview of the market**

As usual, start with the morning thoughts. Yesterday, the UK-based AI hardware sector was at a peak, directly predicting institutional behavior. Usually, during such hype, the second day is for overnight positions at the front, while other institutions tend to sell off. Last night, the US stocks mostly moved sideways, but a few optical communications stocks performed well. However, note that besides AAOI, Corning and Lumen are rebound plays, with some pulling back after highs. Putting yourself in the institutions’ shoes, they were originally mirroring the US market’s rise. After the US market couldn’t push higher, will our institutions rush to buy a new wave? Are they afraid of a US backlash mid-way? Understanding this, stocks that surged today are points for reducing positions. So, for later entries, institutions that peaked yesterday shouldn’t be chased today. The first part of the morning thoughts already made this clear, so chasing UK-based computing power stocks today isn’t wise—avoiding the institutional traps here.

Regarding sentiment, the strong sectors the day before—lobster and computing energy—didn’t strengthen yesterday and were drained by UK-based computing power stocks. Today, focus is on the rebound of these two sectors: explosion, divergence, and rebound. If this trend continues, the sector has sustainability. Currently, the rebound of computing energy is much better than lobster, possibly due to cybersecurity news released last night, which affected lobster sentiment.

In the relay, the key is whether Wangli will sell off or not. With a toughness level of three, it’s unlikely to be so strong as to trigger regulatory scrutiny. If a sell-off is expected, it depends whether it happens today or tomorrow. If it sells off, watch for new arrangements in sector stocks.

Regarding the “Three into Four” stocks, Ningbo still exceeded expectations today. Originally thought that a drop after hitting the board would end it, but despite high volume, it made a rebound. There are two possibilities: one, lobster still has expectations and aims to shift from weak to strong; two, it’s purely because Wangli sold off, with high volume killing the momentum, helping lower-tier stocks resist damage. Based on sector rebound patterns, the latter seems more likely.

For “Two into Three” stocks, today only one positive announcement for resumption was successful; others failed. Zhongnan Culture’s order book remains stable, not much smaller than yesterday, indicating resilience in the computing energy sector. The surge in ShunNa from yesterday’s high volume also shows some recovery. As for Yuhuan CNC, the bidding indicated positive news for CNC machine tools, but it opened with a big single and then traded sideways—probably just a show of confidence, not genuine strength. The bidding was pointed out in the comments, so those who understood could avoid a trap.

In “One into Two” stocks, Wangli sold off, but the timing seemed off, or perhaps it wasn’t a true “one into two” point. The largest bid, Ruiskangda, broke the board, indicating divergence expectations in optical communications. Seeing Ruiskangda break the board and then rebound, institutions chasing high are courting disaster. It might recover temporarily, but it’s risky. Guoan Shares opened with a second-tier bid and immediately hit the limit down, signaling a focus on cybersecurity, which shows a defensive sentiment against lobster stocks.

Last time Guoan Shares appeared, Seedance 2.0 was gone; this time, with Guoan’s appearance, will lobster disappear? But Guoan is a weak board. After Ningbo hit the board, cybersecurity stocks retreated, still holding some hope. Dingxin Communications and Zhongheng Design are both at level three; Wangli sold off, Dingxin pulled the board, indicating a lack of confidence from the main controllers—perhaps the key nodes haven’t arrived yet.

Yasheng Group is truly a “crow’s mouth”—every time oil and gas stocks hit the limit, they see inflows. Today, after hitting the limit, Intercontinental Oil & Gas also rose.

Looking at today’s ideas, the main focus is whether Wangli will sell or not. If it sells, check if there are three guiding nodes for “one into two” and “three.” Dingxin attempted but lacked conviction, so “one into two” is likely just a transition. Ningbo’s ability to hit the board amid Wangli’s high-volume sell-off was unexpected, but the sector couldn’t keep up and also exploded again.

Overall, Wangli’s sell-off triggered a high-low cut, but today, the high-low cut isn’t very active, and there are no new themes. The resilience of computing energy is evident, with continuous divergence and rebound, increasingly resembling aerospace stocks from earlier. When the sector collectively starts, it could accelerate.

Looking at the bidding info, Ruiskangda’s large bid opened with a single, no problem there. Yesterday, optical communication was strong, but the challenge is with institutional stocks—continuous attack is difficult. Today, the sector shifted from divergence to divergence again, and Ruiskangda also broke the board. Zhongnan Culture and Ningbo Construction’s orders are smaller than yesterday, but Zhongnan added orders later, maintaining yesterday’s volume, indicating main force’s intention to guide computing energy.

East China CNC’s large bid supported Yuhuan, but Yuhuan itself couldn’t open a single, while East China kept adding orders, seemingly trying to confuse retail investors. Today, those targeting Yuhuan are frustrated.

UK-based institutional stocks opened high, with Changfei opening five points above expectations, but after Ruiskangda broke the board, most stocks pulled back. With the two sessions ending tomorrow, historically, markets tend to fall after meetings, so institutions might be reducing positions.

Ruiskangda’s largest bid made one think about stimulating ShunNa, but ironically, ShunNa turned red before 9:20 and stayed around three points, playing a deliberate game to hide intentions. Many brothers saw ShunNa’s rise and bought on the bid, but caution is needed—quantitative trading favors transparency, and obvious signals can be scams, just like Yuhuan CNC. Wangli’s target of 940 was hit, but it broke shortly after opening, so if you’re lucky enough to buy at level three, don’t sell below 940—then you can rest easy, even if the market hits a limit down.

Lobster stocks’ bids are unremarkable; Ningbo’s ability to hit the board was unexpected but with high volume. The news has been continuously catalytic, but funds seem uninterested. Computing energy’s bids are quite good—Hannell, Yunnan Energy, ShunNa, and Xidian all performed well—but few are actually trading them, likely due to high valuation concerns. Funds prefer low-position rebounds rather than high-level expansion. This indicates overall short-term sentiment remains problematic.

926 indicated that Lekai opened low and was sold off without support. If Yuzu wants to guide, a red opening could be done. Today, photovoltaics rose, and if you want to act, Lekai’s Wu Dao board would be enough. But funds are not interested—yesterday, Tu Wenbin’s family dominated, and today, no one is willing to buy. Retailers hope Yuzu makes money but are reluctant to buy, creating a contradiction.

Yuhuan’s signals were too obvious—good news, large bids, but it still traded sideways, meaning retail might have sold to retail. Fengfan is in computing energy, with large bids, often leading to unexpected single-direction moves.

After bidding, I checked the top gainers—phosphorus chemical stocks all opened high, Baichuan nearly hitting the limit, and Weiling also gapping up. This suggests a focus on phosphorus chemicals. Once chemicals come out, the market remains chaotic.

Overall, today’s market shows no volume shrinkage; the main board is sideways, still a stabilization during the conference period. The continuous hype in institutional stocks hints at retreat—fearing a market correction after the meeting. Today’s rally was in photovoltaics and energy storage, aligned with the “going global” theme, with Sunshine Power signaling and institutional stocks responding. There’s also some support from the market to prevent a sharp decline, otherwise, AI hardware would have fallen back.

Although the computing energy sector has ongoing changes in subdivisions, its sustainability remains decent. Lobster stocks are mostly driven by sentiment, coming fast and leaving fast, but this time, the sustainability isn’t as good as Seedance. Computing energy today mainly involves inverter exports, with China State Construction Engineering showing a strong trend. But note that at certain heights, funds stop pushing—Hannell, Yunnan Energy, Xidian—are all consolidating here, indicating no one wants to break the deadlock.

On one hand, retail sentiment isn’t high; on the other, quantitative trading prefers rotation rather than sustained moves. If there were sustained trends, it would hinder quant funds from harvesting retail investors. In the afternoon, the main force unexpectedly surged in chemicals, impacting computing energy and energy storage sectors. The market is more about rotation now, with some last-minute attempts to rebound in computing energy, aiming to rebound tomorrow. Overall, computing energy’s resilience is good, despite some shocks, as funds continue to try to rebound and repair. The rising trend in chemicals suggests a continued upward trajectory.

Market Recap of Limit-Up Stocks

1. Ningbo Construction: Bid lowered, Wangli sold off, broke the minute moving average, and was sold.
2. China Xidian: Bid lowered, support broken at lows, pulled back and sold.
3. Ruiskangda: Yesterday’s large bid was ignored, it broke the board today.
4. Yunnan Geology: US stock AXT rebounded, phosphorus indium, bid at one point, then grabbed four points.

Thanks again to all brothers who tipped yesterday: @DuoWeiBianZhengJiaoTi@LangWangXingQianLi@dandy3574@LostTrust@DesertMoon@AnMaSings@412is22@BuYanBuYu@CookPorridge@Cheertt**
Thanks to the top tipsters: @NanjingYibu@IAmThatHusky@808HuangFeiHong@LeekCabbage@HuaXinYouShi**
Thanks again for the support and tips from brothers: @HongLiuGong@PleaseDon’tStandUnderTheWindow@QingXiaoHuai@WeiMengQingCheng@lyh98888@JunHaoDaNa@BaiGeWangZz@XiaoTianYi@AlmostGentleman@Elite@XiangNiuErSheng@AoliaoSuanYuan@TianCaiXiaoHuoLong@MaoMaoFaCaiMao@Lee1987@Shaks@MattBrother@zqzq1996@HuaXinYouShi@HaoYunHaha@XiXiHaHaZhiXingYi@XiaoDuXiaoDu96@OneNiU@LangWangXingQianLi@WeiJiDaiJiaMaiMuDan@ZhiXingHeYi168067@BravePig@RenJianYiBiGouZhang@DaoQianKun1@FaFaFaCaiFaFa@BianYa@ZhuanZhuChaoDuanLongTou@LiangHu@BaiChengXiongDi@HuiBenJiuHuan@QiLuKanChangBen@Sdffghhjkkk@ZiDongQiaoMuYu@XiaoXiaoHuaGeGe@ZhangShiXun@BuYanBuYu@Cheng888@DaMaoBuZuoZaMao@NaXiaoXianSheng@ZiHuaJin@ZhangYouJin@YiKouPoZhong@NanjingYiBu@JiePanDeXiaoJiuCai@WangDeFa@RuoShuiZiYan@JiuHuangAPan@Dandy3574@AAAAKang@BuDongM@YouShouJiuLing@ChanYingHaoChi@BuZuoJiuCaiHaoNian@ChuxueCaoGu99@ZGXDaiDai@KaiSen@JiangXiXiao@ZuoShouHuaYu@ZaiXiaAGuGuiJianChou@ZheYangYu@YiYiNiu@LangWangXingQianLi@WeiJiDaiJiaMaiMuDan@ZhiXingHeYi168067@YongGanDeZhuZhu@RenJianYiBiGouZhang@RuoShuiZiYan@JiuHuangAPan@Dandy3574@AAAAKang@BuDongM@YouShouJiuLing@ChanYingHaoChi@BuZuoJiuCaiHaoNian@ChuxueCaoGu99@ZGXDaiDai@KaiSen@JiangXiXiao@ZuoShouHuaYu@ZaiXiaAGuGuiJianChou@ZheYangYu@YiYiNiu@LangWangXingQianLi@WeiJiDaiJiaMaiMuDan@ZhiXingHeYi168067@YongGanDeZhuZhu@RenJianYiBiGouZhang@RuoShuiZiYan@JiuHuangAPan@Dandy3574@AAAAKang@BuDongM@YouShouJiuLing@ChanYingHaoChi@BuZuoJiuCaiHaoNian@ChuxueCaoGu99@ZGXDaiDai@KaiSen@JiangXiXiao@ZuoShouHuaYu@ZaiXiaAGuGuiJianChou@ZheYangYu@YiYiNiu@LangWangXingQianLi@WeiJiDaiJiaMaiMuDan@ZhiXingHeYi168067@YongGanDeZhuZhu@RenJianYiBiGouZhang@RuoShuiZiYan@JiuHuangAPan@Dandy3574@AAAAKang@BuDongM@YouShouJiuLing@ChanYingHaoChi@BuZuoJiuCaiHaoNian@ChuxueCaoGu99@ZGXDaiDai@KaiSen@JiangXiXiao@ZuoShouHuaYu@ZaiXiaAGuGuiJianChou@ZheYangYu@YiYiNiu@LangWangXingQianLi@WeiJiDaiJiaMaiMuDan@ZhiXingHeYi168067@YongGanDeZhuZhu@RenJianYiBiGouZhang@RuoShuiZiYan@JiuHuangAPan@Dandy3574