March 17 - Involution and Mutual Undercutting (Be Cautious Even When Forming Alliances)

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Abstract generation in progress

Today, both trading volume and the index show signs of breaking downward. Many stocks with dog-style patterns are also starting to reverse. The changes are too fast; everything depends on real-time response. Even if the logic is sound, it might still be cut more (like yesterday’s wind power storage and Jinjingda). When everyone is unprincipled, that’s the most terrifying… No need to review further…

  1. China Huadian, 30% position
  2. Zhuolang, 25% position, missed orders at the end of the day, drama queen
  3. Yangzi, 10% position, old manipulator
  4. Longjie, 10% position

Additionally, a small account opened a small position in Tongyu Heavy Industry at 8%

In this chaotic market, with quant strategies cutting each other, the difficulty is extremely high. It’s temporarily impossible to predict normally in advance. But one thing is certain: the more these fundamentally weak stocks approach April, the more likely they are to explode… The more crowded the positions now, the worse it will be during the A-shares rally… So I won’t join the crowded bets with high chips…

If you want to go big, I personally prioritize stocks with overseas orders and performance support, preferably waiting for a day when the index resonates and rebounds with volume…

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