I also started to become cunning in response to the environment. -2.26 Review

The three major indices today closed with slight gains and losses. Overall, the market experienced more declines than advances, shattering the dream of a three consecutive days of big gains. It’s a bit disappointing, but today also didn’t see much of a red envelope taken away. The overall performance remains healthy, so there’s no need to worry too much. Additionally, as we approach the conference time, based on past experience, extreme fluctuations like sharp rises or falls are unlikely in the coming days. Expecting overly good or risky situations is unrealistic. The main characteristic of the market in these days is stability. [Taogu Ba]

Although today saw more declines than advances, the sectors were quite active, which is overwhelming to watch. This is essentially the result of quantification during a no-theme period, where sectors ignite and then retreat, causing widespread quick rises and falls. Therefore, chasing high now is very risky, as the market can easily be whipped around and cause losses. In this environment, it’s better to stay steady, focus on promising directions, and stick to your chosen path without wavering. The market currently doesn’t pose significant risks; even if returns are modest, there’s little chance of harm. The short-term market seems to be improving, but not quite there yet. Mid- and high-cap stocks still struggle to relay gains. However, Yunnan Energy Holdings broke a six-day losing streak with a weak-to-strong turn today, which will be tested tomorrow to see if the market fears serious fluctuations and regulatory interventions. Interestingly, Hanlan Co., which shares the same concept, performed very well yesterday but didn’t follow through today, which is puzzling. If Yunnan Energy Holdings can ignore fluctuations and regulatory concerns, it will positively impact short-term relay markets and be great news for short-term funds, making it easier for everyone to profit later.

$1
Market Situation Today:
The three major indices dipped early but recovered V-shaped, with narrow fluctuations in the afternoon. The Shanghai Composite fell 0.01% to 4146.63, Shenzhen Component rose 0.19% to 14,503.79, and the ChiNext Index dropped 0.29% to 3,344.98. Total trading volume was 2,556.6 billion yuan, up 75.7 billion from the previous trading day. Sector performance was active, especially in communications, computing power, ST sectors, commercial aerospace, chips and semiconductors, and lithium batteries.

1. Actual limit-up stocks: 80; limit-down stocks: 7; limit-up rate: 76%.
2. Number of advancing stocks: 2,485; declining stocks: 2,870.

Market Summary: The overall market had more declines than advances, with a typical loss effect. Currently, my short-term account is half in fiber optic concept stocks. Today, fiber optic stocks surged like a flood, so I reduced my holdings. This isn’t because I dislike fiber optics; rather, they tend to fluctuate significantly day-to-day. I decided to cut half of my non-limit-up positions today and look for opportunities to buy back at lower prices tomorrow. This approach aligns with market trends and maximizes gains. Although I operate cautiously, it doesn’t change my strong belief in fiber optics. My short-term account remains fully invested.

My plan and thoughts will be posted in the comments tomorrow morning.

$1
High-Emotion Sector (4):

Yunnan Energy Holdings - Equity in computing power + green energy storage, 6 consecutive gains,

Farsight - Major asset restructuring + fiber optic concept, 4 consecutive gains,

Chengxing Co. - Phosphorus chemical + solid-state batteries, 3 consecutive gains,

Jinzhengda - Phosphate mining, 3 consecutive gains,

$1
Second-tier Stocks (8):
(1) Yunnan Germanium - Indium phosphide + fiber optic concept,
(2) Tongding Interconnection - Fiber optic + energy storage, 3 days with 2 gains,
(3) Shennan Circuit - PCB + data centers, 3 days with 2 gains,
(4) Ganneng Co. - Power + energy storage, 2 consecutive gains,
(5) Zhangyuan Tungsten - Metal tungsten, 2 consecutive gains,
(6) Hongxing Co. - Apparel and home textiles, 2 consecutive gains,
(7) Tudi Environment - Environmental protection, 2 consecutive gains,
(8) Tianrun Industrial - Robotics + AI intelligent agents, 3 days with 2 gains,

$1
Special thanks to @ResourceMagic for tipping 500 points, brother’s generous support.

Thanks to @QiaibanXiaoXiaMi and @Jiaoye for support and tips of $1.
Thanks to all friends for likes and comments, for your continuous support.
$1
Disclaimer: The views expressed are personal thoughts and records only, not investment advice. Maintain a good mindset, and may the stock market have a long rainbow.