Observe and learn the mainstream profit-making trends in the market

The market in the morning isn’t really in a chaotic state. The main profit-making effects are concentrated in institutional sectors with strong trend structures and good narratives, such as electronic fabrics, overseas new narratives. However, the best profit effects in the entire market are centered around trend-based styles. In other words, this round of profit effects is developing along the preferences of institutions, various private equity, public funds, and quantitative institutions. Here, the market performance mainly shows, in terms of elasticity, international composite materials, Honghe Technology’s electronic fabrics, and Luoman Shares’ computing power, as well as similar forms like Weichai Power and Copper Crown Copper Foil. Observe more and learn.

It’s actually very difficult to capture major trend stocks; the profit effects are fully concentrated on smaller trend stocks within specific narratives.

For example, the current market narrative is about identifying consistent intraday quantitative trading directions. If you choose wrong, it’s a bear market; if you choose right, it feels like a bull market. The Tonghuashun Hot Stocks Index is almost entering a bear market state, but I still maintain the original view that sentiment hasn’t entered the main upward phase. This is a process of learning and waiting, or finding a certain anchor. Regarding the index, the current stance remains a sideways consolidation expectation. The most comfortable direction should still be the upward trend of RunTu BaiChuan, which shows the best performance pattern. This kind of breakout trading can be done boldly.

All-day focus on AI, partly driven by negative feedback from liquidity loss and market information disturbances. But upon deeper reflection, the core logic remains long-term incremental growth, including ClawDBot and OpenClaw. The demand for computing power is inherently high-growth, and the direction here remains clear.