Weekend Major Events, Next Week's Highlights

Good evening, brothers [Taogu Ba]

My writing style is straightforward and clear, analyzing the market based on feedback.

Welcome everyone to share and discuss more.

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1. Operation Review:

Tuesday: No positions, a wave of profit-taking after the holiday, will observe further.

Wednesday: No positions, rotating opportunities as appropriate.

Thursday: No positions, continue to wait.

Friday: Tuo Wei Information made a quick move, Huasheng Tiancheng made a rebound. Domestic computing power companies showing active moves indicate proactive behavior, but Huasheng didn’t hold the limit up, which is somewhat disappointing. We’ll see if it can develop a trend later.

The first week after the holiday was mainly rotation, with a clear trend bias. However, on Friday, securities stocks surged straight up, indicating the market started stabilizing before the meeting. Coupled with weekend news, the first half of next week will be more challenging to trade.

……………………………………………………………………… 2. Market Review:

Indices opened low and moved higher, with a volume of 24.88 trillion yuan. After the bidding for Taijia Shares was canceled, buy orders increased, forming a straight line. Tuo Wei Information opened with a limit-up, Huasheng Tiancheng hit two consecutive limits. Domestic computing power strengthened, separated from the overseas supply chain affected by external factors, which opened lower. Huasheng Tiancheng couldn’t hold the sector’s gains, leading to a pullback. Non-ferrous metals, led by Zhangyuan Tungsten and Jiangwu Equipment, performed strongly. Overseas computing power rotated back, and Longfei Optical Fiber briefly turned red. Yunnan Energy Holdings challenged with a 7-limit move, but sentiment didn’t fully explode. In the afternoon, securities sector surged sharply, pushing the index higher, as the market started stabilizing before the meeting.

The market still rotated, but the rotation range was very large, making it difficult for funds to focus. However, volume remained healthy. After the weekend, rapid profit-taking may end the current phase quickly. Usually, Monday would open lower, with a recovery expectation afterward, as the market still has stabilization efforts. But overall, the market remains driven by rotation, with attention likely shifting to themes related to the upcoming meeting in the second half of the week. The first half was relatively dull, further dampened by external news, so the first half of next week will still see rotation, but participation will be more challenging. Watch for new directions emerging from the meeting in the second half.

……………………………………………………………………… 3. Hot Stock Comments:

Yunnan Energy Holdings: Made a 7-limit move proactively, but sentiment isn’t excited. Will check feedback on Monday.

……………………………………………………………………… 4. Market Environment:

Profit-making effect: Non-ferrous metals, electricity, computing power.

Loss-making effect: Paper, sensors, wind power.

……………………………………………………………………… Below are previous teaching posts (watching live replay is recommended for better understanding):

Live broadcast insights - How to act at each cycle node?

Live broadcast insights - How to quickly analyze and decide within the first fifteen minutes of bidding to open?

……………………………………………………………………… Welcome everyone to leave comments and share. Thanks to brothers and sisters for likes, tips, and support:

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