The rise and fall of the Big A stocks all depend on the universe's number one stock god, Trump!

Influenced by the executive order signed by the world’s top stock god Trump (officially including key herbicides like elemental phosphorus and glyphosate in the national defense critical materials list), today the entire phosphorus chemical industry, indium phosphide, and other related stocks stood up. Bidding for Chengxing Shares, Yueling Shares, Yunnan Germanium, all hit the daily limit-up, starting with Jinjingda, Six Nations Chemical, Zhaoyuan Technology, Hebang Biological, Qingshuiyuan, Yuntianhua, and others also all hit the limit-up, driving a significant rise in chemical stocks. The surge in chemical stocks indirectly boosted non-ferrous metals, rare earths, lithium batteries, and other sectors, with stocks like Northern Rare Earth, Baogang Shares, Zhangyuan Tungsten, Dazhong Mining, etc., all hitting the limit-up. When they move, they soar! Once again, bringing the index vividly back to life! Continuing the big rally from yesterday! Unexpectedly, the charm of the world’s top stock god Trump is so great that it has lifted the entire A-shares market. Unbelievable—long-lost phosphorus chemical industry has finally welcomed spring!

Under the improving market sentiment, high-value stocks have recovered somewhat. Yunnan Energy Investment advanced to the fifth board, Hanlan Shares to the fourth, Farsun to the third. The unfortunate thing is that only one stock is involved in each case, and shamefully, Meibang Shares experienced a limit-down crash. Such stocks in the third board are almost always like this—either a one-word limit-up or a limit-down crash, extremely brutal. Meanwhile, funds are more inclined to arbitrage at low positions. Today, with the market recovering, most second-board stocks began to rise. In the short term, the market still favors low-position first-board arbitrage, but the thematic sustainability is quite poor.

The most miserable in recent days are the film and television media and AI application sectors. Today, Hengdian Film & TV, Bona Film, and others continued to plummet. Kuaibao Technology also hit the limit-down. Looking at yesterday’s龙虎榜 (top trading list), Xingfu Blue Ocean, with 140 million in and 80 million out over four days at Dongfang Securities Hangzhou Jinjilu, lost money in a dizzying way—extremely brutal. Another big position, Aijian Securities, with 229 million in and 167 million out in just two days—tragic. Big Yuzu suffered huge losses. Small investors, don’t expect to make money; saving your life is the priority. Before Chen Xiaoqun or other big investors come out continuously, the market won’t have big hype or sustained themes. Maybe the index will rise sharply, but individual stocks may not profit.

In the short term, the chemical sector will still be the strongest mainstream theme. With the logic of price increases, short-term arbitrage opportunities are expected to be much greater compared to other sectors. As the annual reports are about to be released, many stocks are waiting for potential shocks. The events of April last year are still vivid, and this year probably won’t be much better. So, wait patiently for the right moment to strike!

Today, I continued to trade in the convertible bond Baichuan Convertible Bond, chasing high to buy Northern Rare Earth! Recharged some funds, with 150,000 real capital continuing to push forward. No market, just do convertible bonds; when the opportunity comes, go full position to hit the board!