A market without volume—only when prices fall to attractive levels does opportunity emerge.

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Before trading, first guard your mind, then guard your rhythm. Only by controlling market sentiment can you meet your family’s expectations and keep your account in the green.

Today’s operations:

1. Stop loss on China Power Construction
2. Hold position in Shouhang New Energy
3. Do T on Guangxun Technology
   At the open today, core stocks like China Power Construction showed no premium, and the first trade immediately dropped sharply, so I cut losses directly. Coupled with Yunnan Energy Holdings opening weak, confirming the continuation of the retreat, I stayed on the sidelines all day without opening new positions. As for Jinjingda, the opening volume was low with a limit-up, which doesn’t meet the turnover strategy; I need to wait for a rebound with turnover before participating. Early in the session, such low-volume limit-up stocks should be actively avoided.
   Today, I shared three targets from the GTC conference before the market opened—today’s low buys were all big gains.

Market Analysis:

1. Power sector: Last Friday’s high-flying stocks already showed signs of loss-making effects (e.g., Yunnan Energy Holdings hit the limit down). Today, we should be alert to the risk of retreat. Although intra-day capital rotation lifted stocks like Shun Na Shares and Han Lan Shares, which faced less resistance after Friday’s profit-taking, China Power Construction and China Nuclear Construction continued to sell off throughout the day, indicating the sector’s strength is uncertain. For high-flying stocks that weakened last week, today’s recovery is an exit opportunity.

2. Chemical sector: Attempted to shift from weak to strong in the morning but was quickly profit-taken. In the afternoon, geopolitical conflicts triggered some buying, leaving only JinNiu Chemical and ChiTian Chemical to struggle. The chemical sector relies heavily on news-driven moves, making such plays less reliable.

3. Tech sector: Performance stocks with risk-avoidance features like storage chips strengthened early, making them one of the current capital choices. However, storage stocks are not suitable for sustained rallies; after a big surge today, a split is likely tomorrow. In the afternoon, AI hardware bottomed out and rebounded, mainly betting on the Nvidia GTC conference expectations tonight. Some early movers have already been lurking. If you like this sector but missed the early move, wait for stocks that can still run strong after profit-taking tomorrow.

Overall, market difficulty is increasing. Power high-flyers are showing loss effects, capital is withdrawing while trying to support, and subsequent recoveries remain selling opportunities; the chemical sector is constrained by uncertain news; the tech sector requires patience to wait for genuinely strong stocks after divergence.

On the macro level, note that next Wednesday is the Federal Reserve meeting, combined with Middle East conflicts. If signals indicate no rate cuts or even rate hikes, the market at the end of the month could face more challenges. The key issue now is the lack of volume—only when prices fall enough to attract new funds will there be increased capital inflow.

Tomorrow’s pre-market comments will be added in the discussion! Please like more!

Disclaimer: The logic in this article is solely based on personal review and stock market diary, not any securities consultation or recommendation. The stocks involved are not recommendations; viewpoints are for reference only and not for buying or selling decisions. Trade at your own risk. The market is risky; invest cautiously. Wishing you long-term success in stocks, may your likes bring wealth, and stay happy!