April 2nd Review

1、Index: from 4190 to 3700 to now 3900, which is basically a dead-cat bounce. The whole market is a weak market [TaoGuba].
2、Trading volume: 1.84 trillion, setting a new low. No off-exchange funds are coming in, and no one is lifting the sedan.
3、Advance/decline ratio: limit-up: limit-down = 32:16.
Overall, the broader market is purely a weak market. There’s no money inside the market; after the index rebounds, it falls again. There aren’t many limit-ups—either it’s a one-word limit. The money-making effect is just 1 point.

4、Sectors:
Wow—innovative drugs. It’s the only sector that still has living stocks. With high leaders, there are 7 stocks hitting limit-up, and the capital flow is positive.
NPC, oil & gas—fighting hasn’t been cleared yet. We still have to wait to see when Brother Langzi opens the door. It’s not easy to operate; it’s one message per day.
Hmm—financial services, power, metals, and so on are all “rallies within rallies.” All the capital is running away.

5、Highest level:
5 boards: JinYao, innovative drugs.
For the 300 group’s Xinghui Xingcai Materials, 3 boards, equity transfer. Before that, several were basically “betting on stock equity restructuring” that shot up to the heavens—capital has that kind of hobby, huh?

6、Leader:
Main force: Changfei Optical Fiber—second push higher. Institutions probably also need to group up now.
Short-term: JinYao stacking limit-ups, Wanbangde, Minopharm, with trend support. After that, there are also small弟 like Shuanglu and Cailaiying.
In the short term, it shows a “grouping” trend. If the index turns around, it’s probably time to go crazy. If the index doesn’t resonate, then you just look at the leader grouping up. Can it break through the 8-board level?

As for operations: in March, it was purely losing money. Power only made a tiny bit. Aerospace didn’t cut loss and exit in time; oil & gas and shipping also didn’t catch the right rhythm—got hit on both ends.
Going forward, position sizing is limited to 2–3 layers.

Fenghuo Communications, Changfei and Hengtong are all up—while this one is still falling. Is the main force churning and washing the board? Let’s see if the 60-line provides support. If it breaks, then you go. Damn it—if you’re going to do it, then do the leader. Don’t buy random low-quality stocks.
Haiwang Biology—one big bearish candle. There were too many trapped traders in front. Does the main force still just want to take a bite and then leave? Watch along with the medical space.

Saili Healthcare—follow innovative drugs and wait for the lagging rebound.
Shengyang Co., Ltd.—wait for the rebound and exit. It was limit-up yesterday but got smashed; today there’s not even a bit of capital repair. Everyone is losing money and leaving?

Aerospace Development—didn’t have enough discipline for the rebound trading model. It kept trying to make a bit more profit, and it didn’t exit. Today’s rebound also didn’t exit. The stop-loss line is set at 25.9.

I can’t control my hands—only trade the main theme. If Fenghuo is losing money, I get anxious to do other things to bring back profits—this problem has to be fixed.
Don’t trade random low-quality stocks—just trade the leader.