Rowing against the current, embracing the main cycle of pharmaceuticals and computing power, launching a major offensive!

My sincere thanks to everyone for liking, cheering, tipping, and joining the Golden Dust group.[Taoguba]
Every interaction from you is laying bricks and adding to this front line; the high-quality collisions in the comments are the most authentic proof that we are evolving together. Double thanks: first, for your support; second, for your resonance.

**If you’re brand new, you’ll feel like this is hard—the index, trading volume, cycle nodes, sentiment, opening-auction bidding, whole-market dialectics, the topic/sector growth path, the individual stock growth path, order-book language, volume-and-price… it’s like a mountain you can’t climb over.

But don’t rush.

In 1 month, your way of thinking starts to change; when you watch the market, you stop only staring at up or down—you start asking, “In which stage is the sentiment?”
In 2 months, the big framework clicks; you can see where the capital is going, which ones are the main line and which ones are rotation plays.
In 3 months, you begin building your own trading system; you no longer rely on other people’s code—you have your own judgment.
After half a year, we can talk about the market in the same language: you talk about nodes, I talk about volume and price; we both understand each other.

Don’t believe it? Observe for half a month.
**
You’ll find that this mountain isn’t that hard to cross.**

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Macro market watch:

Set direction with the index—once you understand this layer, you’ve already beaten most people

Let’s talk about the index first. As I wrote before, the overall macro direction is basically correct. The index is in the range 3794-3955; when it reaches 3955, if it continues higher, that’s just a blind guess—there’s no basis. You can only make a rough projection based on experience and cycle rules.

But the uncertainty outside the market is right there. If the index wants to go up—almost impossible. So the next expectation is a pullback, the second step.
If you’re sure—and very sure—that the index won’t go up and it needs to pull back, then the question is: when choosing sectors, which side will you lean toward?

Do you choose sectors with a top weight like Yixia Tian?
Or for the secondary “grouping” tickets, will you choose tech-layer plays, or the power/electricity and pharma that move against the index?

Look—you see the index falling all the way down, and most people in the market choose to stay in cash.
But we, on the contrary, are going upstream.
It’s not that we’re braver; it’s that we’re clearer: When most people can’t make sense of the market, opportunities are right there waiting for the few who can identify them. Recognize these opportunities, trade within your own cognition—trade according to what you understand.

Starting March 13, the index has been falling all the way. **And we’ve been doing Huadian Liaoning Energy, Huadian Energy, and Yu Energy Holding—**the cycle of power-electricity coordination is hitting its height. When the index fell for a week, our account turned red for a week.

At the current stage, during these two days when the index is bottom-building, the pharma cycle isn’t just rising in height—it’s continuing to hit higher. Hangdian Co., Ltd. and Longfei Optic Fiber, along with other AI computing-power concepts, also have profit-taking effects. We’re doing Hangdian Co., Ltd., Aorui De, and Datongnan, as well as Minover, and Shuanglu Pharmaceutical

The probability of the index stepping on the second foot increases. Today the index chose direction—downward. Pharma strengthened. The anti-index strength aligned with reality. What’s your trading plan? Buy Wanbangde—there’s no longer a value-for-money. Can’t buy Tianjin Yaoye? Then who will you buy? Isn’t it Minover, then who else? On the 24th node, during the pharma sector’s strength on the 27th, the tickets that came out were Shuanglu Pharmaceutical, Lianhuan Pharmaceutical, Shutai Shen, and Chengda Pharmaceutical.

Market overview analysis

1. Opening auction: Large-cap tech stocks are just so-so, and some even didn’t have much trading volume. One-word limit boards are pharma. So from the opening auction, it’s basically possible to confirm that intraday is a weak-then-not-strong market, not a strong one.

2. At the open, BoHui Shares, Heshun Petroleum, Beiken Energy, and Blue Flame Holdings hit limit up. The Middle East-Iran conflict theme strengthened. When that theme strengthens, it means intraday sentiment will be suppressed and the index will face further pressure.

3. Longfei Optic Fiber surged even to a limit up, but the strong Aorui De, Mingtai Guangci, and Ji’an Health are moving terribly. So intraday “computing power” is adjusting.

4. With message stimulation, Xinzhonggang, Xinneng Taishan, Tongda Shares, and Zhongli Group strengthened. That implies that power/electricity is strengthening.

5. Based on the above judgment: the index is weak, and sentiment is weak. Then intraday anti-index pharma may strengthen further. The main cycle of electricity has already passed; what we’re in now is the computing power and pharma cycles. If computing power is adjusting intraday, then the main direction is definitely on pharma.

Once you see through the market and get the direction right, then you’re right to go deeper into the details (buy/sell individual stocks).

Cycle: current **** computing power + pharma cycle, with other supporting roles

Computing power:

Longfei Optic Fiber, Hangdian Co., Ltd., Farsing, Aorui De, Zhongli Group, Datongnan, Ji’an Health, Xinneng Taishan, Xinzhonggang, Tongda Shares

**

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Pharma cycle:

Minover, Wanbangde, Tianjin Yaoye, Shuanglu Pharmaceutical, Shutai Shen, Lianhuan Pharmaceutical, Chengda Pharmaceutical, Guangshengtang, Sansheng Guojian

Others: Guosheng Technology, Xinghui New Materials

When you see that the market still has so many strong stocks, and the computing power and pharma cycles keep hitting higher levels—does the market lack opportunities? What’s the point of calculating how many stocks are down every day?

Next, we’ll continue going upstream; we’ll keep embracing the computing power and pharma cycles. We’ll keep doing our core stocks and trade within our cognition—trade your own cognition.

What to watch today:

1. Can Xinghui New Materials today keep pushing high and strong? If it can continue to hit higher levels, it means sentiment remains strong.

2. Can either Minover or Wanbangde make a new high? That indicates the cycle is still making new highs. For Tianjin Yaoye to go higher, it needs to swap hands intraday. Watch how these three move together.

3. The recent rotation between electricity and computing power: yesterday electricity was strong. Will computing power be strong today?

4. Will the index step on the second foot?

Today’s strategy:

1. Minover “wrap-and-hit,” Tianjin Yaoye “extreme low-absorption,” Shutai Shen “wrap-and-hit”

2. Zhongli Group, Datongnan (weak-to-strong)

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A “multi-dimensional dialectical trading system” honed to the point of refinement ultimately boils down to a systematic way of thinking and understanding.

The core isn’t a fixed “pattern.” Instead, it’s dynamically arranging and combining multiple key dimensions—market macro, sentiment cycles, the volume-and-price relationship, and a stock’s position—and then thinking dialectically. The goal is always the same: focus on the market’s most core profit-making effect and catch the strongest stocks.

As for limit-up ladders, trends, and arbitrage, they’re only carriers and expressions of the profit-making effect in different stages and different environments. I’m not a rigid “pattern trader.” Behind every carrier, I build mature response methodologies that have been validated by the market.

Ultimate positioning of the multi-dimensional dialectical approach: “Co-builder of the trading system’s architecture and the on-the-ground execution community.”

Through the trading system, we provide a solid “fishing net” (multi-dimensional dialectical methodology). Through real-time scenario simulation, we provide fresh “fish” (validation and targets). The final goal is to grow and sustain this system through collisions in real execution with people who are on the same wavelength—so each participant can build their own “trading system” faster.

**“Copying homework” is like transfusion:**it can relieve thirst for a while, even save your life, but it can’t make you generate your own blood. Once you leave the blood source, the risk is huge.
**“Building a system” is like creating blood:**the process is difficult and long, but once the system is built, you’ll gain healthy, self-sustaining life force—achieving true trading freedom.

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What we most don’t welcome here is “freeloading.”

What is freeloading? It’s reaching out without contributing; it’s only reading posts without interacting; it’s quietly coming, quietly leaving—taking other people’s thinking as a free lunch, then after eating you don’t even wash the bowl.**

Once you’ve learned something and made profits, even if you just interact in the post—a like, leaving a comment—are the most basic emotional-value returns to the sharers. This isn’t a demand; this is the most basic respect between people.

Not speaking, not posting, and having zero interaction—this “freeloading mindset” makes no contribution to the front line we’re building together. It wears down enthusiasm for sharing, and it damages the atmosphere for exchange.

This isn’t a stage for “just me.” It’s a shared front line for all the brothers who believe in “multi-dimensional dialectics” and are willing to slow down and build their own trading systems. The warmth of the front line needs everyone’s body heat to keep it going; the quality of the atmosphere needs everyone’s participation to maintain it.

If you recognize the value here, use your voice to make it even more valuable.

My energy is limited. In your replies, I prioritize replying to gold and silver first. I suggest that public-fans (普粉) interact more, get to silver followers as soon as possible. Especially follow me closely so you don’t miss any key information during the trading session!

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Thank you, thank you, thank you to my brothers for the support and encouragement:

@Bowing and cutting wool @Sell overnight @Gui Zhou Ke @Snow by the West Lake @You You Shi @ai finance’s Little Red @Ding Xiao Nüe @Big Ming Bai 8@STORYDENG@36 House disciples @Huang Huang Bu Huang Zhang @Ming Ze777@Junrui @One life and one meeting c@Gu Shi Little Demon @Sad Fire Fox @Sweet sour @Nao Freedom’s little prankster @H147@Little Big Meng

Post heat is time-limited. The engagement data from likes, comments, cheering, etc. as early as possible will make the post’s heat grow faster. I hope brothers can actively interact!

With 500 likes and 200+ interactions, you’ll get an early-session strategy and a view of the opening-auction highlights!

Strategy supplement: see the pinned spot in the comments section before 9:00 AM!