Eastern Yihou Pavilion Master: 4.3 Operation Plan

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4.3 Homework/Logic/Operation Plan
Focus on core logic:
Sector board stocks/momentum stocks/market attention
Emotion-driven group trading/momentum/second wave
Sector board stocks:

  1. Innovative drugs
    Jinyao Pharmaceutical, Wanbangde, Meinianhua (convertible bonds) watch the main theme
    Jinyao: the sector board setup—it’s not good for speculation; you can look at it
    Wanbangde: the sector is strong; keep buying near the limit-down level—don’t chase this
    If Meinianhua is strong, you can buy the convertible bonds at low levels
  2. Oversold rebound
    Commercial aerospace: Shijian Shares, Jiangshun Technology
    You can look at it if it comes back into favor
  3. Fiber optics
    Similar to the storage-price-increase logic
    Feilong Optics, Farsens, Hangdian Co., Ltd.
    The trend can be followed long term for arbitrage
  4. Will the 20CM break the deadlock?
    Xinghui Material, Hongchang Technology
    Xinghui Material: equity +; you need to work around the unusual trading activity—if you can’t stubbornly hold up, ignore it
    Hongchang: it must rise today; otherwise everyone will avoid it
  5. Technology
    I can’t make sense of the tech; it’s about rotation
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