The entire market is rising across the board, but I still haven't made any money!

Oil futures open with a brutal selloff; the index is bound to surge higher. U.S. stocks—companies like optical module firms such as those in the optics space—will keep ripping higher. Once the A-share index lifts, technology stocks are definitely going to come roaring up. In the early session, Hong Kong stocks lead the way first: Semiconductor International (SMIC), FiberHome, Zhipu… if these are soaring, it implies that the A-share index will also rise along with technology stocks. When tech stocks take off, the index will broadly surge across the board. And the pool-trading crowd will get money rotated out (i.e., the funds will be diverted). These are all common trading phenomena. As a professional “shredded” investor—especially a short-term trader—you must be able to read and understand this. U.S. stocks, Hong Kong stocks, and bulk commodity futures should all be researched to some extent, and if you have the conditions, you should participate!

The index rips higher, with tech stocks leading the charge. CPO, optical modules, and optical fiber are soaring again in a day of strength. The “big butt” stock—Dongshan Precision—hits a one-line, straight limit-up board. Meanwhile, companies like Inno Peak (Canaan?), Micron? (中微公司), and Jinchang? (中际旭创), and Changying Precision, New H3C? (新易盛), Shenghong Technology (胜宏科技) etc. all surge higher. 汇源通信 advances to a four-board (four consecutive limit-up), while Jintang (晋级四板). Tongding Internet (通鼎互联) and Coreway Technology (科瑞技术) quickly hit second-board limit-ups. First board: optical fiber. AI, DeepSeek—these are violent pushes higher. Minpu Optics & Magnetics (铭普光磁), OReed (奥瑞德), Hangzhou Iron & Steel (杭钢股份), and a whole set of other stocks all hit limit-ups. The sector is going absolutely mad and rallying furiously—people who are buying are dizzy from the momentum. The only regrettable part is that the funds aren’t friendly to the high-leading stocks. Newneng Taishan (新能泰山) hits limit-up and then blows up; Hua Sheng Chang (华盛昌) gaps up and then instantly gets smashed down. It’s extremely regrettable—these core names. Funds seem to favor first-board stocks and lower-position themes even more. The high-position “relay” market isn’t particularly recognized!

As the index rises, the pool-trading (fund rotation) gets diverted. After a high-leading stock, Zhiyao Pharmaceutical (津药药业), blows up after an eight-board and then stops, regulators suddenly start exerting force—Farsense (法尔胜) and others are hit by sudden regulatory actions. Today, it adjusts below the waterline. Naturally, it also pulls Guosheng Technology (国晟科技) off course, because these are picks from pool-trading baskets. Meanwhile, another stock, Minovo? (美诺华), is a one-word (single-line) strong move that gets welded shut and locks a limit-up. The simple reason is that yesterday Xin DuoDuo (鑫多多) sliced into something worth 40 million yuan (4000W), and the huge profit-taking effect brought by Guosheng Technology and Farsense led to strong market pursuit—so much so that even quantitative traders caught it. It’s just like Chen Xiaoqiang from back then—extremely high premium. Looking at the short term: the types of stocks that Xin DuoDuo participates in still have a chance, because when the index adjusts and the pool-trading rotation gets revived, it will likely get picked up again!

The market is blooming everywhere, and basically everything is going up. In a broad-based rally, with everything moving at once, there’s just too much to look at—it’s dizzying. I don’t know what to buy. Usually, I choose high-leading stocks or core trends, because at this time, chasing limit-ups is hard to grab. But with this kind of行情 (market condition), high-leading stocks are difficult to extend today, so I chose trend-type names instead. I entered Jiu’an Medical (九安医疗). Guosheng Technology (国晟科技) was sold at a normal level. Also, in the early session, I entered a little bit into Minpu Optics & Magnetics (铭普光磁) and OReed (奥瑞德). Baiwei Storage (佰维存储) also has inventory (position) and there is supply. If Minovo (美诺华) opens this afternoon, then of course I will participate. The index surged wildly, but the account didn’t make money!