[Red Envelope] Ceasefire for two weeks! 134 stocks hit the daily limit, crude oil plummeted 19%! The direction to watch tomorrow is here!

Praise first, then watch—wealth keeps coming!

Today’s market opened up to a long-awaited broad-based repair rally. It’s mainly because the US and Iran confirmed that they will hold ceasefire talks on April 10 in Islamabad, Pakistan, so the indexes surged across the board. The leaders were mostly tech lines in an oversold rebound, and trading volume also increased sharply, showing that large funds are rushing in.

Here’s the key point: this high-volume long bullish candle basically establishes tech as the main storyline. But with 3,264 stocks up more than 5%, it means sentiment is already near a climax. Tomorrow will very likely see rotation and differentiation. For execution, if you missed today’s move, tomorrow’s opening session can’t just blindly chase higher—you can wait for a low-buy opportunity after differences cool off.

Did you outperform the index today? Among the 3,264 stocks that rose more than 5%, do you have any in your holdings? For those who missed it, what are you planning to do to get in tomorrow? Comment and let’s chat!

By the way, tonight Zhuang Ge will share the early-session playbook. If you want to get it first every day, hit like and the system will push it to you after that! Follow along so you don’t get lost!

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Time for the recap!

I. Index & sector rundown ➕ Scenario

All three major indexes gapped up significantly in the morning. The size of the gap up clearly shows it was driven by overseas market moves or a news trigger (the US-Iran ceasefire outcome). The strongest in the call auction was precious metals—Western Gold and others went straight to a one-word limit-up. There’s a logic here: central banks have increased gold holdings for 17 consecutive months, and the market recognizes it. But after the open, you’ll find that volume didn’t immediately explode. In the first half hour, many people were still watching from the sidelines, fearing a high-open and then a pullback.

But today is different. Tech showed strength from the start of trading. Last week’s “ice point,” where only fewer than 40 stocks hit limit-up in a day, is essentially flipped today—today even exceeds a double. During the trading session, Zhuang Ge also told everyone: after the war pauses, the main storyline is likely tech, because funds are flowing out of the big caps (oil & gas, coal), shifting into smaller caps to chase flexibility. During the session, the index’s first upward push was synchronized with the AI application direction—concepts like Kimi and Sora exploded. Blue-screen Margin (Blue City?) hit the 20cm limit-up, and this signal is important: it shows funds chose low-position application-side opportunities within tech, not just pure computing power hardware.

Then precious metals kept strengthening. Western Gold and Zijin Gold all locked up. After precious metals ran, the market started to shrink volume a bit. So into the midday close, the index saw a small pullback, but the pullback wasn’t big—stronger than expected.

Time moves to the afternoon. The first unusual move in the afternoon was semiconductors. In a Day, Dayin/Datang? (Das? ) Dawei Co? hit the limit-up, lifting the component direction as well. Dongshan Precision also went to the board. At this point, the number of limit-up stocks already exceeded 100. The sluggish sentiment from last week was completely reversed. But something interesting happened into the close: the communication direction further strengthened, indicating that funds strongly recognize the communications theme—and it may develop into a main storyline.

For this index cycle, the anchor for the stop/decline point is still March 24. This high-volume bullish line today: the SSE Composite index closed at 3995. It’s just 5 points away from 4000. Volume expanded to 2.45 trillion, which is 50% more than yesterday for the same period. This is a positive signal. But note: the medical sector, which was previously strong, didn’t perform notably today. Once it establishes an “excess theme” status, if the new cycle keeps strengthening, you still need to focus on areas with resonance with the index—like AI, etc.



So strictly speaking, the market is still playing out the same “script” given last week: post-holiday, there’s a high-low theme rotation; medical becomes excessive; sentiment rebounds. After today’s bullish candle, tomorrow is very likely to differentiate, because today the number of gainers was 5,146—nearly everyone was up. The number of limit-up stocks is plenty, but the height of consecutive boards hasn’t fully opened yet. Tomorrow to watch closely: the sustainability of AI software & hardware, and whether volume can remain above 2 trillion.

And yes—everything in the morning was shared in advance! Many friends said they didn’t see it in time. Don’t forget to like quickly—once the post gets over 888 likes, I’ll send it on time tomorrow morning!

II. Today’s market sentiment quantification & tone-setting



From the Zhuang-style trading system, this is how the market looks today:

(Original across the whole internet. If there are similar ones, they’re copying and pretending!)

Position size suitable for trading today: 80% (climax)

(Since the system was created, it has accurately predicted entry points and flat-cash points in advance—2285 times of precise intraday prediction)

1. Market core data

Number of advancers/decliners: 5174 / 301
Number of limit-up boards: 135
Number of daily limit-downs: 12
Total market turnover: 24.5k yuan, up 827.2 billion yuan (50.94%) compared with the same period of the previous day



A one-sentence characterization from the Zhuang-style system:

Today’s sentiment is a repair after the ceasefire, but it’s already touched a climax. Tomorrow is still not good for follow-on. Maybe look at today’s divergence direction, or wait for a stronger-than-overnight outcome.

III. Analysis of stocks with consecutive boards & sectors:



Four consecutive boards:

Huiyuan Communication: communication vanguard; third-board group as the main controller, with a one-word acceleration expectation

Three consecutive boards:

Zhongan Ke: computing power; as external conflict eases, it holds a positional advantage, and the sector helps push it up into the next stage

Two consecutive boards:

Xinzhonggang: Zhejiang ➕ green power; needs a weak-to-strong shift with a red-open at the close to go limit-up

Nanjing Pharma (Jinling Pharmaceutical): innovative drugs; medical sector catch-up offers some life; mostly arbitrage

Gaole Shares / Keri Technology / Pubang Shares: Guangdong; assists and boosts Guangdong Media

Tongding Interconnect: fiber; longfei high-low trend alternation; fiber new capacity

Guangdong Media: AI applications; sector positioning advantage; acceleration expectation

China International Engineering (CITIC International?): computing power ➕ reconstruction; turnover-assumption expectation

Huayuan Holdings: smart home, real estate; mostly arbitrage; hard to be a big “theme” mover

Sector analysis:

AI Applications:

Today, AI applications are the strongest direction in the whole market. Blue-screen Margin (Blue City?) hit the 20cm limit-up, and Zhewen Hulian, Jili Media, Tiandi Online, and others all locked their boards. The main catalyst is Zhipu’s release of GLM-5.1, which claims to be the world’s strongest open-source model, plus it raised prices by 10%. This is the first time a domestic large model dares to align pricing with overseas top-tier models in a core scenario. Today the sector’s fund flows went straight into a climax. But short-term traders should note one issue: this sector today is moving on news-driven momentum, not earnings-driven performance. Zhuang Ge believes tomorrow’s AI applications will differentiate: the back-row followers will fall behind first, while only those with truly logical foundations (for example, deeply bound to Zhipu) can still hold up. If you didn’t get on today, don’t chase it at the open tomorrow. If you already hold shares, you can take off about half into the spike tomorrow and keep the other half to watch for follow-through.

Computing Power:

The internal logic for computing power today is completely different—this detail must be understood. In the computing power leasing side, stocks like Dayi? (Dayi Tech?), Hangyun Tech, Oruid (Orired), Hanggang Shares hit limit-up. They’re driven by sentiment trading—AToken usage growth. But today, more of it was passively followed upward because AI applications’ sentiment pulled it along. What’s truly worth watching is computing power hardware: that is optical modules, PCB, servers—directions with actual earnings. Jingji Xuchuang rose more than 10% today, refreshing its all-time high, with turnover exceeding 26.4 billion yuan all day—number one in both A-shares. This is a very strong signal—large funds are buying with real money. Mingpu Optics & Magnetics, Dongshan Precision, Eoptics (HuiDian?), and Shenzhen New? all hit limit-up. Why is hardware stronger than leasing? Because hardware has earnings. With the Q1 report window coming up, funds are more willing to stay where the “accounting can be made clear.” From a short-term perspective, although computing power hardware rose a lot today, its chip structure is healthier than AI applications. There isn’t that “collective climax” feeling. If tomorrow AI applications experiences divergence, the funds that flow out are very likely to rotate back into computing power hardware. For execution: for a stock like Jingji Xuchuang hitting historical highs, it will normally offer divergence buy points tomorrow—don’t chase higher. Wait for a pullback to stabilize around the 5-day line or near-term intraday moving average consolidation before considering. For computing power leasing, Dayi Technology is a sentiment anchor; if it breaks and goes off the board, don’t look at the back-row followers.

Communications:

Today, the communications sector is actually an extension of computing power hardware sentiment. The core is CPO and components. Dongshan Precision, which represents the component segment, hit the limit-up. In communications equipment, Huiyuan Communication, Shenjian Shares, and others also performed. But the problem with communications is that it mostly follows the sentiment in computing power. Sustainability later still depends on whether Huiyuan Communication can continue to build and chase new highs, and whether Jingji Xuchuang can hold a stable red-board range consolidation tomorrow.

Other directions mostly rotate—no sector effect! Not analyzing!

IV. Tomorrow’s trading plan:

On holdings: tomorrow, some positions will consider a spread-trading approach, and some will choose to lock in profits when prices are high.

On the index: after today’s big rally, in the short term it still looks like consolidation. Tomorrow, we’ll attempt a breakout above the overhead resistance at 4000.

On risk: today already hit a climax; don’t take on acceleration tomorrow. The mindset is “subtraction.”

On attention: today’s attention level is 6–8. Tomorrow, consider reducing when prices are high.

Tomorrow’s watchlist: China International Engineering (CITIC International), Tongding Communication, Guangdong Media

V. Interactive discussion section

If you have any Gu (stock) logic you’re unsure about, you can ask in the comments. From 3 PM today to midnight, Zhuang Ge will answer questions in the comments—no matter what, he’ll explain everything! All practical trading know-how, buying/selling point techniques—I’ll keep them hidden in my replies in the comments; these are the real details I don’t normally share publicly. Don’t miss it—make sure you climb the thread to learn!

For friends whose accounts are in the green today, comment “Trading System 666”

For friends who saw a drawdown today, comment “Get it back tomorrow”

VI. Interactive thought questions

Lastly, I’ll post today’s thinking questions. It’s okay if you can’t answer them. At 10 PM tonight, I’ll explain everything clearly to you. Feel free to leave your views in the comments—I’ll answer them one by one!

1. Which sectors saw strong resonance with the whole market today? Which one do you like more for sustained performance afterward?

2. Will the Xin Duo Duo concept have a “baiting” effect later?

Also, brothers—were you flat today? If you were flat, comment “no position.” If you have positions, share which stocks you entered and why you bought them, so you can also review and reflect on your mindset at the time.

Don’t be shy—more exchanges and more summarizing means fewer traps and steady progress every day. In this market, not losing money is winning. With me, Zhuang Ge, and the representative of the Zhuang family, we’ll discuss together and achieve stable mutual wins!

VII. One-sentence explanation of Zhuang Ge’s system (must read for new friends!)

Zhuang-style trading system is a model created by Zhuang Ge himself. It’s used to quantify market sentiment cycles, and then convert them into position-size ratios—perfectly solving the issue of sentiment-cycle effectiveness in the quantitative era!

The Volume-Constraint Entanglement Theory is a framework for judging a stock’s volume and price behavior. It helps everyone with intraday buying and selling and with assessing whether the main fund is staying or leaving!

The Ultra-Short Twelve Forms include 12 kinds of stable ultra-short trading methods, combined with Zhuang Ge’s self-created volume-price theory, to solve the stock-picking problem.

In short: the trading system manages position sizing, the volume theory manages buys and sells, and the ultra-short twelve forms manage stock selection. By combining all three, use the determinism of the model to handle market uncertainty—so you can survive in the market!

Zhuang Ge’s journey so far—hope it helps friends who are feeling lost:


Special thanks to the friends who keep cheering on!

@Mikaelangel@ @Zhenhui Zoulai Paobu @That-time little shui @Little earth pile pile coins @Shaanxi Wang Full Load @I follow red light @CtrlZzz456 small

Special thanks to the friends who made tips!

@Xingyue Leisure @Liang Jinhuai Hotel Investment Planning @Old Horse Knows the Way 123456 @See You Make Money @Tongtong little princess @Zhou Jie @Snow Mountain @Mo Qian Yu Yin @Qin Ding @Follow the mainstream @cloudyseeker @Mikaelangel@ From 21,000 to 1 @Big A fan @In the fog of A @Little earth pile blast coins @Baiye 2 @Shaanxi Wang Full Load @Liu Wei Yu @CtrlZzz456 small @Miro123 @Main rise leader empty leader

Thank you to every friend for your encouragement and tips. Your questions will be answered first. You can also + add special attention to receive Zhuang Ge’s analysis of the market as soon as possible!
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