Trading volume reaches 800 billion, surging by 100 points! Did you get on board?

With an 800B share expansion, a surge of 100 points! Have you boarded?

[Taoguba]

1. For ultra-short-term trading, you have to watch the opening auction.

April 08, 09:25 AM: Opening Auction Hits the Daily Limit:

Interpretation: 10 stocks hit limit-up in the opening auction (yesterday 3). It’s clearly a sentiment repair through the opening auction.

1. Huabai Pharmaceutical (Xinjiang + innovative drugs + restructuring resumption), with an order book of 1.6 billion, Tianjin Pharmaceutical borrowed volume and opened sharply red up 9 points. So here, you can’t just treat Tianjin Pharmaceutical’s sharp red opening as “above expectations” on its own—you need to combine the very first trade at the open and intraday follow-through to see whether it is actively taking the lead to break through.

2. Changyuan Donggu (Hubei + aero gas turbine + restructuring resumption), with an order book of 1.5 billion. From the Hubei angle ZhongAnKe is getting regional benefits; aero gas turbine implies computing power. Combining this with Hanggang Shares, which ranks third in the order book, today’s computing power expectation should repair and become the leading theme for component restoration.

3. Hanggang Shares (Zhejiang + cloud computing). Pre-market it precisely placed DeepSeek V4 grayscale testing + within-expectations “index big bullish repair node.” This is well-prepared—but Hanggang’s volume explosion physique and freshness definitely can’t match the first-wave momentum. Given that recent domestic computing power leasing often becomes a “one-day游,” this order-book strength needs a question mark. You must confirm at the open whether it doesn’t blow up. If it doesn’t, then recently active Aorui De, Meili Yun, Sangwang, and Hongjing can be brought into your view.

4. Menovo (Zhejiang + innovative drugs). Order book 700 million. The one-word limit-up is huge, and a large part of the reason is that XinDuDuo appeared on the龙虎榜. Second, it also leveraged the volume of Huabai Pharmaceutical to serve as a continuation/replace Tianjin Pharmaceutical’s expected second wave after the board break.

5. Mingo Guangci (Jiangsu + CPO). Computing hardware repairing—this old NPC fits for laying in. Order book 600 million, with risk of being rejected from a breakout; it’s suitable to respond with a first-mover entry.

6. Western Gold (Xinjiang + precious metals). Order book 600 million isn’t especially strong (recent highest turnover 4.7 billion). The precious-metals oversold rebound is a signal. After the open, watch whether it breaks the board. If it doesn’t, then within the arbitrage themes, the only big high-elasticity stock Xiocheng Technology that fits the opening-auction guidance.

7. Huiyuan Communication (Sichuan + optical communication). This is a clear “Mingpai” for days 3-4—an order book decrease of 100 million plus Xineng Taishan exploding in volume and opening up more than 6% below yesterday’s premium. Also multiple first-board one-word quantities. Reverse reasoning suggests the node might have a handoff. That corresponds to the full risk of break for stocks above the 3rd board.

8. Xintian Pharmaceutical (Guizhou + innovative drugs). 1-2 is a clear “Mingpai” rebound from Tianjin Pharmaceutical. This kind of “Mingpai” catch-up usually doesn’t go far. The previous Huadian Liaoneng “Mingpai” catch-up was Guangneng, and later it was A-share liquidation under pressure (A杀). Quant models have memory.

9. China International Engineering & Construction (Beijing + infrastructure + computing power). After the ceasefire between the Middle East, reconstruction expectations. One-word with no order book. It indicates that the funds in the opening auction didn’t fully recognize this logic. You need to confirm again after the open.

10. Doushan Precision (Jiangsu + PCB + performance). Big bullish index day expectations + institutions repairing ahead due to performance stimulation. One-word with no order book—needs confirmation after the open again. If it weakly sells off at the open, then today the index repair strength is generally just that.

April 08, 09:25 AM: Opening Auction Hits the Daily Limit-Lower:

Interpretation: 9 stocks hit the daily limit-lower in the opening auction (yesterday 5). Excluding 2 stocks with company-specific bad news, of the remaining 7, 6 are oil-and-gas/chemicals. All are tied to ceasefire-as-bad-news. The remaining one, Falsheng, was named by regulators for a severe abnormal move and then another abnormal move. Combined with the index’s big bullish day reverse reasoning, the idea of a “tight-knit pile” starting to dissolve. Breaking it down by theme: guidance points to the optical-fiber divergence; for the individual stock, the high-open of XIneng Taishan is a risk, not an opportunity.

2. Closing Data:

1. All three major indices closed up. The Shanghai index rose 2.7% to close at 3,995.00 points, the Shenzhen index rose 4.79%, and the ChiNext rose 5.91%. Turnover was 2,450.6 billion, compared with yesterday’s huge increase of 827.1 billion. Net inflow was 100.15B. The ratio of stocks up vs. down was 5,174:301 (yesterday 3,977:1,426). The ratio of limit-up vs. limit-down was 122:4 (yesterday 93:4).

Interpretation: The pre-market confirmation came from the Middle East ceasefire news. Asia markets surged, and the U.S. futures’ surge stimulated the A-shares to open high. After a small selloff during the day, it was pulled back again. The whole day ended with a 100-point long bullish candle. Limit-ups were over 100+. There were more than 4 limit-downs mostly in oil-and-gas direction, but the height of the multi-day boards was lost and slid down to 4 boards. The overall market action is a divergence of “strong index, weak speculation,” i.e., strong repair.

2. The meaning of the top 10 by turnover before the close: funds in weight stocks distribute; it represents the market’s strongest force selection—can’t not watch!

Interpretation: The top 10 starters’ contributors had no anomalies with a 4:6 split. Total compared with yesterday’s expansion was 63.2 billion. The average opening auction rise was 3.48%; the average close rise was 5.7%. It qualifies as “high opening, then high climb” with volume expansion. The U.S. stock mapping: technology occupied 7 seats dominating. CPO JIJIANG XUCHUANG made a historical new high and led the top 10. In the top 100, up vs. down was 82:8, matching the broader market’s up vs. down. The whole day was extremely squeeze-driven; reverse thinking suggests the next day needs divergence.

3. Limit-ups and limit-downs also embody the ultimate “money-making effect” and “money-losing effect”—you must watch!
Limit-downs:

Interpretation: 4 limit-downs were the same as yesterday; 1 more stayed limit-down. 0 limit-downs at 20cm. Extreme negative feedback concentrated on oil-and-gas and individual stock bad news. High-position pharma had boards break without finding any limit-down names. Reverse reasoning: pharma tomorrow should continue to have divergence. Even with the extreme squeeze, it still can’t eliminate all limit-downs, which means speculative sentiment still has divergence.

Limit-ups:

Interpretation: Tech is lifted by ceasefire as a positive. AI application oversold rebound becomes the strongest intra-day sub-sector. Computing power leasing supporting lift rises; optical communications—the former is persistently strong and crosses bull and bear cycles. In a broad “all-sector up” pattern, multiple directions rotate and repair. Limit-ups exceeded 100+ for the first time in 26 years. The shortcoming is that the height dropped to 4 boards. Speculative sentiment divergence and index repair formed a divergence/contradiction.

Multi-board Interpretation:
4 boards
Huiyuan Communication (Sichuan + optical communication + 87 million), Tianjin Pharmaceutical breaks the board, Taishan breaks the board. Optical communication has fermentation again. The “Three brothers” have no choice but to go the “one-road-to-dark” way. If Huiyuan Communication continues to hit one-word in the opening auction and even adds orders; if it doesn’t blow up within 5 minutes after the open, pay attention that the two board-break names indicated today may have a back-reversal (re-acceleration).

3 boards
ZhongAnKe (Hubei + computing power + low price + 1.1B). Hubei catch-up + low-price risk-on bias + computing power attribute expected-difference seats in front of the other few 2-board names. It’s an “understanding the way” upgrade. Computing power isn’t its fermentation; don’t chase the “high pullback logic.” Tomorrow is the anchor for computing power leasing and the tolerance rate for multi-board continuation.

2 boards
Jinling Pharmaceutical (Jiangsu + innovative drugs + 843 million). Classic turnover-based “lock” into a one-word. It’s a catch-up from Tianjin Pharmaceutical’s perspective, and it also “passes the baton” to Xintian Pharmaceutical for promotion. However, it also got rejected several times by itself. Tomorrow you need Tianjin Pharmaceutical not A-kill and a “weak-to-strong” improvement of its own, coordinated with the divergence from the index. Among the first boards, Huabai Pharmaceutical has a large order—tomorrow still has a carry-on expectation.

China International Engineering & Construction (Beijing + infrastructure + computing power + 493 million). The one-word started only because the Middle East ceasefire reconstruction logic just began, but there’s no order book. That means funds are also gambling. There is commonality in computing power and infrastructure with Hanggang per the opening-auction guidance. After the open, whether the index is good or not, if funds follow through and seal the board smoothly, the intraday strength is OK. The成交大幅缩量 on the way out produced a 5-day 3-board route. From the close perspective, the reconstruction logic still hasn’t really fermented. If you treat computing power as its position tomorrow, it will be up there with 3-board ZhongAnKe.

Guangdong Media (Guangdong + AI applications + football + 633 million). Officially the AI application “nominal position,” but in reality the theme funding recognizes the combination of Lei Ou + Blue team. The football angle replaces SHUA Sports. If AI applications recognize it, then tomorrow you won’t be able to buy one-word.

Pubang Shares (Guangdong + infrastructure + low price + AI applications + 252 million). The name includes “Bang”—it’s still Pubang; then the infrastructure angle is helping China International Engineering & Construction. Guangdong’s regional attribute + AI applications pushes Guangdong Media. Low price also pushes ZhongAnKe. Pure “tool man” positioning.

HuaYuan Holdings (Beijing + property management + low price + 299 million). Similar to Pubang’s role.

GaoLe Shares (Guangdong + restructuring + IP economy + solid-state batteries + 379 million). It’s riding on the restructuring “position.” But funds definitely don’t recognize it. From the regional angle, it promotes Dongshan. If tomorrow solid-state batteries rotate and repair, you can step in anytime and “understand the way” by taking the leading spot.

Xinzhonggang (Zhejiang + power + energy storage + 895 million). Late-day sneak in to seal the board. Transitioning from multi-board to trend-following and then back to multi-board is extremely awkward, and it even has bond involvement. It can only be said that behind it there is a piece of funds wanting to do something. As for what the logic is—I don’t know either. Or maybe it’s power/energy storage. When tomorrow those attributes rotate, with positional advantage wouldn’t it be wonderful to press others one head above?

Tongding HULIAN (Jiangsu + optical fiber + 1.11B). It replaced one Jiangsu Falsheng and brought in one Jiangsu Tongding. The诱惑 of a 10x optical-fiber gain is simply too big. But recently there hasn’t been a breakout cycle that suppresses the 4-board limit. Tomorrow needs to watch XIneng Taishan’s board-break feedback. Ideally, it would reverse into an assist and help Tongding become the new optical-fiber main acceleration core.

Cory Technology (Shenzhen + CPO + 1.13B). The CPO trend accelerates into multi-board continuation. Refer to how HuiLv Ecology did it before. But intraday strength and order book aren’t very strong. Be careful and stay away from the 5-day line risk.

Important First Boards:
Lei Ou Shares + Blue Light Mark: AI applications oversold rebound anchored. If neither can advance to 2 boards, reverse reasoning suggests the strength of this rebound is generally just so.

Hanggang Shares. DS computing power sentiment pioneer. Today has fermentation; tomorrow cannot continue adding orders. Be vigilant about computing power leasing again becoming a one-day游.

Xiangnong Xinchuang. After its storage chip earnings announcement, it opened high and then went low, then got closed back with the index. Its actual initiative is average. Need to watch the overseas storage performance tonight. Be wary of a trap that “passively” exceeds expectations tomorrow.

Western Gold. Precious metals repair sentiment pioneer. It has fermentation. Then tomorrow it still cannot open the board. Watch the order-book strength to see whether there’s divergence.

Dongshan Precision. PCB earnings announcement + index big bullish node—institutional repair pioneer. The daily order book was the largest, up to 3.5 billion. Board trading was 2.8 billion; closing order book was 1.2 billion. Based on this strength plus fermentation, tomorrow should continue to accelerate. But with consecutive one-words of 200B—doesn’t that look a bit crazy at the peak?

Aorui De. Computing power leasing repair best “mulligan king.” It’s bought because Hanggang couldn’t be bought. Look at computing power leasing continuity together with Hanggang.

First Capital Securities. The only limit-up for brokers. Intraday is a complete mess. Observe whether the index breaks 4,000 points. The direct anchor is whether big financials can keep pushing. If it dares to show a volume-backed red open, take it seriously.

C8 Supermarket Interpretation:

1. Xineng Taishan. Optical fiber is one of the catch-up “baolong” labels. Today it saw a huge volume board break at 3-4 boards, with Falsheng present, and Hangdian weakening’s influence. Total turnover was close to 3 billion. As for the承接, it’s still OK. It doesn’t rule out wash trading. If tomorrow it can actively weak-to-strong and open red-high, take another look.

2. N red board. Index expects a big bullish day. The new stock price is appropriate. The opening auction rise isn’t too high. Betting on a big repair day—“Lin Ting goddess.”

3. Furong Technology. Yesterday it showed a one-word stance. Even though it didn’t trigger consumption electronics fermentation, today it can still open red with volume—so it’s not weak. Although there are factors like index repair expectations, the first trade at the open upward “felt like” it wanted to do it. Intraday the rally had no one sealing the board. In the end it closed with a long upward candle up to a higher close line. Bottom-area volume acceptance is still OK. Watch tomorrow whether it actively back-reverses.

4. Changxin Bochung. Optical fiber trend makes new highs. Late-day it snatched orders to rush in. Betting that tomorrow’s index divergence will bring optical-fiber price back.

5. Menovo. Yesterday’s pullback around the 10-day line found support. After-hours XinDuoDuo席位 appeared. Today it slapped on a one-word “randomly.” I also don’t understand it.

4 Tactics for “Zeroing Out the Principal,” with you—shared advice!
As follows:
1. Cut at the ice point to stop the loss
2. Hold no position in the main advance
3. In divergence, mix in messy trades
4. When the tide retreats, go all-in hard

April 9—Forward-looking Plan: Watch U.S. stock feedback + whether news keeps flipping back and forth. After a “index surge,” in anticipation of weak divergence, the sentiment “rebound” may return. Focus on optical communications + pharma; next, look at the acceleration and then divergence acceptance after today’s leading institutional names—like Dongshan Precision for PCB, JIJIANG XUCHUANG for CPO, etc.

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Replay Data:

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