[Red Envelope] 3.10: Quantitative buy of 930 million UCloud, Huasheng Tiancheng trend still ongoing

Super short Dragon Technique, which one is the best? Just look at Tao County Michelangelo! [Taogu Bar]

Watch after liking, develop the habit, and your wealth will keep flowing! The 7 bonus coupons in this article are the essence posts. You can like + tip + promote in one go. Here are nine strategies to respond to the current market’s Dragon Search system, always at the forefront of the market! The comment section is lively with exchanges. When common issues are seen, they will be shared as highlights!

Michelangelo’s trading insights: The ordinary attach to appearances, the wise glimpse the essence! In the vast stock market, traders are like a drop in the ocean; drifting with the waves will eventually sink into the sea! If you can find a guide, understand the essence of trading, and develop a stable trading model, you can achieve maximum gains in extreme situations! Every participant longs to catch the limit-up factors. Michelangelo insists on speaking with data, analyzing dialectically, and understanding market operations deeply. Here, you’ll find the most detailed review and breakdown, quickly building a high-dimensional understanding of the market—truly a fish and fisherman combined. Investment master Peter Lynch once said: “Investing without research is like playing cards without looking at the cards.” Michelangelo hopes to use years of practical experience to help you play each trade well. Don’t miss it!

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This week’s case analysis

3.9: New bid for Shunna Shares; New bid for Youke De at opening; Unfollow Huasheng Tiancheng; Capital Online and Zhongchao Holdings remain focused

3.10: Unfollow Shunna Shares, Youke De, Capital Online, Zhongchao Holdings; empty

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Live broadcast at 20:00 tonight. Time is tight, so we’ll focus on the most important breakdowns.

Recently, the rhythm has been good. Everyone should carefully feel Michelangelo’s rhythm control. Since the system upgrade, the most important change is that stability outweighs aggressiveness. Recently, the index’s projection, thematic analysis, individual stock aesthetics, and position management should reflect a very smooth operation.

Power and computing power have been analyzed for a week. No need to elaborate on logic here, but about stocks: Shunna Shares and Youke De are likely leaders in power-electronics synergy and lobster concept. Today, these two opened strongly in the bidding, but after the open, Nvidia’s chain impact caused them to weaken. So Shunna Shares moved away. I don’t really want to unfollow Youke De; as the most authentic lobster concept stock, opening fully in the second session is fine. But we need to overcome our own inner doubts and subjective speculation. So today, we are holding a vacant position.

This week, position control was quite good: heavy when needed, light when appropriate, and empty when necessary. Money is endless, but it can also be lost!

The index is currently moving in a box oscillation. At this time, insufficient volume means we shouldn’t be overly bullish. To be bearish, you need to respond daily.

Market sentiment today is relatively good, with a better profit-making effect, but the market still lacks height. Be aware that the risk appetite is still leaning towards the trend, and relay is weak.

In terms of themes, although power and computing power sectors performed the strongest in bidding, note that yesterday’s early movers like Jinkai New Energy opened with a nearly one-word move without enough turnover—that’s a flaw. Meili Yun weakened and then surged, but was crushed, indicating the theme has width but no height. Oil and gas sectors performed the worst due to news stimuli, with stocks like Changfei Optical Fiber and Tianfu Communications opening high with volume support, but watch for the computing power sector’s high-low shifts towards core institutional targets. Institutions were active all day, deploying PCB, CPO, and robotics in the morning, and focusing on optical communication, storage, and photovoltaics in the afternoon. However, the market volume shrank, and the current trend’s sustainability is doubtful. Caution is advised; avoid blindly chasing highs.

Related to computing power

Optical communication: Reisconda, Tiantong Shares, Hui Green Ecology, Changfei Optical Fiber, Guangxun Technology, Dongshan Precision, Yangtze River Communications, FiberHome, Changguang Huaxin

Liquid cooling: Feilong Shares, Jiangshun Technology, Seagull Shares

PCB: Jinan Guoji, Xunjie Xing, Guanghe Technology, Lianrui New Materials, Zhongying Technology

Other computing power: Hesheng New Materials, Haixing Shares, Haoli Technology, Aohai Technology, Yellow River Whirlwind

The theme is not about height but width, led by quantitative institutions. The trend is hard to have a clear direction, with no solution! On the positive side, industry fundamentals, policies, and funds all have incremental support, and institutions are actively deploying core targets. On the negative side, there is serious differentiation within sectors; some stocks rely only on concept hype without real orders or performance support, making it hard to form a joint force. Incremental funds are concentrated in a few core targets, not fully spreading, raising doubts about sustainability. Caution is advised.

Power grid/electricity and computing synergy

1st board: Green Power, Dixin Communications, Huadian Energy, Beijing Keli, China Electric Xinlong, Jinko Technology

The sector has shown five consecutive positive days, demonstrating strong resilience. There is a symbiotic relationship between power and computing: “power supports computing, computing optimizes power.” The sustained development of computing power depends on stable power support, which is one of the core logic for the sector’s strength. However, the power sector’s height is hard to break through. Short-term trading should focus on arbitrage, not blindly chasing highs. Be especially cautious: when the computing power sector shows divergence or profit-taking, the power sector is likely to face similar pressure. Prepare risk controls in advance and handle pullbacks carefully.

Lobster

3rd board: Ningbo Construction
2nd board: Qunxing Toys
1st board: Guoan Shares, 26 Three, Kehua Data
Lobster: I am just an AI, don’t treat me as a万能工具虾.

Robotics

2nd board: Yuhuan CNC
1st board: Jamei Packaging, Xuelong Group, Shoukai Shares, Zhaowei Electromechanical

The robotics sector is also mainly driven by institutions. Many stocks attempted to break out but failed to do so effectively, with no clear direction for now.

Commercial aerospace

2nd board: Lekai Films
1st board: Zhongheng Design, Aerospace Electronics

This sector has shown obvious trial movements over several days. Coupled with the dense rocket launches in March and April, the aerospace sector may have the potential to lead the market with a hybrid movement.

Real estate

5th board: Wangli Security
1st board: Decai Shares, Fashilong, Shahe Shares

Wangli Security’s unexpected positive reaction. Tomorrow, those who actively detach from Wangli can observe.

Announcement of limit-ups

1st board: Zhongnan Culture: intends to acquire 57.3% of Jiangyin Sulong Thermal Power’s equity
1st board: Xinjing Gang: intends to acquire the controlling stake in High Up Technology, a aircraft manufacturer

Summary: Currently, the market is in a structural phase of stock-based competition, essentially a mid-bull market consolidation phase. It’s neither the explosive stage of a full-scale rally nor the panic sell-off phase. The volume is shrinking, with off-market incremental funds watching and waiting. Inside the market, only stock-based rotation occurs, with themes only broad but not tall, dominated by quantitative factors. It’s a typical “partial gains, no full market trend” oscillation.

In a low-volume environment, funds concentrate on a few core institutional targets, avoiding high-level themes and unsupported concept stocks. Preference is given to low-risk arbitrage and core target deployment, avoiding blindly betting on high levels. Overall risk appetite is limited by trading volume.

Tomorrow’s strategy, we will discuss in detail tonight!

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Thanks to brothers and sisters for their tips and support—may your wealth flourish forever!

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