Calculate the electric transmission index starting from V, with subsequent highlights to watch

Good evening, brothers and sisters [Taogu Ba]

My writing style is straightforward and clear, analyzing the market based on feedback.

Welcome everyone to share more.

……………………………………………………………………… Operation Review:

GCL System Integration opened with a half-transaction.

Today’s market was not easy to trade, so I didn’t dare to buy heavily at the open. In the afternoon, electricity stocks still exceeded expectations. ……………………………………………………………………… II. Market Recap: The index fluctuated and closed lower, with a trading volume of 2,443.1 billion. During the bidding, Jilin Chemical Fiber and Zhongfu Shenyan added orders with single words, but carbon fiber did not strengthen significantly after opening. The opening was a surge and retreat for electric power, with petrochemical stocks strengthening. However, the market was still rotating with severe volume shrinkage. In the afternoon, Jinkai New Energy hit the limit, indicating a flow back to electric power, China Energy Construction also hit the limit, and the index V-shaped recovery saw market volume pick up.

The market is still rotating, with recognizable sectors and feedback from individual stocks being decent. In the afternoon, electric power exceeded expectations. China Energy Construction was very determined to hit the limit, driving the market V-shape recovery. However, the market did not turn red, and sector strength did not surpass chemicals, which are areas of concern. I can’t say there’s a strong expectation for sustainability here; I can only say that the focus will be on the rotating sectors moving forward. Tomorrow, electric power is expected to surge and then retreat, so it’s worth watching other rotating sectors or low-entry points on divergences for core positions.

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III. Hot Stock Comments:

Yunnan Energy Holdings: Continuing to new highs, whether it will keep rising depends on if it sustains momentum. But even if it doesn’t, there’s no room for abnormal moves in the 30-day period.

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IV. Market Environment:

Profit-making effect: Chemicals, electricity, wind power

Loss-making effect: Military industry, artificial intelligence, communications

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Below are previous teaching posts (watching live replay is recommended for better understanding):

Live broadcast essentials - How to act at various cycle nodes?

Live broadcast essentials - How to quickly analyze and decide within fifteen minutes of bidding to open?

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