Dreams of ten million cups, a master’s review of a million cups (February 6)

No logical support, just optimistic technical patterns. Even if you buy, it should be a light position. Giving up is also not a loss. [Taogu Ba]
The market opened lower in the morning and then rebounded, with the three major indices all turning red, only to oscillate back down at the close. Chemical stocks collectively strengthened, with Cangzhou Dahua, Jinniu Chemical, and others hitting the daily limit. Oil and gas stocks surged during the session, with Intercontinental Oil & Gas hitting the daily limit, and Zhunyou Co., Ltd. also hitting the limit. Robotics concept stocks were active, with Wuzhou Xinchun, Liancheng Precision, and others hitting the daily limit. Solid-state battery concept stocks were strong, with Enjie Holdings, Sanxiang New Materials, and others hitting the limit. Retail, white wine, and other consumer stocks adjusted, with Baida Group and Huangtai Liquor hitting the limit down. In terms of sectors, chemical, oil & gas, robotics, and solid-state batteries led the gains, while retail, tourism, white wine, and AI applications saw the biggest declines.
A total of 2,574 stocks rose in the two markets, with 71 stocks gaining over 10%, while 2,444 stocks declined, with 5 dropping more than 10%. 26 stocks hit the limit, with a 33% limit-hit rate. Today’s total transaction volume was 2.16 trillion yuan. The Shanghai Composite closed down 0.25%, the Shenzhen Component down 0.33%, and the ChiNext down 0.73%.

Top ten hot stocks in major stock forums:

Taogu Ba: 1. Aerospace Development 2. Lio Co., Ltd. 3. GCL System Integration 4. Shuangliang Energy Saving 5. Zhejiang Wenhu Internet 6. Wangsu Technology 7. BlueFocus 8. Julli Rigging 9. Hongbaoli 10. Hang Electric Co., Ltd.
Dongcai Ba: 1. Julli Rigging 2. GCL System Integration 3. Silver & Copper 4. Hunan Gold 5. Hunan Silver 6. Lio Co., Ltd. 7. Shenjian Co., Ltd. 8. Pingtan Development 9. Wuzhou Xinchun 10. Aerospace Development
Tonghuashun: 1. Shenjian Co., Ltd. 2. GCL System Integration 3. Leike Defense 4. Aerospace Development 5. Intercontinental Oil & Gas 6. Julli Rigging 7. Lio Co., Ltd. 8. Galaxy Electronics 9. Pingtan Development 10. Zhejiang Wenhu Internet

Top five industries with net main inflow: new energy vehicles, lithium batteries, non-ferrous metals, new energy vehicle parts, photovoltaics;
Top five concept sectors with net main inflow: energy storage, Tesla, solid-state batteries, robotics, sodium batteries;
Top ten stocks with net main inflow: CATL, Hunan Silver, Zijin Mining, Xingye Silver Tin, Silver & Copper, GCL System Integration, Wanhua Chemical, Shenghong Technology, Zhangyuan Tungsten, Duofudu.
@StockSeaDrifter (Trading style: specializes in convertible bonds, focused on convertible bonds, conservative trader)

Brother StockSeaDrifter sold Hong Kong consumer ETF, Aofei convertible bonds, and S&P Consumer ETF, held Korea-China Semiconductor ETF, Brazil ETF, Shangtai convertible bonds, and Dazhong convertible bonds overnight, small profit today.
Comment: In a market with many competitors, being able to eat a meal is a win.

@BoGuTongJin2022 (Trading style: good at hitting the first board, mainly first hits, steady operation) Verified account

Brother BoGuTongJin2022 hit the limit with Hansen Pharmaceutical, Hangzhou Department Store, Data Port, Hangmin Co., Ltd., and Tianji Co., Ltd., small profit today.
Comment: Persist in refining one pattern, accumulate more, reflect more, be less impulsive, make fewer mistakes, success will come sooner or later.

@SanChuanWanLiHong (Trading style: good at new market themes and popular stocks, mainly hitting the first board)

Brother SanChuanWanLiHong continues to stay in cash and wait patiently for opportunities.
Comment: People are restless, making a large number of meaningless poor-quality trades. This “diligence” not only wipes out profits but also costs the principal.

@PleaseCallMeXiaoMangFu (Trading style: good at new stocks and hot strong stocks, mainly cutting losses decisively) Verified account

Brother PleaseCallMeXiaoMangFu continues to hold Fenglong Co., Ltd., involved in Western Materials, today eats noodles.
Comment: Profit and loss come from the same source. It’s time to start paying back high-position stocks.

@YunXiangYiShangHuaXR (Trading style: good at hot sectors, mainly chasing gains) Verified account

Brother YunXiangYiShangHuaXR continues to roll over Guizhou Moutai, sells Postal Savings Bank, Bank of Communications, Aerospace Engineering, Aerospace Development, and Hainan Development, small loss today.
Comment: What is being cut is not the stock, but the solid outlook and values of life. Want to do value investing but also want to speculate, feeling not pure enough, can’t make all the money.

@JiuAiCouReNao (Trading style: good at hot strong stocks, mainly swing trading for T)

Brother JiuAiCouReNao sold Liancheng CNC, chased and got caught in BioVenture, small loss today.
Comment: Many simple truths require paying a bloody price to realize. Brothers, stay steady, don’t waste energy.

@LuCheng (Trading style: good at core and leading stocks, mainly swing trading)

Brother LuCheng chased and got caught in Wangsu Technology, took profit on Baichuan, cut losses on Hunan Gold, small loss today.
Comment: Selling points are too difficult. Missed the big gains on Hunan Gold. With this kind of trend, how many can hold on?

@GuHaiZeWang (Trading style: good at leading stocks, leading player, mainly swing trading)

Brother GuHaiZeWang continues to hold Zhitexin Materials and Juguang Technology, rolling over Wangsu Technology, involved in Changfei Optical Fiber, stops profit on Ouge Co., Ltd. and Tiandi Online, cuts losses on Zhejiang Wenhu Internet, small loss today.
Comment: Abandoning AI applications, starting to rebalance and reposition, laying out new directions.

@ShenMingBuXiang (Trading style: good at hot strong stocks, mainly hitting the first board) Verified account

Brother ShenMingBuXiang sold GCL System Integration and Xinwei Communications, staying in cash and waiting patiently for opportunities, big profit of 9% today.
Comment: Take profits when the time is right. In oscillating markets, reduce trading frequency, first protect profits.

@QiLongJue (Trading style: good at low buying, mainly buying strong stocks at low points)

Brother QiLongJue bought low on Zhitexin Materials, Silver & Copper, and Intercontinental Oil & Gas, took profit on Aerospace Development, cut losses on Xiaocheng Technology, small profit today.
Comment: Intercontinental Oil & Gas again made a big gain of 22CM. This kind of market belongs to low-buying players.

10 real traders, today’s highest return 9.62%, maximum loss -8.92%, 4 profitable, 5 losing, 2 in cash, 6 heavy positions, 2 light positions. The market fluctuates, sectors vary greatly. Treat it as a oscillating market, mainly buy low and sell high.

Golden Dream Second Annual Million and Ten Million Real Trading Competition Top Holdings

Famous players on the leaderboard
@High School Student Who Plays Piano (Trading style: good at market hot spots, diverse techniques) Verified account

@A-Lashen Lantern (Trading style: good at leading stocks and popular stocks, mainly hitting the first board and chasing highs) Verified account

@Golden Delivery Man (Trading style: good at market hot spots, mainly chasing gains) Verified account

@Six O’Clock (Trading style: good at popular stocks, mainly low buying) Verified account

@Choosing the Right Day to Enlighten (Trading style: first board player, split position hitting, steady operation)

@Huang Da Xian Little Friend (Trading style: good at hot strong stocks, mainly swing holding)

@Investment Is Like Life (Trading style: good at lurking, mainly swing rolling) Verified account

@I Am a Glowing Man (Trading style: good at new stocks, mainly full position all-in)

@The Strongest Shot (Trading style: good at hot strong stocks, dragon and phoenix mode)

@E-Hua Shao (Trading style: good at core and popular stocks, mainly chasing gains and hitting the first board)

@Chuo Qi Heng San (Trading style: good at core and leading stocks, mainly swing trading)

@Shunde Trader (Trading style: good at 1-in-2, mainly chasing gains) Verified account

@Low-Key Introverted Friend (Trading style: value investing and speculation, mainly swing holding) Verified account

@Low-Key Clerk (Trading style: good at hot sectors, split position fluctuation trading) Verified account

Golden Dream Second Real Trading Competition Top Holdings List
Yesterday’s holdings leaderboard

Today’s buy leaderboard

Today’s sell leaderboard

Recently banned fake accounts:
Longjing Village Short-term Brother — banned for fake activity
Xiaotiantian0904 — banned for fake activity
Yanwei Gorge — banned for fake activity
Qingyi CZ — banned for fake activity
X Longtou — banned for fake activity
Prairie Pastor — banned for fake activity
Chives Waste Money — banned for fake activity
Losing money is not shameful; faking is the most shameful. Heaven moves vigorously, a gentleman strives for self-improvement.

Note: Expert comments are for educational purposes only and do not constitute any recommendations or advice!
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