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A suffocating, shit-like market~ Only sporadic opportunities remain
The market trend is very weak, very weak~ The index is again a medium-sized decline…
Yesterday, the overall institutional view was mainly reducing positions.
Funds are not willing to take even a tiny profit… On Friday, chemical, coal chemical, and wind power stocks surged… and then immediately cashed out.
The top-performing Zhongnan Culture opened high and then dropped sharply (see how it supports the 5-day moving average).
Over the weekend, the chemical sector also surged and then fell back~ Jinniu Chemical broke down.
Two top stocks with one-word limit-up and then dropping sharply, including Zhengzhou Coal & Electricity and Luhua Technology~ New energy heavyweight Jindong Heavy Industry also declined.
This morning, chemical and coal chemical stocks were okay, surged high… but then sold off… Chitianhua moved out, Chuan Jin Nuo and Jinneng Technology also exited, causing a large red pulse.
At this point, as long as it breaks through, it’s not wrong…
Friday’s profit-taking in integrated power, with some leading stocks recovering, such as Shun Sodium and Jinkai New Energy.
Energy storage inverters performed average, mostly shrinking on the 5-day moving average… trend looks good, added positions in Shouhang New Energy, and Chint Power also in.
Airo Energy is above the 5-day moving average.
Today’s unexpectedly strong segment in storage chips, which should follow performance trends (Friday’s US storage stocks surged alone). Lingke Technology hit the daily limit.
Synthetic biology performed well in the morning… Yaxiang Shares showed a pulse.
Ruifeng High-Performance Materials, combined with M9, almost hit the daily limit… I hold two of the best performers today.
But the largest position, energy storage inverters, performed lackluster.
Treating this market with extreme caution… Every step is taken cautiously… Feeling uncomfortable.
Resconda increased positions in deep water, no T… Xinling Electric also didn’t move, feeling the environment is no longer meaningful.
Baichuan convertible bonds moved early in the morning, then dropped sharply and recovered… Changguang Huaxin is also in… Held Kexiang Shares for a long time, Thursday’s pulse of 8% didn’t sell, now all gone, speechless.
In the afternoon, hope for energy storage inverters in new energy to pick up.
Today’s morning was stimulated by weekend news about deep-sea economy and cross-border RMB… probably no one will fall for it, no need to even look at the theme, just like Friday’s brain-machine interface.
At this time, market risk appetite is very low, any thematic news stimulus can be completely ignored.
A small bright spot is the performance of storage chips… PCB M10 materials~ incremental growth… high-level optical fiber and gas turbines have all been continuously retracing.
Also, the trend of new energy… a few stocks related to power calculation… Synthetic biology performed well today, just a little bit of new.
Let’s watch in the afternoon! Feels like chicken ribs.