[Red Envelope] Foshan Shadowless Kick, 200 million big move reappears in the scene! Will Rock Technology lead two waves of brain-machine interfaces?

“The market is not gambling; it is a process of redistributing wealth based on each participant’s understanding of human nature.” “This is a market with no right or wrong, only winners and losers. Learning to accept loss is the prerequisite for enlightenment.” [Taogu Ba]

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Today’s market can be said to be the most lively day. Why? Because the market shows signs of easing in oil prices, not all straits are closed. This sends a clear signal that funds are no longer only considering safe-haven themes; they can now run a spring rally for gold. The most obvious observation is that the龙虎榜 (Top List) no longer shows solely quantitative battles; top-tier funds are gradually returning.
A blooming market is coming.

Brother Foshan’s last outlook seemed to be still playing the floor, but today, after the market sentiment shifted, he immediately went all-in with a 100 million yuan move on Rock Tech, a capacity stock.

The market’s rhythm is gradually changing under the stimulus of news. If nothing unexpected happens over the weekend, the main themes should emerge in the days after the Two Sessions. Brothers, the darkest times are over.

Continuously tracking the small group leader, trying to understand his trading pattern and aiming to reach his “Day 54” level.

Su Su believes this series will continue to be updated. The appearance of leading players signifies the lead, and the main line will definitely reach the leaders. Looking forward to seeing the small group leader again on the龙虎榜, so we can learn his trading style.

Wealth Freedom Project

Just kidding, I’ll stop at 10 million.

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Today’s market and the plans mentioned in yesterday’s main post about electricity and oil were affected by unexpected news from the strait at noon, which hindered the flow back into oil. Is the continuity of electricity very strong? So Su Su’s market prediction still has some understanding.
Seeing today’s expectation of a strong recovery, in a market with over 4,000 stocks rising, based on past experience, the stocks with the largest gains in such periods tend to have an advantage. The increase in range indicates that the bulls are strongest. So today’s logic is that the market is starting to develop positively under news influence, and this trend will become more obvious. Time will prove all predictions.

Electricity was the most resilient during yesterday’s darkest market moments, the so-called “fire test of real gold” process. The logic behind electricity’s persistence is something I’ve explained countless times. Confidence is key in the market; truth often favors the minority. How to persist depends on your confidence, which comes from a successful trading system—creating a virtuous cycle. It’s not something that can be achieved overnight.

Enlightenment Stage
Consistent check-ins and likes, sharing in the morning session! Please like, follow, and if you find it helpful, friends can add fuel coupons to join us in profit!

1. Market Analysis

The overall trading volume during today’s strong recovery isn’t necessarily a clear turning point. Everyone is still in pain and observing, unable to act for two reasons: one, it’s the weekend and the market might be manipulated again; two, the Two Sessions haven’t ended, so the main attack direction is still unclear. Today’s strong recovery is also driven by reporting tasks.

2. Sentiment Analysis

Sentiment has improved slightly from yesterday but is not significantly better. The success rate of upgrades and consecutive limit-ups still lag, but the emergence of new themes and the rotation away from safe-haven themes are the biggest positive signals. If no new escalation occurs in the Middle East over the weekend, the market should stabilize next week, with the main themes also steady. Remember, the current market is characterized by high-positioned stocks moving sideways, and the bullish attitude isn’t bad.

Relaxing Moment

Most handsome MVP: Shandong Molong

Loser MVP: Yasheng Group

Hot Sector Analysis

Optics / CPO
News: Institutions say data center Micro LED CPO solutions have significant energy advantages and may replace copper cables.
This concept still has a lot of imagination; just replacing traditional copper cables is promising. When large-scale strength emerges at the right time, sustainability shouldn’t be an issue.
Hot stocks: Huacan Optoelectronics (1), Zhaochi Co. (1), Guoxing Optoelectronics (1), Xinruida (1)

Electric Power
News: State Grid plans to increase investment by 40% during the 14th Five-Year Plan, driven by AI demand.
This sector’s logic is well-known; I won’t repeat it here. The advantage over other sectors is clear. We should leverage strengths and avoid weaknesses, especially when space electric power isn’t developing rapidly.
Hot stocks: Shun Na Co. (2), Hanlan Co. (2), Jucheng Electronics (2), Tongguang Cables (1), Huayin Electric Power (1), Shanghai Electric (1)

Misjudged, everything is wasted!!!

Main Uptrend

Theoretically, themes have shifted from safe-haven to offensive, so even if total trading volume isn’t large, it’s not a big problem. The concern is a big move over the weekend, which is unfavorable for current development. Therefore, there should be new actions soon, and tomorrow’s market outlook isn’t very optimistic. Risks exist; don’t be overly optimistic, stay respectful.

Tomorrow’s Plan

Since the market shows signs of sentiment change, as the saying goes, good times create heroes. The new concepts emerging are unlikely to have sustainability issues, but the concern is whether the Middle East will escalate again over the weekend. The potential for safe-haven sectors like electricity remains high. It depends on whether the market continues to recover tomorrow and what the focus will be.

Quick Thinking Improvement

1. Will there be a 2.0 version over the weekend?
   A. No, it’s settled
   B. Yes

2. Is the strongest optical stock a one-day tour?
   A. Yes
   B. No

No definitive answer. To improve everyone’s understanding of the market, think more and leave comments. I will carefully review your answers and send a little red flower. There’s no right or wrong; it’s about encouraging thinking and deepening your market insight. Those who read this seriously every day are silent!

Ancient Wisdom Summary

1. Downtrend phase (better to miss 1000 than to miss 1) Focus on defense, look less and act more. The efficiency of defense during this sentiment phase determines the attack efficiency in the main uptrend. If the entire market is losing money, and we’re not, our starting point in the main uptrend is “new highs,” while others are “breaking even.” Don’t tempt fate, or you’ll pay the price.
2. Oscillation phase (boring) Watch risk when rising, opportunities when falling; the next day after a peak, reduce weak stocks and hold strong ones.
3. Chaos phase (many green tea stocks) Rapid rotation, small positions hunting, quick in and out.
4. Main uptrend (everyone can become stock gods—unlimited potential) Just do it.
5. Other phases (uncertain) No solution, market will decide its own path.

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@Zhuang Ge Says Stocks

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Follow me to learn how not to become a pawn, master calculations, understand market changes, and set the tone with a single word. Don’t be manipulated or drift aimlessly. Wishing everyone daily big profits and constant smiles. Follow, like, and add 100 points for check-in—your biggest support, fueling my continuous updates. More likes and comments can quickly upgrade you to silver, and tipping 25,000 points makes you gold. 7 oil coupons can boost your post to the highlight.

Why do I share?
Because I’ve been through the rain and want to hold an umbrella for others.
If I can help others avoid the pitfalls I’ve experienced, it’s worth it.
And teaching is the best way to learn.
Every review and Q&A helps me reorganize my logic.
You say I’m helping others, but I’m also helping myself.

What is the top-level aesthetic that often aligns with Chen Xiaogun?

1. Stock Aesthetics

This year’s Mengwang Technology, Yushangxia A, Hengbao Co., Changcheng Military Industry, Chengfei Integration, Pingtan Development, Hefei China, Aerospace Development, Luxin Venture Capital have all been recognized by the market.

2. Main Line Prediction

The main themes this year have been predicted early, demonstrating strong ability to select the main line from many themes.

Check Su Shen’s predictions on sectors like DS, big consumption, stablecoins, chemicals, Yashui, military industry, robotics, Fujian, aerospace.

(Solemnly declare: The above content and subsequent replies are personal reviews, trading records, and opinions only for discussion. They are not investment advice or recommendations.)