Did not understand the超预期战法, so I did Meiliyun and ended up screwed.

StrawberryIce · 2026-03-10T14:12:18+00:00

This article introduces the stock market sentiment cycle, timing strategies, and stock selection principles, emphasizing cautious response during chaotic periods, flexible operations, and the importance of risk control and emotional fluctuations. The mentioned individual stocks and sectors should be adjusted in a timely manner based on market sentiment to avoid misjudgments and losses during downturns.

StrawberryIce

2026-03-10 14:12:18

Abstract generation in progress

Market Sentiment Cycle [Taogu Ba]
(1) Cycle: Chaos phase, Day 20.
(2) Sentiment: Good profit-taking effect. (Very good, Good, Fair, Poor, Very poor)
Timing
(1) On the day the market recovers, it’s advisable to take action.
(2) Shun Na Shares exceeded expectations in opening bids, opening aligned with expectations, cannot re-attach after breaking, but overall support remained strong throughout the day.
Continuous Board Ladder
605268 Wangli Security 9:25 5 Robots
601789 Ningbo Construction 9:25 3 Computing Power
002445 Zhongnan Culture 9:25 2 Asset Restructuring
002903 Yuhuan CNC 9:43 2 Robots
600135 Le Kai Films 10:47 2 Commercial Aerospace
002575 Qunxing Toys 11:27 2 Openclaw
Selected Stocks
4.1 Leading Stocks
Yuneng Holdings, Electric Power Collaboration.
4.2 First Market Entry
Wangli Security, Robots.
4.3 First Topic
Shun Na Shares, Smart Grid.
4.4 Hot Sector & Core Targets
Buying Stocks
(1) Meili Cloud, Openclaw.
(2) Hangdian Shares, Optical Communication.
Holdings
(1) Meili Cloud.
(2) Hangdian Shares.
Selling Stocks
Shun Na Shares.
Tomorrow’s Plan
8.1 Core Guidelines
(1) Keep the main line vague, do not insist on the leader; respect the cycle, adapt flexibly.
(2) Set the direction first, then choose entry points; control risk first, then seek returns.
(3) Lurk for rotation, strictly control mistakes; avoid chasing false heat, prevent huge losses.
8.2 Today’s Stock Pool (Shun Na Shares, Meili Cloud, Jinkai New Energy)
8.3 Tomorrow’s Stock Pool (Shun Na Shares)
8.4 Position Management
(1) Meili Cloud: Hold if weak turns strong; sell if strong turns weak or remains weak.
(2) Hangdian Shares: Hold if weak turns strong; sell if strong turns weak or remains weak.
Mode Practice
9.1 Static Stock Selection
Pre-market stock selection must follow basic principles: “Prioritize recognizability,” “Core first,” “Highness before strength,” “Favor new over old,” “Continuous boards over re-breakouts,” etc.
9.2 Timing Operations
Timing mainly focuses on sentiment’s main rise period, boldly increase positions; on major divergence days, usually funds will flow back, so focus on sentiment warming days to control positions and act. During decline phases, strictly avoid action; on strong divergence or divergence days, also avoid action.
9.3 In-Session Stock Picking
In-session stock picking is a necessary supplement and correction to static selection, must follow principles: “Prioritize recognizability,” “Core first,” “Price exceeds expectations,” “Open exceeds expectations,” “First to break out,” “Good stocks are being chased,” “Follow A-shares to do A-shares,” etc., and adhere to “Patience and precision” mindset.
(1) Prioritize recognizability.
(2) Prioritize core stocks.
(3) Choose new over old.
(4) Choose high over low.
(5) Choose strong over weak.
(6) Choose high over strong.
(7) Exceed expectations, not below.
9.4 Buying Stocks
Follow principles: “Prioritize recognizability,” “Core first,” “Price exceeds expectations,” “Open exceeds expectations,” “Good stocks waiting for breakout.”
Buying stocks is the implementation of trading plans; at low positions, focus on “stronger for stronger” buy points; at high positions, focus on “weak to strong” buy points. Opening with a straight rally is a basic prerequisite.
9.5 Holding Stocks
Holding stocks must meet principles: “Prioritize recognizability,” “Core first,” “Price exceeds expectations,” “Open exceeds expectations,” “Early stronghold.” Early stronghold means closing limit before 10:00, with smooth intraday trend and large volume orders; during trading, no breakouts after 10:00 and strong support at the close. The core logic is to gain high premium the next day; violating this means no holding logic.
9.6 Selling Stocks
Selling must follow principles: “Sell if below expectations,” “Sell to avoid risk,” “Sell if weak turns strong,” “Sell if weak remains weak,” etc. Be prepared to sell if:
(1) Price increase in bidding is less than yesterday or below market expectations.
(2) Opening drop exceeds 3%.
(3) First wave of high is less than 3%.
(4) First wave hits limit but cannot close the board or near-limit cannot hit the board.
(5) Second wave of high does not surpass the first high.
(6) During trading, retrace below moving average, unable to re-cross within 3 minutes.
(7) Breakout falls back more than 7 points, unable to recover within 3 minutes.
(8) Breakout falls back more than 4 points, unable to recover within 3 minutes.
(9) Weak tail stocks.
(10) Chaos phase, failed upgrade stocks (excluding core stocks), next day night order.
(11) Chaos phase, core stocks break limit but fail to rebound next day, third day night order.
9.7 Error Correction
Selling prematurely is normal; the key difficulty is overcoming psychological acceptance, requiring deliberate training. Follow “Divergence to consensus” principle: if disciplined to cut losses when breakouts fall more than 7%, but later due to index, sentiment, sector divergence, turn to consensus, then decisively buy back. Many find this hard; fundamentally, it’s about overcoming psychological barriers.
9.8 Operation Reflection
(1) There are still misunderstandings about exceeding expectations; stocks exceeding expectations can be weak to strong or strong to stronger. To avoid being fooled, confirm breakout.
(2) Never trade bidding.
(3) Never chase one-word limit.
(4) Never do mid-trades.
(5) Wait for breakout signals.
10 Painful Lessons
(1) During decline, must clear all leading stocks immediately; suppression is highly probable, catching the bottom is unlikely!
(2) During decline, one-word explosive moves are all catch-up rallies, artificially created false prosperity; when leaders fall, catch-up rallies are just A-shares killing, with no exceptions.
(3) Decline generally lasts 3 days, up to 5 days.
(4) During decline, keep at least 3 days of cash!
(5) Clearly distinguish between decline and strong divergence phases. During decline, leaders are suppressed without escape; the next day, they often hit limit down again. The strongest catch-up rallies may break support and fall back, with some support at the limit, but likely to decline the next day. During strong divergence, leaders turn over fully on the day, sometimes with limit down at the close, but the next day, they tend to rebound and strengthen (with differences in strength); thematic stocks catch up with big divergence, funds shift from weak to strong, leaving some survivors; the next day, survivors may turn from weak to strong, continuing to rally and lead the main line of funds.
(6) After decline comes chaos phase, characterized by fan rotation; sectors like semiconductors (chips), smart grids, robotics, chemicals, precious metals, consumer, commercial aerospace, AI applications, etc., rotate daily with more than 2 themes.
(7) Chaos phase is a structural market, showing “good two days, bad one day, advance two, retreat one,” normal rotation. Hot sectors lack persistence, but core themes will repeatedly warm up, generally stopping at 4 advances and 5 retreats.
(8) Chaos is like whack-a-mole; strong on the day, follow the trend, cash out the next day, and if timing is right, it’s a bull market; if not, it’s a bear market.
(9) Transition from chaos to strength has high success rate; from chaos to weakness, low success rate.
(10) Transition from decline to chaos requires a “freezing point” switch; similarly, from chaos to main rise also needs a “freezing point” switch. During the freeze, can do consecutive limit-up stocks; the next day, with high premium.
(11) Ultra-short operations focus on buying today, selling tomorrow, favoring weak to strong, not recommended to buy on the left side at low points; prefer to do weak to strong or stronger to stronger.
(12) During chaos, reduce participation in stocks with 3 or more boards (excluding core sectors); such stocks often risk further decline.
(13) During chaos, stocks with 3 or more boards (excluding core sectors), if failed in the day, do not expect miracles; next day, use night order to remove.
(14) After-hours major negative news stocks, next day night order to remove, do not expect miracles.

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