20260309 Review

Today’s Summary: Since the beginning of the year, the market has been focused on the theme of “price increases,” combined with the US-Iran conflict making the situation more complicated. Oil prices surged, and I started making money. After two limit-ups, I used quantitative arbitrage, but with news flying everywhere, I gave it all back. Until the Two Sessions, many concept hotspots emerged. Today mainly focused on the “computing electricity collaboration” as the main direction, buying 3 stocks [Taogu Ba].

Today’s Trading:

1. Sold Intercontinental Oil & Gas for profit
   Intercontinental Oil & Gas hit the limit-up at open. The original plan was to clear oil stocks today, expecting oil to be stable and to operate later. But it broke the limit and kept falling. I took profit at a 3% gain;
2. Bought Tuowei Information
   Tuowei Information was selected during yesterday’s review. Today I strictly followed the trading plan. It has cloud services + computing power concepts, plus OpenClaw concept. I thought it would open with a straight limit-up, but it opened slightly lower. During the auction, I bought strictly according to the plan. Only near the close did funds come in to push it to the limit-up, with an 8.65% profit;

3. Bought GCL System Integration and Jinkai New Energy
   Originally, I planned to choose one from Jinkai New Energy and GCL System Integration, prioritizing Jinkai New Energy. But Jinkai opened with a very strict limit, so I was worried about not being able to buy. During the auction, I bought both GCL System Integration and Jinkai New Energy. Both were successfully purchased at open;
4. Continued holding Huasheng Tiancai
   Huasheng Tiancai is currently half-position, held for 7 days, consolidating all along. Today, following Tuowei Information, it rose to a high of 9.25%. I placed a sell order at the limit-up price but it never hit that, and the stock fell to close at 2.62%. If it opens higher tomorrow, I will clear the position to take profits.

Tomorrow’s Focus:
Today I didn’t find any satisfactory stocks. Tomorrow I will focus on the stocks I hold, clear Huasheng Tiancai; depending on the trend, I may add to Tuowei Information; I will also choose one between GCL System Integration and Jinkai New Energy to sell after a high open, and buy 2 stocks with the same concept—this doesn’t make much sense.