This is not the typical pattern of an upward cycle. Although it's profitable, holding the stock doesn't feel good. March 4th

Although making money, it doesn’t feel good, and there are bad people in this market. [Taogu Ba]
Yesterday’s plan:
1: Main focus on oil and gas, secondary on shipping
2: If disagreements in oil and gas widen, watch for capital flow back into electricity and power grid sectors.
3: External geopolitical situation and futures are the biggest uncertainties, which we cannot predict.
Today’s market:
1: Bidding for oil and gas, shipping, gold, etc., generally underperformed expectations
2: Capital flowed back into electricity and power grid sectors as planned yesterday, but it’s not very strong even then.
3: Oil and gas caused some secondary divergence, with limit-ups and limit-downs, which is not normal. Fortunately, in the afternoon, the divergence turned into consensus. The biggest intraday fluctuation was my purchase of Tongyuan Petroleum, with a 36% swing. Selling in the morning was good; otherwise, I would have been cut deep and would have a lot of blood to spit out.
4: Yesterday, there were 37 consecutive limit-ups, but today only 6 remain, with no second-tier limit-ups. External news stimulated quantitative trading, and core stocks were bought aggressively without hesitation. Futures and external markets today didn’t seem particularly different. After bidding, this is how it’s done. Aren’t there bad actors? If this continues, they will ruin this market. This is not how to harvest profits.
My actions today: Sold Tongyuan Petroleum at around 2% profit, bought Yasheng Group for an 8% profit, and Shennong for 5%. Midway, bought Yunnan Energy and Baiyun, which both hit limit down but didn’t close the limit, roughly 3% profit.
Tomorrow’s plan:
1: Currently focusing on three sectors: oil and gas, agriculture, electricity including power grid
2: Today’s four and three limit-ups mostly involve Yunnan Energy’s break points. Who will become the small-cycle leader depends on market choice; tomorrow will see which direction prevails.
3: Oil and gas: 4-limit-up stocks: Shui Fa Gas (gas operations, hydrogen energy), 3-limit-up core stocks: Shandong Molong, Intercontinental Oil & Gas, 2-limit-up stocks are at a fault line.
Agriculture: 4-limit-up stock: Yasheng Group. It was the first limit-up today but didn’t ferment; there may be agricultural news from the Two Sessions, but we don’t know yet.
Electricity and power grid: Today, oil and gas had significant divergence, aligning with yesterday’s plan to flow back into electricity and power grid sectors.
Tomorrow’s bidding will still focus on three sectors: unexpected surprises plus linkage, depending on capital choices. No guesses, respecting the market. I won’t participate in the 4-to-5 limit-up move tomorrow; I’ve already taken the lead. You can decide for yourselves.
Thanks to the fans who rewarded me: @LuyA Lao Kongjun, @Mo Han 0, @Moonlight Dock, @Shen Meng Yidao Zhan, @hhsh001, @10475810’s blog.
If you want to discuss, leave comments in the evening.