Tied for the highest in the room, let's dance together!

Since joining Taoguba, I initially intended to use my pen as a blade and stocks as a mirror to record the ups and downs and the pulse of my trading journey. I didn’t expect to receive such warm support from fellow investors—each encouragement is like a warm tonic, dispelling the confusion of short-term battles; each attention is like a guiding pulse, strengthening my resolve to refine my system. [Taoguba]

Xiaoyou knows well that short-term trading is like traditional Chinese medicine diagnosis—requiring the observation of “illness” amidst the fluctuations of rise and fall, and distinguishing “Yin and Yang.” Growth is not a solo journey—your recognition is the most precious “medicine guide” in my review logs, giving this methodology, based on TCM thinking to analyze the stock market, a more vibrant practical soil.

In the years ahead, I will continue to adhere to my “Four Diagnostics”: observing the market, listening to capital flows, questioning the logic, and cutting through buy and sell decisions. I will truthfully record each diagnostic process, gains and losses, and hope to use stocks as a medium to exchange insights, verify ideas, and explore profitable paths with fellow investors.

Grateful for this encounter; the road ahead is long, and I walk it with you.

March 4, 2026,
8:23 AM,
Before the market opens,
Clear plans are well understood.

Super short-term trading mainly relies on decisive actions at the opening stage—timely recording and sharing.

Xiaoyou reviews daily with sincerity and dedication, hoping for recognition and encouragement from friends!

Today’s diagnosis summary:

Yasheng Group, two consecutive limit-ups;
Taijia Co., Ltd., reduced positions at the open, recovered at the close;
Position at 20%, unchanged.

March 4, Xiaoyou’s Four Diagnostics

1. Observation: Market Sentiment (Assessing the Big Trend, Recognizing Strong and Weak Pulses)

1. Big Trend Observation: Judging Market “Qi and Blood”
Today’s market shows signs of “Qi and Blood deficiency,” with the index gap-down to 4082.47 points, trading volume shrinking to 2.36 trillion yuan, a sharp drop of 763.8 billion from yesterday—indicating “Qi deficiency.” On the individual stock level, over 3,400 stocks declined, only 44 hit the daily limit, and only 6 continued the streak, with a poor promotion rate—“one in two” being zero—showing short-term “blood deficiency,” with very low capital relay willingness, entering a “shrinking and consolidating” shock phase.

2. Recognizing Strong and Weak Sector Pulses: Core routes of “Qi and Blood”

High-level sectors:
Despite major disagreements in geopolitical conflicts, the “leader faith” remains firm. Water-based gas and Yasheng Group hit four consecutive limit-ups, showing an “independent Yang exuberance”;

Electric power sector recovers against the trend, with Shima Electric Power, Guiluan Electric Power, and 11 others hitting the limit, indicating “hidden dragons in the abyss”;

Computing power sector rebounds with high-position stocks like Faersheng, “warming up again.”

Weak sector pulses:
Tech growth (AI, CPO), military industry all retreat, high-flying stocks previously over-quantified, suffering “multi-kill”—a collapse of “Qi and Blood”;
Oil and gas sector, aside from leaders, see a mass pullback, showing differentiation.

2. Listening: Market Voice (Exploring Policy and Industry Resonance, Capital Movements)

1. Policy and Industry Resonance
Today marks the opening of an important meeting, focusing on “new quality productivity” and “energy security.” The recovery of the electric power sector resonates with “policy support”; meanwhile, divergence in oil and gas sectors reflects the market’s struggle between “geopolitical risk aversion” and “policy mainline.” Capital shifts from pure sentiment speculation to a dual focus on “policy + industry,” switching from “chaotic gold hiding” to “orderly road-building.”

2. Capital Footsteps:
Limit-up capital is extremely cautious, with “one in two” gaps highlighting market wait-and-see for the new cycle;
Funds focusing on “4-limit” stocks include Yasheng Group (agriculture) and Water Development Gas (gas), showing capital clustering in “agriculture + energy” safe havens.
Divergent funds saw early morning “waterfall” sell-offs in oil and gas, but recovered later with PetroChina, a typical “quantitative shakeout + main force re-accumulation.” Under volume reduction, capital shifts from “broad net” to “precise targeting.”

3. Inquiry: Heart’s Doubts (Reviewing Positions, Checking Logic)

Questioning Position Logic: Recognizing the “Qi and Blood” quality of stocks

Yasheng Group:
Highest daily limit, entered yesterday amid divergence, happily achieving two consecutive limit-ups in a weak market—“agriculture risk aversion + forest reform” logic, “Qi and Blood full” core sign; holding for now.

Taijia Co.:
Reduced positions at the open with a “trend-following” defensive move, recovered at the close, with tomorrow’s rebound in mind. Caution is advised—if the stock fails to break through tomorrow, consider exiting decisively, despite large unrealized gains.

4. Pulse Check: Operational Strategy (Set tactics, decide entry and exit)
Tomorrow’s market may continue “volume-reduction and oscillation,” with index unlikely to see systemic recovery. Short-term sentiment shifts to “leader game.” Oil and gas sectors may further differentiate; capital may rotate toward “electric power + agriculture” for policy risk aversion.
If the computing power sector cannot volume-rebound, it’s a “glimmer of light” for trimming positions.

Operational principles for tomorrow:
Risk aversion: Avoid follow-on stocks in oil and gas sectors, beware of “leader limit-down” triggering further declines. Continue strict position control; add positions only after volume stabilizes.

Short-term trading requires mental discipline. Don’t let daily K-line fluctuations disturb your mind; instead, look beyond the surface to understand the market’s “Qi and Blood” pulse. When you can calmly respond to market volatility, dare to buy low amid divergence, and sell when consensus forms, you are “riding the market” rather than “being ridden.”

The greatest opportunity lies where no one is paying attention;
The greatest risk is when everyone is making noise.
Let capital become an extension of your will!

Wishing everyone’s Qi and Blood flow smoothly, and their accounts shine brightly!

Thanks to the brothers and sisters of “Golden Powder World” for understanding and supporting Xiaoyou through storms and sunshine. Your support has been invaluable.
Xiaoyou has now followed back; from now on, both fishing and farming.
Looking forward to more exchanges, progressing together, and chasing freedom!

Thanks to everyone for your likes! Appreciating others also accumulates your own blessings;

Thanks for your generous tips! Those who are willing to give will receive continuously and abundantly!

Thanks for your encouragement! Cheering for others will make your path blossom and become more wonderful!