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3.9 Attention to the electricity calculation collaboration with Meili Cloud, Lobster concept, and the supplementary rise of Nanxing Shares!
My operation mode introduction: Focus on early rebound arbitrage at low levels and lurking at low levels, concentrating on market node dragons and group dragons!
[Taoguba]
The logic reviewed yesterday was quite accurate. The three mentions of Meiliyun today also provided good entry opportunities, including the rebound in Huilv Ecology, which rose by 6%.
I summarized two main points: one is Meiliyun, and the other is Jinkai New Energy. Not giving opportunities for Jinkai New Energy also aligns with the market logic. Meiliyun, as a space board, was mentioned multiple times as a consideration for entry. Today, a cost-effective buy point was provided for immediate entry. Additionally, two good positions for continuous boards were suggested: Wangli’anfang and Shunna Shares. Both had buy points today, but tomorrow could be risky. The chemical sector, as mentioned, experienced significant divergence. After the failure of the generator concept Taihao Technology, there was a low buy point, and today it was preemptively repaired.
1. Market Characteristics: Today, the index dropped sharply in the morning due to panic, but in the afternoon, it stopped falling and began to recover early. The computing power concept saw Meiliyun return to the limit-up in the afternoon, while the oil and gas chemical sector plummeted. Other concepts rotated and recovered mainly.
2. Today’s Operations: Focus on Meiliyun and Naxing Shares.
Meiliyun: Computing and electricity synergy space board. This stock has had funds already allocated; consider taking profits on half and adjusting the position, but must not break below the cost line.
Naxing Shares: Small lobster concept rebound, still room for gains tomorrow.
3. Core Summary
4. Profit Effect
Today’s profit effect concentrated on computing power and electricity.
5. Theme Summary
2. Computing and Electricity Synergy
Limit-up stocks: Meiliyun, Jinkai New Energy, Ningbo Construction, GCL Energy Science, etc.
Summary: Currently, focus on Meiliyun; tomorrow, consider adjusting the position, but take profits early on a high open.
3. Smart Grid
Limit-up stocks: Shunna Shares, Samsung Medical, Solar Cable, Sanbian Technology
Summary: Influenced by Shunna Shares, expect divergence tomorrow, so avoid heavy positions.
5. Coal
Limit-up stocks: Chitianhua, Black Cat Shares
Summary: Jinniu Chemical, which has started to hype the bull at the beginning of the year, can consider layout for the zodiac sign Ox.
6. Tencent Cloud Small Lobster
Limit-up stocks: Yunsai Zhiliang, Hongjing Technology
Summary: After leaving Naxing Shares and Baoxin Software, consider long-term positions; there are buy points tomorrow.
6. Old Theme Analysis
Sharing valuable insights:
Special thanks to the friend @Sangyu Feiwan for sharing.
Thanks to the friends @Mao Sha and @Yang San for tipping.
Writing is not easy. Old friends, remember to like and comment “666” after reading. Your likes and comments are my motivation. Grateful for the encounter.
New friends, feel free to follow to see pre-market plans and intraday ideas.