[Red Packet] (321) Friday Market Panic Appears, Monday Selloff Looking for Opportunities

This market never lacks opportunities; what’s missing is the calm patience and self-awareness to wait and reflect. Look inward, and you can anchor your direction amid fluctuations. Wait for the wind, follow the trend, and compound interest will work miracles. [Taogu Ba]

The core of trading is not frequent transactions but maintaining a steady mind, not easily influenced by market volatility. Trade your plan, plan your trades—combine high win rates with favorable odds to determine your position size, and perfect your trading system.

Slow down, move forward steadily—that’s speed; after all, flowing water does not compete to be first, but it flows endlessly.

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This replay explains chip game strategies, capital intentions, and node consensus: https://shuo.tgb.cn/shuo/toViewShuo?shuoID=2030820990770917408#type=zblb.

Replay of the stock trading teacher’s analysis on buying opportunities and selling risks: https://shuo.tgb.cn/shuo/toViewShuo?shuoID=2034080083988099135#type=grbk.

Listen to the recording—you won’t regret it, as you will definitely gain something.

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1. Market Trend
   Pre-market predictions for Friday suggested a high probability of upward movement facing selling pressure.

Here’s my pre-market thinking at 9:10 on Friday:
We’re likely to see low-level oscillation; even if there’s technical repair, it’s probably a gap down opening with a rebound, then selling pressure, sideways trading, and unlikely a big recovery.

This was written after Thursday’s close, before knowing the US stock trend.
It said: The market could go up or down; the Shenzhen Composite still holds at 13,700 support, and the Shanghai Index might fill the gap, which it did.

On Thursday, amid escalating US-Iran tensions and oil field bombings, the market opened lower and declined. One reason was weak US stocks late Wednesday; another was the judgment that US stocks couldn’t hold the lower bound of their range. So, smart funds anticipated this and sold off early, which proved correct—US stocks opened sharply lower Thursday night, breaking their range’s lower boundary, then rebounded. During the rebound, tensions eased—US urged Israel not to bomb Iranian oil fields, and the EU and US issued a joint statement about protecting the Strait of Hormuz. Overall, US stocks opened low and gradually moved up, with intra-day gains followed by a pullback. The main resonance was in large tech-related chips and CPO stocks. Our A-shares, after Thursday’s sharp decline, opened high on Friday. The Shanghai Index was dragged down by oil and gas weights, opening lower, while the Shenzhen Index, representing tech, opened high mainly due to CPO-related stocks like Xinyi Sheng, Zhongji, XYX, Tianfu Communications, and others like Huagong Tech and Dongshan Precision, which surged on high volume.

After the high-volume open, the market pushed up but was sold down, which was predictable pre-market. The logic was similar whether it was a gap up or down: after initial push, a sell-off follows.

Around 9:47, the Shanghai Index started its first wave of selling, gradually declining until 11:00, similar to Wednesday, then began to rise.

With Huadian LiaoNeng’s rebound, the power sector led the rise, mainly in energy storage and photovoltaics. Big stocks like Sungrow, CATL, Huadian New Energy performed well, with Ganfeng Lithium even hitting the daily limit at the open. Meanwhile, smaller tech stocks retreated, such as Huihui, YF Micro, Zhongyi Electronics, and Risconda, which was a one-word limit at 11:02 but then sold off below. During this period, Huadian LiaoNeng’s surge at 10:55 and rebound at 11:07, along with Mingpu Guangci’s weak-to-strong opening after 11:04, showed divergence between energy storage and tech stocks.

In this process, tech stocks declined sharply, but large tech stocks like Xinyi Sheng, Zhongji, XYX saw limited downside.

In the morning, power stocks opened slightly mixed, with tech stocks performing better and trending upward, while power stocks also had a rally—Jinkai Xinneng opened low but surged nearly 9 points before pulling back. Jinkai Xinneng’s intra-day high was about 9 points, then it retraced to around -5, but the early volume was strong, indicating institutional selling and absorption. Later, Jinkai Xinneng rebounded, and the bears exhausted their momentum—an important detail: when core holdings are violently sold but support remains, it’s worth waiting for the bears to exhaust.

As Huadian LiaoNeng’s rebound continued, Jinkai Xinneng also approached its moving averages, about 3 points for the day. I explained in the comments that this was near zero and the moving average, with low probability of a full retracement and a bias toward selling points. Keep this in mind.

Huadian LiaoNeng also opened high and then quickly recovered after selling down in the morning. After some volume-driven rebound, around 10:00, it broke the板（limit-up or down), more like a passive drop driven by sector weakness, similar to Jinkai Xinneng at 9:45 high, but by 9:57, Jinkai Xinneng had already fallen below its moving average from its high at 9:45. Meanwhile, sector decline started around 9:57-58, from a high of 2.5 points to just 0.2 points red. This shows Huadian LiaoNeng’s short-term support was active, driven by sector weakness. Its rebound afterward was still strong, supporting the sector and pushing it higher, also igniting Sunlight Power’s rally. Sunlight Power rose from its moving average by 4 points to 9 points, as previously discussed.

In the morning, power leasing stocks opened relatively flat, with tech stocks performing better and trending upward. Power stocks also had a rally—Jinkai Xinneng opened low but surged nearly 9 points before pulling back. Jinkai Xinneng’s intra-day high was about 9 points, then it retraced to around -5, but the early volume was strong, indicating institutional selling and absorption. Later, Jinkai Xinneng rebounded, and the bears exhausted their momentum—an important detail: when core holdings are violently sold but support remains, it’s worth waiting for the bears to exhaust.

As Huadian LiaoNeng’s rebound continued, Jinkai Xinneng also approached its moving averages, about 3 points for the day. I explained in the comments that this was near zero and the moving average, with low probability of a full retracement and a bias toward selling points. Keep this in mind.

Huadian LiaoNeng also opened high and then quickly recovered after selling down in the morning. After some volume-driven rebound, around 10:00, it broke the板（limit-up or down), more like a passive drop driven by sector weakness, similar to Jinkai Xinneng at 9:45 high, but by 9:57, Jinkai Xinneng had already fallen below its moving average from its high at 9:45. Meanwhile, sector decline started around 9:57-58, from a high of 2.5 points to just 0.2 points red. This shows Huadian LiaoNeng’s short-term support was active, driven by sector weakness. Its rebound afterward was still strong, supporting the sector and pushing it higher, also igniting Sunlight Power’s rally. Sunlight Power rose from its moving average by 4 points to 9 points, as previously discussed.

In the morning, power leasing stocks opened relatively flat, with tech stocks performing better and trending upward. Power stocks also had a rally—Jinkai Xinneng opened low but surged nearly 9 points before pulling back. Jinkai Xinneng’s intra-day high was about 9 points, then it retraced to around -5, but the early volume was strong, indicating institutional selling and absorption. Later, Jinkai Xinneng rebounded, and the bears exhausted their momentum—an important detail: when core holdings are violently sold but support remains, it’s worth waiting for the bears to exhaust.

As Huadian LiaoNeng’s rebound continued, Jinkai Xinneng also approached its moving averages, about 3 points for the day. I explained in the comments that this was near zero and the moving average, with low probability of a full retracement and a bias toward selling points. Keep this in mind.

Huadian LiaoNeng also opened high and then quickly recovered after selling down in the morning. After some volume-driven rebound, around 10:00, it broke the板（limit-up or down), more like a passive drop driven by sector weakness, similar to Jinkai Xinneng at 9:45 high, but by 9:57, Jinkai Xinneng had already fallen below its moving average from its high at 9:45. Meanwhile, sector decline started around 9:57-58, from a high of 2.5 points to just 0.2 points red. This shows Huadian LiaoNeng’s short-term support was active, driven by sector weakness. Its rebound afterward was still strong, supporting the sector and pushing it higher, also igniting Sunlight Power’s rally. Sunlight Power rose from its moving average by 4 points to 9 points, as previously discussed.

In the morning, power leasing stocks opened relatively flat, with tech stocks performing better and trending upward. Power stocks also had a rally—Jinkai Xinneng opened low but surged nearly 9 points before pulling back. Jinkai Xinneng’s intra-day high was about 9 points, then it retraced to around -5, but the early volume was strong, indicating institutional selling and absorption. Later, Jinkai Xinneng rebounded, and the bears exhausted their momentum—an important detail: when core holdings are violently sold but support remains, it’s worth waiting for the bears to exhaust.

As Huadian LiaoNeng’s rebound continued, Jinkai Xinneng also approached its moving averages, about 3 points for the day. I explained in the comments that this was near zero and the moving average, with low probability of a full retracement and a bias toward selling points. Keep this in mind.

Huadian LiaoNeng also opened high and then quickly recovered after selling down in the morning. After some volume-driven rebound, around 10:00, it broke the板（limit-up or down), more like a passive drop driven by sector weakness, similar to Jinkai Xinneng at 9:45 high, but by 9:57, Jinkai Xinneng had already fallen below its moving average from its high at 9:45. Meanwhile, sector decline started around 9:57-58, from a high of 2.5 points to just 0.2 points red. This shows Huadian LiaoNeng’s short-term support was active, driven by sector weakness. Its rebound afterward was still strong, supporting the sector and pushing it higher, also igniting Sunlight Power’s rally. Sunlight Power rose from its moving average by 4 points to 9 points, as previously discussed.

In the morning, power leasing stocks opened relatively flat, with tech stocks performing better and trending upward. Power stocks also had a rally—Jinkai Xinneng opened low but surged nearly 9 points before pulling back. Jinkai Xinneng’s intra-day high was about 9 points, then it retraced to around -5, but the early volume was strong, indicating institutional selling and absorption. Later, Jinkai Xinneng rebounded, and the bears exhausted their momentum—an important detail: when core holdings are violently sold but support remains, it’s worth waiting for the bears to exhaust.

As Huadian LiaoNeng’s rebound continued, Jinkai Xinneng also approached its moving averages, about 3 points for the day. I explained in the comments that this was near zero and the moving average, with low probability of a full retracement and a bias toward selling points. Keep this in mind.

Huadian LiaoNeng also opened high and then quickly recovered after selling down in the morning. After some volume-driven rebound, around 10:00, it broke the板（limit-up or down), more like a passive drop driven by sector weakness, similar to Jinkai Xinneng at 9:45 high, but by 9:57, Jinkai Xinneng had already fallen below its moving average from its high at 9:45. Meanwhile, sector decline started around 9:57-58, from a high of 2.5 points to just 0.2 points red. This shows Huadian LiaoNeng’s short-term support was active, driven by sector weakness. Its rebound afterward was still strong, supporting the sector and pushing it higher, also igniting Sunlight Power’s rally. Sunlight Power rose from its moving average by 4 points to 9 points, as previously discussed.

In the morning, power leasing stocks opened relatively flat, with tech stocks performing better and trending upward. Power stocks also had a rally—Jinkai Xinneng opened low but surged nearly 9 points before pulling back. Jinkai Xinneng’s intra-day high was about 9 points, then it retraced to around -5, but the early volume was strong, indicating institutional selling and absorption. Later, Jinkai Xinneng rebounded, and the bears exhausted their momentum—an important detail: when core holdings are violently sold but support remains, it’s worth waiting for the bears to exhaust.

As Huadian LiaoNeng’s rebound continued, Jinkai Xinneng also approached its moving averages, about 3 points for the day. I explained in the comments that this was near zero and the moving average, with low probability of a full retracement and a bias toward selling points. Keep this in mind.

Huadian LiaoNeng also opened high and then quickly recovered after selling down in the morning. After some volume-driven rebound, around 10:00, it broke the板（limit-up or down), more like a passive drop driven by sector weakness, similar to Jinkai Xinneng at 9:45 high, but by 9:57, Jinkai Xinneng had already fallen below its moving average from its high at 9:45. Meanwhile, sector decline started around 9:57-58, from a high of 2.5 points to just 0.2 points red. This shows Huadian LiaoNeng’s short-term support was active, driven by sector weakness. Its rebound afterward was still strong, supporting the sector and pushing it higher, also igniting Sunlight Power’s rally. Sunlight Power rose from its moving average by 4 points to 9 points, as previously discussed.

In the morning, power leasing stocks opened relatively flat, with tech stocks performing better and trending upward. Power stocks also had a rally—Jinkai Xinneng opened low but surged nearly 9 points before pulling back. Jinkai Xinneng’s intra-day high was about 9 points, then it retraced to around -5, but the early volume was strong, indicating institutional selling and absorption. Later, Jinkai Xinneng rebounded, and the bears exhausted their momentum—an important detail: when core holdings are violently sold but support remains, it’s worth waiting for the bears to exhaust.

As Huadian LiaoNeng’s rebound continued, Jinkai Xinneng also approached its moving averages, about 3 points for the day. I explained in the comments that this was near zero and the moving average, with low probability of a full retracement and a bias toward selling points. Keep this in mind.

Huadian LiaoNeng also opened high and then quickly recovered after selling down in the morning. After some volume-driven rebound, around 10:00, it broke the板（limit-up or down), more like a passive drop driven by sector weakness, similar to Jinkai Xinneng at 9:45 high, but by 9:57, Jinkai Xinneng had already fallen below its moving average from its high at 9:45. Meanwhile, sector decline started around 9:57-58, from a high of 2.5 points to just 0.2 points red. This shows Huadian LiaoNeng’s short-term support was active, driven by sector weakness. Its rebound afterward was still strong, supporting the sector and pushing it higher, also igniting Sunlight Power’s rally. Sunlight Power rose from its moving average by 4 points to 9 points, as previously discussed.

In the morning, power leasing stocks opened relatively flat, with tech stocks performing better and trending upward. Power stocks also had a rally—Jinkai Xinneng opened low but surged nearly 9 points before pulling back. Jinkai Xinneng’s intra-day high was about 9 points, then it retraced to around -5, but the early volume was strong, indicating institutional selling and absorption. Later, Jinkai Xinneng rebounded, and the bears exhausted their momentum—an important detail: when core holdings are violently sold but support remains, it’s worth waiting for the bears to exhaust.

As Huadian LiaoNeng’s rebound continued, Jinkai Xinneng also approached its moving averages, about 3 points for the day. I explained in the comments that this was near zero and the moving average, with low probability of a full retracement and a bias toward selling points. Keep this in mind.

Huadian LiaoNeng also opened high and then quickly recovered after selling down in the morning. After some volume-driven rebound, around 10:00, it broke the板（limit-up or down), more like a passive drop driven by sector weakness, similar to Jinkai Xinneng at 9:45 high, but by 9:57, Jinkai Xinneng had already fallen below its moving average from its high at 9:45. Meanwhile, sector decline started around 9:57-58, from a high of 2.5 points to just 0.2 points red. This shows Huadian LiaoNeng’s short-term support was active, driven by sector weakness. Its rebound afterward was still strong, supporting the sector and pushing it higher, also igniting Sunlight Power’s rally. Sunlight Power rose from its moving average by 4 points to 9 points, as previously discussed.

In the morning, power leasing stocks opened relatively flat, with tech stocks performing better and trending upward. Power stocks also had a rally—Jinkai Xinneng opened low but surged nearly 9 points before pulling back. Jinkai Xinneng’s intra-day high was about 9 points, then it retraced to around -5, but the early volume was strong, indicating institutional selling and absorption. Later, Jinkai Xinneng rebounded, and the bears exhausted their momentum—an important detail: when core holdings are violently sold but support remains, it’s worth waiting for the bears to exhaust.

As Huadian LiaoNeng’s rebound continued, Jinkai Xinneng also approached its moving averages, about 3 points for the day. I explained in the comments that this was near zero and the moving average, with low probability of a full retracement and a bias toward selling points. Keep this in mind.

Huadian LiaoNeng also opened high and then quickly recovered after selling down in the morning. After some volume-driven rebound, around 10:00, it broke the板（limit-up or down), more like a passive drop driven by sector weakness, similar to Jinkai Xinneng at 9:45 high, but by 9:57, Jinkai Xinneng had already fallen below its moving average from its high at 9:45. Meanwhile, sector decline started around 9:57-58, from a high of 2.5 points to just 0.2 points red. This shows Huadian LiaoNeng’s short-term support was active, driven by sector weakness. Its rebound afterward was still strong, supporting the sector and pushing it higher, also igniting Sunlight Power’s rally. Sunlight Power rose from its moving average by 4 points to 9 points, as previously discussed.

In the morning, power leasing stocks opened relatively flat, with tech stocks performing better and trending upward. Power stocks also had a rally—Jinkai Xinneng opened low but surged nearly 9 points before pulling back. Jinkai Xinneng’s intra-day high was about 9 points, then it retraced to around -5, but the early volume was strong, indicating institutional selling and absorption. Later, Jinkai Xinneng rebounded, and the bears exhausted their momentum—an important detail: when core holdings are violently sold but support remains, it’s worth waiting for the bears to exhaust.

As Huadian LiaoNeng’s rebound continued, Jinkai Xinneng also approached its moving averages, about 3 points for the day. I explained in the comments that this was near zero and the moving average, with low probability of a full retracement and a bias toward selling points. Keep this in mind.

Huadian LiaoNeng also opened high and then quickly recovered after selling down in the morning. After some volume-driven rebound, around 10:00, it broke the板（limit-up or down), more like a passive drop driven by sector weakness, similar to Jinkai Xinneng at 9:45 high, but by 9:57, Jinkai Xinneng had already fallen below its moving average from its high at 9:45. Meanwhile, sector decline started around 9:57-58, from a high of 2.5 points to just 0.2 points red. This shows Huadian LiaoNeng’s short-term support was active, driven by sector weakness. Its rebound afterward was still strong, supporting the sector and pushing it higher, also igniting Sunlight Power’s rally. Sunlight Power rose from its moving average by 4 points to 9 points, as previously discussed.

In the morning, power leasing stocks opened relatively flat, with tech stocks performing better and trending upward. Power stocks also had a rally—Jinkai Xinneng opened low but surged nearly 9 points before pulling back. Jinkai Xinneng’s intra-day high was about 9 points, then it retraced to around -5, but the early volume was strong, indicating institutional selling and absorption. Later, Jinkai Xinneng rebounded, and the bears exhausted their momentum—an important detail: when core holdings are violently sold but support remains, it’s worth waiting for the bears to exhaust.

As Huadian LiaoNeng’s rebound continued, Jinkai Xinneng also approached its moving averages, about 3 points for the day. I explained in the comments that this was near zero and the moving average, with low probability of a full retracement and a bias toward selling points. Keep this in mind.

Huadian LiaoNeng also opened high and then quickly recovered after selling down in the morning. After some volume-driven rebound, around 10:00, it broke the板（limit-up or down), more like a passive drop driven by sector weakness, similar to Jinkai Xinneng at 9:45 high, but by 9:57, Jinkai Xinneng had already fallen below its moving average from its high at 9:45. Meanwhile, sector decline started around 9:57-58, from a high of 2.5 points to just 0.2 points red. This shows Huadian LiaoNeng’s short-term support was active, driven by sector weakness. Its rebound afterward was still strong, supporting the sector and pushing it higher, also igniting Sunlight Power’s rally. Sunlight Power rose from its moving average by 4 points to 9 points, as previously discussed.

In the morning, power leasing stocks opened relatively flat, with tech stocks performing better and trending upward. Power stocks also had a rally—Jinkai Xinneng opened low but surged nearly 9 points before pulling back. Jinkai Xinneng’s intra-day high was about 9 points, then it retraced to around -5, but the early volume was strong, indicating institutional selling and absorption. Later, Jinkai Xinneng rebounded, and the bears exhausted their momentum—an important detail: when core holdings are violently sold but support remains, it’s worth waiting for the bears to exhaust.

As Huadian LiaoNeng’s rebound continued, Jinkai Xinneng also approached its moving averages, about 3 points for the day. I explained in the comments that this was near zero and the moving average, with low probability of a full retracement and a bias toward selling points. Keep this in mind.

Huadian LiaoNeng also opened high and then quickly recovered after selling down in the morning. After some volume-driven rebound, around 10:00, it broke the板（limit-up or down), more like a passive drop driven by sector weakness, similar to Jinkai Xinneng at 9:45 high, but by 9:57, Jinkai Xinneng had already fallen below its moving average from its high at 9:45. Meanwhile, sector decline started around 9:57-58, from a high of 2.5 points to just 0.2 points red. This shows Huadian LiaoNeng’s short-term support was active, driven by sector weakness. Its rebound afterward was still strong, supporting the sector and pushing it higher, also igniting Sunlight Power’s rally. Sunlight Power rose from its moving average by 4 points to 9 points, as previously discussed.

In the morning, power leasing stocks opened relatively flat, with tech stocks performing better and trending upward. Power stocks also had a rally—Jinkai Xinneng opened low but surged nearly 9 points before pulling back. Jinkai Xinneng’s intra-day high was about 9 points, then it retraced to around -5, but the early volume was strong, indicating institutional selling and absorption. Later, Jinkai Xinneng rebounded, and the bears exhausted their momentum—an important detail: when core holdings are violently sold but support remains, it’s worth waiting for the bears to exhaust.

As Huadian LiaoNeng’s rebound continued, Jinkai Xinneng also approached its moving averages, about 3 points for the day. I explained in the comments that this was near zero and the moving average, with low probability of a full retracement and a bias toward selling points. Keep this in mind.

Huadian LiaoNeng also opened high and then quickly recovered after selling down in the morning. After some volume-driven rebound, around 10:00, it broke the板（limit-up or down), more like a passive drop driven by sector weakness, similar to Jinkai Xinneng at 9:45 high, but by 9:57, Jinkai Xinneng had already fallen below its moving average from its high at 9:45. Meanwhile, sector decline started around 9:57-58, from a high of 2.5 points to just 0.2 points red. This shows Huadian LiaoNeng’s short-term support was active, driven by sector weakness. Its rebound afterward was still strong, supporting the sector and pushing it higher, also igniting Sunlight Power’s rally. Sunlight Power rose from its moving average by 4 points to 9 points, as previously discussed.

In the morning, power leasing stocks opened relatively flat, with tech stocks performing better and trending upward. Power stocks also had a rally—Jinkai Xinneng opened low but surged nearly 9 points before pulling back. Jinkai Xinneng’s intra-day high was about 9 points, then it retraced to around -5, but the early volume was strong, indicating institutional selling and absorption. Later, Jinkai Xinneng rebounded, and the bears exhausted their momentum—an important detail: when core holdings are violently sold but support remains, it’s worth waiting for the bears to exhaust.

As Huadian LiaoNeng’s rebound continued, Jinkai Xinneng also approached its moving averages, about 3 points for the day. I explained in the comments that this was near zero and the moving average, with low probability of a full retracement and a bias toward selling points. Keep this in mind.

Huadian LiaoNeng also opened high and then quickly recovered after selling down in the morning. After some volume-driven rebound, around 10:00, it broke the板（limit-up or down), more like a passive drop driven by sector weakness, similar to Jinkai Xinneng at 9:45 high, but by 9:57, Jinkai Xinneng had already fallen below its moving average from its high at 9:45. Meanwhile, sector decline started around 9:57-58, from a high of 2.5 points to just 0.2 points red. This shows Huadian LiaoNeng’s short-term support was active, driven by sector weakness. Its rebound afterward was still strong, supporting the sector and pushing it higher, also igniting Sunlight Power’s rally. Sunlight Power rose from its moving average by 4 points to 9 points, as previously discussed.