3/24 Midday: Little Flying Stick is here—an epic rebound???

[Stock Talk]

Market

21 trillion yuan, shrinking volume rebound, playing tricks

No new lows

Epic rebound at the open, 5154 red days, haha

Then it’s the usual high open, low walk-off routine

After a second retreat to green, the overall rebound rhythm and direction are very chaotic

Because it’s all a rebound, no primary or secondary trend.

Profit Effect

Strong recovery

Single-digit limit-down stocks are just minor scraps

Themes

Bulk commodities

Not over yet, still repeating

When Brent crude drops below 90 and breaks the 20-day moving average, that will be a real turning point

The specific event anchor is the解除 of the Hormuz Strait

After a high open, the strongest overall rebound was still CPO, then various stocks were兑现ed

In the bidding, the limit-up orders didn’t increase, and there appeared a one-word bid for 2BC batteries and photovoltaics

Logically, this direction should be the strongest

The only sector that can hit a new high on a single big bullish candle.

What is the capital pushing?

Military trade and WuXi AppTec’s performance represented by CXO and CRO

Ultimately, the BC battery sector was the weakest today

(Rotation recovery, rotation sell-off, as I mentioned on the third day yesterday, quant-controlled sectors won’t last more than 3 days)

Remember, take note, this is important for later
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Funds dislike doing the main upward trend with new highs on the right side, prefer oversold rebounds**

Photovoltaics bidding so strong, is Chint Power no premium?

Last night’s top popularity stock, Xinxin Integration, no premium, right?

One is hitting a new high on the right side, the other is a bullish candle on the right side of a new high

Why push for the power equipment going overseas, like Hanlan Co.? So determined?

Remember, take note, this is important for later
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Funds dislike the pattern of new highs on the right side, prefer oversold rebounds**

Computing power today again mentioned the need for green electricity over 80%

The most recognizable among them is Meiliyun, which is building according to the criteria

Of course, there are many like Xinxin Nengke, etc.

But the fund’s most anti-dip stock is Meiliyun

Today, 5154 red days in bidding

In the past two days, the computing power adjustment was not resistant, surrendering, Oruide and Xinxin Nengke both opened high

Did Meiliyun’s last seconds of bidding get pressed to zero?

Then Oruide, Lianhua Holdings, Jinkai New Energy, these trash stocks all went up without disagreement

Because they are state-owned cloud companies like China Ke Chuan (today’s data element), they ignited the spark

Quickly hitting the limit, then withdrawing, then crashing, right?

Remember, take note, this is important for later
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Funds dislike the pattern of new highs on the right side, prefer oversold rebounds**

We can complain that quantitative funds go against human nature, but more importantly, we should follow the trend and market preferences
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Not our personal preferences**
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From the above points, we can see**
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It’s still bottoming out, even with strong recovery, the profit effect is driven by low positions and oversold conditions**
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Not driven by high positions or leading stocks on the right side**
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It shows that quant strategies are still playing, no real players, still against human nature**
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At the same time, this is just a rebound; at least from today’s view, there’s no sign of reversal**

Electric Power

Still in the fourth wave, because Yunnan Energy Control has no new high, cannot define it as the extension of the fourth main trend

If so, then Huaneng LiaoNeng can be defined as a small cycle extension of the fourth wave, leading stocks or a rebound leader

Huaneng Energy’s performance is below expectations, all have abnormal movements, no need to wait for the board to open

This direction remains the best place for profit effect. Although the mid-cap has some淘汰, flaws do not obscure the overall picture, low positions are rebounding

Mid-cap internal competition, normalcy

Other today, semiconductor sector, Yaxiang Integration has transitioned to the second phase, but its impact on the sector is moderate

Storage is still in short-term oversold rebound

Because today was a broad rebound, no unified strong sector formed

By noon, market close, electric power strength 5239
Computing power strength 4584

Alibaba Damo Academy GPU fermentation, strength 1239, computing power leasing 1203

Key Stock Comments

Meiliyun

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Bidding opened at 3%, then it became

Don’t know which big fool pressed it to zero axis

Fortunately, computing power was pressed at the open, it still resisted against the trend

But the first wave didn’t hit the limit, so it lost its momentum

Hardly, from a leading dip-resistant stock

It was played by quant strategies into a less recognizable arbitrage backseat

So during that rally, I said this stock’s follow-up is tricky

Just eliminated the weak and kept the strong

For its outlook, it’s already weakened

Whether it hits the limit or not in the afternoon, it’s actually suitable to reduce positions

The key is to see whether in the morning, the fire was started by the “Yuzi” or by quant strategies using “Yuzi” techniques

If it’s Yuzi, then tomorrow’s second recognition is still okay

If it’s all-quant ranking, it’s easy to be blind.

Remember, take note, this is important for later
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Huaneng LiaoNeng**

Bidding below expectations, no higher open, no stronger move

But a flat open has its benefits

It’s easier to be smashed if it opens high and accelerates today
Need to watch the support

A flat open gives outside funds room to play

So this stock depends on the opening, whether it moves up all the way

No stop-loss point, just watch if it consolidates and stabilizes before 10:30

Xinxin Integration

This bidding was pressed for a reason

But photovoltaic sector was strong across the board

Otherwise, it wouldn’t have surged high

This kind of weakness, not leading the rally, is normal to stop out

Dashengda

Bidding opened at the highest, but as I said, without confirmation

Before Huaneng LiaoNeng hits the limit, today can’t follow this stock

My A-share isn’t the highest, just lacking popularity

Today’s news is positive for its GPU?

Huaneng opened lower than it, and it was stopped out, which is normal

No need to worry about the market closing sharply again this afternoon
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It should normally be a bullish candle.**
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But with low volume, broad rebound, don’t expect too much**
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But shrinking volume is a good sign; initial rebounds with volume indicate those trapped have run away**
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It’s also necessary to test the gap area and see if volume picks up again**