March 17th, the difficulty of the market situation is self-evident

Good evening, everyone! [Taogu Ba]

Currently, the market situation is so unpredictable that any detailed plan might become invalid.

The market is constantly evolving, and only quick understanding during trading can help us adapt to the current conditions.

Try to hold back unless the market can volume up with a decent recovery (otherwise, for most people, taking a break is the best choice).

Electricity stocks, which have fallen for two days, are expected to recover within reason, but unfortunately, there hasn’t been a broad recovery.

Only wind power has shown a recovery (the only sector index trending upward).

Within the sector, Xihua Technology hit three consecutive boards, energy-saving wind power rebounded, and Xiangming Intelligent made a big move.

Xihua also contributed to the new stock theme based on the registration system.

In the past, tomorrow would typically accelerate, but given the current weak market, high premiums are not guaranteed.

The current issue is that while some stocks hit the daily limit, they may not continue the next day, making it easy to sell prematurely due to lack of high premiums.

Recognition and Grouping:

Chemicals: Sanfangxiang, Chitianhua, Jinjingda, Luhua Technology, Jinnuo Chemical, Jilin Chemical Fiber (wind power overlay), Zhongfu Shenying (wind power overlay)

Wind Power: Xihua Technology, energy-saving wind power, Xiangming Intelligent, Jilin Chemical Fiber, Zhongfu Shenying, Shunna Shares, Huadian Liaoning Power

Photovoltaic/Energy Storage: GCL System Integration, Guosheng Technology, Farsight, Chint Power

AI Hardware: Zhuolang Intelligent, Yaxiang Integration

Real Estate: Jingtou Development

Registration System New Stocks: Gude Electric Materials, Nabaichuan, Kema Materials, Mirui Technology, Xihua Technology, Shuangxin Materials

Yesterday, I wrote about three types of stocks: those that don’t seem to fall through, those that rise too hastily, and those that are hard to judge.

Since there is an early recovery, some individual stocks should follow the expected trend.

In reality: Huadian Energy and Shunna Shares haven’t shown premiums.

The market can’t volume up, and any rebound is weak.

Weakness leads to quick rises and falls (entering a daily cycle of being caught in a fan).

A vicious cycle has already formed: the less volume and strong recovery, the more today’s situation repeats (rising then falling back to original levels).

Today was expected to be a broad rebound (after three days of decline), but during the recovery, it was clear that funds were also confused.

The biggest current problem is that the themes are still unfocused.

If electricity stocks can recover strongly, it would be much better (watch for feedback on electricity in the next couple of days).

However, since it rose today, tomorrow will likely see divergence and profit-taking (if holding profits, try to avoid big drops and exits).

If the feedback later on involves electricity, computing power, and AI hardware, none of them will perform well.

A few new low-position themes or carriers appearing at low levels could help the market switch trends.

Otherwise, the trend will continue to be led by a few recognizable stocks sticking together.

Why do these groupings end? If the market doesn’t volume up with broad rebounds, they won’t end for now. The market has little to do but focus on these stocks that repeatedly diverge without big drops.

Today’s operations:

Stop loss: Dongshan Precision

Take profit: Huadian Energy

T+0 trading: Jinnuo Chemical

New positions: Xihua Technology, Zhongfu Shenying

Portfolio update for today:

Jinnuo in intraday T+0 trading