Market weakness and rotation, upcoming highlights

Good evening, brothers [Taogu Ba]

My writing style is straightforward and clear, analyzing the market based on feedback.

Welcome everyone to share and communicate more.

……………………………………………………………………… Operation Review:

GCL-Poly Energy closed green for profit-taking; Dongshan Precision surged then fell back, breaking the opening price for profit-taking; Huagong Technology opened with half a bar.

Huagong opened near the 10-day moving average, went straight up at the open, we’ll see if it performs tomorrow. GCL-Poly turned red in the afternoon and took profit; China Power Construction and China Energy Construction both hit the limit down, feeling not very good. Dongshan Precision surged at the open then fell back, opening at the previous price—this environment makes it risky to chase high and fall back.

……………………………………………………………………… II. Market Recap: The index opened low, moved lower, then V-shaped recovery, with a volume of 23.253 billion. During the bidding, PetroChina Capital’s large order was a single line, but RMB ended without much fermentation; PetroChina Capital opened with a change of hands. Petrochemical sector surged then fell back; storage sector saw Zhaoyi Innovation and Demingli go up sequentially, and Buwei Storage hit new highs, leading the sector. The index retreated to previous lows then recovered in a V-shape, but without significant volume restoration. Power sector stocks, Yunnan Energy Holdings, hit two consecutive limit downs at high levels.
Overall, the market is rotating; Yunnan Energy Holdings at high levels was sold off, China Power Construction at the bottom hit the floor, and the power sector continues to diverge. Tomorrow, after continued divergence, look for recovery, but for now, only a rebound is expected—this is a consolidation with group expectations. Although the chemical sector surged then fell back, divergence is not enough. Technology and storage sectors are the strongest, with good performance externally. Future divergence can be observed; overall, there are no big expectations in the market, mainly rotation and arbitrage—trade when suitable, watch the show when not, avoid chasing highs easily.

……………………………………………………………………… III. Hot Stock Comments:

Yunnan Energy Holdings: two consecutive limit downs, likely to stabilize tomorrow; if it hits three, that would be beyond expectations and negatively impact sentiment.

……………………………………………………………………… IV. Market Environment: Profit-making effect: Chips, communications, ST stocks
Loss-making effect: Power, infrastructure, steel

……………………………………………………………………… Below are previous teaching posts (watching live replay is recommended for better understanding):

Live broadcast insights - How to act at each cycle node?

Live broadcast insights - How to quickly analyze and decide within the first fifteen minutes of bidding to open?

……………………………………………………………………… Everyone is welcome to leave comments and share. Thanks to brothers and sisters for likes, tips, and support:

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