[Red Envelope] March 11 Review: Early positioning in Ke Rui, Ganzhou Energy, and Henan Energy trend logic, intra-day arbitrage in Baichuan bonds. Brothers, are you satisfied with the script?

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Please watch the VCR:

Did you brothers like the script I preset yesterday? Is it always faster than funds~

Morning bidding information:

1. Reesonda, largest order, calculation electricity, CPO optical module.
2. Zhongnan Culture, slight reduction in sealed orders, power + cultural media.
3. Wangli Security, three, used for reverse推节点, still no order to orders.
4. East China CNC, industrial mother machine, Hunan, added a character, revealing who is helping.
5. Fengfan Co., Ltd., power grid, added a character.
6. Bidding for抢筹, Zhangyuan Tungsten, Meiliyun Hongkai.

Bidding risk/opportunity message tips and analysis:

1. Pre-market tip: The markets in Japan, Korea, and the US are still okay, so the focus in big A is on the meeting effect. Considering recent environment, the main point is that during the meeting, no theme should be strong, so rotation is likely to continue. Themes rotate among themselves, and within themes. So there’s no fixed pattern. If they don’t want you to hit high, don’t go against their will. When you buy high, pay attention to cost-effectiveness. Several key time points have been preset, so watch the logic of theme switching. Check how the previous theme performed—has it completed its transition? Look at the cases of the Straits and aerospace again. When the previous theme shows such actions, be alert for a new theme emerging or the main hands being liberated.

2. At 9:16, it was indicated that Reesonda was the largest order, still in calculation electricity, Zhongnan Culture reduced orders, implying power divergence expectations. Comparing with the 25-minute sealed orders, Ningbo Construction reduced orders, indicating divergence expectations. Wangli went from no order to order, watch for potential诱多.

3. At 9:19, if Reesonda is the largest order, watch for turnover follow-up. The rabbit has it; those who like continuous板 should look at the turtle, but the turtle you find must have position expectations. Why was there no turtle yesterday in Ningbo? Essentially, it’s all big butts, unable to get a position.

4. At 9:23, Reesonda is the largest order, look for turnover follow-up stocks. Wangli should observe if there’s诱多 action. Regardless of诱多, respect the market. At least set a conditional order. Hope brothers can successfully hit the涨停 and avoid a disaster. East China CNC added a character, industrial mother machine, so its position is YuHuan CNC, very obvious. The risk points are clear—industrial mother machine has been炒作 many times, how many times succeeded? YuHuan said yesterday the stock price is too high, the share capital is poor, and conditions are average. Zhongnan restructuring is good news, but there’s almost no position expectation in the same tier. The middle position, wrong timing, no relay conditions.

5. At 9:23, ShunNa Hongkai weak转强, watch for insufficient volume. I personally am not optimistic. Currently, it’s because they don’t want to open high, so ShunNa is non-natural. The bidding didn’t focus closely. Looking back at the bidding, it’s quite interesting.

Who pulled you to 3 points a few seconds before 20 minutes? Check how much volume entered after 20 minutes. That’s how much volume exited after 20 minutes. Isn’t this a clear signal that before 20 minutes, they said they would弱转强 without spending much? Come quickly, let’s make money together. Revisit YuNeng’s弱转强—lastly, it was a quick smash and then surged. If you really want to do it, be afraid you won’t give up chips, not that you pretend before 20 minutes. Come quickly, trust me.

6. At 9:27, it was indicated that Zhangyuan Tungsten抢筹红1, logic: oil and gas are weak. Look at the板, but as mentioned yesterday, intra-day changes are too big; just do债套利. Meiliyun抢筹红2, computing power. One metal, one computing power. This combination increases the probability of success. Baichuan and Hongqiang opened high, both have债. Choose Baichuan for higher辨识度; Hongqiang follows Hongbaoli. Just follow the债 for arbitrage.

7. At 9:28, small metals and oil & gas are跷跷板. Oil & gas are weak, so small metals can look at债 for arbitrage. Still recommend债, because if oil stabilizes, small metals are also less stable.

From the closing of bidding, the following can be concluded:

1. Reesonda opened a straight line, Ningbo has a cost-benefit game, opportunities and risks coexist.
2. Oil & gas爆发, reverse推 small metals to strengthen, corresponding债 can be considered.
3. Chemical sector opened高, Baichuan has债 for arbitrage.
4. Wangli at high position, set conditional orders.
5. ShunNa bidding诱多, beware of risks.

Today’s operations:

1. According to yesterday’s plan, Coreui bid successfully, switch from zero axis to Ganzhou Energy. The logic was explained yesterday; further verification will be in the next step.
2. Zhejiang Wen continues to hold, oversold logic, be patient. When themes switch, commas are always needed.
3. Baichuan债 for arbitrage, mentioned in the morning.

Today’s review: The rotation continues. The old view remains: sell expectations to those who buy expectations. The current market is about which targets have logical support, understanding main intentions, pre-judging, and提前布局. Doing some确定性债 intraday is better than chasing pulses everywhere and being led astray by主力.

Let’s verify the logic:

1. YuNeng line, the logic was very clear yesterday.

Yesterday and today, the market also indicated, brothers, did you all catch it?

2. The risk-avoidance logic was also explained yesterday: oil & gas are weak, technology cannot lead the main rise, so risk-avoidance depends on genuine涨价 logic, like chemical sector.

Check the连板: 4板: Ningbo Construction, crossing the节点 tomorrow, if successful, consider new first板. The meeting is over, and there’s a probability that calculation electricity will start to rise. 3板: Zhongnan Culture, power + cultural media, good news in a character. 2板: Reesonda, rabbit炸板. Guoan, AI security, if doing today, can open a straight line. Dingxin, clear signal three, re-encapsulation indicates key nodes. Yellow River, trend accelerating. Green Power, power, big butt, good share capital. Yasheng, risk-avoidance, reverse推 chemical sector strength today. Xianglong, no fermentation points found. HuaDian, big butt, coal + green electricity.

First板: Fengfan, indicates calculation electricity returning. East China, let you buy YuHuan, but it炸了 too. Baichuan, has债, remember arbitrage tomorrow. Bomin, PCB, CPO, miniLED, poor share capital. Guanhao, hydrogen energy, decent share capital, watch for future energy. Nengjian, hydrogen + calculation electricity, big butt trend. Yuanda, previously third, agriculture, betting on risk-avoidance. Huaqiang, Huawei系 mole game, daily afternoon work, Tuowei and Huasheng don’t recognize.

Thanks to brothers @Dming for supporting me in the last post, and to brothers @@ for tipping me. I have stepped on mountain peaks @PoJianShiGuang @YijiangQianDai @ShuiYunJian2026 @ZhixingBuShou @JishiDaHai @JiutianFengWu @4BreezyEver @BaxunHuDuanYe @JiajiaPS5 @YouRangYouYuX @LvtuTu @Jichu @LiuJinSuiYue1188 @Yiyi, thank you for your support. Wishing brothers’ accounts stay prosperous~

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Tomorrow’s operation preset and intraday tips will be in the comments of this post. Brothers in need can click “Follow” to receive notifications of my reposts immediately.