This rally has been growing all along and finally erupts again.

The number of followers is growing rapidly. Friends have many questions about individual stocks, and when I can’t keep up, I prioritize answering questions from Gold Fans and Silver Fans. After all, those who care more for Xiaoyou get more in return, and everyone understands this imbalance. [Taogu Ba]

Since joining Taogu Ba, I initially wanted to use my pen as a sword and stocks as a mirror to record the ups and downs and the pursuit of insights on the trading journey. Unexpectedly, with everyone’s support, every encouragement feels like a warm sun, dispelling the confusion of short-term battles. Every attention is like a guiding pulse, strengthening my resolve to refine my system.

Xiaoyou knows that short-term trading is like traditional Chinese medicine diagnosis—recognizing “illness” amidst the fluctuations of rise and fall, and understanding “Yin and Yang.” Growth is not a solo journey—your recognition is the most valuable “medicine” in my review logs, giving this stock market approach based on TCM thinking a more vibrant practical soil.

In the future, I will continue to adhere to my “Four Diagnoses”: observing the market, listening to capital flows, questioning the logic, and cutting trades. I will truthfully record each diagnostic process, gains, and losses, hoping to use stocks as a medium to exchange insights and explore profitable paths with fellow investors.

Grateful for this encounter, the road ahead is long, and I walk it with you.

26.03.11,
8:16 AM,
Pre-market planning is clear,
The strategy is well understood.

If there are others who openly verify before the market like Xiaoyou,
they should be few!

Today, everyone has surprises,
but the most gratifying is YuNeng Holdings.

Since deep water entry on the 5th,
daily rolling T+ trades,
the largest position,
and the biggest unrealized gains!

Xiaoyou reviews every day with sincerity,
hoping for recognition and encouragement from friends!

Xiaoyou’s diagnosis today (50%):
YuNeng Holdings retraced to the 5-day line in the morning, added to the position;
sold part of the holdings at the close;
Huasheng Tiancheng reduced at high levels;
Tuowei Information fully sold at high levels;
at the open, retraced to the intraday level and cut Seagull Shares;

March 11 Xiaoyou’s Four Diagnoses

1. Observation: Market Sentiment (Assessing the Big Trend, Recognizing Strong and Weak Pulses)

1. Big Trend Observation: Judging Market “Qi and Blood Deficiency or Excess”
Today’s main index closed at 4133.43 points, with a volume of 2,508.4 billion, up 110.5 billion, a slight increase of 0.05%. This is a typical “volume-price divergence” phenomenon—though the qi and blood are increasing, the index moves sluggishly like an old ox struggling, difficult to advance. The market shows “index distortion, individual stocks under pressure,” with only 1926 stocks rising and 3126 falling, a classic “80/20 split.” Short-term sentiment indicators show that while there are some four-board stocks like Ningbo Construction, overall upgrade rates are poor, indicating a “chaotic trial-and-error period.” Capital is fearful of high prices, mainly hunting for low-level rebound opportunities. Overall qi and blood are somewhat weak, showing signs of “external strength but internal weakness.”

2. Recognizing “Strong” and “Weak” Sector Pulses: Core Trends of “Qi and Blood Filling”

Strong sectors: Power equipment (photovoltaic, energy storage), chemicals, smart grid.
Photovoltaic and energy storage sectors driven by policy benefits, with weights like Sungrow and CATL leading the charge, representing “main wave” qi and blood;
Chemical sector with Jinniu Chemical hitting 8 boards in 18 days, Xinjiang Tianye following, showing “follow-the-leader” qi and blood;
Smart grid with green power generation companies like Huaneng Power and Huadian Energy hitting the daily limit, representing “rebound” qi and blood.

Weak sectors: Semiconductors, military industry, precious metals.
These three were hot previously, but today they collectively retraced, indicating “qi and blood exhaustion.” Capital is clearly flowing out of defensive tech sectors into low-priced new energy and cyclical rebound stocks.

2. Listening: Hearing the Market Voice (Exploring Policy and Industry Resonance, Monitoring Capital Movements)
1. Policy and Industry Resonance: The 2026 government work report explicitly mentions “building a new type of power system,” combined with Guangdong’s new track plans, directly triggering the photovoltaic, energy storage, and smart grid sectors. The policy wind and industry trend resonate strongly—this is not a one-day rally but a rooted, sustained movement.

2. Capital Footsteps:
Continuous board capital: Low willingness to continue high-level streaks; except Ningbo Construction holding four boards strongly, and Zhongnan Cultural accelerating with a one-word rise, most high-level stocks are breaking or hitting limits, showing serious high-price fear.
Limit-up capital: First and second limit-up rates are decent, especially in low-priced chemical and power grid stocks, indicating a preference for “avoiding high and seeking low,” a defensive strategy.
Divergent capital: Stocks that hit the limit yesterday only rose an average of 2.55% today, with 12 hitting the limit or breaking, indicating profit-taking from yesterday’s gains. The market is in a “realization and exploration” phase, with quantitative funds rushing in at lows and cashing out at highs.

3. Questioning: Reflecting on Inner Doubts (Reducing Holdings, Checking Logic)
Questioning holding logic: Assessing stock “Qi and Blood Quality”

1. YuNeng Holdings:
Retraced to the 5-day line in the morning, added to the position; surged in the late session, reduced holdings; expanded unrealized gains. The logic has been repeatedly explained before.

2. Huasheng Tiancheng, Tuowei Information:
Both reduced or fully sold at high levels during the big rise.

Power computing sector today showed divergence due to “overseas tech chain” bloodsucking, with Tuowei noticeably weaker than Huasheng Tiancheng, so “take profits and run,” avoiding next-day uncertainty and consolidating funds.

3. Seagull Shares:
Retraced at the open, entered intraday.
Market game—liquid cooling was not the main theme today; funds favored photovoltaic and power grid stocks. The operation involved “expectation gap trading,” which was slightly lacking. Watch for next day’s rebound and recovery, prepare for both sides.

The market tomorrow is likely to continue “structural differentiation,” with indices remaining volatile. Main themes will revolve around “New Energy (photovoltaic, energy storage, power grid)” and “New Quality of Production,” with chemical stocks possibly entering high-level consolidation. The power computing sector depends on whether the overseas tech chain continues to draw blood; if funds flow back, a rebound is possible.

Tomorrow’s trading principles:

1. “Stronger gets stronger”: Focus on low-entry opportunities in core photovoltaic/energy storage stocks and the potential for consecutive limit-ups in smart grid stocks.
2. “Weak turning strong”: Watch for rebound opportunities in stocks that hit the limit but have backing from funds.
3. “Avoid high and seek low”: Be cautious with high-level limit-up stocks (except Ningbo Construction and Zhongnan Cultural). Focus more on low-level first and second limit-up rebound opportunities.

Alternative diagnosis: Pre-market planning will be announced again tomorrow.

Short-term trading is about cultivating the mind. Don’t let daily ups and downs disturb your peace; instead, see through phenomena to the essence, understand the market’s “Qi and Blood flow.” When you can calmly respond to market fluctuations—daring to buy low in divergence and sell high in consensus—you are truly “riding the market” rather than “being ridden.”

The greatest opportunity is where no one is paying attention;
The greatest risk is when everyone is noisy.
Let capital become an extension of your will!

Wishing everyone’s Qi and Blood flow smoothly, and their accounts shine brightly!

Thanks to the brothers and sisters of “Gold Fans Family,” for understanding and supporting Xiaoyou through storms and sunshine. Your support has been invaluable.
Xiaoyou has now followed back; from now on, both fishing and farming.
Looking forward to more exchanges, mutual progress, and chasing freedom!

Thanks to everyone for liking and recognizing. Appreciating others also accumulates your own blessings;

Thanks for the generous tips! Those who are willing to give will receive continuously and abundantly!

Thanks for the encouragement! Cheering for others will make your path blossom and become more wonderful!