Master of the Eastern Decay Pavilion: 3.12 Operation Plan

3.12 Homework / Logic / Operation Plan
Focus on core logic:
Overall market judgment, using the term “bottom” is too vague; it should be appropriate for the new cycle. Regarding index judgment, it is to be repeatedly refined, then move upward. During the refinement process, there will be many arbitrage opportunities. The key points of rotation are, on one hand, the rhythm of the stocks themselves, and on the other hand, news. Combining both creates resonance. Continue to stay humble and patient, and respect the market!
I. Space plates / Sentiment stocks / Popularity
Sentiment grouping / Popularity / Second wave
Yunnan Energy Holdings
It will be out of the pool on the 13th. This cycle is still ongoing, so there is a high probability of further gains. If you don’t have it, consider researching; if you do, consider lurking.
Computing power: (Lobster)
UCloud, Ningbo Construction, Huasheng Tiancheng, Guoan Shares
Look at UCloud and Ningbo Construction later for computing power.
Safety: Guoan, low price +, watch for volume increase and weakening to strength.
Commercial aerospace:
Jiangshun Technology, Aerospace Development, Topstrong Integrated
Continuous observation:
Independent strength:
Hua Gong Technology, 5-day trend
Guosheng Technology, Huilu Technology
Huilu Technology: Has been strong for several days, main rise is obvious. If you have it, profit from the difference; if not, observe.

Other trend tracking:
Longfei Fiber, Honghe Technology, Kaishan Shares, Lingwei Technology, Baichuan Shares
Kaishan Shares: Not a main line, sharp decline, e.g., -10%, can be considered.
Lingwei: Entered the pool, trend looks good. The main rise was quite good initially, but now that it’s in the pool, if there’s a drop of around -12%, it can be considered.
Baichuan Shares: See if it can imitate Hanlan Shares’ second or third wave, buy on dips, or consider convertible bonds.