[Red Envelope] 3.24, Perfect prediction of the major bottom, comprehensive rebound! Holding leading coins enjoy premium gains!

Like and support, public bidding target (reference for breakout players) [Taogu Ba]

Market Sentiment: Rebounding (Index rebound, hundreds of stocks hitting daily limit) - Perfect prediction!!
Core Strategy: Focus on the leading Huadian Liaoning, eliminate the weak, keep the strong, and be cautious with follow-up in the back ranks.

1. Today’s Market Highlights: Core Leaders’ Performance

Today’s market’s absolute core remains Huadian Liaoning (600396).

• Bidding Performance: Opened high and quickly hit the limit, successfully upgraded to 7 consecutive limit-ups;
• Driving Effect: The leader’s strength drove the power/e-green energy sector to explode, with more than ten stocks hitting the daily limit. Shaoneng Shares hit 4 limit-ups in 5 days, Liaoning Energy 2 consecutive limit-ups, Huayin Electric Power, Jinkai New Energy, and others also hit the limit.
• Summary: The leader’s 7-limit-up continues to open space upward, making the power sector the market’s strongest main line. But note that after consecutive limit-ups, high-position gambling risks increase.

2. Hot Sector: Continuous Limit-up Teams

3. Strongest Main Line: Power/E-Green Energy (Computing Power + Energy Security)

• Logic: The National Data Bureau announced plans to vigorously promote the computing power coordination project, ensuring that over 80% of new computing facilities at key nodes use green electricity; escalating fossil fuel prices due to Middle East tensions reinforce green energy substitution logic.
• Leader: Huadian Liaoning (7 consecutive limit-ups)
• Follow-up: Shaoneng Shares (4 limit-ups in 5 days), Liaoning Energy (2 consecutive limit-ups), Zhejiang New Energy (2 limit-ups), Disen Shares (20CM limit-up)

2. Secondary Strength: Military Industry/Shipping (Driven by Geopolitical Conflicts)

• Military Industry: Great Wall Military Industry, Hunan Tianyan, Construction Industrial hit limit-up; 14th Five-Year Plan accelerates the update of advanced weapons and equipment.
• Shipping: China Merchants Nanhai Oil, COSCO Shipping Energy hit limit-up; geopolitical conflicts strengthen the momentum of the oil shipping cycle.

3. Rotation: Computing Chips/Space Photovoltaics

• Computing Chips: Muxi Shares up over 15%, Moore Threads up over 9%
• Space Photovoltaics: Zhongli Group 3-limit-up, Tuori New Energy 2-limit-up

4. Limit-up Ladder (Sentiment Thermometer)

• 7-limit-up: Huadian Liaoning (market’s overall leader, power + green hydrogen + state-owned enterprise)
• 5 days 4 limit-ups: Shaoneng Shares (power follow-up)
• 3-limit-up: Zhongli Group (space photovoltaics)
• 2-limit-up: Liaoning Energy, Zhejiang New Energy, Tuori New Energy, Xuelang Environment, etc.

3. Today’s Operations and Tomorrow’s Outlook

Today’s operations (simulated): Details in the comments!

• Breakout Buying: Buy Liaoning Energy on breakout. (Logic: Confirm the overall leader, 7-limit-up opens space, sector effect strong)
• Low Buy: Deeply buy Dongfang New Energy at low price. (Dongfang + mainstream + low price)
• Hold: Maintain Huadian Liaoning position to enjoy the main rise.

Tomorrow’s Strategy:

1. Focus on the leader: Huadian Liaoning continues to shrink volume and accelerate today, a feast for holders. Not suitable for opening new positions!

2. Switch between high and low: If there is divergence at high positions among leaders, focus on whether today’s first limit-up and the 1-in-2 stocks like Liaoning Energy and Zhejiang New Energy can catch up.

3. Core Risks (Must Read)
   Control position size, no more than 30% per stock.
   Conclusion: Faith in the leader is fine, but do not blindly chase high! Set strict stop-loss lines and follow the trend.

【Disclaimer】 This article is a personal review record and does not constitute investment advice. The stock market has risks; be cautious when breakout trading. Do not blindly follow the trend.
Follow the trend, only do leaders!