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Tuesday pre-market precise prediction of sharp gains, seize the main trend under low-volume trading!
Tuesday pre-market article title: The dawn is right in front of us. Undoubtedly accurate predictions, the entire market is bearish, but I坚持我的判断 under pressure. In this kind of market, it’s an opportunity to buy low. Including storage—those familiar with me know who I mean when I talk about storage. Only Brother De, who today can casually buy underwater and still earn over ten billion points in profit.
Today, after the market opened high and then fell, it surged back up here and then retreated, finally rising all the way up, with decreasing volume. The obvious message is to thoroughly shake out the chips. The recent big drop has caused fear, so bloodied chips keep coming out. From last Thursday to this Monday, volume exceeded 400 billion, so today’s high open and decline is also to scare off some still hopeful traders, thinking that a slight rise is better than continuing to drop and lose.
The volume shrinkage indicates that GJD hasn’t sold at all, and CITIC still added short positions on stock index futures today, meaning they are still continuously buying in the big A-shares. Although the amount isn’t large, it proves that the remaining bloodied chips have been washed out and eaten up. The previous days saw a net inflow of over 400 billion.
Stock trading is fundamentally a game of human nature—watch your operations, watch your mindset. The 15th Five-Year Plan has just begun, and this time, the three-capital reform is transforming land assets into equity assets, targeting our big A-shares. Do people think the bull market will end so easily?
The answer is definitely no. The current big A-shares are replicating the tech bull run of the U.S. stock market from twenty years ago. Whether it’s stability, military strength, economic power, or national stature, they are recognized worldwide.
Of course, if the volume can’t sustain growth the day after tomorrow, the market will continue to fluctuate within a range. Because two trillion in volume can’t support continuous upward movement. If volume doesn’t pick up, there’s a high chance tomorrow, Wednesday, will see another rally, luring back the retail investors who cut losses, rekindling their greed, then sideways trading to attract more retail entry.
If volume increases, the market will continue its upward surge. But big A-shares tend to be stubborn—I still prefer the former scenario. Most likely, it will continue to rise slightly, then consolidate sideways, trying every means to attract those retail investors who sold out earlier and outside funds that haven’t entered yet, to come in again. Then, it will push higher, forming a bottoming pattern, laying a solid foundation for the next rally.
As for war, unless it escalates significantly, its impact on big A-shares won’t be too great, since the risks and emotions that needed to be released have already been released.
Big A-shares must follow a slow bull trend—this is GJD’s unwavering conviction. Go with the trend, and you’ll succeed!
Once systemic risk is gone, we should look for main themes or sectors with capital bullishness in this structural bull market, and find high-quality stocks within those sectors!
Power: From today’s perspective, I still believe it’s gradually unloading. After thirteen consecutive bullish days, many major funds have taken profits. Major funds won’t keep rising with you if they’ve already gained so much. Power stocks are currently in a lively phase with retail investors adding positions, but it’s also their unloading time—no change in nature!
Some major funds are watching the trend of Huadian Liaoning Energy on Wednesday. So far, there’s no public notice of early entry into the black box, indicating GJD hasn’t made a move. This means the cooling sword hanging over us is gradually fading, which is good for short-term traders. Next, we’ll see how Huadian Liaoning Energy performs on Wednesday. If it performs well, it will drive power stocks into a final climax, then start taking profits.
I’ve been bullish on this power sector since early March, which isn’t easy, especially since the overall market has performed poorly. But within the entire market, it’s been the most outstanding sector, bar none. We’ve also seized opportunities here to profit repeatedly against the trend! Long-term, I remain optimistic about the entire power sector!
Storage chips: Samsung and SK Hynix emphasize that storage shortages are expected to last until 2028, with a price increase cycle spanning through 2026, meaning prices will keep rising into 2026. Samsung and SK Hynix’s new factories will only start production in three years. Many people in social circles are developing side businesses, recycling old phones for their memory chips—showing how fierce the storage price hikes are. Manufacturers are forced to recklessly recycle old memory modules, and many storage companies are not targeting retail markets like phones but are instead focusing on AI data centers, which demand ten times more storage than traditional data centers.
On the news front, Beiwei signed a two-year procurement contract worth hundreds of billions with a wafer manufacturer, securing wafers that won’t increase in price. Beiwei, Demingli, and others are module manufacturers, so they need wafers to produce storage products. This alleviates concerns about wafer shortages and price hikes due to large storage shipments. Although a 100-billion procurement seems like pressure, Beiwei’s revenue in Q1 2026 was 4.5 billion, and storage shortages will persist until 2028. So, behind the apparent procurement pressure is a supply-demand imbalance in storage chips.
Therefore, if power weakens, the storage sector will definitely be the main driver of the next upward wave.
Photovoltaics: With earnings materializing, Tesla and NVIDIA are actively deploying. After a peak earlier this year, it’s likely to continue oscillating and strengthening, but not too fast unless volume breaks through, supporting multiple sectors to rise together.
Commercial aerospace and humanoid robots: We’ll see a strong wave sector-by-sector after the first quarter earnings report around early May, as the earnings vacuum period is ideal for emotional speculation.
These are just my personal thoughts and analyses, not advice or recommendations to anyone. The stock market carries risks; invest cautiously!