[Red packet] Dry goods post: How I caught the main rally of Huagong Technology/Deming Profit and precisely escaped at the top? Newly opened Dinghulian/Electro-Optic Technology

I am Reset1029, a post-2000s investor who entered the market in December 2024. I focus on both emotional trends and institutional momentum, refining my skills during the consolidation phase. In simple terms, I look for trends within leading stocks and leading stocks within trends. [Taogu Ba]

The market closed today with a profit of +1.23%. Today’s gains were thanks to Demingli! Recently, I’ve been in an emotional cycle of learning and adjusting to key nodes (from 1 to 2), so I’ve shared less. Starting from 80,000 yuan, I will update daily!

Holdings: Demingli, Tongding Interconnection, Electric Light Technology

Taking advantage of the bottom-fishing funds and volume-contraction upward trend, I cleared all positions! From a different perspective, today I mainly want to share how I caught the main upward opportunities in Huagong Technology and Demingli!

A few days ago, I was focusing on trend trading. Suddenly, my approach to emotional stocks like Green Hair and Zhaoxin seemed off. The perspective determines the stocks I trade! Liaoning Energy, if it gently breaks the limit tomorrow, will resume the low-level rebound rhythm. Be sure to check my daily pre-market thoughts—valuable insights are here! I aim to keep them concise!

Overview:
Emotional recovery: Today’s market, as expected, saw emotional recovery, with increased volume mainly from bottom-fishing funds, guided by a rebound in oversold sectors like military industry, computing power, and innovative medicine!

Leading stocks’ tone: Huadian Liaoning Energy opened 5 points higher, which was aggressively contested by funds, breaking the deadlock and successfully triggering the green energy mainline rally.

Switching between high and low: Under the “high switch to low” style of funds, Zhaorixineng (1 to 2) successfully advanced.

Validation through linkage: The “Huadian system” stocks showed coordinated movement, similar to previous commercial aerospace models, confirmed today.

Directional certainty: Zhongli Group’s one-word bullish signal established the strength of the photovoltaic sector and boosted related stocks like Hanlan Co.

Rotation judgment: Yesterday, I pointed out that the robotics sector had low recognition and was prone to quick trades; today’s market confirmed this.

Demingli: The trend here clearly mimics Huagong’s rebound arbitrage. Among trend stocks, most rebounds do not surpass the leader. Huagong Tech’s 12th and 13th positive days saw distribution, and Demingli’s 12th positive day also saw distribution!

Price target levels are based on grid trading and pattern imitation of gains. I will explain this in detail when I have more time!

This involves the capital game of neckline breakthroughs, a common institutional strategy for building positions and adding on pullbacks. First, see it as an arbitrage on a rebound!

Simply put, connect each high point of extension; once broken, the previous resistance becomes new support. If the node is good, a second wave can occur. Many stocks show signs of a second wave, but few can sustain it. If the node conflicts with emotional and high-low consensus, funds will quickly abandon it!

During a decline, if the second attempt at the neckline rebounds and stabilizes, it usually indicates new funds are entering, and existing funds see it as a support level for adding positions. Today’s gentle volume increase suggests low buying at the close or tomorrow could be a good entry point!

Many tech stocks are at support levels, so bottom-fishing funds can follow the rebound, stretch higher, and push the height further—this also explains Demingli’s 9-point rise!

Tongfu Microelectronics is very clear: volume breakout at the neckline, sideways consolidation, then a breakout. On the third day of the downtrend, it was pulled from below, and on the fourth day, after confirming weakness, it was sold off, followed by sideways correction!

Tongding Interconnection:
Here are some charts to illustrate the institutional fund’s fermentation direction!
Institutional flow (not complete): Changfei Fiber (telecom cables) → Chozhang Technology (CPO + fiber) → Huagong Technology (CPO) → Demingli (storage chips)!
From March 18 to now, March 24, who is moving? On March 20, New Easy Sheng (CPO) hit a new high; on March 19, it bottomed out; on March 20, Guangku Technology (CPO + fiber) surged 16cm; on the same day, Tengjing Technology (CPO + fiber) also surged 16cm.

Compare these movements—do you notice anything? This cycle forms a complete closed loop! It’s basically the same big funds playing this rhythm!

December 5 – March 3

December 5 – February 24

February 24 – March 11

Yesterday, I already noticed Guangku Technology and Tengjing Technology leading the rally. In the morning, news broke that Nvidia approved the use of domestic AI chips in new frameworks. A tech theme’s fermentation usually starts from raw materials and equipment, as these upstream sectors hold the most pricing power!

Why would funds push through the green energy surge at Huadian’s 7 consecutive green days to strongly support Tongding Interconnection? The guidance from Xin Neng Tashan’s one-word bidding isn’t very strong, and Changfei Fiber didn’t follow at that time. With so many trapped positions, are funds afraid of the pressure?

The reason is the sector rhythm and expectations of fermentation!

Electric Light Technology (Power + Computing)
This institutional stock has a clear trend since February 6. It’s been riding the trend of power activation and computing power fermentation. For such stocks, buy on the 5-day moving average dip, but be cautious as higher prices require volume confirmation. A new high must be accompanied by volume; if not, it’s a sign to reduce positions or exit!

This is my first time sharing like this; I hope it helps everyone. I will continue to improve my language and approach!