[Red Envelope] Everyone is showing off their skills, but only Little Sauce is getting beaten up.

Hello everyone, I am Cat Brother. The extraordinary year 2025 has just passed, and I was fortunate to achieve a significant breakthrough last year. In the new year, I wonder how many myths of financial freedom will be created again. I hope you and I will be among them! [Taogu Bar]

I am particularly good at finding directions through market sentiment and detailed market movements, mainly using short-term leading strategies. I really enjoy the sharing and discussion atmosphere on Taogu Bar, and I will also share some of my analyses and judgments here in the future, hoping to learn from each other and make progress together!

Market Sentiment

Index: 4067 points, up +1.29% from yesterday
Volume: 25,442 billion, down -1.57% from yesterday
Break Rate: 20.69%
Yesterday’s Limit Up Today’s Performance: 4.35%

Today’s Landmark Events

▲ Strengthening
▲ Shanghai Composite long lower shadow, big rebound in red days.
▲ Old Dragon Aerospace Development hit the limit up, group buying exploded
▲ Aerospace main board sees its first decent rebound after the mid-January retreat~
▲ Continuous board index rises again, all three levels of space echelon 3 to 4 upgraded~
▲ 18-board Fenglong breaks the limit for 2 consecutive days, reaching new highs.
▲ Moutai gaps above last year’s line, can hold for a while
▲ Growth Enterprise Board high contention for Minbao, two consecutive one-word limit-ups

▼ Weakening
▼ Hanwang’s big plunge with a huge dark cloud, painful and a huge pit~
▼ Significant reduction in limit-down stocks to 9, but two silver orders still huge

…
Feel free to add more landmark events

Morning Trading Plan Review

Cat Brother’s morning trading plan today, all plans are carefully written by me with high accuracy, brothers, remember to like and follow

Let’s review the morning plan with Cat Brother:

1. Resource stocks are definitely excellent in gold compared to others. Today, Xiaocheng Technology remains the best-looking, firmly believing it’s a top pick to add on dips. Last night’s gold futures rebounded, and today’s also recovered smoothly. Silver performed so-so, but gold only gained momentum in the afternoon, missing the chance to sell Xiaocheng Technology. From the perspective of chip segmentation, Sichuan Gold shifted its focus, and under arbitrage expectations, there’s not much problem, should have some gains, whether a lot or a little.

2. Maintain the recent view: Shengtong’s trend is likely to be similar to Tianpu—drop heavily before regulation, then rebound; rise heavily, continue to add. The divergence between low buy-in and high buy-in still offers good value. This has been profitable for old friends who have entered and exited multiple times. But today, the divergence was minimal, so I didn’t participate. Also, Thursday is the last day of regulation; if you’re not afraid of continued gains, divergence can still be low buy-in. If the expectation is that it will be continued to be boosted like Tianpu, then the next two days can be ignored for now.

3. A few favored sectors: Chemical’s Hongbaoli successfully upgraded today (it would have been better to go yesterday), AI application’s Zhejiang Wenlian has high recognition, Western stocks might be a bit weak, though not strong today, but at least not bad, and those going in are expecting gains.

4. Solid-state hasn’t fermented yet; today, only two stocks advanced: San Ge’s Mingdiao and Hangdian with a one-word pattern. Compared to that, Tongding Interconnection is still decent, not necessarily finished, and can be watched tomorrow.

Personal Operations

1. Keep holdings in Xinghuan Technology unchanged, originally planning to roll over, but with Hanwang’s move today, I worry about a sudden drop, though the trend is as expected.
2. Sold half of Runtu Shares after a high run, and the other half is waiting to see how chemical stocks perform, will hold for one more day.

3. Fully sold after seeing Hunan Gold’s limit up and Xiaocheng Technology’s inability to move up, all sold in batches.

4. From the perspective of chip segmentation, combined with selling Xiaocheng Technology, Sichuan Gold’s limit-up shifted to a limit-down, also leaving the weak behind, haha~

5. Influenced by Hanwang, I no longer want to hold Jin Haitong’s trend-following stock at the end of the day, and I’ve fully sold out.

6. Finally, show off the mid-term target Hanwang, I added a little a few days ago, but today it did this. The pain of trend stocks, only I understand.

Post-market Best Solution

1. In hindsight, the best choice is Juli Sling, a recent recurring stock in commercial aerospace. Today, it was very proactive, leading within the sector, also considered a group favorite. I initially thought it was Western Materials, given its prior recognition and recent new highs, but at this point, not hitting the limit shows weakness, so in retrospect, Juli Sling is the leader.
   Feel free to add more!

Short-term Energy Accumulation

A day of rebound, still not focused yet.

In-depth Review

Today’s market was generally a broad rally. Especially for non-rare metal cycle stocks, the recent sharp decline driven by non-ferrous metals was a misjudgment, so today’s rebound was the strongest.
For example, photovoltaic equipment, CPO, commercial aerospace, etc., and the hot gold and non-ferrous sectors also recovered with the gold price rebound. Xiaocheng Technology surged over 18%, Hunan Gold hit the limit up. These all show that market sentiment is rapidly recovering. Even if gold prices fluctuate later, it won’t significantly impact the main market. The strongest sector today is commercial aerospace, with space photovoltaics as a subdivision. There will be rotation in the future, with small ranges crossing over. Trend-based high buy-low sell is something brothers should understand.
The only downside is that today’s large market rally was with shrinking volume, with a trading volume of 41.1 billion, which may affect the sustainability of the rebound. If tomorrow doesn’t see volume increase, expect continued consolidation. If the market shows divergence tomorrow, focus on which sector can sustain, and prioritize going from weak to strong. The current overall strategy is to take profits when in profit, unless the sentiment is very independent or the stock is very strong.
One month since breaking even—keep going!

Today’s Biggest Pitfall: Cambrian: In the morning, relying on a single force, it caused a collapse in tech stocks, hitting new highs in overseas chains, advocating for tech to revive the country. Cambrian’s stock price will surpass Moutai, after all the effort, combined with recent downward trends, I added some positions. But today’s big drop reset everything to zero—trend, oh trend, holding stocks really requires faith! Without its collapse, the power computing network and Hongjing would definitely be surging today. I’m scared and convinced—just return my money quickly, buy and sell fast.

Continuous Board Summary

4-board stocks (3):
Hengdian Film & TV (3 movies scheduled for Spring Festival + film investment + IP derivatives + short dramas)
Huangtai Distillery (liquor brewing + wine)
Wanfeng Shares (dispersed dyes + carbon fiber)

3-board stocks (2):
Hangdian Shares (fiber optic cables + optical communication) + UHV + Copper foil for lithium batteries (Hangzhou)
Mingdiao Shares (AI media + smart home renovation + Huawei + tile adhesive + decoration)

2-board stocks (4):
Zhongchao Holdings (aerospace + robotics parts + gas turbines + nuclear power)
Shunnao Shares (+ByteDance + nuclear power + energy storage data centers (transformers))
Sanjie Technology (transformers + data centers (Elon Musk x AI) + photovoltaics + energy storage)
Minbao Optoelectronics (planned acquisition of Xiazhi Precision + plant lighting + LED lighting products + recent IPO)

Tomorrow’s Plan

Tomorrow morning’s plan will be posted in the comments, remember to follow.
Additionally, if I find good directions during trading, I will share promptly in the comments. Bosses can + follow for early alerts and analysis of the market!

If you find Cat Brother’s articles helpful, please like, bookmark, and share. If you have the capacity, tipping or supporting with a “Cheering Coupon” is also a great recognition of my content—thank you! Engage more, tip more, and cheer, and you can become a Silver or Gold Fan soon! Cat Brother will remember Gold and Silver Fans, and will prioritize responses to questions during trading.

TIP: Accumulating 25,000 points can make you a Gold Fan, who will be especially attentive and prioritized in replies, and can ask questions privately! I hope Gold Fans can keep increasing their accounts here, growing with compound interest, reaching new highs every month!

Silver Fans just need more interaction—ask questions if you have, or comment “Prosperity” even if you don’t. Likes, shares, and tips all help you become a Silver Fan.

Have you noticed, brothers? The contribution of points and energy to Cat Brother seems to be proportional to the returns in your account. From a metaphysical perspective, we jokingly say it’s making wishes before the lucky cat; scientifically, it’s your real money voting for your choices, giving your cognition a clear bias. That’s why active fans here generally see good gains—they answer questions actively, broaden their knowledge and thinking in discussions. Everything follows cause and effect, but most people can’t distinguish between antecedents and consequences. They think they need to earn first here before tipping, but have you ever thought that the most important investment is in ourselves? Sadly, few understand that investing in oneself is the first lesson.

Wishing everyone a rainbow account and early financial freedom!

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Tipping Top List, Cat Brother wishes you good fortune:
@HongHaier821009 @MalededScholar @ChenYaoDoudou @WangDaBucai @ShuoYuShanGuiTing @ShortTermCore @XiongYiReading

Currently, Cat Brother has his first Gold Fan—@WangDaBucai—Gold Fans, I will follow back. Thank you for your continued support!