[Red Envelope] February 4th: Accurate prediction that the market opens with a drop. How will tomorrow unfold?

Winning soldiers win first and then seek battle----[Taoguba]
**In a war, those generals who always win have often carefully calculated before the battle that they have a very high probability of winning this fight before they even engage.
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Defeated soldiers fight first and then seek victory---- Those generals who always lose, always start the fight first, and only think about how to win during the battle, so they always fail.
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This market is never short of opportunities; what’s lacking is the calm patience to wait and the clarity of self-awareness. Look inward, and only then can you anchor your direction amid fluctuations. Wait for the wind, follow the trend, and let compound interest work miracles. The core of trading has never been about frequent transactions; keep your inner peace, avoid being easily influenced by market volatility, follow your trading plan, plan your trades, multiply your position size based on your win rate and odds, and perfect your trading system.
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Slow down, move steadily forward—that’s speed; after all, flowing water does not compete to be first, but it strives to flow endlessly.
First praise, then observe, and you can profit consistently for years~! Praise while observing, and your mindset stays clear~! Thanks~!
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1. Overall Market Trend
Yesterday, there were two expectations for today’s market: one was an initial surge at the open followed by a pullback, making it difficult to open positions throughout the day; the other was a sharp decline at the open, which favored buying points. Ultimately, the market followed the second scenario today.

This morning, AIGC and computing power were hit very hard, except for the emotional leader Zhejiang Wenlian, which gained a 5.7% rise and initially surged at the open. Most others opened below and started with downward pressure.
Computing power sector rotated internally; yesterday’s weak performer Runze was relatively stronger today, but due to the sector’s pullback, large-cap Tech stocks hit the limit down, such as Hongjing Technology and Wangsu Technology, both down over 13%, and Runze Technology was down about 7% intraday.

Aerospace opened normally, with no unexpected points. It’s not that it didn’t meet expectations, but given the significant decline in the index, it was a reasonable reaction. Yesterday, in the small group, Brother Yu picked two leading stocks: bought 1 billion worth of Aero Engines. On Monday, he mentioned an emotional turning point was coming, and yesterday, the emotional turning point did arrive. The core of leading stocks is timing, not emotional turning points, which means they won’t hold heavy positions unless the timing is right.

Juli Sling is a symbol of the toughness of commercial aerospace, with the hype around maritime recovery; Hailanxin is also about maritime recovery. The rocket involved in this maritime recovery was developed by the China Academy of Space Technology, which is a holding listed company of the China Academy of Space Technology. There’s also a company called Aero Engine Control, claimed to be the only supplier of recovery devices. Stocks related to recovery are performing well.

Photovoltaics yesterday’s trend complemented aerospace, and today’s trend is stronger than aerospace. Elon Musk’s team visited domestic factories, and some suppliers have already started delivering. According to Cailian News, three companies were reported: Jinko Solar, Jing Sheng Mechanical & Electrical, and TCL Zhonghuan. In the afternoon, the first limit-up was Jingke Energy, early risers included Jing Sheng Mechanical & Electrical, and TCL Zhonghuan also hit the limit-up. It was reported at noon that Musk’s team came to China, and the initial surge was led by those with confirmed cooperation with SpaceX, such as Orient Sunshade and Maiwei Shares, as well as Junda Shares from the previous cycle. Today, photovoltaics are the standout among the smaller sectors, continuing their strong run for two days.
Inverse index related

Gold was predicted yesterday; despite futures rising, it was more about a fight and retreat pattern. The intraday trend was roughly as expected, with silver and non-ferrous metals rallying at the close. The subjective bias was to induce more buying, but the main funds did not fully move out.

Power grid was also predicted yesterday; in the afternoon, several limit-ups occurred. A fellow investor asked me about it, and I responded with the logic. The underlying reason for the power grid’s surge was the expectation that the market would decline today, and its safe-haven attribute would attract buyers to unload positions.

I also mentioned yesterday morning’s white cloud electrical appliances, which were gradually sold off, and some friends said they absorbed at the bottom, asking about the trend.

The afternoon’s break of Hangdian Shares was also discussed, as shown in the screenshot of the comment section.

My articles are probably only 30-50% substantial in the main posts; most of the valuable content is in the comments.
Previously, I discussed chemical and alcohol industries as hedges; all 4-5 stocks were sacrificed. Today, a bunch of coal power stocks started to rise, with Lu’an Environmental Energy hitting the upper limit, Hangdian opening higher, and some funds holding Hangdian Shares worried about poor exit tomorrow, so they might sell first.

The index rallied again at the close, from a market perspective, the decline was a buying point. Could it be the large ETF? Just joking, I didn’t say yesterday how to buy on a decline; that’s a detail of operation. The overall direction was correct.

The most critical point for opening positions is the timing. Yesterday, I opened positions; this morning, based on market strength or weakness, I chose to exit early—either take profits or cut losses—so as not to get caught intraday. In the afternoon, photovoltaics strengthened again, the market flowed back, and I took the initial positions in relatively strong sectors, which suggests that tomorrow will be more manageable. Buy when the sector is strengthening, turning stronger, or surpassing expectations, not when it’s weakening. Remember I said during the live broadcast: buy when divergence turns into consensus? That’s a core piece of knowledge. Feel it slowly.

During the trading day, I will remind and interact in various ways. Most of the valuable insights are in the review and in my replies in the comments.
You can set me as “Followed” so you won’t miss my posts, and also leave more comments and likes to become a Silver Fan. I believe I don’t set high requirements; veteran friends should feel from my style and communication that I don’t boast or talk nonsense, nor do I do hype. My normal life is just brewing a cup of tea, quietly chatting, meditating, listening to the wind, watching the rain. If you can, give some support and tips to boost the popularity of the posts. I put my heart into reviewing and writing each post, sharing valuable content. Make each post a highlight—just add 7 tips, no more needed. You can decide how much to tip based on your gains and situation. We are working together. Thank you all.**
2. Market Expectations
Today’s market opened with a sharp decline. As I mentioned yesterday, one of the probabilities was that if the market doesn’t rally at the end, tomorrow’s open—whether it gaps up or down—will be a good entry point. If it pulls back today after a rally, you should take the initial position now to prevent missing out tomorrow. The market could go either way tomorrow; if it starts with a downward move, the opportunity outweighs the risk, and you can look for chances to buy, expecting a likely intraday rebound. If it opens higher, then my early positions today are potential selling pressure, depending on overall strength tomorrow.
3. Market Style
Currently, sector rotation is still happening; not only following the index but also in safe-haven inverse sectors. AIGC and computing power are overdone in the short term, so I won’t look at them now. Photovoltaics are relatively stronger; tomorrow, observe if there’s continued strength.
The clear profit-making stock is Fenglong Shares—this is one of the most impressive stocks I’ve seen, no doubt. The market tried to restrict its trading; it applied for suspension, perfectly missing the downturn. After resuming trading, it continued to rise and hit new highs, with a lot of funds saving the galaxy behind it—absolutely amazing. Just joking above; many friends probably suffered losses today. Relax, slow trading is fast; find the right rhythm.
4. Data Presentation
I will post later; everyone can just comment and ask how they’re doing. I’ll respond to questions one by one. Thanks.
5. Random Note—Re-emphasize the opening node
The most critical point for opening positions is timing. I posted a chart at noon showing my win rate over the past 3 months is 62%, and over the past half-year is 53%. It’s about controlling your hands, waiting for good moments to act, and buying core stocks with high recognition when the timing appears. To reassure everyone, profits and losses are normal; big market losses are small losses for you, small market losses are tiny gains, and tiny gains can turn into big gains. I also lost today, but it doesn’t matter. Yesterday, I gained 4%, today lost less than 0.9%, and I still hold core positions for tomorrow. The overall profit curve is upward.
Back to the opening node:
Yesterday, aerospace was strong, so we opened positions. Aerospace development still provided entry opportunities at the close, focusing on core stocks. If Aero Engine couldn’t rebound yesterday, aerospace stocks would have to wait. If the market might surge or pull back early in the morning, that’s okay. With early positions, based on market strength or weakness, take profits or cut losses early—avoid being caught intraday. In the afternoon, photovoltaics strengthened again, the market flowed back, and I took the initial positions in relatively strong sectors, which suggests that tomorrow will be more manageable.
Buy when the sector is strengthening, turning stronger, or surpassing expectations, not when it’s weakening. Remember I said during the live broadcast: buy when divergence turns into consensus? That’s a core piece of knowledge. Feel it slowly.
In my own operation, I sold some aerospace engineering stocks at the morning’s red, not aerospace development. I bought yesterday based on the logic I explained earlier, no need to explain again. Runze’s price didn’t break above the moving average, so I sold.
At noon, I checked Musk, searched Yuanbao, Qianwen, Doubao—all said Maiwei Shares. During the afternoon, some funds rushed to buy it, then when it pulled back, I bought Maiwei, closing the intraday position. TCL Zhonghuan was on the list, but I didn’t buy the breakout, just added on the rebound, and it quickly hit the limit-up. At the close, Jing Sheng Mechanical & Electrical was bid up in the auction.

Then, I keep advising—! Short-term trading, if you haven’t achieved stable profits over 6 months, I suggest reducing your positions. This depends on your willingness to listen; those who are willing to listen will benefit. Of course, I hope everyone gets better and more stable, and makes money~!
During the trading day, I will remind and interact in various ways. Most of the valuable insights are in the review and in my replies in the comments. You can set me as “Followed” so you won’t miss my posts, and also leave more comments and likes to become a Silver Fan. I believe I don’t set high requirements; veteran friends should feel from my style and communication that I don’t boast or talk nonsense, nor do I do hype. My normal life is just brewing a cup of tea, quietly chatting, meditating, listening to the wind, watching the rain. If you can, give some support and tips to boost the popularity of the posts. I put my heart into reviewing and writing each post, sharing valuable content. Make each post a highlight—just add 7 tips, no more needed. You can decide how much to tip based on your gains and situation. We are working together. Thank you all.**

Thanks to the bosses who cheered for Yu Nian yesterday~!~!
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@NortheastXuan @ColorfulPurpleLightning @FourAces @RidingBullChasingWind @MiFen @LingYuAutomotive @ShunfaYiding @BinBinNiu @PaoPao1018**
Thanks to the bosses who tipped Yu Nian yesterday~! Please welcome Long One to Long Five!

@XinShengZhiLu @Symbola @StockMarketGainsCatFood @OldWhite @GGGXiong @Char0912 @MoonForest @RidingBullChasingWind @OnceUponAMountain8 @MingHuASword @GoldenYears1188 @BrokenMoonSang @KeKe @ZhanXiang
May the bosses who cheer and tip, in your future stock market journey, remain calm amid the ups and downs of K-line, steadily grounded in logical analysis, and step by step win amid changing emotions!~ Wishing you great wealth~!~! Also thanks to friends who liked and interacted~!!~!

Spread the truth through words, assist others with friendship, walk together all the way, grateful for the encounter. Sending a red envelope to add joy, a blessing for your trading, and hoping everyone likes and interacts—first to receive blessings and good luck, second to gather flow and increase communication. On the trading road, let’s communicate with words, move forward steadily~! Like to receive a red envelope, share the good fortune📈

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Waiting for opportunities requires the ability to recognize them. This involves a long process of monitoring the market, developing intuition, and cultivating a trading system— the 10,000-hour rule. No rush. If you have questions, ask; I will answer when I am here.
About myself, I was invited to come; when I leave is unknown. For very novice investors, I only suggest lowering your positions; for those with over 2 years of short-term trading experience or in a bottleneck period, I can help a lot.
Finally: There are many true and false things; time will help you discern authenticity and strength. Don’t pretend; your gains and losses won’t act in a play for you.