The funds are all in the game of the New Year's Eve dragon, but unfortunately, it has never given any opportunity.

Last night, the US stock market’s storage concept surged significantly, with liquid cooling increasing by 24%. External factors caused a large jump in computing power today, with five bids at the one-word level, and Dawi Technology being the core of the computing power. The bidding block order totaled 2.423 billion, a substantial increase from yesterday’s 1.637 billion. Dawi Technology has been under observation since the second board, but it has never given an opportunity. Zhangyue Technology has no channel and cannot enter; according to normal expectations, it should open the board today, but the speed of quantitative evolution is very fast, making the increase almost fixed. Tomorrow, it will reach the fifth board, leaving little room, and the game of relay bidding will be more difficult due to high suppression. This week belongs to quantitative trading; only within the five minutes of bidding can quick judgment of today’s direction potentially yield a small profit. If one is slow to react, most will have to take over the position, as the core theme this week is all one-word boards. Regarding sectors, there is no continuity; new stories emerge daily. If you top a low position in the front row, it may not be valued the next day. So don’t worry about holding empty positions these two days, and don’t feel bad about missing out. We only make trades with the highest win rate. Since the core didn’t give an opportunity, we wait. Holding cash is also part of trading. [Taogu Ba]

Thursday Operation: Hold cash.

Review: Today, Dawi Technology and Zhangyue Technology both opened with one-word bids that couldn’t be bought in, and the only good-looking stock was Yabo Co., Ltd. Yabo is the only one among the tier that has turnover. Today’s opening was somewhat below expectations from a stock perspective, but from sector momentum, it was in line. The underperformance is because it was a volume reduction, and it should have had a premium today. It was in line because it didn’t drive the sector yesterday and didn’t contribute to the market. Yabo is the only active player in the photovoltaic sector, showing a near-limit-up trend today. However, I didn’t focus on it because it has already reached the deep water zone today. When approaching the limit-up, big funds come in to ignite and seal the limit. The logic of betting on Yabo is to use turnover to lock in a one-word board. Why didn’t I share this? Because tomorrow, Dawi Technology is still expected to be a one-word board, and the chance to block Dawi Technology is very small. After comprehensive consideration, holding cash remains the safest choice.

Market trend: On Thursday, 1,995 stocks rose, 3,109 fell, 60 hit the daily limit up, 13 hit the daily limit down, with a significant pullback of 2 points. The overall strength is 53, and the direction is oscillation. Based on the current market data and Zhuque Road’s expectation system, we are still in a consolidation phase. Although the index closed red today, the candlestick is green. Without volume, upward movement remains difficult. Tomorrow, divergence will continue.

Small trend: External factors caused today’s computing power to surge, and today is also the last day for gold extraction. Trading volume reached 21,417 billion, an increase of 1,575 billion. Since the index closed red, it indicates resilience. As a carrier, computing power has reached a resistance level; breaking through this requires continuous positive news and incremental support. Tomorrow is the last trading day, and the difficulty of this increment is relatively high.

Market sentiment: Bidding for Bona Pictures, Hengdian Films, and Huanrui Century was directly hit with the “nuclear button,” and Baichuan Shares underperformed, leading to a sell-off at the open. However, due to the market’s anti-fall resilience, sentiment was later restored. Today, 13 stocks hit the limit down, and short-seller Longming Diao Shares is expected to stabilize tomorrow. Hengdian Films will bottom out, so the bears’ pressure was released today. After tomorrow’s continued panic, sentiment is expected to stabilize.

Hot spots: Computing Power, Communications, Smart Grids, Non-ferrous Metals

Core of computing power: Dawi Technology, expected to remain a one-word board tomorrow.

Communications: Tefa Information

Smart grid: Wangbian Electric

Non-ferrous metals: Xianglu Tungsten, with a supplementary rise in Jiang tungsten equipment

• Computing power: The surge today was mainly driven by the big rise in US stocks and external news, relying heavily on external factors. If overseas markets plunge tonight, what will happen tomorrow? In a volatile market, there is no sustainability; chasing highs and selling lows is not advisable. The key is that it’s hard to buy in, and most are chasing the back ranks, with no safety margin.

• Communications: The subdivisions with the highest recent gains are optical modules, fiber optic concepts, and electronic fabrics. The logic behind this is Nvidia’s big rise and the Dow breaking 50,000, driven by tech stocks. Core of optical modules: Changfei Fiber. Core of electronic fabrics: Honghe Technology. Fiber optic concepts include: Changfei Fiber, Hangdian Shares, Zhishang Technology, Juguang Technology.

Non-ferrous metals: When the trend accelerates, it’s a sign of approaching the top, so only the logic of supplementary rise can be considered.

Summary: Only AI videos have lasted two days, with daily rotation of different themes. Good AI video stocks are hard to buy; only arbitrage on the Growth Enterprise Market (GEM) can be considered. But arbitrage is limited to the first and second days; afterward, it’s about chasing news for gains, which lack sustainability, and new themes emerge the next day. This week, the market has been chasing highs and lows, making operations very difficult. Good stocks are hard to buy; forcing into second-tier stocks often results in hitting the nuclear button the next day. Brothers, this week has been tough!

Everyone longs to seize good opportunities, so keep an eye on my updates. Your regular likes, tips, and support help boost Zhuque Road’s popularity and influence—our shared honor. I always reply thoughtfully to comments, which has become a fixed part of my work because your ongoing support is my main motivation to keep sharing ideas.

The core of Zhuque Road’s system is only five words: Trend (determines buy or not), Hotspot (determines what to buy), Rhythm (determines when to buy or sell).

1. Trend: “Trend” is the simplest yet most overlooked truth in the stock market. What is trend? It’s not candlestick colors or indicator crossovers, but the consensus direction of funds, the flow of sentiment, and the resonance of fundamentals and policies. Trend is the ultimate carrier of all trading logic.

2. Hotspot: Once the trend’s direction is clear, we no longer follow blindly. When the wind is favorable, where should we aim? The answer is hotspots. Hotspots are a three-dimensional presentation of fund consensus because the stock market’s essence is driven by funds, and hotspots are the strongest magnets for attracting funds. Retail investors who don’t understand hotspots will always pay for others’ bull markets. In A-shares, don’t waste too much time and money on non-mainline stocks; 90% of your profits will come from participating in hotspots.

3. Rhythm: Rhythm is the top art in trading. It doesn’t teach you what to buy but answers the fundamental questions: when to enter? when to exit?

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Once again, thank you to brothers supporting yesterday’s review article and today’s morning market article. Your contributions to popularity data are a key motivation for me to keep sharing ideas. Wishing everyone prosperity!