The market took a chunk of flesh from you yesterday, and today it's giving you a piece of candy.

As we mentioned before the market open, there would be a chance to buy the dip today. The reason is that the index’s decline here was on low volume, but some funds are still in a panic, so there will be a bottom-finding move today. Sure enough, at 10:53, there was a sharp sell-off, and I predicted at 10:54 that after sharing, it would basically be the intraday low of the market. Did you catch this move? Who did you buy? [Taogu Ba]

Recently, during market oscillations, many concept segments have emerged: liquid cooling, data centers, transformers, computing power, leasing servers, fiberglass, methanol, phosphates, electrical equipment, printed circuit boards, optical modules, switches, copper-clad boards, storage chips, clean rooms, green power, wind power, Tencent AI, Alibaba AI, OpenClaw, commercial aerospace. Daily rotation—no one can be sure to hit the rhythm every time, because now the market is like scratch cards; rotation depends entirely on luck, not strength.

Yesterday, I took a small loss; today, there was a slight rebound. I was so happy, but when I looked at my account, I thought, why did I only recover this much…In such a market, controlling drawdowns is much more important than how much you make.
It’s very difficult to catch every detail perfectly in this kind of market. Even if you can accurately predict the overall trend, the stocks you pick may not all recover.

Today’s bidding direction pointed to electricity, with Shao Neng Co., Guangdong Power A, and Huadian Liaoning opening with three straight up opens. The power sector led at the open, but what’s the use? It couldn’t drive the market. After a pullback, the index bottomed out, and storage, liquid cooling, and printed circuit boards became the stronger directions in the market. Previously, such strength was not valued, but now this level of strength is the market’s strongest trend.

Market trend: Oscillation. I mentioned before that if everyone thought 4000 points was a solid bottom, it probably wouldn’t hold. Today, the index fell to 4023 on low volume and was pulled back by funds. Since panic selling didn’t emerge, 4023 is seen as a bottom for now. If the index drops again near 4000, then 4000 is likely to break.

Minor trend: The index rebounded on low volume, and tomorrow is expected to see a rally. Whether it can hold depends on whether volume increases and the strength of the continuation.
Today, electricity didn’t lead the sector to strength; it was chips, computing power, and PCB. The market rotates rapidly, so we can’t expect continued strength—just a possible spike.

Sentiment: Stable. Four stocks hit the limit down, three of which are recently strong chemical sectors, all providing liquidity. There’s no expectation of further panic tomorrow. Today’s rally was dragged down again, so in a market dominated by quantitative factors, don’t expect much continuation.

Market hotspots:
Printed Circuit Boards: Logic: Nvidia is addressing slow AI inference speeds using a software solution called Dynamo, which directly benefits the PCB sector. Core stock: Chaoying Electronics.
Liquid cooling PCB, computing power—today’s strong stocks are all at low levels; high-level stocks didn’t perform, so the market’s attitude is still about high and low cuts.

Summary: High-speed rotation market—don’t chase highs. Focus on core segments during rotation; for those who fail to cover multiple sectors, relying on luck to trade is only about odds. This stage is for small positions; don’t get carried away. It’s not the time to make big money. Lower expectations and wait for good opportunities.
Finally, let’s talk: did you manage to buy the dip precisely today? Who did you catch?

Thanks to skilled players @LogicHard, @PiaoChengZhuGe, @SuiboZhuLang23, @XiangZhangWang, @SuiboZhuLang23, @Michelangelo, @DreamMasterLightYear, @WindKeepsBlowing6666, @GuaZhouDu, @HuangQuan7Dian for supporting Zhuque Road with points. Wishing friends of Zhuque Road prosperity! Continuous limit-ups, long-term market rise!