[Red Envelope] 5.10: Intel's external surge, can China Great Wall complete the main upward move 2 to lead the semiconductor rally

Preface: “The border sorrow stirs endlessly, the high autumn moon shines on the Great Wall” [Taogu Ba]

“Jiulong Imperial Market Michelangelo Stock Peak Competition” is halfway! Many partners have already begun refining their ideas and patterns, and for those still watching, hurry up and click the link below to join now!

【Gold, Huawei Headphones Giveaway】Michelangelo Stock Peak Competition

Low entry barrier, no need for a real trading account, men and women of all ages, just post to participate directly. Everyone can rally friends and family to join together. Rich prizes, including a custom gold scarf for the champion, Huawei headphones, photo printers, Taogu Ba official sets, Xiaomi bands, power banks, chargers, and many more gifts, as well as custom trophies for first, second, and third place. If you have real talent and skill, this is where you can test your level! Even if you’re at the bottom, Michelangelo has prepared the Best Potential Award as a keepsake and encouragement!

More importantly, in today’s era, in the ultra-short market dimension, the market is shifting towards a more macro trend ecosystem. Traditional emotional cycles, nodes, emotions, and intensities in ultra-short trading are becoming ineffective. Research on individual stock fundamentals is improving. At this moment, Michelangelo initiated this competition to help everyone upgrade their systems, gradually shifting their thinking and frameworks towards trends! Only by participating can you truly understand the real value of the competition! To gain a deeper understanding of “Jiulong Technique,” and to start refining your transformation and upgrade early, heading into the new era!**

Everyone from all over the world, bring your friends and family to join, let’s verify our learning results in practice, step into the new era, and elevate our trading skills through actual competition!

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The Great Wall of China, Michelangelo has been talking about it for many days, and still is. Mainly because this stock reflects many things—from index structure, to cycles, then to themes, and selecting the leading stocks. This stock fully embodies some core essences of the “Jiulong Technique,” from the art to the philosophy’s sublimation, all within.

The logic of observation, clearly explained during the live broadcast, shows that the main upward wave 1 has completed. It’s time to give those inside a profit-taking opportunity. The next move—whether it will be the segment in November 2024—depends on China Great Wall’s performance next Monday. If it proceeds as expected, everyone can come back and share the good news openly!

External Intel and AMD also surged significantly.

This time, we’re not bragging; we’re offering sincere advice to help everyone understand the underlying patterns. Many say they don’t understand the market, can’t identify leading stocks, don’t grasp cycles, or structures. Now, here’s a real-time leading stock for you to learn from and understand. Cherish this opportunity to grasp the key points of the “Jiulong Technique.”

What is aesthetic appreciation? What is skill? These are experiences gained from repeatedly working on leading stocks, honing one’s mindset. So, everyone should cherish this chance. Once the index peaks above 4200, it might switch to the second major summer cycle. New leaders and new strategies will emerge then. Keep learning persistently, experience the cycles of spring, summer, autumn, and winter, and you’ll naturally gain deeper market insights. The “Jiulong Technique” will continuously upgrade itself in this cycle to match market rhythms—fishing and harvesting simultaneously, that’s how it is!

Next week’s market, in the first half, after Wednesday, becomes unpredictable. Major divergences and adjustments could happen at any time, similar to the adjustments from March 3 to March 23. Therefore, during the ebbing tide, Michelangelo’s role becomes even more important. I believe every ultra-short trader can improve their attack power, but how to defend and achieve unexpected results during the March tide depends on the individual.

Hopefully, the “Jiulong Technique” is everyone’s own, not just Michelangelo’s, and I also hope that whether in bull or bear markets, everyone can attack and defend with excellence, ensuring stability in their curves! A new week begins—let’s get excited and go! Let Michelangelo teach you how to defend!
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5.8: Index hits 7 consecutive positive days! The intraday strength of the robot’s clear signals, AI’s glow, PCB, and computing power are still catching up, aerospace, batteries, electricity, robotics, and AI applications are rotating

1. Market Overview

Market volume: 3,075.7 billion yuan, with a decrease of 92.6 billion; 98 stocks hit the daily limit, 2 stocks hit the limit down, the yellow line is above, and small stocks’ sentiment exceeds that of large stocks.

Regarding the index, Michelangelo judges based on the “Emotion Cycle Prophecy” and wave structure. Currently, it’s still in the upward phase of wave 5. On Friday, there was a small wave 1 divergence, similar to the divergence structure on January 8. The market is still preparing to break through 4200. The safe zone for the index remains on Monday and Tuesday. After Tuesday, it will depend on real-time analysis—this is a high-skill stage, not for everyone to profit. When that time comes, watch Michelangelo’s real-time breakdown to prepare your defenses!

The market has 7 consecutive positive days, with a 7-green K-line structure indicating a solid main upward wave. Friday saw a small divergence, but funds are not worried—nearly 100 stocks hit the limit up, only 2 limit down, with an 85% hit rate on the limit-up stocks. Small stocks are outperforming large stocks, indicating quantitative strategies are expanding in width. Overall, the market’s sentiment remains high at a level of 4, but it’s weak and unable to break higher.

2. Sector Analysis

Themes, the strongest bidding was for Runjian Shares’ token factory and Gu’an Shares’ AI applications, both driven by news. But cycles are irreversible. After opening, AI applications were quickly realized, and the market rebounded in batteries, though the high positions were abandoned. Later, funds shifted to robotics, PCB, optical fibers, real estate, pharmaceuticals, aerospace, and computing power, with full theme fermentation. In the afternoon, funds started dispersing into aerospace broadly. Overall, during the semiconductor divergence, other themes competed for funds and strength, with only robotics and aerospace holding up relatively well.

Robotics

3-day: Daye Shares
2-day: Julun Intelligent
1-day: Qin’an Shares, Wuzhou Xinchun, Tianming Technology, Leise Intelligent, Tianqi Shares, Lingyun Shares, Feilong Shares, Xiangxin Technology, Fulaisen, Hengfeng Tools, Rifa Precision, Xiangyang Bearings, Ruihu Molds, Yingfeng Shares, Huazhi Jie, Star Technology, Precision Forging, Fuchun Dyeing & Weaving, Guanghua Shares, Sai Futen

Tesla’s Optimus (Bumblebee) humanoid robot is scheduled for mass production in Q2 2026, with initial production expected from late July to August. The first batch (Optimus Gen-3) has been rolled off the line and is undergoing internal testing, with the supply chain entering the confirmation and order phase. This news has been known for a while; the domestic release on Thursday caused abnormal reactions. Julun Intelligent and Zhaomin Tech are options, with Julun taking the larger arbitrage.

Today’s opening bidding was weak; funds focused on AI token factories and AI applications, so robotics didn’t lead early. After market rotation, robotics stocks surged. Julun Intelligent led the charge, which is key for the robotic limit-up. How far it can go depends on Julun’s performance. Daye Shares was pushed up by Julun. It was weaker overall. After Hengfeng Tools hit the board on Friday, Zhaomin Tech didn’t move, so no further observation.

Robotics is currently a supporting theme; to become a main line, the timing isn’t right yet. Wait until the semiconductor cycle ends.

AI - Optical Communication

3-day: Hangzhou Electric Shares
2-day: Taijing Technology, Tongding Interconnection, Xineng Taishan
1-day: Mingpu Optical Magnet, Hui Green Ecology, FiberHome, Changjiang Communications, Guangxun Technology, Dongtian Micro, Fuxin Technology

Cycle is a very useful concept. As Longfei Fiber’s stock remains alive, the rebound continues. Nvidia’s positive news keeps coming, boosting optical themes. The main upward trend of the index is driven by AI, which keeps changing forms to contribute to the index.

However, in current market play, high-position optical stocks are in consolidation, while low-position stocks are being quantitatively expanded for rebound. Pay attention to the rhythm.

AI Hardware - PCB, Electronic Fabric

2-day: Baoding Technology, Shandong Glass Fiber, Hongban Technology
1-day: Titan Shares, Zhuolang Intelligent, Dingrong Rock, Wenzhou Hongfeng

PCB, from a thematic perspective, is a branch of optical communication, similar to how semiconductors are mainly CPUs with storage as a supplement. As long as the theme is well defined, the playbook is clear—mainly short-term.

Computing Power (TOKEN Factory)

2-day: Nanwei Software, Runjian Shares, Hongchuan Wisdom
1-day: Ronglian Technology, Roman Shares, Kexin Development, Dawi Technology

There are many news updates. Domestic cloud providers are repeatedly raising prices for computing power services. Tencent Cloud will increase prices for AI computing, container services, and elastic MapReduce (EMR) products by 5% starting May 9; Alibaba Cloud will raise prices for some MU (Model Unit) model services by 2%-7% starting May 15.

Goldman Sachs estimates that by 2030, consumer-grade intelligent agents will consume about 60 trillion tokens per month, enterprise-grade about 56 trillion tokens per month, with global token consumption increasing 24 times from current levels.

The Trump family has started selling tokens, partnering with a company called WorldClaw to launch the AI model routing platform WorldRouter. This platform settles over 300 models’ tokens with cryptocurrency and offers discounts up to 30%.

These news are just icing on the cake; the decisive factors remain the index and cycles. When macro environments are good, even ugly ducklings can turn into swans. When the environment is bad, even phoenixes fall into the mud.

Token power is a product of two cycles. Leading companies like Litong Electronics are similar to optical, with high positions weakening. Low positions are being rebounded with new concepts and keywords, but the heights are decreasing, and rotation is speeding up.

Pay more attention later; I avoid high positions and prefer to keep cutting lower and trying. I won’t chase high levels.

AI Applications

1-day: Guo’an Shares, Perfect World, China Software, Rongji Software, Bairui Genetics, Diu Water, Chuangli Group

AI applications are somewhat an extension of AI hardware, not very interesting. Companies like Blue Cursor and others are starting to scam, and Leverage Media is also.

Aerospace

1-day: Luxin Venture Capital, Aerospace Changfeng, Guisheng Shares, Aerospace Science & Technology, Aerospace Power, Blue Sky Technology, Aerospace Development

Recently, aerospace news has been frequent. China’s Long March 92.6B (Aerospace First Institute) and Blue Arrow Aerospace’s Zhuque-3 will challenge reusability in May-June.
The Ministry of Industry and Information Technology approved State Power High-Tech to conduct satellite IoT business trials. Blue Arrow’s Zhuque-2E rocket will launch on May 13 at 11 am from Jiuquan Dongfeng Commercial Aerospace Test Zone. The Tianzhou-10 cargo spacecraft and Long March 7 Y-11 launch vehicle are being transported vertically to the launch area, with launch planned soon. There’s also news about SPACEX Starship V3.

Aerospace is more like a rotation theme; only when the main line is weak do funds play it. When AI and semiconductors are strong, aerospace is weak.

Batteries

1-day: Longgao Shares, Shengyang Shares, Jiangsu Guotai, Chuan Yi Technology, Chengxing Shares, Zhaoxin Shares, Lida New Material

Batteries are the first theme to be targeted in the opening 3 minutes, diverting funds from the main AI theme. But they were quickly countered by AI, then by robotics and aerospace. The whole day showed outflows. Low positions are mainly arbitrage through quantitative strategies; high positions perform poorly. This theme is also a rotation, to watch later.

US-Iran

1-day: Renzhi Shares, North Port Harbor, Hongtong Gas, Shengda Forestry, Construction Machinery

The ceasefire between the US and Iran is not worth watching; it’s just noise.

Real Estate

1-day: Jingtou Development, Ningbo Fuda, Shangshi Development, Mona Lisa

Starting from Jin Tanglang and Suzhou High-tech, some real estate attributes appeared. No idea why they are being pumped—probably related to the industry chain.

Pharmaceuticals

2-day: Zhongsheng Pharmaceuticals
1-day: Daan Gene, Tailong Pharmaceutical

As a risk-avoidance attribute, don’t chase the main upward trend.

Fuda Alloy: Q1 net profit of 181 million yuan, up 3635% (4.30)
Zhongsheng Pharmaceuticals: Top-line data for Phase IIb clinical trial of treatment for metabolic disorder-related fatty liver disease (5.8)
Sanxiang Impressions: Major shareholder plans to transfer 5.29% of shares to Chengdu Boran (5.8)
Hualian Holdings: Revising Argentina lithium mine acquisition agreement (5.8)

Summary: The index is fine, still in an upward trend. The cycle has reached the third summer cycle, in the middle-late stage. The cycle should be nearing its end, but there are still 2-3 good days—cherish them. The themes should be based on macro structures, with the main line being semiconductors, and rotation among aerospace, robotics, batteries, and electricity. Once the theme is well defined, play it well.
In terms of sentiment, a few days of divergence are characteristic of the main upward phase, and any divergence will be absorbed by funds that missed out. The trend remains upward, driven by the macro environment. In the quant era, don’t chase heights—only width. The mood is defined by width, not height. Recently, watch for Zhejiang and Jiangsu stocks—they are bonus points.

3. Stock Analysis

China Satellite / Shenjian XX: Changed from satellite to Shenjian, unlucky!

China Great Wall: Continue observing! External Intel surged, likely to enter the main upward wave 2.

Zhaomin Tech / Xinquan XX: Hengfeng Tools hit the board, but it couldn’t hold 2, then stopped observing. Xinquan XX changed, see if its elasticity is enough.

Tianhua XX: Opening 3 minutes, batteries are the most active sector, volume piling up, small helpers appearing at low levels. Consider waiting for a decline to absorb before acting more aggressively.

4. Tomorrow’s Strategy

Index: Aim for 4200. Before breaking through, stay safe; after breaking, analyze volume and sentiment again.

Cycle: Still in the third cycle. The first cycle leader is Longfei Fiber, second is Litong Electronics, third is China Great Wall.

Node: The limit-up node is weakening; if choosing, I prefer Julun Intelligent.

Trend: Trend remains the main focus; style will not switch for now.

5. Michelangelo Stock Competition Update!

Today (Day 3):

(Actual update)
Congratulations to @GT2San, @Meng Miaomiao Goddess, @Yu Xiaoshuai for temporarily leading! Keep it up!
Remember to click the close position button at the top right to close positions timely!

【How to participate? Three simple steps】

1. Enter the page: click the carousel on the homepage【or】use the dedicated competition link below, scroll to the end, and click “Join Now”!

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2. Join the competition: after entering the page, click “Join Competition” at the top right.

3. Post your stock analysis: publish a main post in the “Stock Analysis” section that meets the requirements to participate!

【Main Post Requirements - Must Read!】

1. Main title: “Bullish on Stock + Killer Logic” (e.g., “XX Stock: XX Concept Absolute Leader, Orders Crush Peers!”)

2. Main content: only one stock per post, analysis over 100 words (technical/fundamental/policy, any);

3. No restrictions on stock type for this competition.

4. Competition period: April 30, 2026 – May 12, 2026 (5 trading days);

5. Limit of 10 analysis posts; exceeding this requires closing positions before posting again.

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7. Total return must be greater than 0%; if less than or equal to 0%, the reward is invalid.

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Thanks to the brothers and sisters for their support, never forget to keep pushing forward, and may success be everlasting!
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Thanks to those who rewarded and tipped, may fortune flourish!
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