2.2 Review. The market broke down, 98 stocks hit the limit down, just wait for opportunities like closing positions.

First like and then watch, daily income is over.[Taogu Ba]

First review today’s operations:

Trading account:

Empty position

Trend account:

Clear positions: Huasheng Tiancheng (sold at -0.8), Data Port (sold at +1.62), Tiandi Online (sold at +5.18)

Add positions: Dawi Technology (remaining core position pending order not filled, looking at the front row quite strong, added another position. Not mentioned in the post, the market was too extreme, you guys hold empty positions, originally could do T to make money, afraid your cognition and YY, leading to losses)

Under this harsh situation, today’s account ended with a gain.

Review of bidding tips and morning thoughts:

At 9:05, I mentioned that precious metals had negative feedback over the weekend, whether the decline would continue today. Looking at the front row in AI direction, it did not continue to strengthen. The market cursor was underwater all day, even if there was a rebound during the session, it was not strong, being hammered down by the index. It’s clear that the tech sector is very sensitive to the index.

The 9:05 tip suggested that if the strength continued, it indicated the market was overleveraged, which is closely related to electricity. As long as there is a deep correction, it’s still possible to position. However, by 9:15, the power sector started to scramble for funds during bidding, which was an early sign of fermentation. This also aligns with today’s rotation and risk aversion.

At 9:21, during bidding, the AI红包大战 (AI Red Envelope Battle) from the weekend fermented, leading to a price drop at open. There were signs of scramble for AI and hardware stocks, but by 19 minutes, all orders were canceled. This was a warning to prevent a surge and fall back at the open, so handle your stocks properly.

At 9:28, there was a bidding scramble for Sanbian Technology, but it was warned that the opening price was high. Still, the principle of not chasing highs was maintained, waiting for divergence at open to buy low. Unfortunately, no opportunity arose, and prices shot up directly. Why not chase high? Because funds are avoiding risk arbitrage. Day trading with chasing high isn’t profitable or worth it.

At 10:30, I said one sentence: all morning expectations were within reason. Who understood it? Those who understood will definitely profit following my layout. Those who didn’t will surely lose.
The overall meaning of this sentence is if you still don’t understand my thoughts, don’t know how to operate your stocks, then you are completely unsuitable for this market. Those who understand will clear their stocks at the first red day node. Those who don’t understand are still YYing, fantasizing that today’s afternoon will be great.

Market review and left-side suggestions:

Nothing much to say, all morning thoughts were validated. Still consider based on the morning thoughts. The 98% drop limit, nothing worth reviewing. No highlights all day. In fact, tech was decent during bidding, but sentiment and funds were pushed into precious metals again. This is the worst scenario to see. Think about the previous wave of declines, you’ll understand. I mentioned yesterday in the review, if you have operations today, just do S points. No positions, light holdings or empty positions, just watch. Year-end is coming, need to give you a few big gains.