Monday's proactive prediction of space development: the Long Hui Tou guide to restore sentiment flow

Likes keep coming, profits keep coming [Taoguba]
Honestly, many important insights are at the bottom; some people haven’t looked all the way down and come to ask questions.

Trading Style:
A focus on (hardcore logical review) applied to ultra-short trend trading. The blogger who only seeks to achieve a steady monthly compound interest of 15% is the most welcome.
Those who chase daily limit-ups are either from another world or charlatans. I am not so divine as to catch limit-ups every day. If your pursuit is explosive profits rather than steady, stable compound interest, and you want rapid surges and crashes to get rich, you can go to those bloggers who chase daily limit-ups.

Preface
Before Tuesday’s midday, the index once panic-dropped, but I clearly said there’s no need to panic, I will go in and buy the dip. Just as I said, it stopped falling and rebounded, and it happened near the intraday low (see screenshot) (Was it just a coincidence once, or what about every time like this?)

This was mentioned in Monday’s review, very clearly. Aerospace Development is very likely to lead the sector and sentiment back in a “dragon return” pattern. On Tuesday, the market panic-dropped intraday, but Aerospace Development directly ignited against the trend and surged to the limit. Comparing with the intraday chart and time, isn’t it that Aerospace Development led the rise and the sector and index only started to stabilize and rebound after it hit the limit? This is called guidance, top-level prediction. Based on this, who do you think I added to during Monday’s intraday? (see screenshot)

Like me, I give pre-judgments and direct directional guidance, with no ambiguity. Most of the time, my predictions are validated correctly. The heat isn’t as high as those post-analysis, which is quite puzzling. Is it because your skills are too weak, or mine? Is it not worth supporting me? Or do I have to be non-public for you to stop lurking?

1. Risk Warning:
Tuesday’s overall rally was a rebound from oversold conditions, not a counterattack. Remember this—don’t get carried away. Most stocks on Wednesday are not worth chasing at high prices, especially momentum stocks. If you chase greedily, prepare to get your head chopped off.
Only some selectively grouped stocks with high recognition are likely to have a main upward move, mainly driven by rotation within recognizable sectors.
The sector rotation will be the main theme; there won’t be a dominant sector at the moment. The current market structure doesn’t support a main rising sector. At most, it can support a main rise of grouped stocks, but within a very small scope. Even for grouped stocks, avoid chasing high prices back and forth. Focus on the recognition within each sector. Don’t panic if they don’t rise immediately. Since it’s rotation, there will be cycles of limit-ups and pauses. Continuous upward attacks are unlikely.

2. Market Sentiment:
The sentiment is probably a rebound from oversold conditions. As mentioned in Monday’s review, a rebound was expected on Tuesday, so this is within expectations. Also, after the market plunged on Monday afternoon, I mentioned there might be some buying at the close. Veteran readers know who I bought; I can’t say, that would be a violation. You know what to do—post your charts if you want.

Don’t have too many illusions about thematic sectors. No matter how hot a sector is on the day, treat it as rotation. Actively participate in sector and stock groupings. When a group exceeds expectations, it can drive a sector rally. Most of the time, sectors are just oscillating with no main upward trend. Opportunities based on emotional grouping will keep emerging. Don’t worry about the index; just focus on stocks with strong momentum.

3. Technical Analysis:
Tuesday’s broad rally was a technical correction to Monday’s oversold index, not a counterattack. Even if the index hits 4100 on Wednesday, I see it the same way. Don’t get overly excited just because of a broad rally.
Expect the index to retest lows; treat it as range-bound oscillation for now. Upward space is limited, downward space is limited. But the recent lows on Tuesday might be broken in the next few days. True stabilization will likely happen in the second half of the week. This week, the index will mainly oscillate up and down, with most stocks influenced by the overall market. Only some localized grouped stocks will remain unaffected.

4. In summary:
Operate with a focus on individual stocks rather than the index. Use rotation thinking. Main upward moves are only possible in individual stocks; sectors are unlikely to have a main rise. Stick to support levels for trading, avoid buying at support levels for a rebound, and buy on dips at support. Less speculation, less harm.

2. Sector Review:

1. Commercial Aerospace:
Sector recognition: Aerospace Development

1st Sector Group:
Robotech, Dico Shares, Aerospace Development, Tongyu Communications, Aero Engine Controls, China Super Holdings, China International Marine Containers, Urban Construction Development, Shenjian Shares, Julli Rigging, Far East Shares, Vogt Optoelectronics, Jiangshun Technology, Junda Shares, Tiantong Shares, Jinyu Group, Lushan New Materials, Parker New Materials, Runbei Hangke

Brief Analysis:
Some say it’s the second wave. I clarify: it’s not the second wave. View it as a rebound. The timing for the second wave is not right now; doing so would only invite the ruthless crushing of Tian Dao’s will.
My view remains unchanged: active rotation within the sector, with some stocks breaking previous highs to form a second wave before the year-end. After the new year, a second wave in the sector would be the perfect script. So, big funds that haven’t entered yet, don’t rush in now. Early entry will only be met with ruthless suppression.

2. AI Applications:
Sector capacity recognition: Blue Cursor, Lio Shares

1st Group:
Zhejiang Wenlian, Dongyang Sunshine, Huasheng Tiancheng

4th Group:
Hengdian Film and TV

Brief Analysis:
Treat it as short-term dual main lines with the commercial aerospace sector. Neither will likely lead the sector’s main upward trend in the short term. Any attempt to lead would probably attract Tian Dao’s will’s lightning strike. Expect sector rotation to be the main show, with active rotation of recognizable stocks within the sector, maintaining short-term market heat. Expect continued news stimuli within the sector.
(There might also be some interludes for Smart Grid, but its sector recognition is much weaker.)

3. Many say today these sectors surged, tomorrow another sector surged. Why not comment?
I don’t want to comment because there’s no point. No sector has sustained momentum; constantly talking about it is a waste of words. Daily rotation and surge in one sector are not sustainable. You can’t chase because you can’t afford to cut losses.
Only some localized stocks with no continuous momentum are worth chasing. I don’t chase sectors that only spike intraday and then fade. Trading is about subtraction, not addition. Trying to catch every opportunity results in catching none. When you seize an opportunity in sector A, sector B might surge, and you might not be able to exit sector A in time. Those who can jump between opportunities are legendary. I am not that legend. I only trade within patterns I understand.
Others can chase if they want; I’m not good at first limit-ups. I don’t want to participate in the mutual pocket-picking battle. I only follow logical trends with higher certainty.

Wednesday night at 9 PM, I will do a live stream sharing insights. The 438 loyal followers who were urged last week can make an appointment. The top 10 who urged the most can prepare questions for a live connection. No urging, no entry—will be blocked.

If you have the means, try to secure next week’s urging quota. Each person can urge up to 10 times a day. Can we reach 1,000 urges in total?

3. Core Stock Comments:
1. Aerospace Development:
Some bloggers said, “With so many bought on the龙虎榜, who will take over the position?” No longer expecting anything. I want to ask—are top-tier funds crazy, or are you? Does how much they buy or whether there’s expectation matter? Expectation depends on market sentiment and sector outlook, not on how much they buy.
Whether Aero Engine or not doesn’t matter; as long as the support is strong enough, even if it opens below, it’s fine. As long as the support is strong, a rebound is expected the next day if it breaks the support. It’s all about support.
Honestly, I don’t want it to accelerate. First, the timing is wrong; it can’t form a second wave. The second wave is doomed. The best script is to grind to the previous high, consolidate, wait for the right timing, and then launch a second wave with human and natural factors. Just like Tuesday’s panic drop, Aero Engine directly bought in and ignited, guiding the sector and index to stop falling and rebound—this is top-level comprehension.

2. Blue Cursor:
Still the most recognizable in the AI application sector. Tuesday’s performance was slightly below expectations, but still acceptable. Not too bad because the aerospace sector was too strong on Tuesday, attracting all hot money. If on Wednesday the aerospace sector doesn’t strengthen, it’s weak.
Time is running out; if it doesn’t perform soon, technical funds might start to sell.

3. Lio Shares:
Unusually high heat, with consistent funds. They’re reluctant to push higher but willing to bottom fish. When selling pressure exhausts, they can be bought up. It’s a recognizable stock in the AI application sector’s grouping. As long as the sector has opportunities, it won’t be absent. It might even lead the sector’s performance. Its capacity recognition is strongest after Blue Cursor. The stock’s trend is worth close monitoring; both upward and downward, it has guiding significance within the sector.

I always share real-time opportunities during trading, give directions before the market opens, or warn of risks early. Compared to those post-market analysis armchair generals, I’m probably a hundred times better. Why isn’t my heat rising?

Many of you have benefited from my sharing of intraday opportunities and risks recently. Don’t lurk—if you can, support the article to trend on hot searches. The public sharing I do here is probably a hundred times better than those in private groups. Isn’t that worth cherishing? Don’t make me stop sharing; I’ll just switch to private mode. Let’s work together to boost the heat and let more people learn hardcore logic and operate with it. You all benefit.

4. Opportunity Tips:

Also, if you appreciate the article and want to support with tips, please wait until after 9 PM when I post the article. I need the article’s heat; support within the first 5 hours after posting is the most effective.

Thanks to the top supporter: @赚钱去养猪
Second supporter: @秀起来的笔尖
Third supporter: @junekool
Supporters’ list, always remember: @夏夏的韭菜 @yyyy333 @junekool @新的开始方法 @三星主厨 @滑州炒家 @大双囍 @顿来 @zdz涨停板来了 @朔慈 @风雨过后必有阳光 @738610 @Kings山火 @闰土刺秦 @指北针1103 @菜鸡赚学费 @Trynnnn @刀哥来了 @星汉灿烂 @古道黯然 @理珂瑧 @askingmo @黄贵滨 @韭菜洼地 @y不再犹豫 @学不成名誓不还 @清与开心 @厄运绝缘体 @橘子小小神

Thanks to other supporting brothers and sisters, much appreciated.

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Thanks to brothers supporting with coupons

5. Personal Focus:
Solemnly declare: the following are simulated positions and do not constitute any investment advice. If you cannot keep up, once you see this, you can unfollow the next day. Blindly following stocks the next day may turn you into a bagholder.

Friendly Reminder:
I never hold full positions in single stocks. My first rule in trading is to diversify. In my view, if you have the ability, you can fill your entire portfolio with limit-up stocks regardless of how many you hold. That’s not trading; that’s gambling. Friends who like to hold single stocks, be cautious—beware of ruin. (Just because I often hold limit-ups doesn’t mean I don’t have stocks that fall. If you like holding singles, it’s great if they surge, but what if they fall? Isn’t that despair? Trading is never about gambling; it’s about systematic position allocation with high-probability profit potential. That’s what stability and compound interest are about. The huge gains at the start of the month attracted many, but after last week’s beating, few survived. I didn’t get hurt—that’s the system.)

Aerospace Development: Follow closely (no more adding below; I’ve been buying for three days, reaching a satisfactory holding ratio. Recognition and trend are emerging. Whether the market recognizes it or not is up to the market—do your best, leave the rest to fate.)
Zhejiang Wenlian: Lock in position
Western Materials: Hold with T+
Tongyu Communications: Follow closely
Juli Rigging: Follow closely
Tianlong Group: Follow (view as arbitrage stock, with sector recognition as the anchor for rise and fall)
Tianyin Electromechanical: Follow (view as arbitrage stock, with sector recognition as the anchor for rise and fall)

Let me share why I am particularly good at making money: because I stick to my model. Many people can’t persist with a model three or five times. Success is a fantasy. A successful model is refined through hundreds or thousands of trials, not just a few. Recently, I’ve been adjusting and splitting positions daily, with gains and losses, but no big losses. Small gains and small losses mostly offset each other. Trial and error means no real loss. But by holding Aerospace Electronics and Mawei Shares, I can surpass everything. That’s called a model—also the reason for position splitting. But many are just survivor bias, insisting on single stocks. That’s suicidal. There’s no absolute win rate in individual stocks—only in models. If I could be sure a stock will rise, I’d just borrow leverage and buy in. In a few years, I could even acquire A-shares. Isn’t that just nonsense?

Off-topic Chat:
I am a trend-following, logic-based trader who pursues stable compound interest. My monthly target is 15%, and the more, the better. I can tell you confidently—99.999999% of A-shares can’t achieve 15% monthly compound interest. I have three or four months each year where I can’t meet it. Even Chen Xiaoqun, so talented, only manages about 20% monthly. So many people are pursuing the wrong path—how can they expect to succeed? Lowering expectations is the way to break down expectations and ultimately achieve them.
I don’t chase explosive limit-ups because I came from ultra-short limit-up trading. I know ultra-short limit-ups are like hell—doubling and halving are common. Most people lose money. Like the ultra-short limit-up at the start of November, making money is easy, but in the past year, only that period in early November saw such explosive gains. In the last few days of November, many have been beaten back to reality. That’s a life-and-death short-term game. Many only see the upside, ignoring the downward waterfall! Because they think they are the chosen ones who can navigate flexibly.
Trading is never about size; it’s about logical, high-probability wins. Everything must withstand hardcore logical scrutiny to be confidently held. (see screenshot)

Many may not realize how much a 15% monthly compound interest adds up over a year. One and a half limit-ups per month, seems small, many dismiss it. Use a calculator—what’s a year’s return? 5.35 times. In five years, what’s the principal of 100,000 yuan? About 438 million yuan. Surprised?
That’s why I’m stunned by those founders who claim to catch 10-20 limit-ups in a month. With 100,000 yuan, in a few years, I could buy all of A-shares.