Stay on your home turf, be a "surfer" of the sector rather than a "chaser" of the tides.

Market fluctuations are like the tides, with ups and downs following a certain rhythm. [Taogu Ba]
Don’t say there are many disturbances in the wind and clouds; with a compass in your heart, you can be carefree.

Today’s market saw a broad rally and rebound, with all three major indices closing in the green. The Shanghai Composite Index touched 4000 points, which is a strong short-term support level. Since February, the trading volume of index ETFs has returned to normal, and there was no panic selling at the close. Without the influence of this capital, the market should return to normal trading dynamics. Currently, every day presents opportunities and leading sectors. As long as you catch the right rhythm, short-term trading isn’t very difficult; holding positions for longer cycles can be more uncomfortable.
Here, I want to share some trading ideas during the rapid rotation of the electric fan market. I’ve emphasized before that the main direction of this bull market is technology stocks, so trading should focus on the tech sector. You’ll notice that the leading sectors each day are most likely tech-related. Capital keeps rotating among a few sectors repeatedly. From a macro perspective, instead of getting lost among hundreds of sectors, it’s better to actively narrow your focus to familiar fields. The following six major tech directions form the core rotation pool of the current market:
Foundation of Autonomy: Semiconductor Chips
Shape of the Future: Robots (Humanoid Robots)
Dream of the Stars: Military Industry (Commercial Aerospace)
Soul of Intelligence: AI (AI Applications)
Blood of Digital: Computing Power (Data Centers, CPO)
Green Energy: New Energy (Photovoltaics, Batteries)
Add these sectors to your watchlist, then monitor them in the early trading hours. After the market opens, within the first 10 minutes, identify which sector leads the rally, attracts the most decisive capital inflow, and shows the strongest sector effect. That sector becomes the focus for the day. For stock picking, once the sector is confirmed, choose the most active and popular stock among the top five by trading volume that day. This is a short-term follow-up arbitrage at the sector’s initiation. Keep an eye on these sectors; capturing their trends each year is already quite good. After observing their rotation rhythm for a few months, you can start making early predictions, lurking, learning, and gaining insights. When enough accumulation occurs, a qualitative change will happen.
The most important thing in stock trading is to choose the right direction, then select stocks within that direction. When the direction is correct, any stock chosen with a high probability will profit. Develop a conditioned reflex: first determine the sector trend, then pick stocks accordingly. Your trading model should be based on sectors, not just on a single pattern or indicator. The sector can be your subjective judgment—predict which sector will explode based on your understanding—or it can be following the market’s confirmed leading sectors during the day. In short, use sectors to contain yourself; in short-term trading, stay in the current mainstream hotspots every day.
The market is always full of temptations, as if opportunities are everywhere.
But most opportunities are irrelevant to you.
The opportunities that belong to you only exist in fields you deeply understand and continuously follow.
Don’t envy others for catching every limit-up,
nor should you worry about missing every pulse.
Narrow your world to the space within those six sectors.
Cultivate deeply within them, cycle through them, and feel the temperature and rhythm of capital.
When you no longer try to catch every gust of wind,
but instead focus on skillfully and repeatedly riding the wave you know best,
stability and profits will come naturally.
Weak water, three thousand, only take a ladle.
And that ladle is your entire world.