[Red Envelope] 2026.2.4 Review: Holding Fenglong Shares, Watching the Autumn Moon and Spring Breeze

1. Morning Thoughts [Taogu Ba]

Let’s start with my morning reflections, clearly stating that the current market environment does not support a sustained main upward trend. Instead, it remains a rotation market, and this rotation relies on the old rule that the day after a peak does not follow through. Yesterday’s peak sectors like aerospace and photovoltaics should be avoided. This morning, it’s obvious that neither sector continued to strengthen; the market is still in rotation mode. Early on, the index was pushed up by a batch of coal and real estate stocks, which lifted the overall market. Someone might now question: isn’t photovoltaics still okay? To clarify, photovoltaics surged in the afternoon due to sudden news, or because of Elon Musk’s announcement. Once the quant system detects this news, it begins to push stocks in batches. Maybe we should just create a Musk-themed concept stock. These types of stocks cannot sustain a main upward trend unless Musk takes institutional money and keeps hyping it.

Regarding the three checks I mentioned yesterday, all of them can profit and be sold today. I also revealed my target stock choices in the comments section—here’s a screenshot for you to see. I clearly explained the buy and sell logic. During the trading session, I also pointed out a new opportunity: Sheng Tong Shares, which follow the same logic as Feng Long. I discussed a lot in yesterday’s review post; if you’re interested, you can look it up. I believe it will be very helpful and can enhance your understanding.

2. Auction Analysis

Today, there are only three strong signals: First, Han Jian Shan He, with Beijing news guiding real estate stocks. This morning, a wave of real estate stocks surged, which is why the index turned so red. Second, Minbao, which I will no longer watch. Third, Kailong Gaoke, guiding robot stocks. Fourth, Julii Sockets, with a single order guiding aerospace stocks. I won’t look further.

Additionally, I often see people misunderstanding the rules during the call auction phase. For example, today in Hunan Silver, many asked why Hunan Silver opened below water and still had such high涨停委买额 (limit-up buy orders). This situation often occurs when反核票 (reverse buy orders) appear. Many expected it to open with a limit down, then placed orders at the涨停价 (limit-up price) to抢 (grab), but more people placed orders at the跌停价 (limit-down price) to cut losses. The final result is opening below water. Many have asked about this multiple times, so I’ll give a unified explanation here and won’t repeat it in the future.

3. Continuous Board Ladder

Yesterday, several small-cap stocks in the产业链 (industrial chain) that hit four boards all failed. Today, each one that tried to catch the rebound got trapped. Basically, stocks that rise sharply tend to fall back the same way. A retracement of 20-30 centimeters is normal.

Four-board stocks:
Hangdian Shares, today very strong, took the top position in turnover. Today’s break might be to create divergence; we’ll see tomorrow. If it opens lower, then it’s probably over.
Mingdiao Shares, a typical产业链 stock. If you want to buy tomorrow, first check how the stocks in the recent four-to-five failure of产业链 perform.

Three-board stocks:
Minbao Optoelectronics, a restructuring stock. If it can reach above nine boards, I’ll consider buying.
Shunna Shares, which I wanted to buy today but missed the rebound. I don’t like stocks that keep falling, so I gave up.

Two-board stocks:
The index is at a bullish turning point; here are some picks:
Julii Sockets, although aerospace stocks haven’t risen enough for a main upward trend, individual stocks can still lead the way.
Shuangliang Energy Saving, Space Photovoltaics, similar to aerospace, Musk concept stocks. They should not open lower tomorrow.

4. Market Summary

Today’s market was another “fan”行情—meaning a market driven by hype and quick moves. In the morning, coal and real estate stocks surged, then in the afternoon, a news event caused photovoltaics to rally again. AI-related stocks plummeted sharply due to negative news about Yuanbao, which was released after some insiders were confused about the news. Hardware and computing stocks also fell because of the Nasdaq’s big drop, making the tech sector feel quite bleak today—except for stocks with high辨识度 (recognition or distinctiveness).

In the late session, there was some speculation about US-Iran news to push oil and gas stocks higher. Likely, some news will be released after hours to prepare for tomorrow’s opportunities. Retail investors are often so unlucky—they rely on news from others. If you can’t get firsthand news, you’re always at a disadvantage. I suggest that before trading based on news, think about where the news comes from. If you were an editor and an institution put a million dollars in front of you, would you cooperate with them to release news? Can you report fairly and openly? Human nature is hard to test.

5. Optimal Auction Solution

Today’s best auction solution was Shunna Shares, guided by Han Jian Shan He, with a water conservancy concept. Although the auction indicators and patterns aren’t perfect, it can still be pushed back to the limit. I didn’t manage to push it myself; manually pushing stocks is difficult now. I’ll verify the formula below.

For those interested in my trading system, check out the four detailed posts below—these contain highly valuable content, are very detailed, and I strongly recommend you read them.

Post 6: Ultimate Summary of the Call Auction System—Fragmented Insights
https://www.tgb.cn/a/2ovdVE9OYiw

Post 8: Issues in the Call Auction System and Trading Process

Post 9: Trend Stocks Trading System (Ultimate Version)
Please review and fix the garbled text in this post; the link always has issues.

Post 10: Software Trading System, Little-Known Aspects

6. Daily Reflection

I want to talk about this every day—to let everyone understand my intentions!

Regarding this trading system, I have some words to share. This system is a gift I’ve painstakingly created for everyone. It’s not a perfect treasure, nor is it flawless, but it’s still worth cherishing. What is it? Why is it worth cherishing? I think it’s a platform—like Taogu Ba—an essential bridge for communication. Through this system, those who trust me can test it in real trading. During this process, you will encounter many problems, and you can feedback to me. I’ll try to find solutions.

In this communication, we can get closer. This system can also improve continuously. It may not be perfect now, but I believe with everyone’s effort, it will eventually help us ride the waves in the stock market. There’s a saying in the market: retail investors are the main force, but because of discord, they often cannot break out. My ideal is to unite everyone through this system. If we can reach a consensus and everyone recognizes it, we can become a powerful force in this market.

This consensus isn’t based on premium seats or hype, but on the system we build together. I think that’s the best way to unify. When we succeed, we’ll be the most beautiful scenery in the market. I created this system, but ultimately, it will be perfected by you. I sincerely ask everyone: if you support this system, don’t give up easily. Participate actively. I believe the future market will have a place for us.

In the Ming Dynasty, Hu Zongxian wrote a poem for Hai Rui and himself to clarify their resolve. I imitate his wisdom and find a poem for myself to clarify my own resolve.

“Gift to Fellow Investor—System’s Heart and Will”

I dedicate my sincere sword, forging a path for friends, hoping to meet.
Not seeking perfection to shock the universe, but building bridges to cross the wild geese.
Practical testing reveals true knowledge, feedback carves jade into perfection.
Gathering scattered efforts, a thousand pounds of momentum,
Consensus condenses into a bright point of clarity.
Not envying fame or hollow premiums, but wishing for collective effort to build a strong fortress.
Today we walk the thorny path hand in hand,
Tomorrow we look forward to clear skies across ten thousand miles.

7. Appreciation List

Thanks to the following friends for your encouragement. Your support is my greatest motivation to keep updating.
@Canglong @TimePen @FlyToTheMoon @DreamDanceQingChou @ForeignTradeHomeTextiles @BlueCatSauce @BBBBi @ControlDrawdown @MissYou10086

Thanks to those who rewarded and urged broadcasts. Your support can be exchanged for urging, and once I get the live stream resources, I can also help solve your problems.
@HeiseiEnd @My1Otter @FlyToTheMoon @NoWorries @StartResigningAndTrading @WealthGate @DreamDanceQingChou @GongMushroom @OilRoad @OohBrightJunjie @LeAnNearby @TimePen @hnlhyhx @GodOfWealthXiaoGengBan @GotheThoughts @JiufuShengming @SunXSM @hwch001 @WealthGate

I hope everyone can support me more. Besides the detailed posts, my daily review posts should also become refined posts. Since I now have over 3,000 followers, I can’t stay on the Fresh Talent list anymore—I’m an experienced veteran. So, fewer people see my posts, and I rely on article popularity to attract attention. Tips and rewards are secondary. I pay out of pocket for red envelopes, which I can do myself. Each review post has a red envelope, but I can’t give myself a tip—only you can. If you can, support me more. This will help me get live stream resources sooner, solve problems for everyone, and turn seven support coupons into a refined post so more people see it.

Currently, few urge broadcasts. Without enough support, I can’t get the live stream resources. The platform rules limit each person to ten urges per day. With only one account, the weekly limit is seventy. The pressure is high. We need everyone’s effort. Even if only one in five followers urges once, it’s a sure thing. I really want to do a live broadcast. I have so much to say, but I lack the opportunity. I’ve been preparing for this since last week.

If I can rank in the top two in urges this week, I should get the live stream next week. Then I can finally share what I’ve prepared. I believe the content I’ve put so much effort into won’t disappoint. Please support me by urging more.

For those unsure how to urge, check my homepage—there’s a “urge” button at the top right.

Few people urge, and support from a small number isn’t enough for live stream resources. The platform limits urges to ten per person per day. With one account, that’s seventy per week. The pressure is high. We need everyone’s effort. Even if only one in five followers urges once, it’s a sure thing. I really want to do a live broadcast. I have so much to share, but I lack the chance. I’ve been preparing for this for a week.

If I can rank in the top two in urges this week, I’ll get the resources next week. Then I can finally share my long-prepared content. I believe what I’ve prepared won’t disappoint. Please support me by urging more.

For those who don’t know how to urge, click on my profile and find the “urge” button at the top right.