Securing the bag is still the safest! Zhuque Road's textbook-level rhythm control

Unfollowed Hang Electric Co., Ltd., at a high level unfollowed Aerospace Development and Zhejiang Cultural Interconnect, Red Plate unfollowed China Super League Holdings: Still cashing out is the safest! The script for the afternoon opening index is running as we expected, rising sharply then falling back. After the lunch opening, it seemed as if an invisible hand intervened, pulling the index into a single positive line, but it was chaotic: coal, airports and airlines, glass, rent and sale rights, Chengdu-Chongqing economic zone, flexible transformation of thermal power, SOFC batteries, natural gas… Watching as a super short-term trader, I was stunned but didn’t know what to do, so I just chatted with everyone! With this pull, the expectation of a recovery tomorrow is gone. Currently, the market is highly controlled, let’s see how the bidding goes tomorrow to see if there are any good new directions. If not, I’ll rest. Before the market opens, we said yesterday was a focus on momentum, today is a point to unfollow, and today both gave good premiums: Aerospace Development and Zhejiang Cultural Interconnect both unfollowed at their highs, Hang Electric Co. was hammered, China Super League Holdings closed in red after unfollowing, full gains, feeling good to cash out. In the pre-market strategy, I shared two deep watch points for short positions: Silver and Nonferrous Metals and Hunan Silver, only Silver and Nonferrous Metals gave good positions in the bidding, Hunan Silver’s position was too high so it didn’t meet the criteria. The bidding also showed an unexpected surge in Silver Wheel Co., which has debt; the debt gave a good lift in the first minute. According to our approach, today’s casual operation yielded good results~ [Taoguba]

Wednesday Operations:

Profit-taking Zhejiang Cultural Interconnect: Yesterday’s bidding exceeded expectations for Zhejiang Cultural Interconnect, so I paid attention. It was driven by the upcoming Spring Festival Gala, with continuous red envelope news related to AI marketing. Zhejiang Cultural Interconnect is core, and yesterday the index also had a recovery expectation, so we respected the stocks that exceeded expectations. Unfortunately, the market recovered yesterday, but the AI marketing sector was not strong enough, and Zhejiang Cultural Interconnect frequently hit the limit down. Despite the good environment yesterday, the sector underperformed, and today with high divergence expectations and a high open, I think it was deliberate capital action, so I suggested everyone cash out at high levels.

Profit-taking Aerospace Development: Aerospace Development led the rhythm on Monday, but it didn’t fall back in the late session. The market has already fallen to lows, but the commercial aerospace sector did not hit new lows. Yesterday, there was a recovery expectation, and precious metals and commercial aerospace are in a tug-of-war relationship. The short position in precious metals was heavily shorted, with over fifty billion in order flow, making quick recovery difficult. Capital should shift to commercial aerospace, so I paid attention to Aerospace Development at low levels yesterday. Today, we expect the market to rise sharply and then fall back, same for commercial aerospace, so I unfollowed Aerospace Development at the high today.

Profit-taking Hang Electric Co.: On Monday, smart grid was the strongest sector, and Hang Electric Co. met expectations yesterday. I shared before the open that Hang Electric is core to the smart grid, and it gave a rebound after opening. Today, Hang Electric opened near the flat line, its core position remains unchanged, but the sector’s strength has decreased after yesterday’s recovery, so I think today’s index has divergence expectations. Yesterday, even in good conditions, the smart grid sector did not strengthen, so I believe that in today’s less favorable environment, it’s unlikely to strengthen further, so I sold.

Profit-taking China Super League Holdings: On Monday, the market fell to lows, but the commercial aerospace sector did not hit new lows. Yesterday, there was a recovery expectation, and precious metals and commercial aerospace are in a tug-of-war. The heavily shorted position in precious metals was difficult to recover quickly, so funds should switch to commercial aerospace. On Monday, China Super League Holdings was the only first board in commercial aerospace, indicating a potential for capital to gamble on this position. I paid attention at low levels at the open. This was purely arbitrage expectation, and since it didn’t give a premium today, I unfollowed China Super League Holdings in red.

Review: Yesterday, we said that today would likely surge and be a point to unfollow. Looking back, although the index rose into a positive line, most of my stocks were at high points after the open. Why is that? Why did the index rise into a positive line, but my stocks are at high points after the open? Because the afternoon surge had nothing to do with my stocks. Although the index showed a positive line, we must strictly follow our rhythm. The surface suggests our prediction of the index was wrong, but the account is real.

Market Trend: On Wednesday, 3,141 stocks rose, 1,960 fell, 68 hit the daily limit up, 5 hit the daily limit down, with a comprehensive strength of 58, indicating a sideways trend. Based on the above market data and Zhuque Road’s expectation system, I still see sideways movement. The index is highly controlled, don’t chase highs blindly.

Minor Trend: In the afternoon, GJ team made a move, making us very passive. From today’s rise, it looks like a reversal K, and combined with today’s volume, it feels insincere. Adding the underlying, it seems only to fool outsiders. I am not bullish at this position. The market’s short positions have been eliminated, no major risks, no new directions. We should patiently wait for new carriers or consider good positions in commercial aerospace.

Sentiment: Today, both Hunan Silver and Silver and Nonferrous Metals short positions opened well, and closed nicely. Systemic risk is gone, but high-level stocks like Huangtai Liquor, Hengdian Film & TV, and Wanfeng Co. all hit limits or failed to show strength. The rally is hard to sustain. Today, the yellow line is weaker than the white line, indicating weak sentiment. The whole market is still in a sideways arbitrage process. A little greed could make you either trap others or be trapped yourself~

Hot Topics: Photovoltaic, Coal, Hydrogen Energy, Commercial Aerospace, Smart Grid, Communications
Photovoltaic: Shuangliang Energy Saving
Coal: Yankuang Energy
Hydrogen Energy: CIMC Group
Commercial Aerospace: Juli Sling
Smart Grid: Hang Electric Co.
Communications: Minbao Optoelectronics

Coal: Early morning news: Indonesian mining officials said Tuesday that due to the Indonesian government’s large production cut plan, local miners have suspended spot coal exports, causing a big jump in the coal sector today. This news looks like a one-day wonder, so it’s almost a sin to pay too much attention.
Photovoltaic: Media reports that Elon Musk’s team recently explored the Chinese photovoltaic industry chain, with some heterojunction equipment manufacturers signing orders. The core of photovoltaics is Shuangliang Energy Saving. If interested, consider debt, but debt is difficult and avoid inexperienced.
Commercial Aerospace: Yesterday was just a rebound, and today it’s unlikely to continue. The amplitude today was small. If it dips low tomorrow, it might be worth considering the core.
Gold: The gold sector has already reversed. Yesterday’s rebound and today’s profit-taking suggest that if there’s a low position tomorrow, it could be lightly watched. Although gold looks reversed, the overall outlook remains positive, and funds will try again later.

Summary: The market today was very awkward, both within my expectations and beyond. Within expectations, my stocks opened high then fell back, and I unfollowed at the high. Unexpectedly, I planned to pre-position at the end of the day, but GJ team’s move in the afternoon lifted the index sharply, and I could only watch helplessly. Bored, I chose to chat with everyone to relax. As a result, tomorrow I can’t look for recovery or its continuation, only divergence. If no new themes appear in bidding tomorrow, it will be a defensive day again.

Everyone longs to seize good opportunities, so keep an eye on my updates. Your usual support through likes, tips, and comments helps boost Zhuque Road’s popularity and influence—our shared honor. I reply carefully to comments every day, which has become a fixed part of my work, as these are the core motivation for my continuous sharing.

The core of Zhuque Road’s system is five words: Momentum (decides whether to buy or not), Hotspots (decides what to buy), Rhythm (decides when to buy or sell).

1. Momentum. “Momentum” is the simplest yet most overlooked truth in the stock market. What is momentum? It’s not the red or green candlesticks, not the indicator’s golden cross or death cross, but the consensus direction of funds, the flow of sentiment, and the resonance of fundamentals and policies. Momentum is the ultimate carrier of all trading logic.
2. Hotspots. Once the momentum’s direction is clear, we no longer follow the market blindly. When the wind is favorable, where should we aim? The answer is hotspots. Hotspots are a three-dimensional presentation of fund consensus because the stock market’s essence is driven by funds, and hotspots are the strongest magnets for attracting funds. Retail investors who don’t understand hotspots will always pay for others’ bull markets. In A-shares, don’t waste too much time and money on non-mainline stocks; 90% of your profits will come from the hotspots you participate in.
3. Rhythm. Rhythm is the top art in trading. It doesn’t teach you what to buy but answers the soul-searching questions: When to enter? When to exit?

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Congratulations to the Zhuque Gold and Silver Fans Group for adding new fierce members: @帅帅其其 @新威路一 @南韩拿破仑 @浪子回头123456. I have followed back. Brothers, don the Zhuque golden armor, destined to attain enlightenment soon. I will reply to comments from gold and silver fans to help fill gaps and answer questions, looking forward to witnessing each Zhuque disciple’s account and understanding improve. Any doubts about future operations can be discussed at any time. Zhuque Road will accompany brothers in conquering the stock market!

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Thanks to brothers for the push tickets that helped Zhuque Road secure this Saturday’s live broadcast slot! February 7th, this Saturday at 8:00 PM, I will bring you the long-awaited Zhuque Road expectation system series live “Zhuque Road Expectation System: How to Master Rhythm”. Brothers planning to watch the live, click “Reserve” to allocate about an hour and a half. This Saturday at 8 PM, don’t miss it in our live room!