超短编年史，20260204，继续缩量
Ultra-short chronicle, 20260204, continues to decrease in volume

Typing is not easy, thank you all for your tips + likes + pushing! Your support is the motivation for me to keep writing!!

[Taogu Ba]

Something came up tonight, so I wrote a brief update and posted it early.

Ultra-short Chronology, 20260204, continues to shrink in volume.

The index continues to contract in volume and rebound. Leading sectors, coal and photovoltaics. Laggard sector, AI applications.

AI applications cooled off today, Zhejiang Literature opened high but was pressed down deep, TianDi hit the limit down, Hengdian dropped sharply.

Commercial aerospace, surged then fell back, but many aerospace professionals remain steadfast. Huanghe Road, that man, spent 1.1 billion yesterday aggressively developing aerospace, like his white moonlight, still deeply attached, today surged then fell back, didn’t make the list, but probably did some T+ trades.

Photovoltaics, the space photovoltaics story has many big players thinking it’s good, all making big moves, aiming to continue the commercial aerospace trend. There’s capacity, and also 20cm. In the field of hot money.

Coal concept, quantitative trading in a flat manner. Quantitative field.

No earning effect, just various teams opening their own tables, each earning based on their skills. Everyone telling their own story, selling to believers.

It’s as if everyone signed an agreement not to lift each other up, so it’s very difficult, especially with consecutive limit-ups.

Only the third brother. The third brother says I have my own money, I will lift my own car. Continue to hold and work on Mingdiao.

Today’s total is 250.33 billion, volume shrank by 62.4 billion, continuing to decrease, 77 stocks hit the limit up, 14 stocks hit the limit down, limit-up sealing rate 79%.

Four stocks at the 4th board, two at the 3rd board, nine at the 2nd board. High suppression.

Today’s review:

Taiwan Liquor increased position at 9:47, in the middle of the session, it did go up, but missed the limit by 20 million and was instantly smashed down.

It’s very clear that consecutive limit-ups are very difficult to do.

Many stocks previously, when they hit 8%, people started to sweep, but slow sweeping couldn’t hit the target.

Now many stocks, even after hitting the board, no one is willing to lift them, they all pull back after surging.

Around 11 a.m., after a high surge, I finished my active positions, controlled my hands, and went to cash until the close.

Knowing when to act and when not to, I need to have a clear mind and strictly follow discipline.

Consecutive limit-ups, I feel I need to wait for another opportunity, it’s very hard now.

Today’s real trading: