[Red Envelope] Stay ahead of the curve to gain an edge. If you don't understand the pace of commercial spaceflight/space photovoltaics, this is for you!!

Like, cheer, and tip three times before checking back—this wave of warriors has been with everyone in the early stages! [Taogu Ba]

Yesterday after the market closed, everyone was hyping the second wave of commercial aerospace, fearing to miss out if they were a step slow. Only the warriors are reminding everyone not to get blindly caught up. Actually, I know that many outside still chased aerospace development today. The more frantic the market, the clearer it is who the truly forward-looking leaders are. While the warriors precisely grasp the rhythm, they also always keep the safety of everyone in mind, helping everyone avoid traps in advance, and widening the gap during volatile periods. Are you satisfied?

Wednesday’s Operations:

Unfollow Zhejiang Wenlian at high levels: Zhejiang Wenlian has been on my watchlist for 3 days now. Being proactive makes handling easier and more relaxed. Yesterday, Zhejiang Wenlian opened high and quickly moved up, accelerating its progress. Today’s best move is to further accelerate; otherwise, it’s hard to lock in chips. Although Zhejiang Wenlian is the only core in AI applications, the sector didn’t ferment yesterday, so a direct acceleration is difficult. I checked at the open and didn’t see that move, so I unfollowed at a good timing.

Unfollow Zhongchao Holdings during bidding: After buying Zhongchao Holdings low yesterday, it became the highest space sector in commercial aerospace. In yesterday’s article, we clearly stated the expectations for Zhongchao Holdings: for commercial aerospace to continue upward, this space sector needs to accelerate. Therefore, a high open and quick upgrade are necessary. Today, the market gave the answer—opening slightly below expectations, so I unfollowed without hesitation. Some investors want to sell for a better position; after a weak rebound, they should also exit promptly. Don’t expect miracles; if the outlook is mostly correct, that’s enough.

After unfollowing these two core stocks, no new positions were opened. Rested for now.

Review:

Major market cycle: The three major indices rebounded from lows. The Shanghai Composite is clearly stronger than Shenzhen and the STAR Market, still relying on the SSE 50 to stabilize the index, with a rhythm of smashing large tech stocks. Total market turnover was less than 2.5 trillion yuan, down 2%, still responding to the downward cycle of the overall index structure. To be proactive, wait for a divergence point or a super resonance signal before acting again.

Short-term sentiment: 3,141 stocks up, 1,960 down; 68 stocks hit daily limit up, 5 hit daily limit down. The profit-making environment is decent. However, the market shows a V-shaped reversal from initial decline to rally, with Shanghai outperforming Shenzhen. From the contrasting trends of tech CPO and Moutai, risk-averse features are also evident. In the short term, the core divergence in commercial aerospace is a concern, while space photovoltaic branches peaked at the close. Tomorrow, the overall expectation is continued divergence, possibly even a loss-making effect—something to watch, which is also why we are currently holding no positions.

Themes: Commercial aerospace, space photovoltaics, real estate, etc.

Commercial aerospace: Aerospace development, Julli Rigging
Currently, commercial aerospace is still in the consolidation phase, not in the second wave of main rally, so the path will be more winding. Funds will continue switching among different targets. Today, the aerospace development sector showed divergence. Julli Rigging, with its liquor and photovoltaic attributes, hit the limit-up, and during the session, it was strongly supported due to the index’s influence. It’s a more aggressive betting point. Whether the sector uses Julli Rigging as a multi-wave core or continues to rotate with aerospace development, it’s all possible. Investors should pay attention to controlling the rhythm—during non-main rally phases, focus on low buying points with strong support, avoiding chasing highs and selling at peaks.

Space photovoltaics: Shuangliang Energy Saving, Guosheng Technology, Junda Co.
Affected by divergence expectations in commercial aerospace, space photovoltaics are also acting cautiously. If optimistic, today’s Shuangliang was about to open a limit-up, and core stock Junda wouldn’t give a deep water opportunity. Basically, funds are still hesitant to chase high, only entering after Junda drops to deep water. There was also news at noon about Musk inspecting Chinese PV companies, which stimulated the sector. Photovoltaics are now more normal. I still think we should wait and see—rushing to catch up after a rebound isn’t meaningful. Let’s see if there’s a breakout or a peak tomorrow.

Real estate: Mingdiao Co., Jingtou Development
Keep observing for now; no clear trend yet.

Summary:
Market sentiment swings wildly day by day. Before the holiday, it’s better to be conservative and control the rhythm. For example, today’s divergence in commercial aerospace left those following aerospace development hanging in the middle. Will they continue to follow tomorrow? That’s something to think about. For space photovoltaics, no divergence at the close. If it ferments tomorrow, is it a good entry point or a peak? Think about it—probably you already have an answer.

Opportunities are only for those prepared. Keep an eye on my updates so you can catch the rhythm first. Your likes, cheers, and tips are my biggest motivation to keep sharing. Let’s boost the enthusiasm together and build our family’s practical reputation, witnessing each other’s growth. If you have questions, leave comments—I’ll reply seriously. Let’s move forward together and explore more possibilities.

The warrior’s trading system is broken down into 5 core points: Use cycles as anchors, pick the leading stocks, control key nodes, manage positions well, and stick to your cognition. Beginners can avoid 3 years of detours; experienced traders can optimize by benchmarking! Everyone who’s been in the market knows that short-term trading isn’t about scattered buy-sell tricks but a practical trading system—this is the confidence to survive bull and bear markets and achieve stable profits!

1. Use cycles as anchors, control style and positions
Market conditions change rapidly. Operating logic differs greatly between pro-cyclical, counter-cyclical, and chaotic cycles. Blindly following the trend will lead to losses. The first step in the warrior system is to judge the cycle, then match the appropriate trading style and position size. During pro-cyclic phases, market sentiment is high, funds are abundant, and a “resonance” strategy is favored. Style is aggressive, with 60-70% positions (adjust as needed), focusing on trend dividends. During counter-cyclic phases, volatility is high, tolerance is low, and the key is to defend—holding high-recognition targets with positions under 30%, avoiding fighting or overconfidence. In chaotic periods, tighten the line and take profits when conditions are good.

2. Lock onto the main line, grasp the market core
Regardless of bull or bear, the market always has a main line. The core leader of the main line is the first choice for short-term trading. We advocate focusing only on core stocks—these are the consensus of all funds, with the strongest logic, most popularity, and best liquidity. They resist declines in downturns and lead rallies in upturns, with much higher tolerance and profit expectations than miscellaneous stocks! Many friends spread their bets across many minor stocks and end up missing the main trend. The warrior system emphasizes “less but refined”—abandon scattered bets, focus on the main line core. Have you ever tried concentrating firepower on a leader and seen it double in one wave?

3. Recognize key nodes, time your buy and sell
Short-term trading relies more on timing than stock selection! Even the best leader can cause losses if the timing is wrong. All my buy and sell actions revolve around key nodes—this is the core of rhythm control and increasing win rate. When the main line first diverges and then converges, it’s a clear signal of core activation, with the lowest risk and highest cost-performance. Subsequent divergence and convergence indicate sentiment continuation, suitable for adding or locking positions. During market peaks, beware of topping; reduce positions without opening new ones, lock in profits. When the rhythm is right, profits come naturally.

4. Tiered position management, good risk control
Profit depends on attack; survival depends on defense. Position management is the “lifeline” of short-term trading! Have you experienced heavy positions causing big drawdowns? The warrior system’s tiered position strategy adjusts according to the cycle, using positions to counter market uncertainty. During the main rally, allocate 4-5 layers of positions on a single core to grasp trend dividends; during chaotic cycles, use only 1-2 layers to avoid large setbacks; limit to 2 core trades per day, avoid frequent operations and reckless adding, controlling drawdowns for long-term stability.

5. Stick to your cognitive bottom line, avoid impulsive trades
The scariest thing in the market isn’t loss but blind operations beyond your understanding! The core principle of the warrior system: do your best within your cognition, never touch outside patterns, and eliminate impulsive trading. Don’t chase stocks you don’t understand. Abandon opportunities outside the system. Taogu Ba isn’t short of luck-based winners, but ultimately, they rely on strength to lose it all. It’s better to earn less with skill than to chase luck. Only by avoiding luck can you achieve stable profits.

Short-term trading isn’t that complicated. Master this warrior system, simplify complex logic into practical guides, and whether in good times or bad, you can find your rhythm and avoid most pitfalls. One last reminder: trading is a long-term practice. You need both methods and patience. Follow the system calmly, and you’ll steadily seize opportunities!**

A tip of appreciation is a token of love. By tipping and exchanging ideas, you not only support me but also invest in your own cognition. High-level thinking collisions help cognition land—this is why our gold and silver fans are so active. They understand, “Investing in cognition will eventually deepen your account!” If your cognition lags, profits are just luck. Break through cognition, and wealth will come naturally. Many people confuse cause and effect, always wanting to get rich first for free and then contribute points and effort. But they forget that the most important investment in short-term trading isn’t a stock but your own mind.

Thanks to brothers who tip and cheer:

@Suichunfeng @Shanzhi ChuanxingK @Shunshi Weiwang1986 @Jiaxin888 @Renzhuan5kuai @Qingxiu Luzu

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