2.5 Pre-market Planning

[Taogu Ba]
Above is a charting expert. During this afternoon’s rally, I felt it was purely driven by index trends.
Careful observation reveals that the oscillation cycle usually lasts about 2.5 days for the first wave, similar to the previous cycle.
So tomorrow is expected to see an early morning surge followed by a decline in the afternoon.
Impressed by this charting ability.

In terms of themes, the market feeling still revolves around rotation.
But I have said before no matter what you personally think, respecting the market and the market surface is the most important.

Yesterday marked the start of a new oscillation cycle, with the resonance theme being photovoltaic (PV). And the afternoon rally in the index also resonated with PV.
So don’t think that the PV theme that exploded on January 23rd is just a one-wave trend; it might now be showing signs of sustained movement.
That’s your subjective assumption. How the market moves depends on the market itself.
But two days are not enough to determine sustainability. For PV to become a new cycle’s sustained theme, there can be no major divergence tomorrow.
So tomorrow’s trend is very critical.

Additionally, you can look at aerospace. A few days ago, aerospace showed a trend of attempting to rebound and rise again.
If the leader remains aerospace development, then as shown in the chart below

Tomorrow’s trend is also very important—whether the rebound fails or succeeds will be decided tomorrow.
If we look at the percentage gains, Western Materials should be the aerospace leader in this wave (the Jili Soguo node is not correct).

Western Materials closed today with a first decline; tomorrow’s trend and the 5-day moving average will be very important.
So, combining these factors, although PV is an extension of aerospace, tomorrow is a key day for whether PV can break away from aerospace and whether aerospace can continue to rebound.
Also, don’t be fooled by tonight’s many clarification announcements; as long as capital is deeply involved, any announcement is useless because a quick reversal is not easy.

Another interesting sector is robotics.
This sector is quite funny—almost never breaks, with stocks gradually hitting daily limits, and occasionally erupting.
It’s truly a vegetative state—still alive, not dead.
When screening stocks tonight, I found several robotic stocks with good recent patterns, and this vegetative state hasn’t shown itself in a while…

Let’s talk about AI applications. I’ve already explained in previous posts how to judge whether a theme is nearing the end, whether it’s peaking, etc.
One standard is whether the leading stocks with the highest gains have peaked.
In terms of AI applications, the top gainer is Tiandi Online.

You can see its gains doubled from 1.19 to 2.2, and today’s limit-down is basically a sign of ending.
So, AI applications are basically over.

Similarly, let’s look at the chemical sector. The top gainer is Hongbaoli.

Today, it gapped up and opened high, with red on the board and oscillating. It has now increased by 1.9 times, so there’s not much room left, and it’s a case of hitting and retreating.

I won’t mention other themes.

Pattern within the model:
Selected stocks: Hongsheng Huayuan, Huaneng Ke Gong, Yamaton, Yongzhen Shares, Jingtou Development 2, Jili Soguo 2, Shuangliang Energy-saving 2
Rebound limit-up: None
First limit-up of the formula: CIMC Group 2

Review of yesterday’s selected buy points:

Today’s selected buy points:

1. Timing: Normal index trend. Trade normally.
2. Favorable conditions: Aerospace, PV, coal, hydrogen energy
3. Harmony: Based on strong intraday performance for selected stocks: Huaneng Ke Gong, Yamaton.

Selected stocks are as follows: