[Red Envelope] Plans can't keep up with changes. Analyzing real-time responses under sudden nuclear button activation—very insightful, worth watching!

【Personal Profile: At forty, I am still not confused. I failed twice in entering the market and in entrepreneurship. After many twists and turns, in April 2025, I rekindled my old dream, entering the stock market with a capital of 50,000 to support my family. My goal is to achieve a stable monthly profit of over 15,000 and withdraw the profits.】 [Taogu Ba]

【Ultra-short Trading Insights: The ultra-short trader on the right aims for a one-hit kill when entering the market, and a swift stop-loss when exiting. Stable profits are the essence of ultra-short trading; being able to take profits from the market is the true reward of this profession. I hope my real trading and account management can inspire some reflection.】

【Mode Overview: The right-side ultra-short trader, following a capital flow style, mainly focuses on core leading stocks in popular market sectors, with a fast pace and short holding periods! Skilled in bidding or intraday divergence turning into consensus, mid-course and breakout trading, avoiding low entries during stock pullbacks, strictly avoiding leveraged stocks, and generally not trading futures or Hong Kong mapped stocks.】

【Writing Purpose: I persist in recording real trades to strengthen self-supervision, share daily stock selection ideas and operational details in ultra-short trades, avoid false, exaggerated, or empty theories, and provide practical examples for grassroots traders aiming to establish themselves in this market. Let’s advance together and find our own space in this vibrant land.】

Today’s short-term sentiment temperature: Partially active (data centers, liquid cooling), overall subdued (market volume up to 2.1 trillion, an increase of 160 billion from yesterday, with slight volume expansion).

Today’s leading sectors (Tonghuashun): Liquid cooling servers +2.86% (Lio Shares, Yingweike, Dongyangguang, Chuanrun Shares, Dayuan Pump), Small metals +2.72% (Dongfang Tanye, Zhangyuan Tungsten, Xianglu Tungsten), CPO +2.70% (Tefa Information, Shijia Technology, Ruijie Networks, Huaxu Electronics)

Today’s lagging sectors (Tonghuashun): Film & TV cinemas -5.39% (Hengdian Film & TV, Huanrui Century, Bona Film), Retail -1.90% (Dongbai Group, Hangzhou Jiebai, Dadongdong)

Top ten成交榜: CPO3 seats (Zhongji Xuchuang, Xinyi Sheng, Tianfu Communications), AI applications 4 seats (BlueFocus, Wangsu Technology, Lio Shares, Kunlun Wanwei), New energy 1 seat (CATL), Chips 1 seat (Cambricon), Precious metals 1 seat (Zijin Mining)

Note: AI applications saw some rebound in the afternoon, four of the top ten成交are related sectors, so sectors should still be the market focus before and after the Spring Festival, optimistic about subsequent volatile行情. Commercial aerospace and space photovoltaic sectors temporarily exited the top ten, currently showing short-term sector adjustment.

Today’s连板梯队:

Four连板: Yabo Shares (PV equipment), Decai Shares (AI animation), Dawi Technology (computing power leasing), Zhangyue Technology (AI short dramas)

Three连板: Tefa Information (optical communication + commercial aerospace)

Two连板: Yune Control (PV + computing power), Zhangyuan Tungsten (small metals), Jiangwu Equipment (small metals + acquisition), Massive Data (database), Mebon Shares (chemical), Sinoma Technology (fiber cloth + wind power), Dongfang Tanye (small metals), Xianglu Tungsten (small metals), Honghe Technology (electronic fabric), Shandong Glass Fiber (chemical), Jinsi Technology (energy storage, electronic optical fiber)

Note: The main board连板 height remains capped at four, with four being the core echelon resonating with the index in this cycle, bearing the burden of突破高度压制. The anticipation of晋级to five板 is a major highlight and a fierce competition among short-term relay traders. Although there are many two板梯队, they mainly focus on defensive metal price increase concepts.

Market hot core stocks analysis as follows:

(1) Bona Film: After bidding ended, opened -10.00%, volume 0.5E, with a封单 of 8.5E at the limit down. Today’s panic-inducing maker, more impactful than Hengdian Film’s consecutive limit down. The opening bidding had no overnight封单, indicating large funds guiding panic. The specific reason is unknown, possibly to suppress sector recovery and divert funds elsewhere? Unpredictable! Last night’s review mentioned that buying at the limit down in the morning violated my operation discipline, leading to a day of discomfort and missed recovery opportunities. Self-inflicted!

So, how should we respond if such a核按钮 occurs suddenly during normal short-term trading? Use this as a teaching point. Long-term followers know that I firmly followed the核按钮 during Haige Communication’s second-day limit down, avoiding large losses afterward. Today’s operation: around 9:15:30, when the封单 was about 1.4E, I placed a sell order at the limit down. Seeing large funds acting, I had to follow strictly. By before 9:20, the封单 reached 7.6E. Around 9:19, large funds started撤单, and by 9:20,封单 dropped to 3.4E. I also撤单 at the last second. If I hadn’t撤单, I could have sold at the stop-loss during the day. The panic was strong, but many funds still held their positions!

The key takeaway: When encountering such extreme核按钮 situations, follow the big funds! The last time Haige’s核按钮 showed decisive funds with no撤单, but this time, before 9:20, large撤单 occurred, so I followed. Since the market’s subsequent trend is unpredictable, if the sector rebounds strongly, we might have a chance to buy back at higher levels; if the market continues to fall, we just accept it. The big funds haven’t run away, so why fear? Do you agree?

This example teaches that in ultra-short trading, you need your own response strategy for extreme situations. Don’t panic or be clueless. With a clear operation mode, even if today’s stop-loss doesn’t trigger, you can stay calm because you followed your plan. Whether tomorrow can反核 or the sector recovers is up to the market. I rely on my own approach. This is my personal experience summary, not necessarily perfect, but I hope it helps friends reading.

If you find my insights helpful, please like, comment, and support the blogger! Thank you very much!

(2) Juli Rigging: Opening -10.02%, volume 0.9E. The核按钮 was caused by yesterday’s announcement clarification. As I mentioned in yesterday’s review, technically, I wouldn’t participate in this stock yesterday. Some followers asked my opinion after market close; I replied that purely betting on news, it’s better to sell to early movers the day before, as there was no buy point yesterday. It was betting on whether the offshore recovery yesterday was successful; regardless of success, it’s a moment of fund兑现. Hope no followers suffered losses, though I also experienced a核按钮 today, but the味道不同！Haha.

(3) Lio Shares: Opening -0.12%, volume 0.3E. No abnormality at opening, indicating no initial action by funds. Today’s liquid cooling sector爆发, and recent high-level AI stocks diverged sharply. Big funds started攻势 early, pushing up then pulling back to the均线 for承接, showing strength. Before 2 pm, large funds点火上板,封单最大达42E, very强势. Its上板 also带动了蓝色光标等老牌AI应用股拉升，为板块修复回流贡献巨大。若明天能转强攻势，值得期待。

(4) GCL System Integration: Opening -4.18%, volume 1.9E. This opening price不佳，明显转弱。昨天复盘已详细说明，昨天是我获利了结的时刻。晚上粉丝说希望今天不要伤害你，想了解详细拆解请看昨天的复盘。短期内将以震荡调整为主，关注后续消息刺激。

Today’s account change: 【Loss -1094】, this month’s profit 【+10620】, return rate 【+13.42%】, profit withdrawal for the month

【0.4W+0.7W=1.1W】. Since entering the market with 50,000 in April 2025, total profit 【+hk83186】, total withdrawal 【+52426】, account return 214.57%.

Note: Profit withdrawal is an important part of account management—reminds myself of the original purpose of entering the market, maintaining cautious mindset, and meeting real-life needs. Many followers joke that if I didn’t withdraw, my account could have tripled or quadrupled since last April. But my goal isn’t to impress with data; I’m here to make a living. Those multi-fold gains are not my concern!

Now, let’s review the performance of core market stocks based on my operations:

(1) Lio Shares: Early big fund攻势, plus its liquid cooling concept and being an AI sector老大, very suitable for this sector competition environment. I bought a small position during the pullback in the morning as a foundation, then added more during the afternoon’s上板!

2. Bona Film:撤单在跌停，全天趴地板，明天看情况按模式操作！

Today’s summary: Not much more to say, recent行情让人也挺累的，明天再坚持一天，好好休息，年后重新出发！

Thanks to @IMMOR @永不止步618 @就这样的名字 @传秀 @淘多米 @重生出击 @星辰大海whb @zhou123

Boss’s reward: Wishing everyone a smooth, prosperous, and lucky new year, with stocks hitting daily涨停 and never stopping!

Your support is always in my heart. If you have questions, feel free to reach out anytime!