Is the counterattack a turning point?

1. Today’s Focus

Last Friday, we paid attention to Guli Rigging and Hangdian Shares at low levels. Today, Hangdian Shares hit the limit up and then canceled the attention; Guli Rigging opened high and then canceled the attention. Today, we focus on YAMADON, Hengdian Film & TV, and Jamei Packaging. CSG Innovation and Baichuan Shares were not on our radar. Hengdian Film & TV and Jamei Packaging showed stronger-than-expected bidding, mainly driven by CSG Innovation. Since CSG Innovation was not on our watchlist, we focused on arbitrage in the back rows. The market finally stopped rotating, and a new cycle is on the way. Just actively participate in these two days.

2. Today’s Market

The main index rose by 1.42%, with 4,570 stocks closing higher and 762 stocks closing lower. The total trading volume was 2.22 trillion yuan, showing a broad rebound today.

Last Friday, robotics, pharmaceuticals, and chemical sectors strengthened. After hours, the US stock market surged significantly. Today, Japanese and Korean stock markets also rose sharply. The A-share market opened high on bidding, with photovoltaic, chemical, film & TV, and AI application sectors gaining strength after the opening.

Photovoltaic sector: CSG Innovation hit the limit up in seconds, driving the sector to continue strengthening. Within the sector, YAMADON, Aisix Co., TCL Zhonghuan, Juhe Materials, etc., hit the daily limit.

Film & TV sector: Hengdian Film & TV opened above expectations in bidding, with Shanghai Film and Huanrui Century hitting the limit up in one word. After the opening, Bona Film, Jiecheng Shares, and others also hit the limit.

Chemical sector: Jihua Group opened at the limit in bidding, with Baichuan Shares hitting the limit in seconds. Demei Chemical, Runtu Shares, and Yabang Shares also hit the limit.

AI application sector: Rongxin Culture, Chinese Online, Haikan Shares, iReader Technology, Fengyu Zhu, and Huanrui Century all hit the limit in one word.

In terms of high-level performance: CSG Innovation and Kailong High-tech advanced to the four-board level, while Hanjian Heshan and Hangzhou Department Store were suspended.

Overall, influenced by external factors, today was a broad rally in A-shares. The sectors of photovoltaic, chemical, film & TV, and AI applications all performed well, with chemical, photovoltaic, and film & TV sectors showing more sustained strength. Today finally ended the rotation; tomorrow, expect normal sectors like photovoltaic, film & TV, and chemical to weaken while strong sectors remain. Funds that should have exited before the New Year have already done so. The market is betting on post-holiday red envelopes. The weekly trend is likely to be good, so just actively participate.

Focus on the core in the long term, watch the first boards in the short term, and prepare for disorderly rotation or trend stocks with a flat or trend-following approach. Conduct daily reviews, make static three-day forecasts, and adjust dynamically for the next day’s bidding. Over time, your predictions will become more accurate.

The stock market always values following the trend—align with the main index and sector momentum, and control drawdowns during major declines. Engage more during positive cycles and hold back during negative cycles. Small gains in each cycle lead to stable compound growth. Never chase daily big gains; always act according to the cycle’s stage. Repeated review of this advice will be immensely beneficial. Wishing everyone to find the rhythm each week, reach new account highs, and improve a little every day. As the account blossoms, it will rise steadily.

3. Stock Comments

4. CSG Innovation, Photovoltaic: Last Friday, it hit the limit in a reverse N-shape. Today, sentiment improved, and it opened sharply higher in bidding, exceeding expectations. After opening, it quickly hit the limit in seconds, then moved higher, driving the photovoltaic sector to strengthen. Within the sector, YAMADON, TCL Zhonghuan, Juhe Materials, etc., hit the limit. The sector initially rose by 6 percentage points, then retreated to 3 points by the close. The strength of this sector is relatively high today. Expect normal advancement of front-line stocks tomorrow, with some laggards dropping out. Focus on the weak and strong, with a normal expectation of hitting the limit in one word tomorrow.

5. Hengdian Film & TV, Film & TV Sector: It broke the limit last Friday. Today, it nearly hit the limit up again in bidding, exceeding expectations. Major funds are betting on the Spring Festival box office. Shanghai Film and Huanrui Century both hit the limit in one word today, providing support at low levels. The sector showed strength last Friday and continued today, demonstrating persistence. The logic is that only a few movies, like “Flying Past Life 3” produced by Hengdian Film & TV, are expected to do well at the box office. Expect continued new highs tomorrow. The film & TV sector emphasizes individual stocks over the entire sector.

6. Mingdiao Shares, AI + Home Improvement: It hit the limit in a reverse N-shape last Friday, then recovered sharply today with two consecutive limit-ups. Similar to Baichuan Shares in the chemical sector and CSG Innovation in the photovoltaic sector, both hit the limit in seconds. The main reason is the market’s broad rebound today. The front stocks are quite recognizable. If you didn’t pay attention last Friday or today, it will be hard to catch tomorrow. Be cautious of “flying knives”—probability of profit-taking is high tomorrow.

7. Tomorrow’s Direction

Today, influenced by the surge in external markets, A-shares opened high in bidding and continued to rise after the open, with broad market rebound and positive sentiment. Last Friday’s stocks like CSG Innovation, Mingdiao Shares, and Baichuan Shares, which reversed the decline, all hit the limit in seconds today, showing strength. The photovoltaic, film & TV, chemical, and AI sectors all performed well. Tomorrow, expect a divergence after the sector highs, with some sectors weakening and others remaining strong. Focus on the weak and strong, as the sector peaks and the next day often sees profit-taking.

Be cautious of lagging stocks in each sector tomorrow; observe the strength of the leaders. CSG Innovation is the strongest, so pay attention to its bidding tomorrow.

That’s all for now. Wishing everyone to find the rhythm tomorrow, reach new account highs. The last trading week before the holiday has begun; those who need to withdraw funds have already done so. The remaining funds are betting on post-holiday red envelopes. The market is likely to have a red envelope rally in the coming days. Just actively participate.

If this helps, please like, support, and tip. Your support is the continuous motivation for this blogger’s updates. Wishing everyone all the best, 666.