2.11 Pre-market Strategy: Azuz, stop now. The outside is full of AI - Open positions in Shanghai Film and Yabo Shares

1. Strategy Review [Taogu Ba]

Review of pre-market strategy:

1. Seedance 2.0 first to second:
   ◆ Premise: The strongest stocks in the sector have overnight sealed orders of 10 billion and over 1.6 billion at the end of bidding.
   ◆ Strategy: The sector’s strongest turnover stocks for the first to second move.
   ——

Retrospective: Combining the turtle candidate pool from the article, SD’s first to second shows signs of turnover in stocks like Shanghai Film, Bona Film, and Fengyu Zhu, with Shanghai Film performing the strongest in bidding, fitting the strategy perfectly, so I executed as planned.

2. GCL System Integration:
   ◆ Premise: Requires Han Jian Heshan to show weakness, and there are teammates assisting (such as large single orders from Jinjing Technology, increased first-day limit-ups, sector continuation gains over 2%, etc.).
   ◆ Strategy: Breakout with volume over 5 billion or low buy-in on well-supported moving averages.
   ◆ Applicability: Suitable for high-risk preference traders; many pre-market factors, high position, difficulty crossing the year-end, but breaking through the board has significant market meaning.
   ——
   Retrospective: The prerequisite teammate assistance did not meet the target, Jinjing Technology performed below expectations, the sector not only failed to continue rising but directly turned green, so the strategy was abandoned.

Today’s operations:

1. Hangdian Shares exit: Actually, the optical fiber sector has been in a main upward trend driven by institutions, otherwise companies like Tefa Information, Longfei Fiber, Tongding Interconnection, and Hengtong Optoelectronics wouldn’t ignore SD’s strength to chase limit-ups. Ultimately, sentiment-driven targets are less stable than institution-led ones; Longfei Fiber has achieved a tenfold increase over the past year, which is truly impressive.
2. Shanghai Film breakout: Executed according to Strategy 1.
3. Yabo Shares breakout: Executed according to Strategy 0. Strategy 0 has smaller position sizes.

2. Relay Direction
The new energy cycle second day, energy sources locked in the second-tier ladder.

Third tier (emotion bottoming positive line node):
Baichuan Shares: The stepping stone for the next breakout in the lower ladder.

Second tier (emotion breakout positive line node):
Zhangyue Technology: Similar positioning to Hanggang Shares, considered a stabilizing force for this theme. If tomorrow there are 10 billion overnight sealed orders and over 4 billion after bidding ends, even if there are disagreements on SD themes, the position can remain stable.
Huanrui Century, Decai Shares, Longyun Shares, Bona Film, Shanghai Film, Fengyu Zhu, Yili Media, Hengdian Film & TV: The battleground for second to third moves, prioritize fully turnover stocks, then “true leaders” with “real value.” No need to say more; if no one responds, only heaven knows.
Zhaochi Shares: Unclear positioning, and the market cap is too large to control easily, observe first.
Dawi Technology: Consider low buying on divergences with over 400 million in bidding.
Longfei Fiber: The tenfold stock driven by institutional main rise.
Yabo Shares: Should coordinate with GCL System Integration for attack, preferably at SD divergence timing.

Summary: Just look at the pre-market strategy.
(The relay direction is a preliminary idea; final implementation mainly follows pre-market strategy.)

The stock market is like a martial arts world; you need to find stocks with a martial arts status, and operate stocks with a martial arts status. In this process, focus only on market position and popularity recognition. For energy source traders, gaining profit from the market position and popularity recognition of energy source stocks is already sufficient.

Sharing generously is a virtue. I hope to provide new perspectives and ways of thinking, and to grow wisdom and style together with everyone. Wealth is about mutual prosperity.
Pre-market strategy: Remember to subscribe to Yi Yi’s notes! I will update strategies in the Taogu Ba comment section before the market opens.
$Shanghai Film(sh601595)$ $Dawi Technology(sh600589)$ $Yabo Shares(sz002323)$

Disclaimer: The logic in this article is for personal review and stock market diary purposes only. It does not constitute any securities consultation or recommendation. The stocks involved are not stock recommendations. The views are for reference only and not to be used as a basis for buying or selling. Trade at your own risk. The market carries risks; invest cautiously.