2026.4.7

1. Shuhua Sports, Nanjing Business Travel: we cleared them out completely. Shuhua was also run underwater, and Nanjing finished running in the early session too. In the near term, we probably won’t take them back again. Let’s wait a week or two. I’ll be back! Shuhua should be the biggest profit I’ve made since I started trading stocks. I’ve benefited a lot—experience points +1
   Then we’re flat on cash

2. Whether it can actually get negotiated or not still depends on what happens on April 8 at 8:00. Keep an eye on the news. Right now, outside developments are basically tug-of-war between conflicting signals—nobody can predict what “Chuan Jianguo” will want to say the next day. Personally, it doesn’t seem like it’s having much impact on the U.S. ground situation; Holmes is also shut down. A lot of the impact on oil prices comes down to whether Iran will attack oil facilities in Gulf countries and whether the Strait of Hormuz will be blocked. The broader picture is very chaotic. Personally, I’m inclined to stay in cash or clear out.
   In the pharma sector, Jin Yao Pharmaceutical has successfully advanced to seven consecutive boards. If tomorrow doesn’t come with window guidance, there’s an expectation for an eight-board. But personally, I think it’s better to play a high-cut and low-switch strategy—betting on today’s first attempt to go from one board to two (an “in-one-to-two”). Go high to cut and go low to execute. Also, Baihua Pharmaceutical will do its tomorrow’s post-session review; personally, my expectation is that it will be a straight one-price limit order. Plus, pharma itself is a defensive-theme sector—simply perfect timing, place, and conditions. However, seeing that Far Sheng seems to have been whistled, I don’t know whether that will affect sentiment. More watching and less doing. Tomorrow’s expectation is still to stay in cash

Left-brain/right-brain sparring mini stage: