Eastern Yihou Pavilion Master: 4.8 Operation Plan

4.8 Homework / Logic / Trading Plan
Focus on core logic:
The current market sentiment is approaching a critical point. Multiple upward-trending momentum names have begun to accelerate through their breakouts. Once the consecutive-limit-up (lianban) “height” opens up and the momentum acceleration is confirmed, a short-term surge is very likely to arrive within the next one or two days.

Therefore, the current strategy should continue to focus on the “two extremes”—either select the leading names with the strongest trend and the largest gains, or focus on core products that were previously hit harder and have already adjusted to an appropriate level. The key is grasping the rhythm: within the main storyline of major-level themes, extend the positioning cycle, nail the timing of every wave, and advance step by step.
Trading range boards / sentiment stocks / popularity
Sentiment-led clustering / popularity / second wave
Trading range boards:

1. Innovative drugs
   Tianjin Pharmaceutical, Wanfangde, Bloom Pharma Main Line
   Tianjin: “space” is high—aggressive; you can enter or withdraw, and enjoy the shareholders’ feast!
   Wanfangde: It has already bypassed the abnormal move; there’s only one path—upward!
   Bloom Pharma: Open with a single-price limit-up (one-word board)
2. Fiber optics
   Similar to the logic behind storage price increases
   Fiber Optics, Far Surf, Hangzhou Dian
   Trends can be followed for long-term arbitrage. Today, choose based on relative strength—cut the weak and keep the strong—because they’re already at a high level; a normal pullback is needed.
   Other trends: still need to wait for now