April 8th - Tomorrow, Outer Cut Technology Relay (not including pharmaceutical rebound)

StrawberryIce · 2026-04-08T10:46:14+00:00

With geopolitical tensions easing in the market at present, capital has moved significantly into the technology sector, especially domestically produced chips and AI applications. Speculative sentiment is showing clear fluctuations, with small-cap stocks rotating toward large-cap stocks. A few new positions have been opened in AI media and chip-related names. Strategically, the plan is to avoid any catch-up rally in the pharmaceutical sector; going forward, the focus will be on successive-rotation/continuation opportunities in the technology theme, aiming to reduce the risks of rule violations and uncertainty.

StrawberryIce

2026-04-08 10:46:14

Abstract generation in progress

Today, geopolitics has eased up, and the market has expanded in volume—+8000 billion in value compared with expectations, with more than enough sincerity. Off-exchange funds are aggressively attacking the tech sector (domestic chips, computing power, Ai applications)… The expanded-volume trend is also seeing a broad, general “buy-the-market” style…

On speculative sentiment, Tianyao was hit by the market’s broad “buy-the-market” move and got stopped at the board—cut off in a slightly nasty way. The style shifted from small-cap leaders (small caps) to large-cap names…

Today, I opened two positions in Ai application media and one in semiconductors…

E-Guang, 39% of the position
Gravity, 25% of the position
Bai Cheng, 18% of the position
Xintian, 18% of the position. Every time, the one that makes money in the main run leader ends up getting paid back to subsidize the laggards. Last time, Jinko lost due to a one-tick limit (one-word limit) that prevented turnover. This time, Xintian lost in the opposite way—getting trapped by a one-tick limit being blocked from turnover. Last time, everyone said Guangxi led the way and made a contribution, so it got topped and defined as a “make-up/substitute” rally. This time, it was Xintian that led the way, got topped as a make-up rally—yet it was abandoned…
With this kind of rule-breaking, not playing fair, back-and-forth triggering switches, in the end they all can’t survive… If you do this, nobody will play the laggard “make-up/substitute” rallies anymore; tomorrow’s Jinling also won’t be wanted… Personally, I absolutely will not take it. Whoever wants to churn it can go ahead and do so… From now on, I will not do laggard make-up rallies within a sector (written into the rules I follow)…

With Tianyao opening today at +9%, it’s destined to be hard to survive—liquidate…

For tomorrow’s approach: as long as the trading volume doesn’t shrink by more than -3000 billion from the prior period (assuming the premise conditions hold), personally I will prioritize the outer-cut tech direction (domestic chip computing-power hardware side + Ai application side). For the 1-to-2 board and 2-to-3 board follow-through, the chips for the oversold bounce are relatively clean. The priority principle is to favor new-face ticker names…

Tomorrow, no medical-sector make-up rally**…**

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