[Red Envelope] 3.7 Review. Low-close Aurorid. Pattern Shunshang. Operational logic > Market analysis > Tomorrow's strategy

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Today’s trade recap:: All actions below are practiced on a simulated account only, for market review and learning purposes. Not real trading guidance.

Short-term trading account:

Buy: Oruide +4% or more red (focus at the open)

Commentary: The bid auction for Hanggang was a one-line continuous limit-up. Then it added orders and stayed strong. You could see the strength from the auction. In computing power, the only thing with strong recognition recently is Oruide, so you don’t need to look at others. It got抢4% or more red at the open. The opening prediction was basically an instant board. The best-price open meant I bought straight in. For computing power lately, the one with high identification is Oruide, so other names don’t matter.

Positions: Shunhao Shares +10% red (focus at yesterday’s open)

Commentary: Shenjian’s bid auction was抢红 open. Shunhao’s own open wasn’t weak either, so there was no need to S. Keep it. It’s only one breakout away. If it moves up, you’ll get a lot of profit. If tomorrow doesn’t meet expectations, I’ll sell. (There have been some messages about Tiangong computing power recently; it seems they’re going to speed up space computing power or something like that.)

The core of short-term trading is actually very simple: do patterns within your own understanding. Have strong execution. Don’t hold onto any fantasies. If your expectation can’t reach what you know, you need to leave the trade quickly. A one-sentence summary is: short-term trading doesn’t guess the top. Just judge the day’s weakness and strength.

Trend-following account:

Positions: Hetan Intelligent +8% green

Commentary: Finally back to a breathing space. Just stick with it a bit longer and I’ll reduce the loss.

Positions: Simcere Pharmaceutical +5% red

Commentary: I held it for more than a month, and I only got this much. I’m not willing. If I can get a way out quickly without giving up profit, I won’t sell for now.

Bid auction recap:

1: In the pharmaceutical area, I重点ed the risk in yesterday’s review. Anyone who watched it carefully basically could avoid the two big pits—Jinyao and Xinkai. Of course, I can’t stop the stubborn ones. Second, yesterday the chemical help for pharma had large-scale negative feedback, and the AI-tech line had auction actions too. That made it even less right. It was basically a risk-avoidance strong consensus. When funds flow back to other sectors, what “group” are you still clinging to? Especially Jinyao抢9% high open—this is a classic sell-the-fish lure. The normal expectation should be turnover that makes sense. Yesterday it exploded in volume; today it still wants to accelerate…

2: We won’t say much about chemicals. Go do arbitrage for retail shareholders who are lagging and missing the move. The position is already so low—trying to run an acceleration wave again is impossible. Either there’s internal PK today and one or two come out strong, or once you’ve been trapped you just仍

3: For batteries, it’s still a phase of repair. In the bid auction today, Ningde抢 red, but the sector fermentation still wasn’t good.

4: For electricity, I won’t say more—if it’s your thing, go research it yourself

5: Overseas is really stop-and-go for a while. So we won’t look at it. Only look at bid auction for ultra-bullish-expectation items, and “喵” what happens during the day. As long as the risk-avoidance auction strengthens, there’s nothing much to play with.

The most eye-catching part in the bid auction was Hanggang’s added orders. The guidance was too obvious. It triggered computing-power players to snatch up shares in volume. If you don’t know how to do it, then there’s nothing you can do.

Market overview:

Today’s broader market was driven by three factors: the U.S. and Iran announcing a ceasefire for 20 days + overall strength in overseas markets + U.S. stock index futures surging. All three major indices opened with expanded volume and then rose strongly, showing strong intraday consolidation. Throughout the day, trading across both markets expanded to 2.4T, and the index didn’t rush to challenge 4,000 points. Overall it looked like a volume-based repair with rotation between high/low, and a repair pattern of older themes rotating. By the close, the Shanghai Index jumped nearly 100 points, approaching 4,000. The Shenzhen Component and the ChiNext also moved higher in sync. More stocks rose than fell, and the money-making effect clearly warmed up versus the previous day. But the funds were mainly ultra-deep oversold arbitrage plus institutional trend positioning, with no breakout of an entirely new main storyline.

Quant funds dominated the intraday switching rhythm. In the early session they abandoned yesterday’s oversold chemical sector and shifted to an AI applications oversold rebound. Institutional funds focused on AI hardware (CPO, PCB) for trend repair. The earlier high-position pharma and XinduoDuo concept groups saw collective pressure. The market showed the characteristics of dip-resistant names catching up, and low-position names repairing. Short-term relay trading and trend opportunities again rose and fell relative to each other. Money flow shifted from pre-holiday risk-avoidance consensus to “technology main-line repair + low-position oversold arbitrage.” Growth-sector repair momentum was stronger, while defensive sectors clearly saw a retreat.

Short-term sector sentiment:

High-level consecutive-limit sentiment fell apart as the consensus at the top unraveled. Disagreements grew more in the low-tier ranks. The core high of Jinyao Pharma Industry’s 7th board then broke, becoming today’s sentiment watershed. The XinduoDuo concept that was strong yesterday opened with batch negative feedback. The negative feedback of the consensus fully released, and high-position stock funds had a strong willingness to realize gains.

Advancement rates in the consecutive-limit ladder diverged sharply: funds completely abandoned the high-level pharma consensus and shifted to arbitrage in computing-power leasing, optical fiber catch-up, and AI applications oversold moves. Market “height” switched from pharma-consensus targets to core targets on the technology line. Short-term funds switched from the “risk-avoidance consensus” logic to the “technology repair arbitrage” logic, with the emotional focus clearly shifting.

AI hardware / computing power / optical communications: repair with rotation between high and low; trend momentum still there

Optical fiber: Huiyuan Communication advanced to a 4th board, but the bid-auction order lock was far below expectations, directly triggering sector disagreement. Xintaishan blew up during trading. Tongding Interconnect advanced to a second board thanks to the catch-up logic. There was clear differentiation within the sector; only core names have sustainable momentum.

AI hardware (CPO/PCB): Institutional funds led the high-to-low rotation. Dongshan Precision opened near one-price limit at the bid auction. In the meantime, Zhongji made a new stage high. Even though there was differentiation inside the sector, the momentum for trend offensives was not lost. It became the most sustainable core direction on the tech line, with the highest fund recognition.

Computing power leasing: Hanggang Shares bid with a large single and sealed the one-line limit. It drove batch first-board followers like Oruide and Data Harbor. This is driven by both “news catalyst + oversold repair” logic. The trade’s continuity depends on how strong the order lock is for the front-core names. We temporarily define it as a short-term arbitrage opportunity. The back-followers lack sustained support for continued gains.

AI applications: oversold rebound, continuity in doubt

Funds lifted the AI applications sector because the “prior drawdowns were large and valuations are low.” Names like Yue Media and Leo Group followed with upward moves, but the sector has heavy trapped positions. And the upward driver is only quant funds pure arbitrage—there’s a lack of industrial logic and lack of incremental capital support. It’s merely an oversold rebound, not a main-line offensive. Back-followers chasing higher don’t get any premium, so it’s easy for the next day to gap down and pull back.

Pharma: the consensus fully breaks down and it enters a retreat phase

Pharma stocks were under regulatory attention + the index’s strong up move diverted funds. After opening up 9 points, it failed to continue to consecutive-limit boards. Intraday it surged and then reversed, closing down. The consensus logic of the pharma sector was completely falsified, losing its emotional anchor.

Menovoa’s large single bid opening was seat-premium, not an active sector fund assist. Baihua Pharma and Nanjing Pharma used innovation-drug news as a basis for short-term arbitrage. Among them, Nanjing Pharma blew up at the close; chips within the sector loosened, and funds had a strong desire to realize gains. Afterward, the risk-avoidance consensus logic in pharma officially ended, entering a disagreement-and-retreat phase. After that, only scattered arbitrage opportunities remain—no continuous main-line theme.

Next steps for the market:

Index level: In the short term, the market benefits from the 20-day ceasefire window between the U.S. and Iran, so the environment is relatively warm. But after today’s volume expansion, we need to be cautious about tomorrow’s volume contraction leading to a high-then-pullback. Indices will most likely consolidate and stabilize. Focus on whether they can continue to expand volume and push through the integer 4,000-point level. Institutional funds are leading the current move, so there won’t be a continuous “squeeze higher” trend. Overall it’s mainly a pattern of consolidation repair and gradual upward progress. There’s no foundation for a big pullback, but we still need to watch for short-term volatility as high-position profit-taking gets realized.

Theme level: AI hardware (CPO/PCB) and computing power leasing have the strongest continuity. AI applications (only oversold rebounds—don’t chase highs). Pharma (consensus has broken down—only for short-term arbitrage). With no sustained upside logic, participation must strictly control position size and stop-loss.

Trading rhythm: Control positions. Don’t go all-in blindly. It’s suggested to keep exposure at around 50–70% (5–7成). Focus on front-row core names. If you can’t buy the core, give up back-row followers—don’t force participation. Short-term arbitrage opportunities are concentrated within the first half hour after the open. Uncertainty increases in the afternoon—be cautious about chasing higher. Trading mainly uses trend pullbacks to buy. Set stop-loss and take-profit strictly to avoid late-session abnormal fluctuations causing losses.

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(Practical info) Only sit within patterns you understand.

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Thanks to the family who tipped on the last post:@jhzhy316 @伟你而来 @襄州网友 @培心 @用心守候 @方尽一 @银河z

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On the road of trading, there are no standard answers—only the rhythm that fits you. Execute the plan strictly, don’t be greedy for more, don’t chase highs, and don’t blindly follow. The additional detailed core targets are all filtered by logic and verified by the chart. Hope it helps everyone step on fewer traps and eat more meat!