How to analyze the stock review of 0408 the day after the 1439W big rebound

Today assets are 14.39 million, and today I made 5.5 million. Compared with yesterday, the total trading volume on both markets increased by 820.1 billion. Median advance/decline: +3.72% [Taoguba]

I still have several hundred thousand left with no trades, and I’m too lazy to add more and go in.

I’ll keep it and, when I cleanly liquidate the weak stocks tomorrow, I’ll go select the rest of the opportunities.

This afternoon, a lot of the market action surged quite high, and there wasn’t much of anything to choose from this afternoon.

Based on the situation at noon, I chose Fangfang Shares and Xiamen Tungsten Industry.

Today’s market action is basically a big rebound. Tomorrow’s action is actually very critical.

If the rebound holds, tomorrow will inevitably be a market led by a main theme.

So in the next few days, if you want to earn a relatively large amount of profit, you must buy into the main theme.

What are the main themes now?

Computing power, PCB, and gas turbines are all showing strong momentum.

As for AI applications, I don’t look at them, because today was driven by the “Happy Little Horse.”

In every kind of market like this, AI applications always run up high and then drop hard.

Tomorrow should be the time to carry out a consecutive limit-ups type of operation.

Aoruid, Xingyun Technology, Decai Shares, and Shiyun Circuits. Tomorrow I’ll watch these to see whether they can continue to surge higher; if they open up more than 5%, I will automatically give up on participating.

If it really doesn’t work, then I’ll make the move again tomorrow afternoon.

A market that opens significantly higher is inherently very hard to trade. People who didn’t get into a position yesterday will very easily miss the move today.

But it’s okay—if tomorrow’s action can continue, those who missed it will end up chasing in tomorrow.