The market's golden trap turning point reappears, focusing on main themes and performance bulls on April 9!

Good evening, friends. The market is hot today, and I believe everyone has reaped plenty—everyone is a stock god! [Taoguba]

This morning, I reminded everyone in the comments multiple times: today will see a volume-expansion open with a gap up and a big bullish (yang) candle. I especially emphasized that the AI industry chain, represented by the STAR Market 50, will surge. In particular, I pointed out the AI tech sector’s fiber optics, optical modules, and core computing-power targets. For these key stocks—such as Huiyuan Communications and Tongding Interconnection—we entered positions as early as two days ago.

Some people always say I’m bragging after the fact after the market rises, but friends who’ve been following me know: since last June, I’ve been continuously sharing market knowledge with everyone. I’ve always insisted on identifying hot themes in advance, doing very few “after-the-fact” analyses. The multi-day consecutive-limit (lianban) expectations I share every day are all stocks with participation from major institutional funds. What I provide are range-based judgments and references for opportunity—not a 100% “must-rally” expectation. The probability that the related stocks show momentum within two days is basically around 70%. As for the confidence in going from 1 to 2 or 2 to 3, what matters is what you observe in the opening auction and choosing the right moment to get on the trade—more than anything, it tests your own understanding and execution ability.

From Huadian Liaoning Energy and Hangdian Co., Ltd. in the “power computation and grid synergy” cycle, to Wanbangde and Tianjin Yao Pharmaceutical, and then to Huiyuan Communications today—at every stage of going from 1 to 2 or 2 to 3, I have participated precisely. When I exit at elevated levels, I also publish posts to remind others. If you can’t understand the thought process and end up losing money because of improper execution, then venting negative emotions in the comments is really not the right approach. Investing depends on anticipating in advance and operating rationally; strength has always been hidden in those precise layouts, time after time.

Today’s A-shares market staged an epic-volume-expansion gap-up rally. All three major indices surged across the board. STAR Market 50 jumped 6.18%, hitting the biggest single-day gain within the year. Total turnover across the two exchanges reached 2.43 trillion yuan—an increase of 820.1 billion yuan versus the prior day’s expanded volume. More than 5,100 stocks across the whole market rose, with 135 hitting the daily limit—profit-making effect exploded across the board. External risks: the U.S.-Iran ceasefire agreement was implemented, and geopolitical risks quickly eased. Internal catalysts: the AI computing-power industry conference was being warmed up, and the Q1 earnings reports came in above expectations. This created a strong positive resonance of “external risk resolved + internal industry boom,” highly similar to the “golden trough”行情 after the trade war eased on April 8, 2025—both began the medium-term rebound window with a volume-expansion long bullish candle on April 8, as market sentiment shifted from cautious to broadly optimistic.

From the market structure, the STAR Market and the AI industry chain are absolutely the core. STAR Market 50 led the entire session. A wave of daily-limit rallies hit across semiconductors, computing-power hardware, optical modules, and AI applications. Computing-power hardware (optical modules, liquid cooling, PCB) attracted the most fund chasing. Jishu Xingchuang and Xinyisheng both hit record highs. AI applications (AIGC marketing, intelligent finance) also erupted in parallel, with Blue Focus reaching a 20cm daily limit. There are three core drivers: First is a demand surge. In China, calls to domestic AI large models have continued to grow rapidly, especially the “Happy Horse” model—once it launched, it strongly surpassed the prior Seedance2.0, quickly taking the #1 position and topping the charts, while computing-power supply and demand are tight. Second is earnings validation. Hikvision Information and Dongshan Precision, among others, posted Q1 profit forecasts up 50%-150%, and Damingli turned losses into profits, with a 46x increase—earnings above expectations became the strongest engine for the stock price. Third is policy catalysis: computing-power infrastructure is accelerating, and domestic substitution is advancing. Combined with the upcoming Shenzhen AI computing-power conference, events and industry logic resonate.

Compared with April 8, 2025, both rounds of rallies are bottom-reversal patterns driven by “external bad news fully cleared + internal policy/industry impetus.” In 2025, it was the trade war easing and a policy-led market-support repair. In 2026, geopolitical risks are removed and the AI industry’s earnings delivery kicks off a super rebound. The current market is even more likely to sustain—2.43 trillion yuan in super-large turnover represents substantial incremental capital entering the market. The volume expansion in the Shenzhen market is even more pronounced, and the growth style is dominant. As the main battlefield for AI, the STAR Market has far higher capital concentration and stronger sentiment than last year, and the super-rebound cycle has already been established.

For the April 9 market outlook, it will most likely continue in strength and operate with consolidation. Then at the open, the main force likely needs to shake out retail investors. The pressure level around 4,000 points will keep making the market oscillate and trade sideways. The main line should focus on AI computing power + earnings above expectations. In the early session, after a small gap-up, it may consolidate through trading, absorbing the profit-taking from April 8. After that, there is hope that funds will flow back into the main line again: STAR Market 50 and the ChiNext index will continue to lead. The opening of the AI computing-power conference will further catalyze momentum—optical modules, liquid cooling, domestic chips, PCB, and AI applications will continue to run at high levels of business confidence. Two points to watch: (1) whether volume can be maintained (it needs to hold above 2.2 trillion yuan); and (2) sector differentiation—pure-theme stocks may fall back, while stocks with earnings above expectations plus industry-leading companies will have more resilience. In terms of trading, focus on holding positions, concentrating on AI hardware (optical modules, chips, PCB, liquid cooling), applications (marketing, finance), and Q1 earnings-upward-forecast targets.

In April, the broader market and the AI industry chain entered a super rebound cycle. External risks eased, and internal AI industry high business confidence plus dense earnings delivery came together. The volume-expansion long bullish candle on April 8 established the medium-term bottom. As the core carrier of the AI theme, the STAR Market will lead the rebound, and the stocks with earnings above expectations will have the greatest upside elasticity. In April, the main theme for the AI industry chain is: “computing-power hardware (strongest) → AI applications (follow-through) → domestic semiconductors (catch-up).” With triple driving forces—policy, demand, and earnings—there is plenty of room for the rebound.

Discussion area for expectations of consecutive-limit rallies on April 9 (AI industry chain + earnings growth):

1 to 2: Litong Electronics, Glowing Media, Shenjian Shares

2 to 3: Tongding Interconnection, Sinomach International

Will the AI industry chain starting in April replicate the 2025 pattern—institutional swing-trade selections plus a renewed “core relay” between sectors appearing again in the market?

It seems that the technical indicators for stock picking and the tips for watching the market are not really liked by anyone. Now it’s in an upward consolidation-and-trading phase, so pullbacks for many core stocks become extremely important—that is, our model of “a limit-up-and-reverse pullback confirmation after a stock breaks the board.” People familiar with it can try applying it more. I won’t share too much here today!

The above is my personal recap and understanding for today. There is no stock recommendation. The stock market is risky—invest cautiously!

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