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Eastern Asynchronous Pavilion Master: 3.11 Operation Plan
3.11 Homework / Logic / Operation Plan
Focus on core logic:
Sentiment grouping / Popularity / Second wave
Yunnan Energy Holdings, ShunNa Shares:
Old and new leading electric companies, a weather vane. If anti-nuclear or strengthening, can be used as a research indicator.
Computing power: (Lobster)
Meiliyun, Tuowei Information, Capital Online, UCloud, Ningbo Construction, Huasheng Tiancheng
Meiliyun, Huasheng Tiancheng, Capital Online: Consider buying on a low open of about -6%.
Commercial Aerospace:
Jiangshun Technology, Aerospace Development, Topstrong Integrated
These have been mentioned before; among them, Topstrong and Jiangshun have hit new highs. Later, watch Aerospace Development for a sharp decline and potential rebound. Popularity is still decent. Do not chase this sector.
Independent Strength: Huagong Technology 5-day trend
JiaMei Packaging, Guosheng Technology, Fenglong, Huilu Technology
The first three are involved in equity + multiple abnormal movements, and may continue to strengthen independently, but uncertainty is high, so consider not acting.
Huilu Technology: Continuous strength for several days, clear main rise. If tomorrow drops sharply due to divergence, consider buying on dips. If it opens high, skip.
Other Trend-following Stocks:
Changfei Optical Fiber, Honghe Technology, Kaishan Shares, Lingwei Technology
Honghe: Has been adjusting for a while; if it stabilizes, follow the trend. If it continues to adjust tomorrow, abandon.
Kaishan Shares: Not a main line, large sudden drop, e.g., -10%, can consider.
Lingwei: Enter the pool; trend looks good. Originally had a strong main rise, but now in the pool. If it drops around -12%, consider.