Eastern Asynchronous Pavilion Master: 3.11 Operation Plan

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3.11 Homework / Logic / Operation Plan
Focus on core logic:

  1. Space Board / Sentiment Stocks / Popularity
    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.
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