Full position on Guosheng Technology!

The recent hype around small lobsters has led to a major surge today. Various regions have issued support for small lobsters. In the evening, official media reminded us of both opportunities and risks. The hype in this sector has been intense, but the speculation has been quite average. The first day was an opportunity; yesterday and today, most stocks like Youke, Hand Data, and YunSai Smart have fallen flat. Some people are treating this like the previous DS, with the market voting with their feet. Ordinary people, even 60-year-old grandmas and grandpas, are trying to make money by pretending to be small lobsters. But where are the market’s leeks? Only the ones harvesting leeks. Spending money to pretend to be a small lobster means spending more to unload later, repeatedly harvesting. Top opportunities never belong to ordinary people!

Smart grids remain one of the strongest mainstream sectors in the market. Every time the leisure crowd diversifies into a new sub-sector, it usually experiences a sharp rise. Recently, Shunnan Shares, Jinkai New Energy, and GCL New Energy are examples. Even auxiliary stocks behind the scenes hit limit-ups, such as GCL New Energy today, which rebounded to hit the limit-up. Shunnan Shares rose sharply then fell back. Jinkai also saw a slight rebound. Green power continues to advance to the second limit-up. China Energy Construction also hit the limit-up again. The big trend is Southern Power Grid Energy, and top core stocks like Yunnan Energy Holdings are similar. With regulatory release the day after tomorrow, Yunnan Energy Holdings is likely to surge today and tomorrow! The continuous growth of green electricity has driven energy storage stocks. Today, energy storage performed well, with XinDuoduo and Guosheng Technology hitting the limit-up again. The sector leaders, Xanhang New Energy, Chint Electric, and Sunshine Power, all surged massively. The sector showed strong performance!

Yesterday, Shennan East Road aggressively bought four targets in InterOil & Gas, but unfortunately, it was still locked at the limit-down. The loss-hit leisure crowd also bought 90 million yuan worth of Shandong Molong, which also faced the same fate. The crude oil futures have entered a correction phase. Several core stocks in this sector continued to adjust today, such as Jinniu Chemical, Tongyuan Petroleum, and Baofeng Energy, which all rose red. Heshun Petroleum hit the limit-up!

Additionally, the almost-forgotten panel stocks seem to be making a comeback today. Zhaochi Shares hit the limit-up, while Jucan Optoelectronics, Jufei Optoelectronics, Huacan Optoelectronics, and Sanan Optoelectronics all experienced varying degrees of rise. “Rise long, fall long” — the eternal logic. After a brief correction, core stocks will rebound!

The ultra-short-term trading remains focused on arbitrage, switching daily, making sustained performance difficult. Soon, the annual reports will be released. Stocks with expected positive growth in their annual reports are potential opportunities. Sector themes are switching frequently; controlling positions is key. Yesterday, Huiguo Ecology, which hit the limit, provided good profit margins; sell at the high point. Approaching the limit-up, I entered Guosheng Technology, with a single 8 million yuan fund quickly jumping in. Additionally, Huasheng Tiancheng also performed well, which is the largest position!