March 26th, before the power outage is over, we still watch the power.

Good afternoon, everyone! [Taogu Ba]

There are expected disagreements in the power sector, and some sector rotation has occurred during the trading session.

However, it hasn’t formed a climate, indicating that the power sector’s decline isn’t over yet.

After all, a strong divergence in power has led to a significant decrease in the market’s profit-making effect.

Some low- and mid-priced stocks within the sector continue to advance.

High-priced Huadian LiaoNeng was hammered at the end of the day.

This hammer seems to be related to abnormal trading activity (30-day percentage increase).

The closing position deviated by 191.04% from the 29-day moving average.

Let’s temporarily consider it as abnormal trading activity.

We’ll see tomorrow; if funds truly want to control the abnormal movement,

then there shouldn’t be a big surge tomorrow (more than about 3.15%).

Even a decline is better than a rise, allowing some investors who are afraid to hold stocks over the weekend to cash out again.

A 30-day deviation reaching 200% is a regulatory threshold (most likely trading suspension).

My approach remains the same as yesterday: stay with it until the end.

Additionally, the continuous board space has been opened up by Huadian LiaoNeng.

The profit effect of subsequent continuous boards will be easier to capitalize on.

Next, focus on stocks that showed a countertrend surge or limit-up during today’s session within the power sector.

Participate in high-priced stocks only if they do not experience further declines (no severe intraday drops).

Today’s first limit-up was Huadian LiaoNeng’s rebound.

Early in the session, JinKong Electric Power was the most proactive (no unexpected news).

Tomorrow, it’s expected to continue accelerating.

Other stocks to watch together: YuanCheng Shares, Huitian Thermal Power, JingYunTong, ShenNan Electric.

If there’s a confirmed one-word limit-up among them, reduce expectations for others.

But if JinKong Electric Power underperforms expectations, then among the remaining four, observe who is more proactive (monitor intraday).

Computing power:

There’s only one point: if it’s not useful, then it’s just an opportunity missed.

The divergence in power, Oruide’s rebound, and the inability to boost sector sentiment—ultimately, it fell apart.

This direction probably won’t replace power stocks.

Funds in power are as deep as last year’s commercial aerospace sector (funds involved are very deep).

Lithium batteries:

Instead, lithium batteries are showing a countertrend with power stocks during the session.

Since it’s a pendulum, pay attention to the rhythm.

When power is weak, lithium batteries tend to strengthen.

When power is strong, lithium batteries tend to weaken.

Trading tip: on power days, consider rotating into batteries the next day.

Recognition: Rongjie Shares.

Further observation needed.

Commercial aerospace:

Mostly driven by news catalysts, likely a one-day trend.

Active stocks include: Zaisheng Technology, Western Materials, Zhongchao Holdings.

Tomorrow’s expectations:

Index support: 3865-3880

Index resistance: 3915-3935

The focus remains on power sector recovery. If power sector recovery is relatively weak,

and if intraday trading volume tomorrow is similar to today’s, also shrinking,

then the market will likely continue to fluctuate and rotate (holdings may be reduced during rallies).

For swing trading, observe the index support levels for potential pullbacks.

Once the power sector’s theme ends, consider switching to other large positions.

Other themes, such as computing power and lithium batteries, should focus on stocks with rising recognition trends, favoring left-side entry points.

If these also fail to perform, don’t expect a rebound from oversold conditions.

Today’s trading:

Profit-taking: Yunnan Geology & Mineral Resources

Adding positions: Huadian LiaoNeng

Today’s position update:

Today’s buy/sell points:

Yunnan Geology & Mineral Resources:

Reduced yesterday, mainly wanted to see feedback from the outside market to see if the remaining position could run.

Unfortunately, it opened low in the auction, and after opening, it couldn’t rally proactively. It broke below the opening price, so I cleared the position.

Huadian LiaoNeng:

The early acceleration met expectations. No reduction in positions during the rally, nor during the decline.

Just holding the idea of not reversing the limit-up and then clearing.

In the afternoon, after some sector rotation, I added a bit more after the breakout.

Finally:

I see many friends leaving comments every day.

Most are probably short-term traders.

But many have not participated in this power sector rally at all.

If I remember correctly, I started mentioning the power sector after Yunnan Energy Control’s one-word limit-up on February 11.

Following that, I anticipated opportunities in power and computing sectors.

Of course, the process was quite bumpy, and the market conditions weren’t great (so missing out is understandable).

However, I still see many people being too subjective, unable to distinguish the main and secondary themes in the market.

The themes with clear profit effects are basically the main lines.

So, focus on the main line: if it recedes without recovery, it’s over.

Remember my mantra: Start — Divergence — Reflow.

As long as a theme goes through these three stages, it’s worth watching, mainly focusing on leading stocks.

The most important thing in trading is respecting the market’s profit effect.

Objectively respond (prepare in advance), make full expectations (don’t just buy or sell based on what you see at the moment—if you don’t lose money, who does?).

Other things are not that important. If you don’t understand buy/sell points, review my daily buy/sell signals.

Look for patterns (most of my buy/sell points are similar).

Put yourself in my shoes: if you were trading at that time, would you buy or sell like I did? Would you do it more thoroughly or find a better solution?

I hope my daily writings can help some friends.

Stock market is hard to guide others; only self-help works. Keep going!