A whale's fall gives rise to all things: 0408 recap post

Tianjin Yaoye Pharmaceutical fails to move from 7 to 8 and closes out with a huge bearish candle, and big tech rises! [Taogubang]

Market wrap-up:
Today closed with a big bullish candle with a smooth head and bare feet, and it filled the 0323 gap on the upside. Total turnover across the two markets was 2.4506 trillion yuan, up by 781.7 billion yuan from Tuesday, an increase of 46.84%. Compared with the 2302.8 billion yuan turnover on 0320, it was 147.8 billion yuan higher. The index broke above the 20-day moving average; the trend bottom fractal formed and was confirmed by trading volume. In the two markets, 5,174 stocks advanced, with an up rate of 94%. Among them, 123 hit the daily limit. Most of them are technology and nonferrous metals affected by the Middle East conflict—this has been heavily suppressed for the past few months. 301 stocks declined—are these the U.S. 301 provisions? Four stocks hit the limit down; all are oil-and-gas engineering-related names tied to the Middle East conflict.

Daily limit-up situation: Total limit-ups: 123
Stocks making consecutive limit-ups: The maximum height fell to 4 boards. The “no-drug” didn’t break Huadian Liaoneng’s 8-board height; it only broke Meinuo’s 5-board height. Within the sector, two rewarded boards were granted. Today Meinuo had a one-line board, signaling that the “no-drug” mission has ended.
4 boards: Huiyuan Juice Optical Communication Fiber Optic Cables Smart Grid Ultra-High Voltage Sichuan
3 boards: Zhong Anke Security Operations Data Center Xinchuang Hubei
2 boards: 9 stocks
1 New Zhonggang: Electric power heat services Non-electric power Reversal with a second board Zhejiang; The chart pattern is similar to Sinochem Liyantu around October 2024. It also went three into four with a huge breakout volume and then capped with a failed board, only to rebound afterward as an engulfing reversal. Tomorrow we’ll watch the opening auction to see whether it can qualify for a third board.
2 Yue Media: Newspaper and magazine publishing Mass publishing and AI marketing for media Short drama and games IP economy Low-altitude economy Tourism concepts Guangdong; No wonder today advertising/marketing-type stocks hit limit-up in 7 names—every one of them is stepping in to support the boss. And it’s also because Yue Media is in the newspaper/publishing and marketing category, so the textbook/book type publishing stocks didn’t receive any limit-up response.

3 Cores Technology: AI glasses Humanoid robots Liquid cooling CPO Guangdong Shenzhen
4 Gaole Shares: Toys IP economy Solid-state batteries Guangdong
5 Pubang Shares: Infrastructure Landscaping engineering Internet celebrity economy Guangdong; Look at this setup—it’s probably going Guangdong, not infrastructure.
6 CIC International: Medical construction, airport logistics, and other infrastructure-related international engineering contracting. Has the Middle East conflict truly ended completely? If it has, then there will be a round of big upside ahead. Beijing
7 Nanjing Pharmaceutical: Innovative drugs Beauty/medical aesthetics Jiangsu; By the way, Tianjin Yaoye is from Tianjin—“Jin” is JIN, while “Jing” is JING. The “no-drug” rebound is happening. Even with today’s Meinuo one-line board, it still broke away from the limit-up—showing that Zhejiang and Jiangsu really aren’t on good terms.
8 Tongding Connectivity: Communications—optical fiber and cables Energy storage—power cables Optical communication Data center Energy storage Jiangsu
9 Huayuan Holdings: Real estate development Risk stocks Low-priced stocks Beijing

First-board situation: 112 limit-ups. Almost none are catching my eye; 80% are oversold rebound. Let’s watch for the next one or two days.

1. Zhongtian Services: Real estate services Property management Zhejiang. Is this the risk stock among the top holdings Huayuan? That’s right—the “three elders” like to play risk-type micro-cap stocks.
2. Aured: Semiconductors Lowest stock price Computing power leasing Trend snake-shaped primary surge Heilongjiang. Wuwu—I sold you last Friday, and you hit the limit-up today.
3. Seven advertising/marketing-type stocks:
   Lili Ou, Zewen Internet Zhejiang; Lili Ou brings Zewen’s new generation
   Yinli Media, Tiandi Online, BlueFocus Beijing. The meaning of metaphysics is that the Earth has gravity—does it pull from the blue sky down to hell? Who will get attracted by Earth’s gravity and end up in heaven and earth? Wouldn’t it be Huiyuan Juice? Hahaha
4. China Eastern Airlines Huaxia Airlines: Impact from the Middle East conflict Falling oil prices Positive stimulus, but can oil prices return to before the conflict started? It’s impossible in the next one or two years! So aviation fuel costs won’t come down either!
5. Chuangyuan Technology: Commercial aerospace Semiconductors cleanrooms Jiangsu. Damn it—it went higher in the previous wave, yet when it got into four to five it did a T trade, and the result was getting trapped and hit a limit-down. I’m speechless.
6. PCB stocks not suitable for chasing: 10 shares. Details not written.
7. Xiamen Construction Machinery Helitai Fujian. “A crooked one comes visiting”—does it mean only when things work together can there be peace and stability?