[Red Envelope] "God's Perspective" opening confirms the index opening high and continuing upward. How are speculative funds thinking about this?

Hey, babies, good evening! The charming hunter reports on time! Yesterday’s livestream covered with everyone the core principles of how to make big moves with small capital: either go to an extreme focus on the main line, or precisely hit every market node. Today we’re not talking about anything else—straight to the main course. First, let’s review how we fortified our position step by step over these three days, and how we precisely locked onto every node. From the pre-holiday “ice point” positioning, to yesterday’s high-low rotation, and then to today directly locking in the two strong sectors—computing power and PCB—perfectly predicting a market where the index would open strong and continue upward!!! [Taoguba]

True masters don’t predict the future; they extrapolate the present. This recap article today is meant to share with you the essential logic of “how to confirm that the index will open higher and keep running higher from the very opening,” and also help everyone develop this kind of “God’s-eye” trading sense in the future! First, let’s start with “timing” from before the holiday, step by step:

1. The last day before the holiday: a second ice point—timing the entry
On the last day before the holiday, market sentiment is at a second ice point. Many family members panic and exit, but in our trading system, the second ice point is an opportunity. When the market doesn’t see a sell-off tide, the second ice point becomes an excellent “timing” entry point. At that time, we provided two certainty-based ideas:

1. Optical communication (a continuously persistent sector in the early stage): When the market doesn’t look at the sell-off period, funds often cluster around sectors with strong continuity and the smallest resistance—that is, optical communication.

2. Power (the oversold rebound logic): The pharmaceutical sector’s Jinzhou Pharmaceutical (Jin Yao Pharmaceutical?) showed its height; in essence, it was Huadian Liaoneng that first opened up the height space. Taking one step back, even if Jinzhou Pharmaceutical doesn’t meet expectations, market clustering expectations are still there, and funds will still bet that Huadian Liaoneng will get regulatory clearance. Also, the power sector’s followers from the early stage have already been stabilized; the probability of a rebound for the leader is extremely high. Therefore, starting last Friday, Huadian Liaoneng already showed rebound expectations.

2. Yesterday: optical communication’s high-low rotation confirmed—right-side selection of strength
Yesterday the market rebounded as expected, perfectly validating our pre-holiday extrapolation. As long as the funds that entered at the second ice point did so, most of them yesterday could get positive feedback—this is the charm of timing. However, I, the charming hunter, didn’t blindly keep rotating around optical communication over and over. Based on the “four-dimensional price-and-volume” principles, I determined the high-low rotation signal for the optical communication sector: high-level stocks like Fei Chang Optic Fiber no longer lead the gains, and funds inside the sector began digging into lower levels. So yesterday’s approach was very clear: do low-level catch-up gains around optical communication, and prioritize choosing the intraday strongest—Tongding Interconnection.

3. Today: you know from the open that it will open higher and keep climbing—lock in computing power and PCB
Last night I made it clear to everyone: no matter what happens overseas, today there must be a high-bid expectation. Today at the open, the index indeed opened higher and kept rising. Computing power and PCB exploded across the board. Many people were worried about whether the index would surge up and then come back—some funds even got scared and ran. So how did I, the charming hunter, determine from the open that the index would open higher and keep climbing? The core is the two key messages from last night—we did a deep extrapolation:

1. Farsight Victory is regulated: When high-level clustered trading tides out, funds must look for trend-switching opportunities at lower levels. Farsight Victory being listed for key monitoring without a reason is an extremely strong signal. The market has started to hate high-level clustered trading. This means that the regulatory-betting items represented by Huadian Liaoneng have lost operational meaning. When high-level tides out, some funds must inevitably flow out from clustered holdings and look for new lower-level names with logical support. This is the basis of our prediction of today’s sector rotation.

2. Geopolitical conflict eases: risk appetite is repaired—technology becomes the first choice
   The biggest news last night was that the geopolitical conflict reached an easing handshake. This directly led to two outcomes: global risk appetite quickly rebounded—safe-haven sentiment faded, and funds flowed out of safe-haven sectors like gold and oil & gas. In the double factor of high-level rotation fading and risk appetite being repaired, where will funds go? There’s only one answer: the hard-tech main line supported by performance and industrial logic.
   So operationally, naturally we think around the core inside PCB and computing power.

The question is: at the open, after 5 minutes, how do you immediately determine that the index will open higher and keep climbing, rather than open higher then fall? Many people missed the entry today—the essence is they didn’t understand this underlying logic. They hesitated at the open and didn’t dare to go in, and by the time they reacted, they chased higher prices. Today I’ll share a 4-step thinking method for setting the direction right at the open. Below, I’ll break it down from the essence of funds. After this, when you encounter similar situations, you’ll be able to be confident and act decisively!

Step of thinking one: find the root cause—the core of index weakness is “hard-logic stocks being wrongly sold off”
Over this period, the index has been weak and twisted, but the reason isn’t that the market itself lacks opportunities. It’s that overseas conflicts suppressed risk appetite.
Many value stocks with hard logic and performance support, because they don’t dare to rise due to safe-haven sentiment, end up falling instead. These stocks are the index’s weight core. As they keep weakening, the index is naturally dragged down—this is the “root cause” of market weakness.

Step of thinking two: the bell is answered by the one who rang it—when the conflict eases, “wrong sell-offs” begin to repair
If the index is weak because conflicts caused hard-logic stocks to be wrongly sold off, then conversely: when the conflict eases, the “wrong sell-offs” being repaired starts. Last night’s geopolitical handshakes removed the biggest suppressing factor directly. For stocks with hard logic and value characteristics, once there’s no external negative catalyst, they naturally shift from falling to rising. This is the underlying logic of index strength, and it’s also the premise for our prediction that the index must repair today.

Step of thinking three: look at the order book and trading tape in the first 5 minutes to validate the strength/weakness switch and the repair
Logic alone isn’t enough—at the open you must watch the board for confirmation; this is the most critical step! In the first 5 minutes after the open, I focus on two signals:

1. Prior strong stocks collectively realize gains: when the market was weak earlier, those clustered holdings that held up against the trend today at the open instead went weak and realized gains directly. This shows that market style is starting to change;

2. Oversold hard-logic stocks collectively strengthen: previously wrongly sold off and continuously falling value stocks today collectively surged at the open, stopping the decline and rebounding.

Step of thinking four: direction of incremental funds—enter at oversold lower levels
Today the index gapped higher at the open, and trading volume clearly expanded—incremental funds have entered. At this time you should think: where will the incremental funds go?
High-level clustered holdings have already been pressured by regulation, so funds don’t dare to take over. Meanwhile, oversold value stocks with hard logic have room to repair and a margin of safety—these are the first choice for incremental funds. When incremental funds pour into the oversold value direction, it means they won’t drag the index down anymore. That confirms there is no expectation of an “open higher then fall” for the index. It further increases strength—possibly pushing the index higher. This forms a positive feedback loop: “oversold strength → funds entering → sector rally → index becomes stronger.” The stronger the oversold names become, the easier it is for the index to open higher and keep climbing.

Summary: today opening and confirming an open-higher-and-upward day relies on a 4-step closed-loop thought process:

1. Find the essence: index weakness = hard-logic stocks being wrongly sold off;
2. Look for the turn: conflict easing = wrong sell-offs are likely to repair;
3. Watch the board: oversold hard-logic stocks strengthening = the index stops falling;
4. Look at incremental funds: incremental funds act at lower levels = confirms the index will strengthen.

If you understand these 4 steps, then within the first 5 minutes of the open, trading is exactly like this: logic first, board validation second, and unity of knowing and doing—you can stand in an undefeated position!

**Going forward, the market will still revolve around computing power, PCB, and optical communication. Strength should be ranked first by priority. To know how to grasp the future tempo, I’ll update and share tomorrow morning. If you’re interested, come on, give a like, and tip—let’s get the data together!!! **

Thanks to the babies who give likes and tips
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