[Red Packet] Market continues to recover! Tomorrow's market action hinges on just this one point!

China Power LiaoNeng’s breakthrough is undoubtedly a reward for brave market participants! [Taogu Ba]

Although I sold, I still hope China Power can go further. This is a big positive for the overall market’s profit potential and the sentiment of momentum-driven funds!

In fact, whether acknowledged or not, China Power LiaoNeng has to some extent become a focal point in the market.

If there are no evening suspension announcements or warning notices, tomorrow will likely see a high premium, or at least continued limit-ups.

Based on the recent consecutive trading volume, tomorrow might be suitable for a one-word lock-up, and if the market diverges on Friday, it could be a good time to switch hands and consolidate!

Main funds are operating here, and honestly, not doing so would be a bit of a pity.

Today’s market sectors didn’t have anything particularly outstanding.

The biggest gains were actually from the old themes—computing power synergy!

So both power and computing sectors performed quite well.

However, the intraday plunge of Yunnan Energy Holding cast a shadow over this sector.

From my personal perspective,

This is actually a good thing.

After all, Yunnan Energy Holding’s previous wave at this level was already distorted, so a dip here is normal (most of it is trapped positions). The majority of funds probably expect a double-top scenario.

But if they hold on these two days and there’s no continuation over the weekend, a further rally next week would be very normal.

From a sector perspective, power already showed signs of a small climax yesterday!

Although today’s opening in Liaoning Energy didn’t see large orders sealing a one-word limit, which was somewhat disappointing, the sector at worst is showing a divergence and recovery trend.

If this climax continues, the subsequent movement will be much harder to follow.

In fact, Yunnan Energy Holding’s late-day plunge has left a way out for tomorrow. It released some of the divergence pressure early, making it easier to move forward tomorrow!

This will depend on China Power LiaoNeng’s resilience. It can be said that funds have already done their best to support the sector!

Besides the computing power sector, there’s another sector that performed relatively well today.

Honestly, given how weak this sector’s stocks are, it’s not easy to see this kind of movement today.

This can be seen as a signal that the market is starting to explore some companies with good performance.

In other words, some institutional funds have already started to act.

For example, Yaxiang Integration, which was previously being accumulated, just happened to catch the institutional exit phase and hasn’t been able to break out!

Recently, after the market stabilized a bit, there was a sudden wave of good movement.

Next, we can look for some high-performance, high-valuation sectors to explore.

What does Yaxiang Integration have? It’s about SK Hynix planning to expand its cleanroom facilities, and Yaxiang is a leader in this area.

Meanwhile, Elon Musk says he wants to make chips and can completely abandon cleanrooms! This news surprisingly has no impact on Yaxiang?

In other words, even if the market introduces new technological routes, the lure of performance remains irresistible!

Regarding the index, it’s important to consider the risks.

Because there hasn’t been a significant volume drop earlier either!

Today’s volume increase was only around 220 billion, which is not very high.

The market probably still has a bottom.

Even if there are no lower levels ahead, be cautious of funds playing games over the weekend, with external factors continuing to ferment, and Friday’s potential sell-off.

So, in terms of the index, at this position, selling some on Thursday is a good idea.

Let’s focus on managing what we hold.

Today, I also tried to play the computing power sector. The situation isn’t great so far, but luckily there’s still a chance for a recovery tomorrow.

Our investment cycle is quite long, so a day or two of patience isn’t a problem.

Capital never sleeps; see you tomorrow!