[Red Envelope] 2.24: Leader Zhang sells off 197 million in Dawi Technology, how to respond to the shrinking chaos?

Super Short Dragon Technique, which one is the best? Just look at Taoxian Michelangelo! [Taogu Bar]
**
Watch after liking, develop the habit, and continuous good luck! The 7 bonus coupons in this article are the essence posts. You can like + tip + promote in one go. Here are nine sets of systems to respond to the current market’s dragon-seeking strategies, always at the forefront of the market! The comment section is lively with exchanges. When common issues are seen, they will be shared as highlights!**
**
Those who are attached to appearances are superficial; the wise glimpse the essence! In the vast stock market, traders are like a drop in the ocean. Following the waves blindly will eventually sink into the sea! If you can find a guide, understand the essence of trading, and develop a stable trading model, you can face the sea and see spring blossoms! Every participant longs to capture the limit-up factors. Michelangelo insists on speaking with data, using dialectical thinking to analyze, and deeply understands market operations. Here, you’ll find the most detailed review and breakdown, quickly building a high-dimensional understanding of the market—truly a fish and fisherman combined. Investment master Peter Lynch once said: “Investing without research is like playing cards without looking at the cards.” Michelangelo hopes to use years of practical experience to help you play each trading hand well. Don’t miss it!**

—— —— —— —— —— —— —— —— ——

This Week’s Case Analysis
**
2.24: Continue Shorting**

—— —— —— —— —— —— —— —— ——
Preface: Today’s market opened with a bang, filled with a vibrant red atmosphere, very fitting. Congratulations to the friends who took profits today. Your persistence deserves happiness!

Objectively speaking, today’s indices and volume are good, micro-cap stocks also hit new highs. If you’re not doing ultra-short trading, the market’s surface looks great! But only those watching closely will notice that the profit effects are quite chaotic! Robots and AI applications fermented during the Spring Festival are being realized directly. Zhangyue Technology even has no premium left, with weak sentiment at high levels. 15 stocks hit the limit down at close, which is not good!

After multi-dimensional thinking during the Spring Festival, this phenomenon may become normal in the future. Good news will be realized the next day after fermentation, turning strength into weakness. Those with less fermentation will be pulled up by quantification, doing intraday short-term arbitrage—weak turning into strong. Therefore, we shouldn’t overly criticize the ecosystem; this may become mainstream in the future. We need to learn to accept it and find ways to grow steadily along the curve.

Before the festival, AI applications and computing power were strong, but today they withered in the bidding. Zhangyue Technology led the collapse at the open. The big position tech stock I mentioned before, still looking good aesthetically, with Zhang Mengzhu buying nearly 300 million yuan. Before the festival, Zhang Mengzhu’s big position in the stock was replaced by Zhangyue Technology, which then dropped sharply. Today, Big Position Tech tried to bid for Zhangyue but was realized immediately. Zhang Mengzhu cleared 200 million yuan.

Big Position Tech reflects the current market weakness and the brutal short-term market. If you can’t study quantification well and find responses, you will be eliminated! Once on the trading table, complaining is useless. The only real move is holding your chips!

Analyzing in hindsight, today Tongyuan Petroleum and Zhunyou Co., Ltd. are typical models of quant-based momentum arbitrage. Such bidding doesn’t require hitting the limit; just watch for large orders rushing the board and follow directly. But Michelangelo chose to continue shorting today because Zhangyue Technology didn’t give a good bid. When sentiment is strongly divided, chaos can happen at any time. At this point, it’s better to stay on the sidelines.

In trading, protecting yourself is more important than forcing positions. Good leaders can withstand market divergence tests. Don’t push to buy just to be in the market and end up passive. The oil stocks discussed in yesterday’s live broadcast are only four: Tongyuan Petroleum, Zhunyou Co., Beiken Energy, and Intercontinental Oil & Gas. Believe me, if you’re doing arbitrage, the aesthetic level is T0—it’s about whether to do it or not. When danger comes, staying away from the slaughterhouse is wise. Of course, following the “Nine Dragons Technique” to arbitrage the strongest theme daily is also feasible. It all depends on which trading style suits you! During chaotic volume and declining leaders, staying out is the best decision. If you operate, low-level testing and trial are the only options!

—— —— —— —— —— —— —— —— ——

2.24: The index still signals a decline! In market rotation, various themes show chaotic performance: chemical, fiberglass, etc., driven by price increase logic, oil and gas news stimulation, mineral resource futures reflection, and others like power grid, computing power, and robotics are rotating.**
**

1. Major Market**
   **
   Market volume: 22,182 billion, with an increase of 2,192 billion. 93 limit-ups, 15 limit-downs. The yellow line is above, and small stocks sentiment is relatively good.**

The index remains on the original track, likely to step on both feet. After stepping on both, a main rise may begin. Not stepping on both, outside funds are cautious here. Without bullish momentum entering, emotions tend to shift negatively. Those confident may lose confidence. Today’s false downward K-line also shows the problem: the high open driven by external stimuli caused the index to fall back. Many limit-up stocks exploded in the morning. The overall structure of the index is crucial. After stepping through the channel and low box at 4002.78 points, if this low isn’t broken, the index outlook remains quite large.

Looking at sentiment alone, today’s data shows strong divergence: 7 consecutive limit-ups, 15 limit-downs. This indicates a weak overall environment. Is the low-level profit effect still good? 86 first-limit stocks and 4,000 stocks in the red. In this market, adapting to this rhythm is necessary. When market sentiment is poor, quant-based first-limit stocks aren’t necessarily weak. As a short-term trader, you can choose to follow quant arbitrage or wait for leaders—depends on your personality!

2. Sector
**
In themes, the strongest bidding is in oil, computing power, and non-ferrous metals. After opening, these led the rally, with oil & gas, gold, fiberglass, chemicals, and minerals following. In the afternoon, robotics rebounded, aiming for intraday reversal—fail. Overall, the market revolves around Spring Festival news fermentation, with no particularly promising expectations yet. We need to wait for sustained themes to emerge.

Oil & Gas

1st board: Zhunyou Co., Shandong Molong, Intercontinental Oil & Gas, Zhongman Petroleum, Taishan Oil, Tongyuan Oil, Hui Bo Pu, Xinjin Power, Bo Mai Ke, China Oil Engineering, Sinopec Oilfield, Beiken Energy, CNOOC, Lanyan Holdings, COSCO Shipping, China COSCO Energy, Potential Hengxin, China Merchants Oil.

Mainly related to Trump’s considerations on Iran conflict positioning—no actual conflict yet. The market already reacts to this expectation. If no real action occurs, will it be realized later?

If you want to trade oil & gas, plan from after 9:25. When the opening shows strength, follow immediately for intraday strength arbitrage—this is a typical quant short-term play in ultra-short systems.

Whether oil & gas will continue tomorrow depends on tomorrow’s market.

Chemicals

4th board: Meibang Co., Ltd.
1st boards: Chengxing Co., Jinpu Titanium, Hebang Biological, Hongbaoli, Annada, Yinglite, Hongqiang Shares, Chuanfa Longmang, Jinzhi Da, Hubei Yihua, Liuguo Chemical, Yuntu Holdings, Sanyou Chemical, Yuntianhua, Chuanheng Shares, Xingfa Group, Jinnuo Chemical.

The US announced to include key herbicides like phosphorus elements and glyphosate into strategic materials. International phosphate fertilizer prices broke 700 USD/ton.

This event is more like an extension of the oil & gas theme. Meibang Co. is a third-board stock, with a single-digit price. The third-board play doesn’t need detailed explanation. If Meibang Co. faces negative feedback, caution is advised for chemical sector strength.

Chemical and oil & gas strategies are similar—both are intraday short-difference arbitrage. Whether they can sustain depends on tomorrow. Smart traders might consider Baichuan Turn 2 and Hongqiang convertible bonds.

Resources

1st board: Jinxiu Mining, Shaanxi Black Cat, Jiang Tung Equipment, Hunan Silver, Yunnan Coal Energy, Silver Nonferrous, Shenda Resources, Sichuan Gold.

External futures news stimulates, but ignore for quant arbitrage.

Computing Power

2nd board: Roman Co., Ltd.
1st boards: Fenghua Gaoke, Jiangnan New Materials, Spacetime Technology, Yunzong Technology, Yellow River Cyclone, Haixing Shares, Chenfeng Technology, Shennan Circuit, Sifangda.

Demand for AI servers and rising raw material costs drive the logic. The theme isn’t new; before the festival, the focus was on ByteDance and Tencent computing power, based on AI application infrastructure.

Now, the focus shifts to Nvidia-related components—PCB needles, CPO, optical fibers, diamonds. Future indices will likely follow this big logic, with Nvidia’s industry chain leading the charge each time.

Currently, computing power is trend-driven. The trend indicators like Longfei Optical Fiber, Tianfu Communication, Xianglu Tungsten, and Lio Shares are good trend stocks.

Optical Fiber

1st board: Tiantong Shares, Huagong Tech, Yangtze River Communications, Huamai Tech, Tongding Interconnection, Changfei Optical Fiber.

The trend leader is Changfei Optical Fiber. Today’s optical fiber is also a new subdivision of AI hardware. This is a new gameplay after macro adjustments—trends and logical capacity are key. If you want to survive in this market, this approach will be mainstream in the future.

Fiberglass

1st board: Shandong Fiberglass, Honghe Tech, International Composites, China Giant Stone, Zaisheng Tech.

The logic of electronic cloth price increases is spreading. The best arbitrage target is International Composites.

Power Grid

3rd board: Hanlan Co., Ltd.
1st boards: Southern Power Grid Energy, Senyuan Electric, Baobian Electric, Baiyun Electric, Dalian Electric Porcelain.

The fermentation of Hanlan Co. reflects the big national-level logic: power is a core label for China’s standing in the world. In the future, AI power shortages will make electricity a key factor—like nuclear power in 2025, it will be repeatedly hot.

4th board: Yueneng Holdings, planning to invest 1.4 billion yuan in advanced computing power (2.11)
2nd board: Fasheng, major asset sale (2.13)
1st board: Qinglong Pipe Industry, controlling subsidiary wins 146 million yuan pipeline project (2.24)

Others are niche sectors with little recognition; no further analysis for now.

Summary: Overall, the index is not optimistic. If the recovery phase 2 doesn’t turn into a main rise phase 1, a series of problems will arise. Coupled with the end of February, earnings, and the Two Sessions’ expectations, cautious incremental funds may lead to a downward trend 3. So, more of a cautious arbitrage approach. But long-term, the market remains optimistic—bull market is certain. Just short-term adjustments should be avoided. The themes are mainly chaotic rotations driven by quant strategies. No clear strong or sustained themes yet. Blind selection should focus on the logic of price increases, like AI. Today’s poor sentiment is why we are all in cash—unable to see strong emotional momentum. Currently, trend bias is mainstream. Choose some well-formed trending stocks to accumulate, which is the main strategy now.

Hope everyone, while reading, seriously reflects on Michelangelo’s review thinking. Each review is a deep four-hour market watch; each projection is a precise expectation based on emotion and cycle. Michelangelo never seeks short-term quick profits but teaches how to maintain a steady rhythm amid volatility and move forward steadily. Following my ideas isn’t just about coding but about building your own trading model through continuous analysis. True transformation isn’t from a few limit-ups but from understanding gains and losses, persevering through doubts, and self-realization. May Michelangelo be your booster on the trading journey!**

—— —— —— —— —— —— —— —— ——

3. Stock Analysis

Three consecutive days of flat, mainly due to weak emotional factors. Wait for a strong divergence to enter. Michelangelo will wait for a better point before taking action.

4. Tomorrow’s Strategy

Index: Be cautious; volume cannot continue to expand. Don’t rush long; wait until both feet are firmly on the ground, then look for opportunities.

Cycle: The big cycle is ending the Spring Festival phase. After this correction, a summer cycle will begin, waiting for a divergence in index and sentiment to release.

Emotion: Observe divergence tomorrow, with a cautious approach.

Key points: Focus on 1-2 tomorrow.

Trend bias: The market is trending now. Pay attention to trending stocks.

Also, a reminder: even the strongest cognition needs action to realize. Michelangelo’s experience can help you avoid 99% of pitfalls and accelerate growth on the 1% straight path. The gate is opening, and opportunities are coming—be firm. Hesitation costs more than trial and error!**

5. Selfless Sharing

Everyone knows Michelangelo’s journey—he’s survived from the brink and finally grasped the holy grail of stable profits in these 2-3 years. Unlike those “masters” hiding secrets, I believe true knowledge is meant to be shared. Helping others is helping oneself; good karma is found in sharing.

1. My Original Intention

Openly share the core “Three-Board Axe” strategy: node dragon, quant arbitrage, divine move;
Combine knowledge and action—all experience from real trading, verified by the market, not just theory;
Answer every question in the comments.

2. Why do I share selflessly?

Buddhism says “Dharma giving brings wisdom,” teaching and learning improve faster;
Taoism says “Helping others benefits oneself,” helping others yields more;
Confucianism says “Helping others to stand,” achieving others’ success also achieves oneself.

3. Ability Reflection

Recent analyses of Pingtan Development, Aerospace Development, Lio Shares, BlueFocus have been pre-selected and fully analyzed beforehand;

Deep understanding of index and sentiment cycles, with a complete risk control system;

Unique divine move, such as Qianzhao Optoelectronics and Tongguang Cable, identified early;

Core pattern: node dragon, combining strong quant arbitrage, sentiment turning points, and left-side low absorption.

Here at Michelangelo, there’s no “withholding a hand”—only mutual growth. I believe: true trading masters aren’t afraid others will learn their methods because the market is big enough. The more wisdom shared, the more it grows. Welcome to experience pure sharing spirit. Let’s achieve win-win through sincere exchange!**

—— —— —— —— —— —— —— —— ——

Thanks to the brothers and sisters for their tips and encouragement—never forget to cheer, and may wealth last forever!

@RoseSuperShort @TrendKing1986 @QingYunTraveler @NanyouXiaoChao @FusuRen @QindianLiunian @EverythingIsPossible2025 @DongbeiXuan @Ruobing @SteadyAndFar2025 @ZhuangGeStock @ZhangXiaoZhang123 @DropoutAStock @PeachSpringFour Seasons
Thanks to the brothers and sisters for their tips and rewards—here’s a song of praise, may wealth flourish!
@NirvanaRebirth2018 @MrWu888 @ZhangXiaoZhang123 @MainBullHead @HuachengFeichenghua @ThirdDimension @QindianLiunian @FutureReading @ChenDouDouLittleLeek @FusuRen @SeekStability123 @ZhuangGeStock @GanAba @ShanzhiChuanxingK
Michelangelo will promptly share good opportunities found during live analysis in the comments. Follow for special updates and receive the latest market insights and alerts! If you want live broadcasts, urge for them. If we top the list, we can start anytime!