Getting ready to go in and do some shopping and work.

Introduction: [Taogu Ba]
First, the conclusion: As long as there’s a sharp decline on Monday causing panic selling, even if I get caught, I will still go in and buy aggressively to strongly support individual stocks. Cowardice has no future. On Friday’s close, I already started to intervene from below the waterline and paid attention to a stock.

The weekend was relatively calm. Some discussion topics are about tightening restrictions (high-frequency quantitative trading). Although the voices are not loud, having discussions is a good thing, indicating that the core issues are being addressed.
Over a month ago, on March 5th, I posted a main article titled 【Quantitative Dog-Driving Market, Highs and Trends Near Extinction, Almost Causing Public Outrage】, and I’ve mentioned it every few days since then. The point is that speculative funds can only go long to initiate a rally and make money, but high-frequency quantitative trading can (go long and short back and forth) harvest profits. With 299 trades per second, no one can match the speed of robots. Most market endings are driven by quantitative strategies. If you’re interested, you can check it out. I believe I was one of the first or among the first to publicly voice this. Recently, most other bloggers have resonated with this view, and in the past three to five days, many media outlets, platform influencers, and some speculative funds have started to complain.
I’m not bragging about my foresight; I want to tell you that, as a positive energy blogger, I always hope to boost the heat—not just for myself, but also for you. If restrictions (on high-frequency quantitative trading) are really imposed, wouldn’t you benefit too?
Only when I have enough influence and impact can I address the common pain points effectively and spread the message.
Many readers have previously said they hope I don’t speak so bluntly, preferring subtlety, because they want to learn my logic and foresight without risking being banned for speaking too openly. I always respond with one sentence: If the market’s real problems can’t be addressed openly, then it doesn’t matter whether I’m a big V or not. I don’t rely on big V’s to make a living; I have the ability to earn in the market myself. I run this account purely to spread positive energy, promote solid investment logic, and prevent you from being scammed when you’re inexperienced or unfamiliar. That’s all. Recently, many readers have reported good news, and seeing your growth makes me happy. At least my efforts haven’t been in vain; I’ve helped many grow. I hope that once you truly mature, you can also use this platform, Taogu Ba, to spread positive energy and genuine advanced techniques, helping successors grow continuously. Don’t worry about others copying your model; that’s shortsighted. Your model can only be widely adopted if enough people learn it. Only through collective promotion can you become stronger and bigger.

On Thursday, I clearly stated in the review that due to escalating unrest in the Middle East, funds following the trend should wait until the trend becomes clear before entering. How many actually listened?
On Friday morning, the entire market launched a fierce surge right at the open, probably trapping many. At 9:38, I openly called out (exhaustion). I wonder how many actually paid attention. I spoke so bluntly—if you still don’t understand, I can’t help you. After that, many started to unfollow me. The stocks I held were mostly sold near their intraday highs, around 9:38, when the market was at its peak, then it started to decline (see screenshot).

1. Risk Warning:
Currently, two major uncertainties loom:
(1) The unrest in the Middle East has caused global oil prices to keep rising, affecting various industries. The escalation started fermenting on Thursday night, with both sides threatening bombings and seizing each other’s oil and gas facilities. I issued a timely warning then. This is a global uncertainty factor, uncontrollable. If you want certainty, wait for the situation to ease.
(2) Some trend stocks and grasslands have already experienced short-term significant breakdowns. This is the fundamental reason why many trend stocks and grasslands weakened unilaterally in the Friday afternoon. For technical funds, they only look at whether support levels are effective. Without support, they mechanically execute trading strategies. If grasslands can’t recover strongly on Monday or Tuesday, many high-position stocks without proactive management will also fall further. So, if you hold high-position stocks, be cautious. Don’t overestimate how many stocks can cross support; some can, but if grasslands can’t recover strongly, only a few leading stocks that actively lead the rally might cross support. Weak follow-alongs should not be expected to cross.

2. Market Sentiment:
Recently, the most sustained theme remains the AI-related (computing electricity) upstream and downstream industry chain.
Although the index has been retreating in recent days, with few stocks closing green, the overall sentiment isn’t bad. Funds are trying to steer sentiment towards an upward flow, but external uncertainties prevent sustained attacks. Everyone fears the uncertain factors, so the attacks are short-lived.
From a sentiment perspective, I don’t think it’s overly pessimistic. Imagine, under global uncertainties, the market is falling, but sentiment still tries to attempt an upward move. If external uncertainties subside or grasslands stabilize, and if we become desensitized to sensitive events, then only the sentiment-driven profit effect remains. So, I’m not pessimistic about the short-term market; wait for risks to settle, then actively go long on sentiment-driven opportunities.
Although only a few hundred stocks closed green in recent days, the focus on leading stocks within sectors remains strong daily. If you’re good at trading strong stocks, you should lean towards the sentiment rally. If you’re not good at short-term picking, wait until the market stabilizes, strong stocks show persistence, and sector rallies drive the market higher (this is the highest certainty and safety).
In summary, don’t be overly pessimistic about sentiment; the decline is passive dragging, not active selling. Once market sentiment eases, the profit potential from sentiment-driven rallies won’t be bad.

The best approach to current market structure is either (at intraday lows) focusing on the strongest, unexpectedly strong stocks, or not paying attention at all—don’t overthink the follow-up.
Three strategies for current market response:
(1) Immediately identify the leading sectors at the open and decide whether to follow (even if successful, don’t overthink; if the sector doesn’t rise, it’s just short-term arbitrage).
(2) Recognize trendlines or support levels of individual stocks with high recognition and wait for rotation or anomalies.
(3) Observe and wait for volume and recognition to show persistence, then act on sectors with sustained strength.

3. Technical Analysis:
On Friday, grasslands experienced a significant breakdown, mainly due to the short-term unrest in the Middle East. However, the long-term trendline of grasslands remains upward. If it cannot recover strongly in the short term, this area will undergo a shakeout of panic selling.
From a capital structure perspective, recent declines have been relatively restrained, mainly passive risk avoidance. There’s no sign of large-scale capital fleeing. Many funds sold off in Friday afternoon to avoid weekend uncertainties and the technical breakdown of grasslands. This isn’t panic-driven liquidation by major players. The overall market support structure remains stable; the decline is not due to internal panic.
Although the decline was passive, the probability of recovery remains high. However, focus on hotspots; recovery is likely to be led by specific strong stocks, not a full-market rebound.
The final structure may be that after this correction stabilizes, new hotspots will form, possibly reaching new highs or even doubling core stocks, but most stocks will only rebound weakly in oscillation.

Grasslands at around 3955 have limited downside even if it drops further, but there might be a panic dip intraday. Stocks with support during such dips are opportunities, not reasons to panic and sell. Avoid chasing after thin-volume recoveries, which are likely traps, like Friday’s morning dip.

4. Summary:
Focus on individual stocks rather than indices. As long as grasslands haven’t stabilized, keep rotating into strong stocks without overthinking. Don’t expect a main rally on thin volume; it’s unlikely. Despite several days of only a few hundred stocks closing green, market sentiment remains decent. The overall environment is the main issue—sentiment is passively dragging the market down. Until grasslands stabilize, don’t expect a main rally driven by sentiment. Overthinking will only deepen losses. During this period, thin-volume acceleration is especially risky, especially for purely short-term stocks without logical support.

5. Sector Review:

1. Quant Electric Industry Chain:
   First Tier:
   Guangxi Energy, Yongzhen Shares, Silver Star Energy

Second Tier:
Hua Electric Energy, Dongfang Energy

Third Tier:
Shaoneng Shares

Fifth Tier:
Hua Electric Liaoning

Brief Analysis:
Since the second day of the sector’s start on March 5, I’ve been saying it might not sustain, but it’s worth tracking. By the 8th, I confirmed it was ready to rise, and those who listened have already gained significantly, as verified by historical articles.
On the 15th, I stated the sector’s main rally lasted nearly a week. The subsequent rotation indicates no further main rise, just rotation-driven upward movement to cover distribution. Over the past week, this has been validated—if you pay close attention and verify, you’ll find it correct. The key is whether you can understand and apply it in trading.
Currently, the sector is in a top consolidation phase. Whether it will form a second wave after oscillation or just end after a top consolidation remains to be seen. Due to external uncertainties, the grasslands continue to retrace, and some correction is possible. So, it’s a wait-and-see situation. Hold stocks within the sector but don’t overthink. Focus on strong stocks with support levels and rotation. The recent few trading days have been consistent with this, which is why I could unfollow stocks at the high point on Friday morning. I’ve been warning you in advance.
The sector is expected to continue rotating; don’t be subjective. Corrections or oscillations leading to a second wave are within expectations. Under uncertainties, a cautious approach is necessary—any premature second wave could be riskier than the opportunity. Maintain a dual long-short mindset and act according to the prevailing trend, not subjective guesses.

2. Middle East Turmoil Beneficiary Sectors:
   Brief Analysis:
   On Thursday and Friday, the “Big Four” kept threatening to send 5,000 troops to seize the Persian Gulf oil port (which accounts for about half of Persia’s revenue). If seized, it would be a huge blow to Persia. This is the fundamental reason for the recent surge in international oil prices and the impact on global markets. If energy facilities are attacked, retaliation will likely extend across the Middle East.
   But from a factual and rational perspective, I believe the “Big Four” won’t actually send troops. If they do, they’d be acting foolishly.
   It’s simple: even if they seize the island with 5,000 troops, they can’t hold it. The oil port is only about 25 km from Persia’s coast. Persia wouldn’t need to send troops to retaliate; dense artillery and rockets could obliterate the island. The US and Israel’s missile and drone defenses are already overwhelmed, let alone cheaper rockets and artillery. Persia’s stockpiles of artillery and rockets are hundreds or thousands of times larger than missiles and drones. They could rain down shells like rain, turning the oil port into a slaughterhouse.
   The only thing that might deter Persia from retaliating is if, after seizing the island, all personnel hide near oil and gas facilities, making it risky for Persia to attack.
   The idea of “Israel” leading a decapitation strike on Persia’s leaders is reckless. Now, both sides are under maximum pressure but are holding back, trying to force the other to blink first. If they really wanted to escalate, they’d have already launched a carpet bombing like Israel in Gaza. Currently, both sides are exerting maximum pressure but avoiding full-scale conflict, hoping the other side will concede first.
   High oil prices are an undeniable fact. Over time, the rising prices are becoming intolerable for many countries, including the US. The final showdown is approaching, but it won’t last long.
   From a stock market investment perspective, I hope they don’t continue to escalate and cause global market chaos.
   From a patriotic standpoint, I hope they send troops, which would deepen the conflict and buy us more time for development—like Afghanistan or Iraq, dragging on for years, which I wouldn’t mind contributing to.

6. Core Stock Comments:
1. Huadian Liaoning Energy:
Short-term high of 5 boards; still some strength on Friday. Some short-term funds want to push for a strong breakout. Watch if Monday’s market confirms.
Looking at the top traders, most are “old hands.” Avoid acceleration; it’s a sentiment indicator. If it can sustain a 6-board breakout, that’s a strong boost for short-term. If support levels hold strongly, consider low buying for rotation opportunities.

Opportunity Tips:

No specific opportunities at the moment.

You never know until you see it. Those are true brothers. Many friends have been supporting articles continuously. Recently, I’ve been traveling, so I haven’t posted support messages. Now, I post them all at once to thank those brothers who have been following closely. Your support keeps me motivated to keep updating.

Special thanks to the top supporter with 25,000 points: @邪恶大章鱼

Second place: @Suki莹 @赚钱去养猪 @junekool

Third place: @若生sy @橘子小小神 @Sccpx @dengd7914 @短线学

Thanks to every brother and sister who has contributed support:

@邪恶大章鱼 @Suki莹 @赚钱去养猪 @junekool @若生sy @橘子小小神 @Sccpx @璟宥 @Charmaine66 @股舞人心的鼓 @闽中炒家 @曾不会 @tj炒股 @事发之木 @杨淡然FF @汪水加油 @Sandyi @在在在 @古道黯然 @捉牛妞 @我是一只兔 @程焘焘 @啦哩哆 @Kampfen @风雨过后必有阳光 @一笑博大 @成都炒家2024 @RK李李 @夏夏的韭菜 @橙子啊z @牛的亲哥 @一袖青花 @景上添财 @繁简先生 @szduncan @劲松小画家 @树懒7 @小铭炒股 @惟岳 @樂楽乐le @大熊没有眼镜 @吃饭不排队 @朔慈
@邪恶大章鱼 @笑看花开花谢 @Sccpx @Suki莹 @赚钱去养猪 @JackWhite @Inori0991 @一路长虹er @星光闪闪 @BeaLaity @韭菜洼地 @iwill8888 @askingmo @Charmaine66 @辣手皮皮熊 @程焘焘 @璟宥 @月伴湾 @魔术师十七 @股舞人心的鼓 @killer123456 @新时期炒家 @RK李李 @随波逐浪23 @橙子啊z @炒股养家精益求精 @劲松小画家 @在在在 @星汉灿烂 @szduncan @翻天神功 @为了可以不选择 @繁简先生 @不正山 @若生sy @杨淡然FF @景上添财 @我千万梦想家 @来日方长666 @小小韭菜qaq @风雨过后必有阳光 @树懒7 @一袖青花 @归来浪子 @夏夏的韭菜 @被放逐的羚羊 @樂楽乐le @一笑博大 @在现实流浪 @炒股治qiong @昨夜星辰0 @黄贵滨 @大熊没有眼镜 @闽中炒家 @Acy阿云 @汪水加油 @云起666 @刀哥来了 @吃饭不排队 @成都炒家2024 @小将沟 @小米席位 @活下去再说 @BESTNIU @散股 @小步慢跑呀
@邪恶大章鱼 @赚钱去养猪 @junekool @dengd7914 @短线学 @komorebiBNU @Charmaine66 @BESTNIU @辣手皮皮熊 @askingmo @黄贵滨 @股舞人心的鼓 @橙子啊z @在在在 @一笑博大 @雪花1812 @RK李李 @月伴湾 @米开朗基瑞 @翻天神功 @杨淡然FF @文鑫小筑 @一次就算 @风雨过后必有阳光 @Acy阿云 @只会买指数 @闽中炒家 @散股 @大A抄我家 @吃饭不排队 @随波逐浪23 @大熊没有眼镜 @Sccpx @樂楽乐le @夏夏的韭菜 @树懒7

Supporters’ Highlights, always remembering everyone:
@夏夏的韭菜 @yyyy333 @junekool @新的开始方法 @三星主厨 @滑州炒家 @大双囍 @顿来 @zdz涨停板来了 @朔慈 @风雨过后必有阳光 @738610 @Kings山火 @闰土刺秦 @指北针1103 @菜鸡赚学费 @Trynnnn @刀哥来了 @星汉灿烂 @古道黯然 @理珂瑧 @askingmo @黄贵滨 @韭菜洼地 @y不再犹豫 @学不成名誓不还 @清与开心 @厄运绝缘体 @橘子小小神 @炒炒更好吃 @让哄 @大熊没有眼镜 @谁主 @RK李李 @邪恶大章鱼 @Starry8

Thanks to brothers and sisters using the fuel coupons

5. Target Focus:
   Solemnly declare, the following are only simulated positions and do not constitute any investment advice. If you can’t keep up, once you see this, you might as well unfollow the next day. Blindly chasing stocks afterward could make you the next bag-holder. (Many ask if they can chase stocks; see the above paragraph).
   Within the first 15 minutes of Friday’s open, many stocks were gradually unfollowed, as I warned (exhaustion). Most were at the market’s high point. Those who listened avoided pitfalls. Ask yourself, if I hadn’t warned, could you have avoided the trap? Same for previous days—if I hadn’t warned, could you have caught this rotation?

6. Xin Yisheng: Follow (near the pre-market bidding)

7. Xiexin Energy Science & Technology: Hold T+ (the afternoon surge from below water to red looks very passionate, trying to catch the node, but the market is too weak, so no choice but to accept it.)

8. Jinkai New Energy: Unfollow

9. Huadian Energy: Unfollow

10. Aerospace Development: Unfollow