【20260407 Noon Ramblings】Full of Core Skills

[Taoguba]

Market Index: This doesn’t need to be watched—it’s been bearish all along, with repeated counter-rallies hitting back and forth, slapping both cheeks and punching repeatedly.

All A Index: Last night’s prediction had nothing to say anymore. Let’s watch the performance at 1455 this afternoon. Today, a batch will get trapped on the repaired board—one group after another, replaced by the next.

Theme Sentiment: Pharma is the main line. The ones at mid-to-low positions just follow along—if there’s no theme and no logic, it’s basically a game of chips. It’s purely driven by capital. Almost all repaired-board setups are escape hatches—if you get trapped, you’ll be rolled over. If you didn’t get in at the right spot, you can’t pass through the differentiation capital to get into a profitable trend with the main long-term line. Now daily differentiation and collective force are converging, turning the scene into a sort of test of the human dragon and phoenix.

Thinking: There are clearly two support levels. Those baby-bus—something even a novice can understand—can tell what’s going on. At this point, we’ve already seen some stocks where the distribution of chips is positioned for going long. They’ve already entered a “leave it running” mode. We’re waiting for mid-to-long-term capital to move in and solidify the index by pressing it down.