4.7 Medical correction and regression, fiber optic continued strength, chemical industry news explodes

Medical stock correction rollback, fiber strength continues, chemical news ignites[Taoguba]

The final trading-day pre-holiday recap. The viewpoints are clear:
The medical sector is weak, yet the leader Tianjin Pharmaceuticals is strong against the trend. When the leader and the sector diverge, one of them must be wrong; on Tuesday’s open, the market will inevitably correct.
Judging by today’s price action: last Friday, the sector was wrong; today the market starts to correct. Medical stocks are reverting back, but the strength is a bit off.

Let’s revisit: the April main line.

In April, are we all people in the medical industry?

Let’s revisit: the viewpoint on medical stock performance.
Above post: continue to treat the medical sector as a new main-line backup option. As long as no clear “retreat signal” appears, its qualification as a main-line backup remains.
Ask yourself these 3 points more: Is the leader still holding up at high levels? Does the sector see batch limit-downs and widespread “nuclear button” selling? Are funds still rotating within this sector rather than completely bailing out?
No matter how strong a main line is, it won’t be “up only without down.” Disagreement, consolidation, and then moving higher again—that’s the normal rhythm.

This market is sick. Time to take medicine!

Today’s recap

Indices
Keep the previous trading day’s viewpoint unchanged. Typical choppy and grinding-bottoming phase characteristics: down for 2 days, up for 1 day—just slowly endure. Note: Nasdaq futures are down, -0.57%.

Market hotspots
Medical Tianjin Pharmaceuticals 7B, Xintian Pharmaceutical 1B Tonghuajinma 1B Harbin Pharmaceutical 1B
There are 8 stocks hitting limit-up: Tianjin Pharmaceuticals, 7B—the highest limit-up on the market. Within the sector there are pioneers and a “main force” position; MeinuoVao, Wanbangde, and Shuanglu Pharmaceutical are online—no bearishness. Being bearish means your eyes are wrong.

Fiber Huiyuan Communications 3B, Xinneng Taishan 3B
6 stocks hit limit-up; it’s been repeatedly active. Within the sector, individual stocks tend to trend—rotation, intermittent pullbacks. It’s impossible to break away from Fiberhome’s gravitational pull. Low-position “catch-up” stocks are active; they’re only suitable for lurking, not for chasing limit-ups or taking over. The earlier examples: Yinding Tongcheng, Optoelectronic Shares, Hami Technology—those have already served as a test. Today’s Tongding Hùlián will tell you too: it’s only suitable for lurking, not for chasing limit-ups, let alone taking over.

Chemicals Longxing Technology 1B with a bond, Jiangnan High-Fiber 1B
19 stocks hit limit-up. The catalyst is a news trigger: the IDF says it carried out airstrikes on Iran’s largest petrochemical facilities, heavily damaging over 85% of Iran’s Petrochemical product export capacity. The sector’s continuity has never been good—three bowls can’t clear the gate. See what’s different tomorrow.

Hotspot strength
Chemicals ＞ Medical ＞ Fiber

Opening bid—straight limit-up (one-word)
Furong Technology 1B (Apple foldable screen) Huiyuan Communications 3B (fiber)

Consecutive limit-ups
7B, Tianjin Pharmaceuticals. It surpasses MeinuoVao’s height of 5B. The pioneer that positioned the new-cycle main line two days ago; yesterday it was positioned as a lone wolf. Then what about today? Is it a stabilizing pillar or a true dragon acting alone?

3B, Huiyuan Communications—fiber “catch-up” strength. On the previous trading day, sector sentiment fermented, so a one-word limit is reasonable. If you can break free from Fiberhome’s “earth-center gravitational attraction,” then fly again for a bit.
3B, Xinneng Taishan—fiber catch-up. Huiyuan Communications gets a large single one-word; it triggers the “tortoise and hare.”

2B, Cuiwei Shares, RMB payments. Weekend news provides another stimulus; tomorrow it can just surge higher a bit. For a 3-board, please—don’t go chasing for a take-over.
2B, Zhong Anke—reason for the hype is unclear.
2B, Shengquan Group—electronic-grade PPO/electronic resin price increases; institutions strongly call for it. The next one is Honghe.

1B, Falsheng—fiber little brother, runner-up, vibe squad. With a gap of 2 boards, it’s making clothes for the one above. It often comes with “fear-adding” scare tactics in small dark dens.
1B, Xintian Pharmaceutical—boards ahead of Tianjin Pharmaceuticals. Catch-up play, with a 6-board gap; tomorrow there’s an expectation for another one-word.
1B, Longxing Technology—first limit-up by turnover rate; it’s a chemical stock. Tomorrow there’s an expectation for another one-word.
For the first-board stocks, no particularly outstanding names were found.

Today’s trades

Do T on Xintian Pharmaceutical
At the open, MeinuoVao and Wanbangde set up bearish/defensive counter-nukes; Tianjin Pharmaceutical opened upward. Xintian Pharmaceutical was the first medicine stock to hit a limit-up, so I followed.
During the session, Tianjin Pharmaceutical hit limit-up, then broke down and fell back. When it fell below the opening price, that’s when I sold the bottom-position shares. Buying and selling are independent logics—two separate trades.

Yesterday’s scenario simulation backtest (pinned in the comment section of the earlier post)

Simulation: observe whether the medical sector can repair or not. In operations, prioritize medical first-board stocks or stay in cash; only use a small-sized position to test “2 to 3” candidates. Do not top one-word boards; shift the buy point to later. Meanwhile, stay alert to the negative feedback from the leader Fiberhome. If it can be separated from Fiberhome, it will be even more stable.

At the open, Huiyuan Communications hit a one-word; it triggered the “tortoise and hare” with Xinneng Taishan.
Medical repairs—do first-board trades.

Tomorrow’s scenario simulation
1 to 2—Medical: Xintian Pharmaceutical & Nanjing Pharmaceutical; Chemicals: Longxing Technology (bond) VS Jiangnan High-Fiber;

Reiterate the underlying logic of catch-up plays.

1. When you see the leader continuously pushing higher, you don’t want to chase high, but you’re also desperate to participate. Once a low-position popularity stock shows up, it forms “kindling meeting raging fire,” and the anxiety from being left out is stronger than the fear of being trapped—“red-eye effect.”
2. The leader has already fully played out the thematic logic. The catch-up candidates come with their own recognizability; differences drop significantly, making it easier for them to move higher together directly—mimic acceleration.
3. Funds that profit from the leader won’t easily leave; they’re more inclined to keep digging within the same profitable theme—profit effect overflow.

Overall, I’m more optimistic about medical 1 to 2.
The chemical sector’s strength is strong today, but I’m not too optimistic about continuity. If you do chemicals 1 to 2, you can only treat it as an arbitrage trade.

If there’s any addition, pin it in the comment section.

It’s not easy to write this. If we meet by缘, smash the like on the oil-push and may you get rich nonstop.
The most important thing in stock trading is being happy every day! ------- Ni 股, lots of luck.