Pre-market thoughts for 3.30

Brothers, good evening[淘股吧]

Let’s review last Friday’s market

The auction opened with two locked stocks, Guangxi Energy and Guiguang Network, respectively guiding power and computing power.

Hua Dian Liao Energy and Shao Neng Co., Ltd. managed to hit the red, the auction in the electricity sector was decent, but it failed to strengthen at the opening. Among them, there are two troublesome stocks: one is the auction-add-on Huitian Thermal Power, and the other is Qianyuan Power. The reason for the wrong call is that Huitian Thermal Power was blocked by the surge in Guangxi Energy yesterday, and the electricity sector opened lower, leading to profit-taking.

Subsequently, funds attacked the chemical sector (Jin Zheng Da Baichuan hit the limit), pharmaceuticals, and lithium (Mei Nuo Hua and Rong Jie Co., Ltd. successfully advanced to the fourth tier).

① Index: Technically, after a pullback, it has stood above the five-day line, confirming a bottom position, but the external environment is unstable. Last Friday, the U.S. stock market performed moderately, and there is some uncertainty about its impact on us.

② Sectors: Last Tuesday, the directions resonating with the index included pharmaceuticals, lithium, and electricity.

If the index node is established, what resonates with the index should be tracked.

Breaking it down:

1 Electricity: The start date was March 4, the first board of Shun Sodium and Han Cable, and it has been four weeks since then.

Currently, the structure is a high-level consolidation, with low-level stocks continuously coming up to bring strength. Last Friday, the market recovered, but the repair strength in the electricity sector was relatively weak. However, there were no limit-down stocks in the mid-high positions, and the negative feedback is limited. There are also low-level stocks coming up to provide strength, which is still within a healthy divergence range.

High positions: YN Holding, Hua Dian Liao Energy, Hua Dian Energy.

YN Holding, the variable is in the attitude of jg, which currently seems not to have been refreshed.

Hua Dian Liao Energy, last Friday, there were attempts by funds to guide a weak-to-strong transition, but the failure can be attributed to last Friday’s node, along with the suppression of the 30-day and 200-day movements. If there is no courage to challenge, the 200 movement space is limited, and the position is somewhat awkward.

Hua Dian Energy, a low-price trend chart, is also under the suppression of the 30-day and 200-day movements, and courage needs to be provided by Hua Liao.

Low positions: Guangxi Energy, New Energy Taishan, Jin Kong Power.

Hua Dian Liao Energy was initially positioned for a rebound, but later rose to nearly nine boards high, creating a profit effect, leading funds to mimic. Therefore, the strength of low positions in the electricity sector is also continuously emerging, and there was a bit of a squeeze feeling last Friday.

Nodes, strength, exceeding expectations, popularity, and large order willingness are the five elements of low positions.

2 Lithium: Oil and gas, chemicals, electricity, and now lithium mines are all products of the energy crisis. From the perspective of the index, both pharmaceuticals and lithium are varieties born from the resonance index last Tuesday. Last Friday, they strengthened and reached a peak, and we will wait for divergence verification to see the quality.

③ Sentiment: There is a sense of some warming, mainly reflected in the occurrence of exceeding expectations events, such as Hua Dian Liao Energy reaching an 8-board height without a significant decline afterward. Alternatively, the leaders in pharmaceuticals or lithium batteries have appeared in a continuous board format. Under the significant uncertainty of the index, we will see if the trend of continuous boards will become the mainstream style going forward.

This article is only a personal review and does not constitute investment advice. Entering the market carries risks; investment should be cautious.