Good morning everyone A new week officially begins, May everyone’s accounts soar high, and operations go smoothly, Earning well in the A-shares market! Like and comment 178, Let's all make money together!
4.10 Friday Pre-market Overview! Today's Focus TOP5! 1. Optical Modules and CPO Technology 2. 5G Base Station Construction 3. AI Computing Power Services 4. Innovative Drugs and Pharmaceutical Outsourcing 5. New Photovoltaics and Power Batteries
4.9 Thursday | The night is deep, yet there are still people bragging about analyzing K-lines, drawing patterns, and predicting the market here and there. The huge black swan of the US-Iran war is ignored, and every day they hold onto those lines and discuss points. What’s the point? If it weren't for this big bomb of the US-Iran war, could the global stock market crash? Could the A-shares drop too? This is clearly a global resonance drop caused by a black swan, and to insist that it’s a peak identified by technical indicators is a bit absurd, right? Can your indicators predict when a war will break out? Don't joke. Some people say the recent drop is the main force offloading? That’s even more ridiculous. In such a large environment, who would be foolish enough to dare to enter the market to pick up the pieces? It's good enough that the old retail investors aren't dumping; does the main force really want to offload? It’s as difficult as climbing to the heavens. When the black swan strikes, the main force simply cannot offload. They first need to stabilize the market, pull up the index, and then have a chance to offload slowly. This logic is very simple. Now the US-Iran situation is changing every day, and the global stock market is digesting this impact. But as time drags on, the impact on the market will certainly weaken. Everyone, don’t rush; give the main force some time, and the market will definitely be pulled back up later, rest assured!
4.9 Thursday | Speculative Funds Aggressively Buying on the Dragon and Tiger List Huiyuan Communication, Mingpu Optoelectronics, Aorid, Sinopec Rock and Soil, received support from multiple speculative funds for aggressive buying.
Today's market welcomes a broad rise, and I believe everyone is in a particularly good mood. Taking advantage of this relaxed atmosphere, let's talk about the doubts in our hearts. First, let me ask you a question: If someone were to say that the market will adjust tomorrow, would you feel unhappy? In fact, it's normal to have this kind of emotion, as many friends have been trapped and have suffered significant losses. Today's rise, for most people, is just a small recovery and far from breaking even. This also means that once the market enters a period of fluctuation later, the profits gained with great difficulty today can easily be given back, and losses still remain unresolved. This reality, though harsh, must be faced. This round of rise is mainly driven by news and market sentiment. The single-day increase has already exceeded the normal rhythm, directly reaching the levels we previously anticipated, and the upward momentum is clearly overheated. Today, the market broke through 800 billion in volume. It's not hard to find that a large number of retail investors are following suit to enter the market, and the current market sentiment is very optimistic. Familiar friends know that we have been closely monitoring the two major cost zones of the main force. Once the market deviates from the main cost line, an increase in volume is often a signal that needs to be heeded. Unlike previous volume pullbacks, today's situation involves explosive volume and chip exchange, with previously trapped funds already leaving, and new main forces entering to take over, with high costs and scattered chips. The main force's control in the future can be reduced to two trends: one is a rapid rise followed by selling, which would result in a strong pullback; the other is a fluctuating wash, using bearish lines to clean floating chips, breaking through and then revisiting for consolidation. This latter trend has a relatively higher probability, which is our core thinking moving forward. Therefore, today we choose to cash out in batches for safety, as we have reached our anticipated target. Perhaps friends who just entered the market may not agree with this operation, but investing has never been about chasing highs and cutting losses. Maintaining independent judgment and not blindly following the crowd is the key to staying steady in the market.
Looking around, I always feel that this sudden ceasefire negotiation carries an indescribable eerie atmosphere, completely deviating from the usual style of the U.S. The conditions proposed by Iran—ranging from the complete lifting of sanctions, the legitimacy of its nuclear program, to the necessity of recognizing its absolute control over the Strait of Hormuz—each one strikes at the U.S.'s vital points, essentially forcing it to surrender strategically. One might ask, how likely is it that the U.S. would agree to such conditions? It is probably minimal. If they really choose to compromise, it would essentially be a loud slap in the face, equivalent to publicly admitting all military interventions and sanctions in the Middle East over the past few decades lack legal justification and are entirely unjust. The cost of such an admission would be catastrophic: in the short term, it would instantly trigger a political tsunami domestically, directly impacting the upcoming midterm elections, putting the ruling party in a perilous situation; in the long term, it would completely undermine the strategic foundation the U.S. has carefully built over decades in the Middle East, and once compliant allies may quickly become estranged, trust levels plummeting to freezing points. More frighteningly, the cycle of "petrodollar" that sustains global hegemony could also suffer fatal cracks, even facing the risk of collapse. However, more concerning than "refusing to negotiate" may be another unfathomable possibility: this entire negotiation is merely a carefully orchestrated "stalling tactic." In the shadows where the spotlight does not shine, they may very well be utilizing these two precious weeks of ceasefire to complete the final assembly of troops and the strategic deployment of ammunition at an astonishing speed. Once prepared, they could rip off their hypocritical mask at any time to launch a thunderous strike, at which point the existing fragile dynamics in the Middle East would be completely rewritten, and Persia may once again fall into an irretrievable predicament. This potential risk of strategic deception indeed should not be overlooked.
If he agrees, haha, it will really be foolish. Oil, natural gas, many countries do not have enough reserves, they are about to run out. If they really run out, they will step down, and only then will there be a real chance for a ceasefire. Now giving them a breather, just wait, once they recover, they'll continue to bomb you.
Innovative drug differentiation adjustment; AI applications, optical communication, and computing power leasing have seen significant net inflows from major players, with a strong focus on technology; commercial aerospace steadily accumulating positions, with medium-term capital layout.
Huo Qigang, making a high-profile statement! On April 7, Huo Qigang suddenly made a high-profile post on Hong Kong social media, generously sharing multiple photos of the family vacationing in Guangxi, capturing a scene of great happiness and precious moments. It is reported that during this Qingming Festival, schools in Hong Kong also have a holiday, so the couple Huo Qigang and Guo Jingjing took their three children to the hidden paradise of Funa in Chongzuo, Guangxi for an in-depth parent-child trip. Guo Jingjing appeared without makeup throughout the trip, dressed simply and comfortably, without elaborate makeup or high-end brand endorsements, yet she exuded a calm confidence. The couple immersed their children in the experience of Zhuang culture, viewing bronze drums, learning handicrafts, and riding bamboo rafts, transforming the ethnic culture from books into tangible, real experiences. Instead of flaunting wealth and showing off, they prefer to spend time accompanying their children as they grow, using their steps to help their children understand the world. Huo Qigang candidly stated that taking three kids out was exhausting, but this fatigue is precisely the most precious form of companionship. Wealthy families never lack fortune; what is lacking is this unpretentious and low-key family style. True nurturing is never about material accumulation, but rather the heartfelt companionship and teachings of parents.
Why can Pakistan become a mediator in the US-Iran negotiations? Pakistan maintains communication with both the US and Iran, which is difficult for many Gulf countries; it shares a border with Iran, has convenient channels, and mutual interests. Army Chief Munir is intensively shuttling and mediating, and has proposed the "Islamabad Agreement" two-phase ceasefire framework. Most countries in the region are mired in war or affected, while Pakistan is one of the few countries able to engage in multi-party dialogue. By leveraging this scarce position to act as a mediator, it not only maintains its own stability and economy but also significantly enhances its international influence, returning to the core stage of diplomacy.
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