10w Challenge 20x, Day 37

3.17 Trading Record [Taogu Ba]
Yesterday went out drinking with good brothers, didn’t update.
Yesterday, Antai closed red and moved out. Newly added Group Xing Toys and Shenzhen Huaqiang. Recently paying more attention to stocks breaking above the year-line.
Today sold: Group Xing Toys
Today bought: Xinya Cable (newly listed + smart grid + breaking above the year-line)
Friends synchronized:

Tomorrow’s panic could be the entry point

In the market, large financials, real estate and other low-position sectors led the rally. Insurance, securities, and banks collectively surged. Real estate was active again. Carbon fiber stocks rose in the afternoon. Steel stocks surged. Photovoltaic sector soared. Hydrogen energy, wind power, and other sectors also strengthened. Oil and gas industry chain warmed in the afternoon. Pharmaceuticals and newly listed stocks rose during the session.
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Today’s decline broke many people’s psychological defenses, and the bear market voices are rising again. The final stage of a bull market should be全民上场 (everyone participating), with profit-making effects spreading by word of mouth. If we haven’t even passed this stage, where’s the bear market???**

In short, I still firmly believe in a pattern of first suppressing and then rising this week. The daily chart of the market has a death cross for 4 days. No panic means no opening positions. When panic points appear, there’s no reason to blindly remain bearish. The end of the market’s death cross is a firm opportunity. The 60-minute RSI of the average stock price has also dropped to 20. Those who are bearish are responsible for correctness; those who are bullish are responsible for moving forward!

1. New Stocks
New stocks exploded today, Xihua Technology hit 3 consecutive limit-ups, Nabaichuan and Gude Electric Materials both hit 20cm limit-ups, and Shuangxin Materials hit a 10cm limit-up.

Entering March, external policies and event catalysts seem to be increasing. Whether it’s the emphasis on the 15th Five-Year Plan benefits during the Two Sessions or the release of new products and technologies by major tech companies, these are expected to attract more attention to local new stocks and the new stock sector.

New stock surges often mark the transition between old and new market cycles. They tend to move when market hotspots are absent, indicating that the market rotation is about to break. New stocks have no financial report issues and cleaner chips, which can be important advantages later.**

2. Photovoltaics
Photovoltaic sector today surged then pulled back, with leading stocks Guosheng Technology, Chint Power, and GCL Integration hitting the limit-up.

On the news front, Huang Renxun announced at GTC that the era of space computing has arrived; he introduced NVidia Space-1 Vera Rubin modules, IGX Thor, and Jetson Orin platforms designed for environments with size, weight, and power constraints, providing data center-level performance and edge AI inference for orbital data centers, geospatial intelligence, and autonomous space missions.

Even Huang’s meetings are more intense than war, next time he might just report the weather forecast!!!**

Today’s market decline brought out all kinds of ghost stories—geopolitical conflicts, delayed rate cuts, even news of increasing rates. A-shares have their own rhythm. The results of the MLC quarterly rate decision will be announced in the next 1-2 days, but mainly affecting opening sentiment. The key now is to watch for bottom signals on the 60-minute RSI!!! Tomorrow【average stock price 60-minute drop below 15, boldly buy the dip!**

Warm reminder: The purpose of opening a real account is mainly to record your own challenge process. It is not a basis or reason for readers to buy or sell stocks. It does not constitute investment advice. Operate at your own risk. The stock market has risks; invest cautiously!!!