Yesterday's comment section reminder to start defensive positioning today should be considered timely, right? March 13th

Let’s take a look at yesterday’s comments and plans: [Tao Gu Ba]
1: Hanlan’s position is not recommended to be too high.
2: Starting tomorrow, focus on monitoring Hanlan and Yunei, which represent high levels. Today is the last day of regulatory period for Yunei. It has already been made clear; the day before yesterday, it was said to be a manipulated stock, and many knew it would take the lead today. So, it’s advised that fans should not go in here. Those who missed the first wave, I already reminded in last Thursday’s comments. Starting the night before yesterday, I said not to go in later to prevent regulatory enforcement from being realized. Recently, I focused on Yunei, sold half at 5% yesterday, and fully cleared today. I was outside this afternoon and worried fans might buy the dip, so I parked the car nearby and reminded in the comments that there are technical signals of a top here, so no more buying here. I want to remind from the day before yesterday, and again after 13:00 today—probably no one went in, right?
3: This theme of Li Ge is still a rotation; electricity, power grid, and computing power are also internal rotations. When it’s time to rotate, you should withdraw. So, I suggest starting to adopt a defensive stance today.
4: Looking at power grid and computing power, pure power grid and computing power have weakened. About the day before yesterday, I mentioned in the comments that China Western Electric is weakening, and I posted technical indicators. China Power Construction has separated from it, including Shun Na, indicating that the combined strength of electricity and computing power is better than pure power grid and computing power. Future points of interest: 1: Will computing power and Yunei end together or rise together? 2: Can computing power and Yunei separate? These are important follow-up observations.
Many fans privately asked me questions, so I’ll ask a few questions for you to think about:
1: Is the cycle the core of the ultra-short term?
2: Whose cycle is currently running?
3: Who is the carrier?
I always emphasize: understanding the cycle is fundamental. From large to small—cycle, sentiment, theme, individual stocks—you won’t get confused. Can you understand all the daily limit-ups? So, start the review from big to small.
Currently, the cycle since the oil and gas secondary divergence day, if I remember correctly, was March 3. I reminded the next day to watch electricity and power grid. The current cycle is a rebound of Yunei. Isn’t that right? If so, should we focus on electricity and computing power? Otherwise, you’re deviating from the cycle’s carrier. I think I also reminded the day before yesterday or the day before that not to keep doing consecutive rebounds, and yesterday I reminded to start defensive actions today. Overall, the thinking shouldn’t be too far off. Because if you don’t understand the cycle, it can get very confusing. Understanding what the cycle is doing now is key—this way, you won’t go off track. You might make money or lose money doing other things, but if you stray too far, it will cause problems in the long run.
Today, I posted in the comments about China Western Electric, Huasheng Tiancheng, and Yunei today. I won’t post the charts here; check them in the comments yourself. Technical analysis provides some reference; it is based on cycle and sentiment. When a stock peaks at a high level, technical signals can be used as reference. For example, China Western Electric showed a 120-minute and daily divergence on March 10, forming a top structure on March 11. I mentioned this in a post on the evening of March 11. Divergence has two types: 1: Top divergence, 2: Bottom divergence. (Top divergence: stock price hits a new high, MACD does not, daily > 120 min > 60 min; the greater the MACD gap, the larger the divergence. Large divergence is hard to resolve and can only be resolved by accelerated upward movement.) Top divergence indicates exhaustion of bullish momentum; bottom divergence indicates exhaustion of bearish momentum. Once a structure forms, it will adjust or rise. So, technical indicators for buying a stock are valuable and should not be ignored.
The follow-up plans are relatively simple:
1: A question asked in the comments earlier: Why haven’t there been A-shares hitting the limit down in recent days? My answer is Yunei. Today, Yunei didn’t hit the limit down but showed a loss effect—that’s the cycle.
2: Today, Yunei hit the limit down at a key point: watch for a second or first board to see if there are new themes or ideas.
3: Who separates from Yunei today? Those who resist the decline today might be the survivors.
You need to learn to analyze and organize. Share your thoughts in the comments, whether right or wrong—just to reflect personal understanding.
We’ll discuss specifics over the weekend. Yesterday, I reminded to adopt a defensive stance today. In the afternoon, I also reminded fans not to buy Yunei. I am truly sincere in my efforts—how many people are truly sincere to me? Think about it, give a like, and consider how much a tip can be. Don’t always think about freeloading. I am not one of those old fans; I’ve already left.
Thanks to the fans who tipped: @LuyA Lao Kongjun @MoHan0 @ShenMeng Yi Dao Zhan @hhsh001 @10475810’s blog
One more thing: What is a survivor? It’s the one that resists the decline during a downturn and separates first, continuing the theme.