[Red Envelope] Yueyang Avenue 320 million major project for Aerospace Development, will the main focus after the New Year still return to aerospace?

“The market is not gambling; it is a process of redistributing wealth based on each participant’s understanding of human nature.” “This is a market with no right or wrong, only wins and losses. Learning to accept your luck is the prerequisite for enlightenment.” [Taogu Ba]

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Continuously following the small group leader, trying to understand his trading model and aiming to surpass the “fiftieth day” of anticipation.

Small group leader surprisingly still hasn’t made the list today? This is quite unexpected; logically, with such a turning point in spaceflight sentiment, he should be guiding funds! In past instances of sentiment turning points after the industry chain, he has led the way. Today, he is absent, which is quite strange. Has he really changed seats, or is he just not done playing and still on vacation? Time will tell. No need to guess too much; I feel it’s simply that he hasn’t guided yet, the timing just isn’t right.

Wealth Freedom Project

Just kidding, I’ll stop at ten million.

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Yesterday, the market trend forecasted by Su was mainly risk-averse, with low continuity among themes. This was repeatedly emphasized in the main post yesterday.

Check if today’s market follows Su’s predicted trend? The safe-haven themes like gold are not very persistent; today’s strength is shifting to rare earths and small metals, typical of markets with good surface-level gains but low earning effects.

Not long after the opening, I sensed this, and the market’s final trend confirmed Su’s view. Without a main theme, a market with rising indices will show such situations. Markets with a main theme are unlikely to be dominated by risk-averse themes. Such markets might occur during the pandemic, but not much otherwise. Currently, the market lacks stories and hype, waiting for news to ferment. Whether it’s spaceflight, AI, or robotics, many trapped positions exist. New themes might be the best solution, or perhaps chemical industries need new developments. It all depends on where the market’s funds choose to go.

Today’s spaceflight and rare earths are driven by external news, not by our own market fermentation. Still, something seems missing to truly take the lead.

Yesterday and today’s focus was generally satisfactory. After all, leading stocks are built, not fabricated. The uniqueness of high positions becomes more apparent over time.

Whether it’s Brother Ma’s space photovoltaic or lunar plans, they are based on solutions to their power shortages. Here, we face power shortages, and our space transport capacity is inefficient. We should leverage our strengths and avoid weaknesses, depending on whether funds share this view.

On Tuesday, focus on Hannel Cable; on Wednesday, focus on Jinniu Chemical! The opening of the bidding clearly shows chemical industries outperforming oil and gas, which aligns with planned trades. The late-day jump in the index was due to a market correction, but the group’s behavior is least afraid, so Su believes it’s acceptable. Wait for themes to ferment; markets with main themes have emotional leaders, leading stocks, trends, and latecomers. The real main theme with explosive profit potential involves families and small players; in the electric fan market, small gains are enough. When key moments come, act decisively without hesitation. After the New Year, big main themes will emerge; no need to rush now if they’re not obvious.

Enlightenment Stage

Keep clocking in and liking, sharing the next morning’s analysis! Please like, follow, and if it helps you, friends with conditions can send some fuel coupons to join us in profit!

1. Market Analysis

Volume doesn’t lie. Today’s market clearly shifted from a single risk-averse theme to a bit of an offensive theme, as seen in aerospace computing. The late-day plunge confirms Su’s view. Without a main line, a rising index market will show such situations. Markets with a main line are unlikely to be dominated by risk-averse themes. Such markets might occur during the pandemic, but not much otherwise. Currently, the market lacks stories and hype, waiting for news to ferment. Whether it’s spaceflight, AI, or robotics, many trapped positions exist. New themes might be the best solution, or perhaps chemical industries need new developments. It all depends on where the market’s funds choose to go.

2. Sentiment Analysis

Markets without a main line look good on the surface but are not sustainable. The high-level break and negative feedback are serious issues, affecting profit effects. Funds can choose the right direction; fewer people are willing to take risks. The game of passing the drum is obvious—main lines are not clear, so no one wants to push into new areas. Good news is, the late-day index plunge didn’t significantly affect the limit-up rate. The themes are abundant, especially in chemicals, with a faint hint of a main line. Whether they can withstand pressure depends on whether they’ve gone through real testing.

Light-hearted Moment

Most handsome MVP: Yunnan Energy Investment

Loser MVP: Metersbonwe

Hot Sector Analysis

Chemical Industry
News: Institutions expect a second round of price hikes after the holiday.

The logic of price hikes is the simplest in a cooling market with theme rotation, with no major issues. Other themes might see strong performance for a day but fail to sustain, similar to last year’s trend.
Popular stocks: Chengxing Shares (2), Jinjingda (2), Liuguo Chemical (2), Cangzhou Dahua (1)

Nonferrous Metals
News: Tungsten, rare earths, and other prices are rising; strategic small metals are being revalued.
External US influence is driving new pricing power, making this the strongest sector today. Two reasons: it’s relatively new and has risk-hedging properties. The sustainability depends on external market performance, likely following the trend.
Popular stocks: Jiang Wuzhuang (2), Yunnan Zirconium (1), China Nonferrous Metals (1), Northern Rare Earth (1)

Sentiment misjudgment—everything was for nothing!!!

Main Uptrend

The market is gradually entering a main trend, moving away from purely risk-averse sentiment. This is the most direct indicator. For short-term traders, this is an ideal trend! 4200 is the level that can only be broken with a 30 trillion volume and a main line. No rush—bull markets start at 4000 points, and this year’s bull market won’t stop. Keep going!

Tomorrow’s Plan

Before a clear main line emerges, price hikes are unavoidable, whether in chemicals or lithium batteries. Perhaps the main line itself is about price increases. The market’s negative feedback persists, so everything is unfolding naturally. The main direction will be clearer after tonight’s deep review. Don’t rush to like or follow; pay attention to the comments tonight.

Shortcut to Thinking Improvement

1. Is chemical the main line?
   A. Yes B. No

2. Is today’s aerospace theme a rebound or a turning point?
   A. Rebound B. Turning point

No definitive answer. To improve everyone’s understanding of the market, think more and leave comments. I will carefully review everyone’s answers and send a little red flower. There’s no right or wrong—just to encourage thinking and deepen understanding. Those who watch this seriously every day are silent after one look!

Ancient Wisdom Summary

1. During the retreat phase (better to kill 1000 than miss 1), focus on defense—this determines the attack efficiency in the main uptrend. If the market is losing money, but we’re not, our starting line is “new highs,” while others are “breaking even.” Don’t act recklessly, or you’ll die.
2. During the oscillation phase (boring), watch for risks when gains are high, opportunities when losses are deep; the next day, cut weak stocks and hold strong ones.
3. During chaos (many green tea and scumbag stocks), quick rotation, small positions hunting, quick in and out.
4. Main uptrend: everyone can become a stock god (limitless potential). Just do it.
5. Other phases: no solution, let the market decide.

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Why do I share?

Because I’ve been through the rain and want to hold an umbrella for others.

The pitfalls I’ve stepped into, if someone can avoid them because of my words, it’s worth it.

And teaching is the best way to learn.

Every review and Q&A helps me reorganize my logic.

You say I help others, but I’m also helping myself.

What is the top-level aesthetic that often aligns with Chen Xiaoqun?

1. Stock Aesthetics

This year’s Mengwang Technology, Yushangxia A, Hengbao Shares, Great Wall Military Industry, Chengfei Integration, Pingtan Development, Hefu China, Aerospace Development, Luxin Venture Capital—all recognized by the market.

2. Main Line Prediction

This year’s main lines were predicted early, demonstrating strong ability to select the main theme from many themes.

Check Su’s predictions on sectors like DS, consumer goods, stablecoins, chemicals, Yashui, military industry, robotics, Fujian, aerospace.

(Solemnly declare: The above content and responses are personal reviews, trading records, and opinions for discussion only, not investment advice or recommendations.)