[Red Packet] 5.7: Institutional funds continue to increase their holdings in China Great Wall, showcasing the overall aura of the dragon, has Xin Duoduo truly collapsed?

Preface: “Inside and outside the Great Wall, only vast wilderness remains; upstream and downstream of the great river, the surging waves are suddenly lost” [Taogu Bar]

“The Nine Dragons Supreme Market Michelangelo Stock Research Peak Competition” has officially started! Click the link below to participate immediately! Post to join the competition, everyone must participate!

【Gold, Huawei Headphones Giveaway】Michelangelo Stock Research Peak Competition

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Very low participation threshold, no need for a real trading account, men, women, young and old, just post to participate directly, everyone can mobilize friends and family to join. Rich prizes, including custom gold silk for the champion, Huawei headphones, photo printers, Taogu Bar official sets, Xiaomi bracelets, power banks, chargers, and many more gifts, trophies for first, second, and third place, as long as you have real talent and learning, your skills can be validated here! Last place, Michelangelo also prepared the Best Potential Award as a souvenir and encouragement!

More importantly, in today’s era, in the ultra-short market dimension, the market is shifting towards a more macro trend ecosystem. Traditional short-term methods like sentiment cycles, nodes, sentiment, and intensity are becoming ineffective. Research on individual stock fundamentals is improving. At this moment, Michelangelo launched this competition to help everyone upgrade their systems, gradually shifting their thinking and frameworks towards trends! Only by participating can you truly understand the value of the competition! Only then can you start refining yourself for transformation and step into the new era!**

Welcome brothers from all over the world, bring along friends and family, to participate together, let’s verify our learning results practically, step into the new era, and elevate our trading skills through actual competition!

From the total return leaderboard, the more posts you make, the higher your potential returns!

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China Great Wall checked the Dragon and Tiger list, unexpectedly Open Source Securities’ High-Tech Chengzhang Road and Xi’an Taihua Road did not move, they are locked in, now quantitative strategies are really powerful, fully adapted to the market ecology, arbitrage when arbitraging, quick in and out; when doing leading stocks, they can really lock in.

Although quantitative strategies are powerful, Michelangelo is even more impressive this time, no objections accepted! His prediction on April 27th about quantitative strategies, aiming at him from a macro perspective, Michelangelo and his family are not bad! Many friends also observed this slowly on April 30th, which is quite impressive. This love, belonging only to Michelangelo and his family, bursts into a romantic spark at this moment, worth celebrating, cheer, I’m in!

All talk aside, all joking aside, market analysis cannot be superficial. Two days ago, I discussed the logic of China Great Wall: narrowly, it’s the hype around the hot CPU; broadly, it’s a product of cycle rotation. At this stage, such a carrier is needed for hype. It might not be CPU, could be PCB or others, but at this point, such a carrier must appear to channel funds into the attack direction, otherwise what’s the point of hype?

This is the key to gradually mastering trading on the road. Why can’t ordinary traders find their true trading skills? They must have shortcomings—imperfect techniques, incomplete systems, unbalanced attention, poor understanding of market dynamics, weak emotional control, lack of perseverance, etc. There are definitely some human flaws blocking progress.

A mature trader is basically a versatile person, capable of surviving in any market environment. Market phenomena are not that complicated; what’s complicated is human nature, the ever-changing self-imposed mental barriers. As long as you understand the flow of funds, summarize the rules of capital and the market, you can directly apply them to get what you want in the market.

This step looks simple but requires long-term persistence. I’ve seen many friends lose their way along the journey. I don’t know how much they’ve learned, but I wish them progress and stability wherever they are. For those still here, Michelangelo has a suggestion: one day, if you feel you’ve gained insight or find it unsuitable, hold on and persevere. Michelangelo believes that, after more than a year together, what you gain here is not just comprehensive skills but a breakthrough in your market thinking—this is the most priceless thing on the investment road!

“Jiulong S” on the surface is just a technique, but after deep research, you’ll find it’s a complete system for dealing with the market, a means to survive in the market. During this process of analysis and ticket splitting, a high-dimensional investment mindset is formed—permanent wealth. Only those who understand how the market works can compete in this arena!

Huaneng LiaoNeng is a back-end arbitrage in power, also with hedging attributes. Yesterday’s limit-up, today’s limit-up. Today, 7% was hit on Hongchang Electronics, which also hit the limit. The underlying reason is the system’s product. Everyone should persist and work hard. The A-share market is relatively fair in today’s society; with enough awareness and a mature system, stable profits are achievable. In other industries, doing business requires resources, connections, capital, and teams. External issues are much more complex than in A-shares.

Persistence and effort are the basic qualities of trading. If you can’t even do this, it’s hard to succeed! May’s opening is promising, and I hope the rhythm continues to rise steadily!

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5.7: The index has four consecutive positive days! Optical communication returns temporarily, PCB follows; domestic computing power surges low, data centers diverge; semiconductors are not dead; power and aerospace rotate; a new low-priced robot appears
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1. Market**
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   Market volume: 3,168.3 billion, down 78.3 billion; 100 limit-ups, 4 limit-downs; yellow line above, small stock sentiment rising.**

After this battle, everyone should have a deeper understanding of wave structure—spatially, temporally, from an attack angle, and volume-wise. Many friends ask how I predicted the attack speed of this index a month ago. I also refer to senior experiences—wave theory.

The index is already in wave 5 of the main rise, which Michelangelo often calls the first cycle of summer. When this cycle ends, the market may enter a correction phase. Then, around June, the second summer cycle might appear, followed by a third in July. Major themes will emerge for speculation. I hope everyone can grasp each month’s trend, not too many, but by catching the leading stocks in each cycle, easily achieving monthly goals!

Market has four consecutive positive days, with good sentiment and trend within the main rise structure. Daily, hundreds of stocks hit limit-up, characteristic of a bull market. Be aware that the market still has width but lacks height. Compared to previous bull markets, a 10-limit leader appearing quickly is unlikely now; the current ecology doesn’t support it. Most are trend-following or low-position width arbitrage. This is the ecological feature.

2. Sectors

In terms of themes, optical communication and computing power leasing are the strongest. After opening, computing power leasing led the charge, followed by commercial aerospace and storage sectors, which moved in tandem. Compared to yesterday, overall attack strength has slightly retreated, and rhythm adjusted. The industrial gases sector saw a collective profit-taking today, under pressure. Meanwhile, the power sector again formed a grouping in the sector rotation pattern, showing resilience. The CPO sector, after slight profit-taking, quickly stabilized and began a collective rebound, continuing to perform well in the afternoon. As the main index strengthens, the focus shifts; AI hardware begins transitioning toward AI software. Meanwhile, segments like fiber optics and liquid cooling related to AI hardware continue their offensive, maintaining heat. Overall, it’s a word: rotation! Old cycles like optical and PCB return to rise; computing power and data centers continue to rise; China Great Wall in semiconductors is not dead and still hot; power is not weak; robots moved during the day; AI applications moved in the afternoon. Today’s theme is big tech.

AI Hardware

2 stocks (data centers): Tenglong Co., Ltd.
1 stock (data centers): Yi Ya Tong, Haoli Technology, Beijing Ke Rui, Jing Quan Hua
2 stocks (optical communication): Hangdian Co., Ltd.
1 stock (optical communication): Taijing Technology, Xineng Taishan, Jinshi Technology, Tongding Interconnection, Sanfu Co., Ltd., Tefa Information, Juguang Technology, Quartz Co., Ltd., Dongshan Precision, Reiskanda, Huasheng Chang, Huamao Technology, Zhongtian Technology, Suzhou High-tech
2 stocks (PCB): Honghe Technology
1 stock (PCB): Shandong Glass Fiber, Baoding Technology, Han’s Laser, Xiehe Electronics, Dongcai Technology, Jujie Microfiber, Hongchang Electronics, Ultrasound Electronics, Yuejian Intelligent, Xingsen Technology, Red Board Technology
1 stock (gas turbine): Fuan Co., Ltd., Changyuan Donggu, Zhenhua Co., Ltd.

Looking at today’s overall trend of AI hardware, the optical communication sector performed brilliantly: Tongding Interconnection set the tone with a single-character board, boosted by positive news, leading the direction with Changfei Optical Fiber opening high. Today’s rise of the optical communication sector was expected. However, it’s important to note that optical communication is a product of the old cycle, and caution is still needed moving forward, avoiding blind follow-up.

Meanwhile, the PCB sector officially took over the main trend of AI hardware today, with Honghe Technology successfully taking the second board, laying a foundation and opening space for future trends. For those newly breaking through new highs in the PCB sector, they can be included in your watchlist for further performance, leveraging sector trends.

AI hardware is now considered a product of the old cycle. From a cycle perspective, it might be ending. The new highs today are driven by news and the strength of the new cycle, not continuous main rises. Today’s gains are influenced by Nvidia’s big surge and news support, but in a big bull market, anything can happen. A new wave like Demingli’s big 5 wave is also possible—watch as it unfolds, don’t define it prematurely.

Computing Power

2 stocks: Dongyangguang, Zhongjia Bochuang, Helitai, Hangjin Technology
1 stock: Runjian Co., Ltd., Shengshi Technology, Three People, Hongchuan Wisdom, Nanxing Co., Ltd., Pudong Construction, Kehua Data, Yingfeng Environment

Dongyangguang benefited from a large order of 16-19 billion in computing power, opening with a limit-up, naturally boosting the computing power concept. Meanwhile, the domestic computing power industry chain has recently been good news, with quarterly reports ending Q1 2026, injecting strong momentum into the sector, boosting market confidence. From a sustainability perspective, whether Dongyangguang can continue the limit-up and lead the entire computing power leasing sector to a sustained trend is the current focus.

Caution is advised, as this logic is similar to optical fiber: both are products of two-cycle phenomena. Today’s new highs are a reverse projection driven by news and sentiment. Yitong Electronics has already shown a long upper shadow with volume, a dangerous signal. Everyone should watch for signs of cycle ending.

Power

2 stocks: Datang Power, Huadian LiaoNeng, Dalian Thermal Power
1 stock: China Energy Construction, Huadian Energy, China Electric Xinlong

Market is rising strongly, why are you here? Hehe, I am computing power, don’t hurt me, we are all on the same side.

AI Software

1 stock: Yidian Tianxia, Nanwei Software, Zhong Qing Bao, Yili Media

When Yili Media hit a second board, Yue Media didn’t react. Last time Yue Media gained multiple benefits and moved two boards. Not eating the lunch this time, is it because of insufficient strength?

Robots

2 stocks: Yuhuan CNC, Daye Co., Ltd.
1 stock: Zhongxin Fluorine Materials, Julei Intelligent, Zhaomin Technology, Tianyong Intelligent, Molded Plastics, Boshi Co., Ltd., Xinzhili Group, Xinquan Co., Ltd.

Today’s semiconductor sector showed expected differentiation. Against this background, two new themes emerged at low positions: robots and AI software. From a macro fund perspective, the robot sector, with its resilience and imagination, is more likely to attract large market capital. In terms of individual stocks, Yuhuan CNC led the charge, hitting the first strong limit-up among sector stocks, becoming a core benchmark, enjoying the benefits of theme explosion. Daye Co., Ltd. is a passive rebound, and its future trend still depends on the rebound strength of the semiconductor sector and fund inflows.

In May, Tesla’s robot news also surfaced. Is the robot arbitrage or a sustainable trend? The answer will come tomorrow.

Domestic Chips

5 stocks: Jintanglang
3 stocks: China Great Wall
2 stocks: Chengbang Co., Ltd.
1 stock: Gelinda, Shitou Co., Ltd.

China Great Wall, as the core of this wave of semiconductors, may not necessarily ferment the sector but cannot have negative feedback. Today’s domestic semiconductor fermentation was not very strong but not weak either. No consecutive limit-up echelon, but the overall sector fermented and followed.

The story of CPUs has just begun and probably won’t end so quickly. Watching China Great Wall’s performance after the first limit-up break is still important.

Delisting

2 stocks: Bodao Co., Ltd.
1 stock: Lian Shi Aviation, Rendo Holdings, Zhong Qing Bao
From April to May, delisting concepts were hot, but many hidden positions in delisted stocks often lead to irrational sell-offs, so it’s better to wait and see.

Commercial Aerospace

1 stock: Shanghai Harbor, Wuhan Fangu, Juli Suki

Don’t care whether the index is strong or not, as long as there are daily leaders in our sector, rotating like whack-a-mole, suitable for lying flat.

Middle East Reconstruction

1 stock: China Engineering International, Xiamen Engineering Co., Ltd.

Sometimes they fight, sometimes they don’t, who’s joking with you? Skip.

Fuda Alloy: Q1 net profit of 181 million, up 3635% (4.30)
Dongyangguang: Subsidiary signed a power service procurement framework contract, estimated total of 16-19 billion (5.6)
Delin Hai: Controlling shareholder plans to transfer 14.97% of the company’s shares (5.6)
Tianmai Technology: Plans to acquire 96.45% of Shanghai Fenne Automation (5.7)
Kun Gong Technology: Subsidiary signed a 34.11 million yuan lead-carbon battery procurement contract (5.7)

Summary: The current cycle is in the main rise phase, the third summer cycle, below 4200 should not have too much risk. Overall sentiment is strong but cautious, profit-making concentrated on core themes, loss-making mainly on high-position profit-taking sectors. Today’s themes focus on optical communication and computing power leasing, PCB taking over AI hardware, low-position robots and AI software emerging, semiconductor divergence intensifies. If categorized, optical and computing are old cycle products, semiconductors are new cycle products, already at mid-high levels. Batteries, aerospace, power are rotating themes. Low-position newly launched robots are new, see how far they go. Market bias still favors width over height, trend-based. Watch for the various attributes of China Great Wall to diverge.

3. Stock Analysis

China Satellite: There are still expectations in aerospace, keep observing.

China Great Wall: Observed on April 27, added another observation on April 28, continue to monitor!

Zhaomin Technology: A long-delayed theme has emerged, the first move is to do a big short-term trade, 7% added to watchlist for 1 minute, then directly observe.

4. Tomorrow’s Ideas

Index: Main rise structure, but beware that near 4200, there might be a volume explosion, watch for short-term top risk.

Cycle: The third small cycle of the first summer cycle, with major themes likely semiconductor, batteries, aerospace as rotation themes. Today, two new themes joined the rotation: AI applications and robots.

Nodes: If any, probably Huadian LiaoNeng - Tianjin Pharmaceutical - Shengyang Co. - Jintanglang.

Market bias: Trend-based, unless Jintanglang mimics Shengyang to hit 8 limit-ups.

5. Michelangelo Stock Research Competition Update!
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Today (second trading day):**
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(Actual update)
Congratulations to @Yuxiaoshuai @Huang Wentao @Mengmiaomiao Goddess for temporarily leading the top three! Keep it up! Waiting for the results on May 12!

Remember to click the close position button at the top right to close positions timely

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