[Red Envelope] April 2 Short-term Research Institute Recap — Every day is a good day! (Practical tip: 3-minute judgment on whether to hold or clear your position)

Hello everyone. This channel focuses on research for short-term trading. Updates begin on March 9, 2026. After the market closes every day, no beating around the bush—we only talk real, actionable insights. By combining today’s market action and my own execution, I break down market sentiment, analyze the core sectors and popular stocks, and map out the direction for tomorrow’s trades. I summarize my daily short-term trading takeaways, and by 8:00 AM the next day I provide a concise short-term strategy. [Taoguba]
The short-term direction researched by this institute is: only participate in the game within hot, high-activity sectors and their core stocks. Feel free to like, save, and follow. Don’t get lost next time—let’s move forward, stepping into the light!
Today’s recap article is divided into four major parts: my personal execution rundown today (what I did), today’s big short-term picture (what the broader short-term market situation is), a sharing of valuable thinking, and the acknowledgements list.

I. Today’s personal execution rundown
The BS points I mentioned are all things that can be connected to the surrounding context; the historical material is right there—clear as day.

Today’s trades: S cleared Auriding and Shengyang Co., Ltd., B entered Datong Shares, closing the day by sealing a +5% limit up

First, let’s look at today’s string of consecutive-limit-up situation, the limit-up situation:
Total number of limit-up stocks: 27! If this isn’t a low point, then what is? It should be the day with the fewest limit-ups in the most recent stretch. But among these 27 limit-ups, I also got one—moreover, the kind that was still +5% or more within the day. Yesterday I also got a limit-up, so it’s always a good day…
Total number of stocks that hit the daily limit down: 5. This is actually fairly normal—nothing too extreme, not panic. Of course, there’s definitely none of these in my holdings. Limit-ups are my share; limit-downs have nothing to do with me—that’s definitely the most basic requirement for short-term traders.
Yesterday there were 49 first-limit-up stocks in total, and only 2 successfully advanced to the second board. Yesterday’s data was also bad; our Shengyang Co., Ltd. was one of them—we got smashed after 2 PM on Monday…
Yesterday’s second boards totaled 4, and today three successfully advanced to the third board. This ratio is still a bit high. Many people are more afraid of going from 2 to 3. Do we, as short-term traders, really need to be so superstitious? After all, the leader also grows from going 2 to 3, right? When trading, you can’t rely on subjective “mysticism”—you still need to be scientific.

So during this period of sentiment ice point, we’re also the group of people who can keep grabbing the top board. Yesterday Auriding, today Datong Shares—day after day it’s a good day. Right now, I can’t help but give myself a round of applause—for applauding the board.

What? Datong Shares is so weak today—will it go straight to the floor tomorrow? I really hate and strongly dislike this kind of intuitive speculation about tomorrow’s走势. If you ask me how I look at Datong Shares tomorrow, I’ll tell you straight: I don’t even think about how it’s going to move tomorrow. In my case, the next-day holdings are only Plan A and Plan B. Either it’s more than expected and I keep the position to keep eating consecutive limit-ups—that’s Plan A; or if it’s not as expected and I see it weak, I decisively take profit out intraday—gradual de-risking, or “ant climbing a tree” style de-risking—that’s Plan B. Why predict how it will move tomorrow? What’s the point? Didn’t Auriding look so awesome and then it sealed the board? What happened after that? It opened flat today! You ask me if I’m angry—of course I am, it made my recap article miss a chance to boast B. The good news is that in the early session, due to the strong momentum inertia from yesterday, there were still funds that pushed a turn-to-strength intraday. That hit my mark. While they were happily grabbing shares, I dispersed all my held shares. This is what you call eating meat first, and the late-chasing crowd—everyone gets their full share of negative energy.

Why do we need everyone to build their own trading system rather than just copying someone’s homework? Because when the intraday decisions are right in front of you—gun to your forehead—you must quickly make a decision and find the best solution that keeps you alive. Who has time to copy homework and still have time for the “nanny-style” daily, patient nagging: baby, you can buy; baby, sell right away! Without your own blood-making system, relying only on transfusions can only sustain you for a short time—meaning in periods when market sentiment is rising you can stay alive, but on average there’s not even one such month in a year. Most of the time it’s like now: opportunities are not many. One slight mistake, and you fall into a pit.
Speculating about tomorrow is useless. With Auriding today, I absolutely couldn’t have imagined it would open flat. Based on yesterday’s understanding, today it should open with 5%+ gains—but the market is just so mysterious. There are always things that exceed expectations and things that fall short of expectations. What we need to do is simply execute Plans AB to deal with them.

As for Shengyang Co., Ltd.—we entered it on Monday. That day my P&L was -6%, and the look on my face was very hard to watch. But the next day it still roughly matched expectations, opening slightly higher. That can only be called meeting expectations—not exceeding. Still, it’s better than those classmates in the comment section already “daydreaming” about limit-downs. Then on Tuesday it opened slightly higher and ran into a period of turn-to-strength; I got out around 5%, with a small loss. On Wednesday it was my turn again to participate, and it was another routine. Monday opened high by more than 9% and got hammered down to the green; I remember it was -1.6%. Yesterday when it炸板, it never returned to re-close. After getting tossed around many times, plus today’s opening auction being weak with no resistance and a messy struggle below water, all I had in my heart was killing intent—time to roll it out. Don’t expect a main force like this to do anything good; it’s completely just playing routines and disbursing retail traders.

I took it out around -4%, and it still stayed within the -5% range, so I won’t overthink it. Shengyang’s move from 2 to 2 this week was wounded—showing it has extremely poor trading behavior. From now on, it can be blocked. This kind of “zhuang” isn’t worth cooperating with—methods like pig-like tactics.
So the two stocks I S-ed out today are basically close to being flat.
As for Datong Shares that I B-ed in, there are still about 5% worth of wool in hand for now.

A return-to-close is always better than having no return-to-close, right? Today +5. Tomorrow there will at least still be a chance to come out in the red. What I mean is that prices above cost will appear, but it’s not necessarily that Datong Shares will be red on the day. Will it be red tomorrow? How would I know? Still, going by the viewpoint above: if it turns weak-to-strong and stays red, then we look at the situation and continue holding. When turnover is strong, leaders come out through disagreement. Didn’t Jinyao just start by stacking a few boards in the beginning the same way? It’s just that the market doesn’t have that many leaders—most top out after 4 boards.
Many classmates always go to extremes. Either they think it’s great, or they say it’s terrible. In a market that changes a thousand times, what doesn’t change is a rare mindset. You don’t ask me how Datong Shares will move tomorrow—I won’t say even if I have a brain full of ideas. But I can still do the math. Today I got +5. So even if it gaps down a bit tomorrow, as long as there’s an intraday opportunity to get back into the red, I might still achieve +8. Even better, if it quickly turns stronger and rushes the limit, I could even get +15 for tomorrow’s high. In today’s weak market, having this kind of daily budget to execute—doesn’t that make you happy? In the worst case, I think the probability of yesterday’s -5% scenario is still there. Then I break even and get out—I’m not losing, right? You know best what situation your own trades are in.
The Datong龙虎榜 is also out. Let me talk simply:
The biggest highlight on today’s龙虎榜 is that institutional funds had a substantial net inflow, which is also the core driver supporting its limit-up. The specific numbers are as follows:

1. Institutional performance: A total of 4 institutional seats appeared on the龙虎榜 (buy 1, buy 2, buy 3, and buy 5). Total buy amount was 2.60 billion yuan; total sell amount was 1.22 billion yuan. Ultimately, institutions net bought 1.39 billion yuan. The big scale of adding positions indicates that professional funds have a positive outlook on its subsequent performance, providing strong support for the stock price.
2. Brokerage performance: The seats collectively showed a “net selling” state. Total net selling was 23.508 million yuan. Among them, buy 4 was China Galaxy Securities Shaoxing Trading Department (the well-known hot money account “Zhao Ge” seat). It bought 55.0248 million yuan and sold only 0.1844 million yuan—hot money synchronizedly added positions. Sells 2 through 5 were mainly local brokerage seats, mostly taking profits—this is normal turnover for short-term funds, and there were no signs of a mass capital exit.
3. Overall funds: The top five buying/selling brokerage departments on the list had total transaction value of 6.76 billion yuan, including buys of 4.06 billion yuan and sells of 2.70 billion yuan. Net buys totaled 1.36 billion yuan. Overall, funds showed “buys greater than sells,” with strong follow-through—“volume-price coordination, and strong capital follow-through.”

II. Today’s big short-term picture

All three major indices closed lower. The SSE Index fell 0.74%, narrowly holding near 3900. The ChiNext Index plunged 2.31%. A broad market rout was ugly: 4,378 stocks were green-down, and the money-making effect fell to an ice point. However, against the backdrop of index adjustment, the pharma sector exploded against the trend, becoming the core stronghold where funds clustered. Short-term sentiment and sector rotation showed clear characteristics.

Market sentiment and index overview
Today’s key market keywords: shrinking volume adjustment, extreme differentiation, and capital “hongxiang” (a rainbow siphon).
Index performance: SSE Index closed at 3919.29 points; Shenzhen Component fell 1.60% to 13,486.94 points. The STAR 50 Index fell 2.77%. Defensive sentiment was strong, and the growth style was under pressure.
Volume and capital: The total成交额 across both markets was 1.84 trillion yuan, down by 167 billion yuan from the previous trading day (a shrinking volume). Main capital net outflow was significant. Mid- and small-cap stocks clearly bled, and the support strength from weighted sectors was limited.
Sentiment indicators: The height of consecutive-limit-up stocks capped at 5 consecutive limit-ups. Short-term “height” was constrained. Chasing high prices was cautious. High-level disagreement and low-level trial-and-error coexisted. Overall, the market is in a cautious, slightly cold state.

Breakdown of core hot sectors

1. Innovative drugs / Pharma (the strongest main line; #1 for net inflow)
   Core logic: policy recovery (expanded optimization of医保 directory, accelerated rollout of commercial health insurance), an industry earnings inflection becoming visible, and a booming overseas license trading authorization (in Q1, BD transaction total exceeded $60 billion). Funds’ defensive clustering intention was strong.
   Popular leaders:
   Tianjin Yaoye Pharma: 5 consecutive limit-ups. Innovative drugs + corticosteroids + exports. At the highest point, the order amount exceeded 6 billion yuan. Absolute sector leader.
   Chongqing Pharmaceutical (重药控股): a single limit-up “one-word” board. A leading figure in pharma commerce subdivisions, following the sector’s strong rise to a limit-up.
   Guangsheng Tang (广生堂): an innovative drug trend stock. Big surge breaking through a key pressure level, with lots of elasticity.
   Peking University Pharma (北大医药), YiBai Pharmaceutical (益佰制药): both achieved 2 consecutive limit-ups, with a complete ladder within the sector.
2. Power / Energy storage / Green electricity (second-strong main line; active rotation)
   Core logic: tight power supply and demand, improvements in thermal and hydro power profitability, and ongoing policy catalysts for energy storage—funds returning to a high-conviction growth track.
   Popular leaders:
   Xinzhonggang: limit-up. Dual attributes of thermal power + energy storage, with relatively strong earnings support.
   Guosheng Technology (国晟科技): surged 6%+, a photovoltaic + energy storage leader with a positive trend.
   Zhongli Group (中利集团): limit-up. Diversified layout in photovoltaic + energy storage + charging piles, drawing strong attention from funds.
3. AI computing / Liquid cooling / CPO (an active rotation main line; clear differentiation)
   Core logic: implementation of computing power policies, a surge in demand for 800G/1.6T optical modules, and high-gear optimism for liquid cooling thermal management—but today the sector showed differentiation, with some high-level names pulling back.
   Popular leaders:
   Xinghui Environmental Materials (星辉环材): 20CM limit-up. PS materials + AI liquid cooling upstream; a leader in a niche field.
   Bohui Shares (博汇股份): AI liquid cooling + special oil leader; limit-up against the trend.
   Yangtze Optical Fiber (长飞光纤): an optical module/optical fiber leader; trend rally, surging and setting a new historical high again.
4. Oil & gas / “Belt and Road” (an unusual side branch; short-term pulses)
   Core logic: impact of unreliable comments from “Old Te” (老特头), volatility in international oil prices, overseas order catalysts, and improved oil & gas engineering performance—short-term capital trading and gaming.
   Popular leaders:
   China National Oil Engineering: limit-up, driven by both oil & gas engineering + Belt and Road.
   Heshun Petroleum (和顺石油), Beiken Energy (贝肯能源), Blue Flame Holdings (蓝焰控股): all hit limit-up; the oil & gas sector was collectively active.

Today’s action once again confirms the core logic of short-term trading: during periods of index adjustment, capital will definitely cluster around the core main line. When the market is broadly down, the pharma sector stands out due to dual catalysts of policy and earnings, becoming the preferred choice for risk-avoidance. This also reminds us that short-term trading must track the direction of capital flows, focus on leader stocks with clear logic, and stay sharply sensitive to market sentiment—don’t let index fluctuations interfere with judgment. Today’s only two alternative picks are Tianjin Yaoye Pharma and Datong Shares. Tianjin Yaoye Pharma had no opportunity to enter on the day, so it was passively abandoned.

III. Valuable “dry goods” thinking: 3 minutes to decide whether to keep or clear

Short-term friends, have you ever had such trouble?
You bought the right stock, but because of greed, you watched floating profit turn into a loss; you were already stuck, yet held onto fantasies of a rebound and kept dragging—until the loss got bigger and bigger; sometimes, even right after you cleared the position, the stock shot up straight away, and you end up slapping your thigh in regret. In short-term trading, you make money quickly, and the game is decisiveness. Whether to hold or clear was never about feelings or luck. It should follow clear judgment criteria—waiting one more minute might wipe out your profit, holding one more second might trap your principal. Today, I’m going to explain the most practical short-term holding/clearing logic in one go, hoping it will give everyone some inspiration.

First look at leaders and sectors: follow the trend, don’t hard-hold against a weak market

Whether short-term trades go up or down is never isolated—especially for theme stocks, 90% of the rise and fall is tied to the sector and the leader. This is the first prerequisite for deciding whether to hold, and it’s also the easiest point to overlook.

✅ Situations where you should continue holding:

When the sector is in strong rotation, and the core leader (like Tianjin Yaoye Pharma recently) is firmly sealed with a one-word limit-up, or it’s moving upward with consolidation and there’s no obvious disagreement; the stock you hold is a front-runner within the sector (not random followers). It rises in sync with the sector, and even with a stronger move than the sector’s overall gain. Capital follow-through is strong (the intraday chart doesn’t wildly go up and down, and trading volume increases moderately).

For example, in these past two days’ innovative drugs sector, Tianjin Yaoye Pharma as the leader is stacking consecutive boards. The front-runner names within the sector are also strengthening synchronously. In this case, as long as your stock isn’t dragging behind, you can hold temporarily and gamble on the subsequent price premium.

❌ Situations where you should decisively clear:

The sector collectively weakens; the leader breaks the board and plunges, even hitting limit-down. The stock you hold is a back-runner follower: when the sector rises, it doesn’t rise; when the sector falls, it falls the fastest. Or the sector rotation switches, capital flows out broadly, and your stock loses capital support. The intraday chart keeps weakening with no follow-through power.

Remember: the sector is the “soil” for short-term trades, and the leader is the “weather vane.” When the soil collapses and the weather vane falls, even if the stock you hold isn’t fully at fault, it’s still very hard for it to remain independent. Decisively clearing is the optimal solution.

Then look at the intraday chart and trading volume: capital doesn’t lie; follow-through decides everything

If the sector is the overall environment, then the intraday chart and trading volume are the “microscope” for judging an individual stock’s strength. In short-term trading, every second of movement in the intraday chart is conveying capital’s attitude. If you understand the intraday chart and volume, you won’t get confused by the screen.

✅ Situations where you should continue holding:

The intraday chart shows a trend of oscillating upward. During pullbacks, it doesn’t break key support (for example, the day’s opening price, the 5-day moving average, or the previous day’s closing price). Trading volume expands moderately: when price rises, volume increases; when price pulls back, volume contracts. This indicates that funds are actively buying, follow-through is strong, and there’s no obvious sign of capital exiting.

For example, when the intraday chart climbs steadily and each pullback gets bought support, and trading volume gradually increases—then you can hold and observe until a weakening signal appears.

❌ Situations where you should decisively clear:

1. The intraday chart plunges straight down, breaks key support, and trading volume also expands on the decline. This shows capital is fleeing crazily. At this time, don’t fantasize—clear immediately to prevent losses from expanding;

2. When price rises, volume shrinks; when price falls, volume expands. This is the classic “volume-price divergence,” indicating the rally is weak. The subsequent move is likely to retrace. Take profit in time;

3. The intraday chart keeps oscillating back and forth—up a bit, then down a bit—with no clear direction, and trading volume repeatedly swings big and small. This means capital disagreement is severe, and it’s difficult for the short-term trade to have continuity. Better to clear and exit, then look for a more certain target.

Core logic: capital is the driver pushing the stock higher. Trading volume can’t lie. Strong follow-through means stay; weak follow-through means leave. Don’t drag it out. Today’s Auriding—after the surge, there was no follow-through. It had to be exited decisively.

Finally, look at your own discipline: hold the line, don’t be greedy or attached

A lot of people can’t do short-term trading well—not because they can’t judge, but because they can’t get past their own inner test—greed, luck-seeking, and hesitation. These three issues are “fatal wounds” in short-term trading. Whether to hold or clear ultimately has to return to your own trading discipline. Only by holding the line can you profit long-term.

✅ Situations where you should continue holding:

You reach the preset holding conditions and no stop-loss or take-profit lines have been triggered. Your mindset is stable and not affected by screen volatility. You’re not greedy or impatient, and you strictly execute according to your trading plan. For example, if you preset to exit at +10% profit, but it has only risen to +6%, and both the individual stock and the sector are strong, then you can continue holding and gamble on hitting the target return.

❌ Situations where you should decisively clear:

1. Take-profit line triggered: you reach the preset profit target—clear decisively and take profit. Don’t be greedy chasing higher returns, and avoid giving back gains. (If you directly set Auriding to exit at 10% profit today, that would also have been achievable in the early session; manual execution has imperfections);

2. Stop-loss line triggered: when your loss reaches the preset percentage (for example, 5%), exit immediately. Don’t hard-hold and don’t fantasize about a rebound. In short-term trading, stop-loss is the bottom line. Protect your principal so you have another chance to operate;

3. Mindset imbalance: when you see price rising you become greedy, when you see it falling you panic, and you deviate from your trading plan. At this point, regardless of profit or loss, it’s best to clear out and exit. After cooling down, reassess again, avoiding bigger losses caused by emotional mistakes.

Summary: for short-term holding vs clearing, just look at these 3 points
Actually, whether a short-term trade should be kept or exited comes down to these 3 core points:

1. If the sector leader is strong, stay; if the sector weakens, leave;
2. If intraday follow-through is strong and volume-price is coordinated, stay; if follow-through is weak and volume-price diverges, leave;
3. If neither take-profit nor stop-loss has been triggered and your mindset is steady, stay; if discipline triggers and your mindset becomes imbalanced, leave.
   In short-term trading, the worst things are “hesitation” and “fantasy.” When profitable, don’t be greedy for more; taking profit is winning. When losing, don’t hard-hold; taking timely stop-loss is earning. This is actually one of the contents of the short-term trading system.

Given that some new followers have just subscribed and still have no clue, it’s necessary to highlight what the short-term research institute does each day:

1. Time sequence
   Before 8:00 AM, I will post that day’s pre-market strategy in the comment area of the latest main post;
   From 9:15 to 10:00 AM is my personal execution time—fly mode. Carefully watch the market and record things, focus on trading;
   Around 10:00 AM, I post the trading battle status from that day. Most trades are completed during this phase;
   Before 9:00 PM at night, I do a comprehensive recap of that day’s market, sectors, personal execution, and my takeaways from the “dry goods.”
2. Main content core content
   This institute’s short-term style: trade in core high-activity sectors and their leader stocks, entering fast and exiting slow. “Entering fast” means buying decisively. “Exiting slow” means holding stocks that might turn into a bull or a wild move, so profits can be maximized.
   Core content 1: The pre-market strategy candidate list is highly curated—worth a look.
   Core content 2: The recap articles contain deep thinking about trading and a comprehensive understanding of market hotspots.
   Core content 3: Dry-goods ideas, experience, and thoughts—organized from the top layer to help you understand the short-term trading method.

On regular trading days, article titles are “Monthday Short-Term Research Institute Recap—” followed by a full recap of that day.
On weekends, article titles are “From Theory to Practical Series of Dry-Goods Articles—” and the theory connects to real execution, gathering some down-to-earth ideas into the writing.
Content is continuously thought through and improved. If there are parts I don’t do well enough, welcome to criticize and correct me.

Lastly, I’m sincerely very grateful for the tips and boosting (“催播”) from @魔方少女郭德纲 @橘子2026 @快人快语 @工藤洗衣金 @高活在当下 @作伴96 @moonlight411 @zhukp123 @第三纬度 @o黃金葉o @股海养老魏 @A我想取个名字 @杜鸿HongDu @LJ一灯 @乐不可言 @绿衣人 @一缕清风吹过 @等寂寞到夜深 @格利特 @嘎啦脆果 @一芃天天快乐 @过客那路口 @风风风风风火火火火火 @崔崔小 @法号了然 @田园美景 @伟你而来 @黄河九曲 @天天天南. I love you all! The biggest emotional gain from updating articles is being recognized. Thank you to the die-hard fans for your generous tips! The ones who understand will always walk along; going forward, short-term recaps and stock logic will keep being heartfelt and outputting consistently. Let’s steadily master it and hold it tight together for stable profits～

Also thanks to the friends who push/ping the boost: @jskdn @Dclittle @股民散人 @飞舞的梧桐 @林三渡劫 @张涨长涨 @o黃金葉o @青山入云 @hahaai @莱饼干. It’s because of you that the previous recap post again earned the honor of a Featured/Qinghua post—many of you are old friends.

The above is the full content of today’s recap article. If you feel today’s article is helpful, remember to like, follow, tip, and boost the channel oil (“推油”)! This institute shares short-term recaps and trading suggestions every day, accompanying everyone in competing and growing in the short-term market, and steadily becoming profitable!

Statement: This article is only recording my own operations. Investing involves risk; trading requires caution. The content of the article belongs to personal thoughts and records, as my personal sharing record of how I understand the market; it does not constitute any investment advice. For reference only—any buying or selling based on it is solely your own responsibility for gains and losses.