大象无形 股市如棋局局新，棋理不通怎入门。 易学难精长蹉跎，业二水平待提升。 读烂棋谱觉有神，危坐对弈仍未赢。 闲敲棋子望窗月，桂花残香落霜鬓。 ...

Core Viewpoint - The article emphasizes the importance of identifying and following leading stocks within a stable industry development framework, referred to as the "main line," which can last from 10 to 30 months. This approach is rooted in Mark's SEPA system and is crucial for effective investment strategies [1][3]. Group 1: Definition and Concept of Main Line - The term "main line" is defined as industry anchoring rather than short-term speculative trading. It represents a stable development trajectory in the market, contrasting with the day-to-day fluctuations of stock prices [1]. - The stock market is described as a chaotic system, where the main line serves as the underlying ordered structure amidst apparent randomness [2]. Group 2: Emergence of the Current Main Line - The article discusses the emergence of the current main line starting from September 24, highlighting that during significant market downturns, only a few stocks exhibit relative strength, indicating their potential as leading stocks [3]. - Examples of leading stocks during this period include Shuanglin Co., which showed resilience and continued to reach new highs even as the broader market declined [3][5]. Group 3: Unlocking Categories - The article outlines the process of unlocking various stock categories as the market recovers, with specific mentions of companies in the robotics and semiconductor sectors that led the charge during the recovery phase [6][9]. - Notable companies such as Hengxuan Technology and Lexin Technology are highlighted for their strong performance during market downturns, establishing them as early pioneers in their respective sectors [5][6]. Group 4: Consumer Sector Dynamics - The consumer sector is noted for its slower development in the first half of the year but is expected to have significant potential moving forward. Several companies in this sector have shown resilience and growth, particularly during market corrections [12]. - Examples include Zhongchong Co. and Marumi Biotech, which both reached new highs during the market's downturn, indicating strong underlying demand and potential for future growth [12]. Group 5: Investment Strategy Insights - The article advocates for a systematic approach to stock selection, focusing on observing resilient stocks during bear markets and tracking their performance over time, rather than engaging in random stock picking [13]. - It emphasizes the need for investors to develop a deep understanding of market dynamics and the ability to analyze and interpret data effectively to navigate the complexities of the stock market [13].

Group 1 - The article discusses a short-term contrarian trading opportunity following a market pullback, indicating that when sentiment indicators drop, it may be a good time to buy [1] - The average stock price index has shown a bullish engulfing pattern, similar to previous market behavior, suggesting potential upward movement [1] - Despite the Shanghai Composite Index being in the red, the focus is on the average stock price index, which is more representative of the broader market sentiment [1] Group 2 - The sentiment has dropped from a peak, and buying during this phase has led to a nearly all-green performance in the robot-curated stock pool [1] - There is an optimistic outlook for continuous upward movement based on 5-minute and 30/60-minute structural analysis, although overall market trading volume remains low [1] - The securities sector has struggled with a lack of momentum, indicating a challenging environment for significant price movements [1] Group 3 - The article highlights two key points in the market's trajectory that show similar patterns, suggesting that a volume breakout next week could lead to a new upward trend [1] - An important article is anticipated over the weekend, which will discuss the growth process of the current bull market since September 24 [1]

Group 1 - The emotional indicators are currently in a retreat phase, with a potential for a downward reversal expected to complete within the next two days [1] - The recent market behavior shows a cumulative pullback over three days, although the single-day decline has not been significant [1] - The long-term volume-price relationship is under pressure, with the market facing resistance at previous high levels, creating uncertainty about future movements [1] Group 2 - The non-bank financial sector experienced a sudden rise, but the industry index's performance indicates a lack of sustained momentum [2] - The insurance sector index has broken through the high point established on March 14, suggesting a potential for a sustained upward structure, although some time for consolidation is needed [4] - The securities sector index has not yet surpassed the March 14 high, with lower trading volume, indicating a typical constrained structure with limited potential for growth [4] Group 3 - The recent behavior of the non-bank financial sector resembles that of March 14, which may signal a peak unless there is a significant volume breakout in insurance, consumption, and technology sectors next week [4]

Group 1 - The stock market reality is that continuously rising stocks belong to a minority, and these stocks are concentrated in a few industry directions, following a power law [1] - Less than 20% of speculators do not incur losses, with even fewer making profits, which also aligns with the power law [1] - Stock speculation is a power law game rather than a random game, indicating that only by anchoring to industries with a winning quantity and spatial advantage can one capture the head of the power law [1] Group 2 - The relationship between leading stocks in a bull market and industries is summarized in detail, but few delve into the movement patterns of winning stocks [1] - The essence of the O'Mahony system lies in industry anchoring and growth anchoring, as every bull market has advantageous industries that grow rapidly, giving rise to excellent companies [2] - Opportunities in the era often do not return once missed, emphasizing the importance of recognizing industry trends [2]

Group 1 - The article indicates that a low absorption opportunity is approaching, as seen in the 30-minute level chart reaching 3T [1] - The daily level shows that the sentiment is in a high-temperature zone, which may lead to a single-day long bearish candle, but the upcoming low absorption has a high probability of success based on the pre-existing momentum background and VCP development path [1] - A noted drawback is that the overall trading volume is still in a declining phase, which may suppress or even interrupt the upward movement [1] Group 2 - The main line's performance remains healthy despite the challenges mentioned [1]

既然峰峰之间动量递增，就当它还有后劲，还在高胜率阶段，预期后续还有向上脱离中枢的单边上升一 笔或段。 有规律的箱体震荡可以视为在上升动能驱动下产生的涡流，一种混沌系统的普遍现象，反之也可佐证为 上升动能仍未耗散。 日线级别10/20日情绪沸点粘合后的回调，属实正常，可参考A\B两区间的技术特征和运动节奏。是故， 日间反复震荡，横盘多日，甚至突然出现中长阴线也不算意外。在上面次级别动量评估结论下，情绪回 落粘合往往有低买高胜率点。 ...

如上图，机器人产业链有关细分行业板块重回SSV排行榜TOP10，强者回归将稳固大盘走势。 优势产业锚定在波段趋势投机中是为关键性环节。 如上图，3C突破之后导入基底右侧，今日突破前高头部阻力位，每次突破成交量渐次温和放大，量价 关系稳健有序。 ...

上一次更新说过，半导体的领涨股可能一两天之内就会突破3C，结果还是比预期晚了一两天。 非常完美的猛兽，完美到几乎没有瑕疵。 机器人板块继续地连续地沿着反转路径演绎，这就是主线的魅力，成长产业锚的魅力。 ...

3C突围之后就算进入基底右侧了，但是，前几期观察中我也有提醒过，老特给的这次暴击回撤幅度偏大，以致于多数领涨股目前位置仍然偏离50日均线 较远，意味着右侧推升的过程可能会比较曲折，时间也会比较长。当然换个角度看，也可以理解为右侧介入机会比较多，不必为失去先手而焦急。 血脉贲张瞳孔放大之后，追涨肯定是不行的，大家不妨看一眼一分钟图，就明白了。这里举个例子： 你看，长盛轴承，上午开盘以后一路猛涨，然后10:20之后再次冲高，顶背离就出来了，这就是为什么多数股票分时冲浪之后，次日总会回撤的基本动量 原理。如果还想进，最好静静等待5分钟级别底背离出现。 这次机器人板块的3C突破是比较成功的，我欣赏的几只领涨股今天都放出了成交量，而且高于上次反转形成次高点时候的成交量： 如上一篇情绪观察所言，次级别中枢的VCP突破就这么来了。从上图再一次体会一下动量底背离之后反转，然后一步步的演变过程。 而且突破的领涨板块，本ID也准确捕捉到。对于择时，也给出了先手建议。今天的大涨只是兑现了预期。且看本ID的御用金股：兆威机电上午妥妥地涨 停。 3C突破的后量高于前量很重要，这是进一步明确了基底进入右侧的力度。有些人私信问我，现在如何 ...