Core Viewpoint - The article discusses the relationship between trading volume and price movements, emphasizing that volume can be a leading indicator for price changes, and introduces a volume-weighted moving average (VWMA) as a more responsive alternative to traditional moving averages [1][2]. Group 1: Volume and Price Relationship - The concept of volume leading price movements is explored, suggesting that if volume is a leading variable, it should have a cumulative effect on price movements [1]. - A method is proposed to analyze this relationship by applying a volume-weighted approach to price movements, comparing it to traditional moving averages [1]. Group 2: VWMA vs. EMA - The VWMA formula is presented as VWMA: SUM(V*C, N) / SUM(V, N), where V is volume and C is price, with a common period of 20 days used for comparison [2]. - The VWMA is shown to react more quickly to price changes compared to the Exponential Moving Average (EMA), indicating its effectiveness in reflecting investor participation in price movements [2][4]. Group 3: Indicator Analysis - The article references the book "Trend is Gold," which provides a comprehensive analysis of the reliability and backtesting results of various indicators, including VWMA, demonstrating its superiority over EMA [4]. - The emphasis on volume in the VWMA approach is highlighted as a way to capture the significance of trading days with higher volume, making it more relevant to market dynamics [4].

Group 1 - The core viewpoint emphasizes the importance of identifying low volatility points in a strong market for investment opportunities, rather than relying solely on mechanical indicators like blue-green diamonds [1][2] - The article suggests that in a strong upward trend, the price structure is controlled by the bulls, and the absence of blue-green diamonds does not negate the potential for investment [2] - It highlights the significance of understanding the RS_D indicator for recognizing convergence points, which can be adjusted based on market conditions [1][2] Group 2 - The discussion includes the importance of being adaptable with parameters when using indicators like RS_D to identify market opportunities [1] - The article mentions that successful strategies involve understanding and mastering specific indicators, such as RSLine divergence, to capitalize on market movements [3] - It concludes that having a clear understanding and confidence in chosen strategies is essential for achieving success in investments [3]

Group 1 - The article emphasizes the importance of focusing on leading stocks in a bull market, as they provide clearer signals for investment decisions [1][4] - It highlights that the strongest stocks in a sector are the ones that should be monitored for signs of market peaks, rather than lesser-performing stocks [1][5] - The article mentions specific stocks like Industrial Fulian and Shanghai Xinyang, indicating their potential for continued growth based on technical analysis [1][3][4] Group 2 - The discussion includes the performance of leading stocks in the consumer sector, particularly mentioning the stock Yu Yuchen, which has shown significant gains [2] - It points out that the current market allows for various investment strategies, not just focusing on high-performing stocks, countering the notion that only high-flying stocks will prevail [4] - The article also compares the performance of two logistics stocks, Shentong and others, illustrating the disparity in their price movements and emphasizing the importance of selecting the right leading stock [5][6]

Group 1 - The home appliance industry is viewed as a competitive sector in China, with strong performance in overseas markets mitigating the impact of the real estate downturn [1] - There is a notable gap in industrial design quality among domestic brands, which has been a long-standing issue [1][3] - Specific examples of design flaws in popular domestic appliances highlight the lack of attention to practical usability and durability [5][7] Group 2 - Despite the design shortcomings, consumers are still inclined to support domestic brands for their cost-effectiveness, with a preference for brands like Changhong Meiling [1][3] - The perception of brand value is influenced by the design and functionality of products, leading to questions about the premium pricing of well-known brands [5][7] - The overall sentiment suggests that the industry may be facing challenges related to management and innovation, reflecting a broader trend in the sector [1][3]

Core Viewpoint - The article discusses a stock selection formula that accumulates revenue and net profit over three consecutive quarters to identify stocks with positive growth, aiming to create a pre-selection pool that includes about 25% of all market stocks [1]. Group 1: Stock Selection Formula - The proposed formula accumulates revenue and net profit over three quarters and calculates year-on-year growth rates, providing threshold conditions for selection [1]. - This pre-selection pool formula differs significantly from the "three-quarter earnings growth anchor" formula, which requires high growth rates for each quarter, resulting in fewer selected stocks [1]. - The author emphasizes the flexibility of the formula, allowing for adjustments based on individual understanding and market conditions, as there are no absolute right or wrong methods in stock selection [4]. Group 2: Stock Selection Strategies - The company employs various stock selection strategies, including using the pre-selection pool, conducting a comprehensive market search, or adding specific industry sectors based on needs and objectives [2]. - The article highlights that bottom-up stock selection is primarily to validate industry Relative Strength Ratio (RSR), and it can also be used to rank individual stocks within an industry pool [3]. - The author encourages discussion and exploration of different stock selection methods rather than rigidly adhering to a single formula [3]. Group 3: Additional Stock Selection Techniques - The article mentions that if using strong filtering formulas, such as volume-based selection or breakout strategies, there may be no need for a pre-selection pool [5]. - It suggests that if the stock selection results in too many candidates, additional conditions can be applied to narrow down the choices effectively [5].

Core Viewpoint - The article discusses a classic case of stock movement, highlighting the importance of technical analysis and market psychology in investment decisions [1]. Group 1: Technical Analysis - The stock showed a high-value breakout when it first surpassed its yearly high, followed by a volume contraction during the pullback, indicating a potential buying opportunity [3]. - A clear 2T structure was identified during the price action, with the third T being less noticeable but evident on a 60-minute chart, demonstrating a classic VCP (Volatility Contraction Pattern) formation [3]. - The article emphasizes a pivotal point signal at the end of the 2T, which serves as an excellent entry point according to Mark's theory, suggesting that investors should consider entering at this juncture [3]. Group 2: Market Psychology - Despite clear technical indicators, many investors hesitate to enter at the pivotal point due to fear of heights and a lack of confidence, which is rooted in basic psychological instincts [3]. - The article points out that even with strong fundamentals and favorable industry logic, investors often struggle with their beliefs and fears, leading to missed opportunities [3]. - It critiques the tendency of investors to focus on low-quality stocks while ignoring high-potential opportunities, highlighting the importance of having faith in one's analysis and the underlying fundamentals of a stock [3].

Core Viewpoint - The article emphasizes the characteristics of the "stacking volume" model in stock trading, highlighting specific stocks that exhibit strong performance and potential for further gains [1][4]. Group 1: Characteristics of Stacking Volume Stocks - The first characteristic is a strong initial breakout, which can be described using the OVS indicator, focusing on discovering initial volatility and significant price movements [4]. - The second characteristic involves maintaining the TR level during consolidation, with RSR values remaining high, ideally above 92 [4]. - The third characteristic is a rapid convergence of the RS_D indicator during horizontal trading, indicating reduced volatility, with DR absolute values ideally below 10 for accurate entry timing [4]. Group 2: Quantitative Model Development - A simple quantitative model is proposed, consisting of pre-OVS, horizontal RSR, stable TR, and converging DR values, which can be used for stock selection [4]. - The underlying principle of this model is similar to the blue-green diamond model but represents a more intense breakout from consolidation, suggesting significant potential gains [4].

Core Viewpoint - The article emphasizes the importance of a structured stock selection process, highlighting the need for independent thinking and a clear investment philosophy to identify potential stocks effectively. Group 1: Stock Selection Methodology - The use of stock screening tools is primarily for observing market trends and identifying key phases in stock movements, such as transitions from one stage to another [1] - A systematic approach is advocated, where stocks are prepared in advance based on their expected performance, rather than impulsively buying [1] - The article discusses the significance of understanding market rhythms and using various formulas to identify entry points for investments [1] Group 2: Stock Selection Philosophy - The first mathematical principle of stock selection is "less is more," which emphasizes narrowing down stock choices based on personal investment beliefs, such as focusing on performance growth [3] - The second principle is "compound growth," which suggests that ideal stocks should exhibit minimal drawdowns and consistent upward trends, avoiding erratic price movements [4] - The third principle is the "Matthew Effect," which describes how successful stocks tend to attract more investment, leading to a cycle of increasing returns for those stocks while weaker stocks struggle [5][6] Group 3: Investment Strategies - The article suggests that a focused investment strategy, based on a specific belief system, can lead to more effective stock selection and better overall performance [3] - It highlights the importance of maintaining flexibility in investment positions to adapt to market changes and avoid losses from poor-performing stocks [4] - The discussion on the Matthew Effect illustrates the tendency for stocks that perform well to continue doing so, reinforcing the need for investors to align with strong market trends [5][6]

今天的盘面强于预期，多方强烈反击。 不知道下面这个票有没有可能成为新的堆量载体： 如昨天所述，沿着主线和领涨股的发展了解市场的真相，当前多主线交替推进的格局仍然稳如泰山。 周末就这样随便聊几句，感觉点赞太少，有点不想更新了。 同样，持股一定要锚定主线，最好选择主线中的领涨股，随着行情向纵深发展，主线内部也会分化、扩散，需汰弱留强，灵活应对。 上图平均股价指数，主图的TR持股线昨天堪堪没有击穿，今天就麻溜起来了，说明近期的情绪摆动极限没有被破坏；副图的情绪指标三线昨天已经粘 合，我本想至少得稳一稳，粘合的更结实一些再反弹，不料今天直接就发射了。 强势的个股，对TR的反应几乎是严丝合缝的，比如前天提到的东材和铜冠，昨天是不是回调了，看看它们回调的位置是不是正好在持股线上： 再讲一遍堆量进攻模式，这种模式以前也有，但随着国内机构的量化水平普遍提升，这种依赖计算机自动下单的现象级载体不断涌现，主要表现为持续高 换手，同时不破TR持股线，例如： 有人问为什么TR持股线和走势配合如此妥帖，好像总能在这个位置获得支撑似的，其实并非一条线有多么神奇。这条线是以一个统计周期中的单日最大 张力（振幅）为回撤阈值，这个张力是参与这 ...

Core Viewpoint - The article discusses the current market trends and strategies for stock trading, emphasizing the importance of volume and price movements in making investment decisions. Group 1: Market Trends - The market is experiencing a gradual increase in overall trading volume since June 23, indicating a healthy progression in market activity [2] - The average stock price index is expected to find a low-risk buying opportunity soon, based on the 15-minute level 200 moving average as a critical point [1] Group 2: Stock Management Strategies - For stocks with strong trends, it is advisable to manage positions based on the TR (Trend Reversal) line, reducing holdings upon each breach of this line [2] - Industrial Fulian is currently performing well along the holding line, suggesting a wait-and-see approach for investors [3] Group 3: Sector Analysis - The CXO sector is primarily influenced by WuXi AppTec's performance, with strong stocks in this sector likely to follow suit [4] - The article notes that capital is increasingly concentrated in leading stocks, reflecting the power law effect in market dynamics [4] Group 4: Investment Decision-Making - The process of moving from a drawdown to a pivot point and then entering a right-side trend can be complex, with examples of both successful and challenging stock purchases provided [5] - Specific stock performance metrics are shared for Jiubite and Ice River Network, highlighting their respective trading volumes and moving averages, which can guide investment decisions [6]