但这个状态是再起升浪还是发展成三阶段，也无法定论。回到人形机器人板块指数看，前面我一直在解 读3C突破的过程，按进程发展其实已经到了杯柄阶段： 那么板块整体的量价关系状态，还是很有可能去构造杯柄突破的，无论是价格走势结构还是成交量结构 都没有显示出溃散。自律、进退有序，就可以认为锅底下的火还在，猛地给加一把柴，腾的一下就蹿起 来了。 消费这两天略有疲落，银行为首的高股息还是很给力的，防守期似乎要结束，是死是活，是进是退，似 乎很快就能见分晓。 如上图，平均股价指数仍然在窄幅箱体之内运动，没有特别的异样，自媒体已经大部分在预期阶段头部 了，我的看法仍然是中性偏多，从情绪周期的发展看，仍有短期高潮的可能。 昨天10周期情绪线掉落到50以下，而指数没有破位，其实又是一次短线高胜率点，今天机器人股池又几 乎全红。这个节奏似乎在反复出现哈。 机器人板块另一只全局锚：北特科技，上午放量涨停，是一个值得重视的信号： ...

Core Viewpoint - The article emphasizes the importance of performance growth in stock price trends, countering the notion that performance is irrelevant to market movements. It highlights that stocks with sustained performance growth tend to align closely with long-term price trends, while those without consistent earnings may experience erratic price movements [1]. Group 1: Industry Anchors - The robotics industry anchor, represented by Shuanglin Co., is projected to maintain double-digit growth in 2024, driven by its automotive parts business, while the robotics segment is seen as a potential second growth curve [2]. - The semiconductor industry anchor, represented by Hengxuan Technology, is also expected to sustain double-digit growth in 2024 [2]. - The consumer industry anchor, represented by Wancheng Group, is showing a strong performance reversal in 2024 [4]. - The daily chemical industry anchor is represented by Ruoyu Chen, which is anticipated to maintain double-digit growth in 2024 [6]. - The beauty and cosmetics industry anchor is represented by Jinbo Biological, which is also expected to sustain double-digit growth in 2024 [7]. Group 2: Conditions for Anchors - Total and branch anchors must meet two conditions: significant performance reversal or continuous growth, and a clear outperformance against the market during the late bear market phase [8]. - If an anchor meets the first condition but not the second, it may form a diffusion anchor, where poor-performing stocks merely follow the market or are targeted by speculative trading [8]. Group 3: Market Leadership and Stock Selection - In the transition from a bear market to a bull market, stocks with the strongest anti-drawdown capabilities and those that lead in price recovery should be prioritized for investment [10]. - Tracking stocks that reach new 52-week highs can help identify leading industry groups, as these stocks often signal the start of a new market trend [10]. Group 4: Timeliness of Themes - The formation and dissemination of themes in the market can have immediate effects on indices and stock prices, with some themes having lasting impacts while others are fleeting [11]. - Long-lasting themes are characterized by predictability, feasibility, high stickiness, and performance-driving potential, while short-term themes are often limited to concepts and low stickiness [11][12].

Core Viewpoint - The article discusses the differences in turnover rates between two stocks, Lafang and Mankalon, emphasizing that turnover rate is not a barrier to stock performance, but rather the underlying accumulation characteristics of the base structure are crucial [1] Group 1: Stock Performance Analysis - Lafang's stock movement is characterized by a clear accumulation feature, with a consistent volume pattern of "red fat green thin" throughout its phases, indicating active accumulation [1] - Mankalon also exhibits a similar stock movement pattern, maintaining the same volume characteristics as Lafang, which suggests a strong accumulation phase [1] Group 2: Turnover Rate and Base Structure - The size of the turnover rate does not hinder the performance of a strong stock; the key factor is whether the base structure exhibits accumulation characteristics [1] - The shape of the base, whether it is a VCP or another form, is not critical; the essential factor is the supply-demand relationship [1] Group 3: Reference to Previous Works - The article references previous writings that delve deeper into the concepts of quality VCP scarcity and the characteristics of base shapes and pivot points in strong stocks [1]

周末《 产业锚定2：轮动泡泡下的主线生长 》一文详细总结了9.24行情之后的四大主线以及运动状况， 并指出消费主线当下正处于二阶段扩散期，大量的股票正在解锁，机会多，胜率高。 机器人主线余温尚存，也未必就此终结，只是扩散性已经稀薄了，如果大盘指数继续向上，科技和消费 之间的间隔轮动节奏可能还存在。 今天盘面主要还是靠消费在推动。消费收藏股池全红： 如上图，平均股价指数次级别第二个基底（窄幅震荡区间）已经摆出要突破的样子了。上一波段次级别 二基底突破时成交量也是缩量的，到次日才放量。 只要价格行为强势，就说明多方占优，缩量突破至少说明内部是团结的，缩量过顶未必就不是好事。 向上突破之后，如果30~60分钟级别动量背离，才是波段见顶位置，这是我当前的主要判断。不靠蒙， 就靠走势结构、情绪指标和动量指标结合推导。 ...

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]