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]

Group 1 - The market is showing stronger performance than expected, with a strong rebound from the bulls, indicating a stable alternating pattern of multiple main lines and leading stocks [1] - It is essential to anchor stock holdings to the main line and select leading stocks within that line, as the market will experience differentiation and expansion as it develops [1] - The "stacked volume attack" model is becoming more prevalent due to the increased quantitative capabilities of domestic institutions, characterized by sustained high turnover without breaking the TR holding line [1] Group 2 - The TR holding line is not merely a magical line; it is based on the maximum daily tension (amplitude) within a statistical period, serving as a threshold for pullbacks, reflecting the short-term emotional extremes of participants in the stock [2] - The average stock price index shows that the TR holding line was barely breached yesterday, indicating that recent emotional extremes have not been disrupted, while the emotional indicator in the secondary chart has already converged [3] - Strong stocks respond closely to the TR, as evidenced by the mentioned stocks, which experienced pullbacks right at the holding line [3]

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]

Core Viewpoint - The article emphasizes the "Beast Stock Model" as the primary investment strategy, suggesting that various technical indicators and patterns are merely components of this overarching approach [1]. Group 1: Investment Strategy - The "Beast Stock Model" is presented as a comprehensive framework for understanding market movements, with various indicators serving as tools rather than standalone strategies [1]. - The importance of mastering both the structural and nuanced aspects of stock analysis is highlighted, comparing it to a butcher's skill in dissecting a cow [1]. Group 2: Market Analysis - Recent market trends in sectors like military and solid-state batteries are noted, indicating a concentration of capital in a few key stocks, which may present investment opportunities [7][8]. - The article mentions the potential for significant price movements in stocks, particularly in the military sector, following the identification of key technical signals [7]. Group 3: Technical Indicators - Specific technical indicators such as pivot points and diamond lines are discussed as useful tools for identifying entry and exit points in stock trading [8]. - The article provides detailed metrics for several companies, including their volume, moving averages, and relative strength lines, which are essential for evaluating stock performance [5][9].

Group 1 - The market is experiencing a strong illusion, but caution is advised as the current trends indicate a potential pivot point in the near future, with today's highs and lows surpassing yesterday's levels despite a lack of volume support [1] - The CXO sector is showing normal returns, with the emergence of new opportunities like blue diamonds following green diamonds, indicating a healthy market cycle [1] - The market is in a positive feedback loop with alternating mainline trends, suggesting that both large-cap and small-cap stocks can perform well, with a focus on high-growth, low-valuation large-cap stocks [1] Group 2 - In a strong price phase, volume contraction should not be feared as it reflects strong holding intentions, emphasizing the fundamental principle of volume-price relationship where strong entities dictate price levels [2] - New examples of the "Lonely Three Patterns" have emerged, indicating ongoing market dynamics [2] - Understanding the four main laws of the mainline is crucial for effective trading strategies [3]

有人留言让我们多关注医药，话音刚落，信号就来了： 美迪西(日线.等比前复权.对数) ● M6(10,20,50,150,200,13) VWA50: 54.2 VWA150: 46.6 VWA200: 44.6 HOLD: 62.3 RSLINE: 76.2 RSRHY: 65.2 73.9 三亚 45.30 - 45.36 32.15 ◎ VOL_金(3,21) VVOL: 288150560.00 VOLUME: 288150560.00 MAVOL1: 319125440.00 MAVOL2: 480887872.00 19 BS: 15.00 ZR: -0.06 D(5) RR: - 14.25 2025年 8 博腾股份(日线.等比前复权.对数) ◎ M6(10,20,50,150,200,13) VWA50: 20.9 VWA150: 19.0 VWA200: 18.9 HOLD: 23.3 RSLINE: 27.5 RSRHY 65.2 87.9 72.3 26.25 17.98 - 18.60 ◎ VOL_金(3,21) VVOL: 468819488.00 VOLUME: 468819488. ...

Group 1 - The core viewpoint suggests that the second phase of a bull market typically sees a strong performance from the non-ferrous metals sector, and if this sector does not perform well, the overall quality of the bull market may be questioned [1] - Historical experience indicates that the foundational structure of non-ferrous metals usually has a shorter duration and a faster attack rhythm [1] - It is noted that industries with a weaker third foundational structure tend to have lower success rates and less favorable risk-reward ratios compared to those with a stronger first foundational structure [1] Group 2 - Tianqi Lithium's key metrics include a VWA50 of 36.3, VWA150 of 34.1, and a HOLD price of 38.9, with a volume of approximately 3.32 billion [3] - Shengxin Lithium's VWA50 is reported at 14.3, with a HOLD price of 15.9 and a volume of about 0.99 billion [3] - Dongfang Iron's VWA50 stands at 11.6, with a HOLD price of 12.7 and a volume of approximately 1.37 billion [4] - Luoyang Platinum's VWA50 is 8.4, with a HOLD price of 9.4 and a volume of around 1.88 billion [4] Group 3 - There is a noticeable resonance and consistent rhythm in the market, with a reasonable and clear volume-price structure observed [6]