这块产业逻辑似乎很硬，但也有人认为预期已经充分兑现。比如说中材科技这样的走势： 再比如这个宏和科技： 凯格精机也是逐步向上突破的态势： 胜宏科技如果从2023年低点开始计算，到最近的高点还不足30倍，理论上这么强烈的主线，至少有一只票会超过30倍。——参考上一轮牛市的猛兽股总结 （看合集文章） 这个横盘结构，左侧双底，右侧二类VCP，量价关系也有条不紊，这是走势要结束的样子吗，还是已经引弓搭箭，准备发射了？ 还有这个生益科技： 说实话，最近挺磨人的，苟在里面可谓进退两难。搞着搞着，这是形成了杯柄吗？今天还放出了超量，长期量柱接着舒展态势了，后面要开启升浪了？ 鼎泰要好一点，不知不觉50%+的涨幅了，缩量迭创新高，看来意见趋向一致了： 一阶段和二阶段是非常清晰的，如果根据四阶段理论，那么现在岂不是三阶段？接着就是四阶段下跌？但是，它似乎又走成VCP结构，今天还略微突破了 平台，好像又可以看成是一个大基底。 这些都是经典的欧马趋势案例，当然远不止这些。我不明白为什么好些欧马陶信徒总是说欧马模式不适合A股，不适合这轮牛市。敢情同样学欧马，也能 学成完全两样？ 每当热点板块人声鼎沸之时，一直苟着的就静悄悄苏醒了，尤其 ...

行情的演绎非常稳定，这个稳定不仅表现在大盘指数，还表现多条主线稳健推进。 以上光力科技，半导体设备股，当前刚从一阶段切换到二阶段，其技术特征和精测电子启动时很相似，基底量价结构和领涨股金海 通很相似。牛股不止一只，不要为错过的扼腕叹息，也不要贪多嚼不烂，好的东西本来就是稀缺的，要看得明白，懂得珍惜。 电网是不是不行了？不要以单日涨跌看死或者看欢。要看量价结构，尤其是领涨股的行为，领涨股稳定的内核将持续鼓励板块的人 气。威科夫的精髓是量价行为演绎法，不是其技术有多精巧，不是套用某一种固定的量价模式，而是望闻问切，由表及里。 如上图，思源电气两日回调精确踏住持股线，以其一贯的表现，决不轻易击穿持股线，这是强势领涨的基本内核，后面从底部刚突 破上来的平高和许继等，大致会效仿这一行为，传承这一基因。 历史牛股是最好的教科书，而当下的牛股正在按相似的步调行进， 这是因为人性不变 。它们的基本特征是：上涨清晰明了，调整结 构紧凑，反复突破平台上行。 发现没有，平均股价指数这个窄幅横盘，总能在持股线神奇地获得支撑，根据毒股三式的内核精神，这是一种强势看涨中继。 今天半导体和贵金属延续高潮，领涨股稳中有升，后起个股不断奋起。 ...

Group 1: Market Overview - The majority of stocks are underperforming today, but sectors such as electric grid, semiconductor equipment and materials, and chemicals continue to strengthen [1] - The chemical sector is entering an accelerated phase, similar to previous cycles where cyclical commodities performed well [2] Group 2: Chemical Sector Insights - Key companies in the chemical sector include: - Hengli Petrochemical (600346): Market cap of 47.089 billion, focusing on refining products [2] - Rongsheng Petrochemical (002493): Market cap of 32.776 billion, involved in refining and chemical products [2] - Lianhe Chemical (000301): Market cap of 24.954 billion, focusing on refining and other petrochemicals [2] - Other notable companies include Tongkun Co. (601233), Huafeng Chemical (002064), and Wanhua Chemical (600309) with respective market caps of 28.339 billion, 21.981 billion, and 142.694 billion [2] Group 3: Investment Strategy - A gradual accumulation strategy is being employed, indicating a traditional institutional operation method that has entered a stable second phase [3] - Holding onto these stocks over a longer period is expected to yield better returns compared to frequent trading [3] Group 4: Market Dynamics - Caution is advised regarding potential sudden market declines, although significant corrections are not anticipated [4] - The current market is characterized by oscillation, making sector selection crucial to avoid stark contrasts in performance [6] Group 5: Historical Context - Historical bull stocks serve as valuable lessons, with current bull stocks following similar patterns due to unchanging human behavior [6] - The characteristics of successful stocks include clear upward trends and compact adjustment structures [6] Group 6: Retail Investor Guidance - For retail investors, transitioning from the first to the second phase of stock performance is generally more successful than chasing high-performing stocks at peak levels [7]

电网设备后续怎么看，有眉目吗？ 现在用我分享过的工具来评估一下。 条件一：板块强势，联动，且有两只以上领涨股。这个明显符合； 这个，后面正跟起的小弟之一，标准的起堆+突破年高， 遥想航天那月启动的那些，不要太像哦。 这个， 后面正跟起的小弟之二，标准的起堆+突破年高， 遥想航天那月启动的那些，不要太像哦。 就这三点，电网和航天相似，且电网的基础完备度和落地预期更加踏实。 一哥气势如虹，典型的欧马风格，现在也玩起堆量了，一千多亿的市值硬是拉出量比和资金堆，得多少钱啊。 这个能算二哥吗？市值也有七百多亿，这量想缩就缩，想放就放，拿捏自如啊，这基底结构，跟素描一般。 这个算二哥还是三哥？市值更大，有一千五百多亿，量价结构和西电几乎一样。昨天有人问特变这个放量反切阴线咋回事，怎么看 其实以前说过，第一看TR持股线是否击穿；第二看K线组合和昨天比高点和低点，只要高点比高点高，低点也比低点高，说明微观 趋势仍在；第三么，总归看看板块效应咯，有一哥二哥撑着，怕啥。 这个市值更大，两千亿呢。这票年度高点今天其实时突破了的，起堆的关键条件PV3和OV3也都满足。之所以没出信号标记，是因 为背景强度值不够，这个别太死板，它实际就 ...

Core Viewpoint - The article discusses the RSR (Relative Strength Ratio) research, emphasizing the need for a more accurate calculation method that considers both upward movements and pullbacks, rather than solely focusing on price increases [1]. Individual Stock RSR Indicator Setup - The first step involves setting up the basic formulas, SSV and RSL, which are essential for calculating the RSR [2]. - The second step requires creating extended data to compute the two basic formulas, ensuring that the sequence numbers align correctly [2][3]. - The final step is to create the "RSR Individual Stock" sub-graph indicator by copying specific code into the formula manager, which calculates the average of SSV and RSL [7][8]. Industry RSR Indicator Setup - The setup process for the industry RSR is similar to that of individual stocks, starting with selecting two empty data rows for SSV and RSL [9]. - The second step involves creating the "RSR Industry" sub-graph indicator using a similar code structure as the individual stock setup [14]. - Custom sector settings can be created by accessing the custom sector management interface within the software [15][16]. Updates and Changes - The latest update distinguishes itself by using SSV and RSL as the foundational calculation formulas, focusing on cost deviation, while RSV is based on the relative proportion of price increases and decreases [19].

Core Viewpoint - The article discusses the construction of a true cost price curve using cumulative transaction amount divided by cumulative transaction volume, emphasizing its accuracy compared to traditional methods [1]. Group 1: Volume-Weighted Average Price (VWAP) and Relative Strength - The formula for VWAP is defined as SUM(AMO*C,N)/SUM(AMO,N), which represents the average holding cost over a period [2]. - The article introduces a method to calculate relative strength using volume-weighted averages, where deviations from the holding cost indicate the speed of profit or loss, thus reflecting strength changes [1][9]. Group 2: Standardized Strength Algorithms - Two normalization methods are retained for calculating standardized strength values (SSV), with SSV1 defined as (C-VWAP)/VWAP*100 and SSV2 as (C-VWAP)/STDD*100 [2]. - The article also presents a method for calculating RSLine using volume-weighted averages, which appears to be more reasonable than popular moving average methods [5]. Group 3: Momentum Indicators - SSV and RSL are identified as typical momentum indicators that measure current strength and can assess trend reversals through peak and trough divergences, similar to the BIAS indicator [9]. - The update includes the addition of mean outputs for SSV1 and RSL1, while the outputs for SSV2 and RSL2 are hidden [9].

Group 1 - The article discusses the robotics sector, highlighting that Tesla's advancements are significantly impacting the industry, with both primary and secondary core suppliers showing strong performance [1] - The potential market size of the robotics sector may surpass that of smartphones, electric vehicles, and renewable energy, transitioning from speculative trading to performance-driven logic as production ramps up [1] - Key suppliers in the T-chain's first-level core supplier category that have passed G3 mass production audits include companies like Sanhua Intelligent Control, Top Group, Changying Precision, Wolong Electric Drive, Wuzhou New Spring, Hengli Hydraulic, and Lens Technology [1] Group 2 - Sanhua has been identified as a strong performer, with knowledgeable investors entering at key reversal points, currently in a cup-and-handle phase [2] - Top Group's stock performance, while not as strong as Sanhua's, has shown a classic double bottom pattern with reasonable pullback, confirming a breakout above the 200-day moving average [3] - The stock has formed a narrow trading range with a butterfly signal, indicating accumulation behavior, and has demonstrated patience typical of traditional institutional strategies [3]

Core Concepts - The article discusses various influential books that provide insights into investment strategies, trading systems, and psychological aspects of trading, emphasizing the importance of understanding complex theories and behavioral economics in the financial markets [1][2][3][4][5][6][7][8] Group 1: Fundamental Thinking - "Complex" by Michele Waldrop introduces complex theory in economics, highlighting the evolution of thought among academic elites and its implications for understanding stock markets through multi-dimensional thinking [1] - "Nudge" by Richard Thaler explores the intersection of economics and psychology, revealing human biases and impulsive behaviors that challenge traditional economic assumptions, offering valuable insights for investment and life [1] - "The Art of War" by Sun Tzu provides strategic principles applicable to stock trading, such as cautious engagement and psychological tactics, which can enhance trading decisions [1] Group 2: Trading Systems - "Market Wizards" by Stan Weinstein outlines a comprehensive trend trading system, emphasizing the importance of understanding market phases and relative strength, making it an excellent entry point for traders [2] - "Stock Market Wizards" by Mark Minervini offers a refined trading system with practical insights, building upon Weinstein's work and providing a deeper understanding of trend speculation [2] - "How to Make Money in Stocks" by William O'Neil presents the CANSLIM system, which encapsulates the essence of trend speculation and has proven effective for many of O'Neil's disciples [3] Group 3: Technical Tactics - "Technical Analysis of the Futures Markets" by John Murphy serves as a comprehensive guide to technical analysis, combining practical application with authoritative insights, making it a revered resource in the field [4] - "The Chen Theory" by Chen Zhongshuo integrates mathematical logic with market dynamics, offering a unique perspective on technical analysis that stands out among conventional literature [4] - "The Wyckoff Method" by Meng Hongtao simplifies the complex Wyckoff theory, focusing on the essence of price-volume analysis and its relevance to contemporary behavioral economics [5] Group 4: Psychological Aspects - "The Wall Street Ghost" emphasizes the importance of psychological preparedness and decisiveness in trading, highlighting the mental aspects that can influence trading success [7] - "Reminiscences of a Stock Operator" by Jesse Livermore provides insights into the psychological challenges faced by traders, focusing on mindset and behavior in the face of market volatility [7] Group 5: Trading History and Personalities - "Market Wizards" by Jack Schwager documents interviews with successful traders, offering valuable lessons and insights into their strategies and mindsets, beneficial for aspiring traders [8] - "The New Market Wizards" continues the exploration of trading success stories, providing inspiration and practical wisdom for future market participants [8]

Core Viewpoint - Historical bull stocks serve as the best textbook, and current bull stocks are progressing in a similar manner due to the unchanging nature of human behavior [2] Group 1 - The fundamental characteristics of bull stocks include clear upward trends, tight adjustment structures, and repeated breakthroughs of resistance levels [2]

Group 1 - The main strength of the company lies in its exceptional patience and mastery of the classic OMA trend model, with clear signals at key nodes and a winning combination of pivot point success rates and odds [1] - Historical bull stocks serve as the best textbook, and current bull stocks are progressing in a similar manner due to the unchanging nature of human behavior. Their fundamental characteristics include clear upward trends, compact adjustment structures, and repeated breakthroughs of resistance levels [2]