Core Viewpoint - The article emphasizes the importance of growth and performance in stock selection, particularly within the O'Malley system, which sets strict revenue and profit growth conditions to identify potential investment opportunities [1]. Group 1: Stock Selection Criteria - The O'Malley system focuses on growth spillover, highlighting the need for continuous revenue and profit growth, especially from 2023 to 2025, to identify stocks like Yizhongtian [1]. - During bullish markets, stocks with less impressive performance may still see price increases, suggesting that ignoring such stocks may not be reasonable [1]. - The analysis indicates that traditional trend types remain highly correlated with performance, while volume trend types show low correlation, necessitating a more flexible approach to fundamental conditions for stock selection [1]. Group 2: Stock Screening Methodology - Two angles for designing fundamental pre-selection conditions are proposed: allowing for some growth without the stringent requirements of O'Neil and Mark [1]. - The first screening method requires TTM annual growth and quarterly growth, with specific thresholds for revenue and net profit increases [2]. - The second screening method focuses on consecutive quarters of high growth or a sudden spike in growth, with defined criteria for revenue and non-GAAP profit increases [4][5]. Group 3: ROE-Based Stock Selection - A stringent ROE-based stock selection formula is introduced, requiring a minimum ROE of 15% for three consecutive years and the most recent TTM year [6]. - This ROE criterion is designed to yield a highly focused selection of stocks, potentially narrowing down to just over a hundred candidates [6].

Group 1 - The article discusses the characteristics of stocks that exhibit a "stacking volume" pattern, which includes breaking through annual highs and then accumulating volume before potentially reaching a critical point [7] - It highlights that historical bull stocks serve as the best reference for current bull stocks, as human nature remains unchanged [7] - The article emphasizes the importance of understanding the initial features of the stacking volume model and its transition from weak to strong [8] Group 2 - The article provides specific code adjustments for identifying stocks that have broken through annual highs, suggesting a systematic approach to stock selection [9][10] - It mentions the significance of volume indicators in confirming stock movements and trends [10] - The content encourages readers to follow the associated public account for more insights and stock selection strategies [11]

Group 1 - The article emphasizes that during the initial phase of a trend, one should not fear volume increases or subsequent decreases in volume [2][3] - The market is described as structurally uneven, with significant disparities in performance across sectors [3] - The author encourages readers to understand the principles behind quantitative techniques rather than relying solely on specific formulas [11][13] Group 2 - The article mentions that the initial accumulation of volume in certain underperforming sectors is currently notable [4] - It suggests that once a trend is established, it is more beneficial to focus on average stock price indices rather than the overall market index [5] - The author highlights the importance of recognizing initial momentum rather than fixating on specific parameters [11]

Group 1 - The financial data for Jingrui Electric Materials shows a significant increase in revenue, with a quarterly year-on-year growth reaching 23.25 billion, compared to previous figures of 21.14 billion and 20.00 billion [1] - The stock performance indicators for Jingrui Electric Materials include a WMA20 of 17.5, VWA50 of 17.0, and a HOLD recommendation at 18.4, indicating a stable outlook [1] - For Manzhi Electromechanical, the financial data indicates a revenue of 82.40 billion, with a notable increase from 74.91 billion and 68.10 billion in previous quarters [1] Group 2 - The stock performance indicators for Manzhi Electromechanical include a WMA20 of 51.5, VWA50 of 45.6, and a HOLD recommendation at 54.7, suggesting a positive trend in stock performance [1] - The volume data for Jingrui Electric Materials shows a VVOL of 5,593,692,160 and a VOLUME of 3,448,109,824, indicating strong trading activity [1] - The volume data for Manzhi Electromechanical indicates a VVOL of 2,846,144,512 and a VOLUME of 1,772,615,552, reflecting active market engagement [1]

Group 1 - The core viewpoint of the article emphasizes two stock selection modes: the "Stacking Volume Mode" based on emotional overflow and liquidity, and the "Ouma Mode" anchored in industry and performance growth [1][2] - The Stacking Volume Mode typically involves smaller market capitalization stocks, while the Ouma Mode often starts with stocks having a market cap of around 30 to 40 billion, although there can be overlaps depending on the indicators [2] - Examples of stocks fitting the Ouma Mode include smaller cap stocks, while larger cap stocks like China Satellite and China Satcom exemplify the Stacking Volume Mode [3][4] Group 2 - To expand the search range for Stacking Volume stocks, adjustments can be made to the OVS indicator parameters, which can increase adaptability to different market caps [6] - Increasing the parameter allows for a broader selection, such as including stocks like China Satellite, China Satcom, Aerospace Electronics, and Beidou Star [7] - It is suggested to lower the threshold for OV3 output to a minimum of 25, while also adjusting the G-point formula accordingly to maintain accuracy in stock selection [8]

Core Viewpoint - The article expresses skepticism towards brain-machine interfaces, particularly the idea of invasive procedures like cranial implants, highlighting psychological barriers associated with such technologies [1] Group 1 - The author identifies as a technology enthusiast but has strong reservations about brain-machine interfaces due to the invasive nature of cranial implants [1] - A poll is suggested to gauge public willingness to accept such implants if mass-produced by companies like Elon Musk's [1]

Group 1 - The article highlights the importance of the WOBV and OVS indicators, indicating that discrepancies in the G-point formula are due to differences in the referenced formulas [1] - The average price index has shown better performance compared to other indices, confirming the prediction of a new market trend that has emerged [1] - The market's overall direction can be accurately predicted, even though short-term fluctuations are difficult to forecast [3]

Group 1 - The article discusses the transition from the initial phase of the volume accumulation model to a high-level narrow consolidation, emphasizing the importance of recognizing weak-to-strong transitions for investment opportunities [1] - A significant observation is that stocks with a market capitalization around 30 billion are a dividing line between traditional trend models and volume accumulation trend models, with larger market caps facing more challenges in maintaining active trading [1] - The article highlights that the essence of volume accumulation is sustained active trading, which is more difficult for larger stocks, and mentions specific examples of stocks with varying market caps and their performance during the accumulation phase [1] Group 2 - The article introduces the concept of the "G point," which can identify weak-to-strong transitions in large-cap stocks, suggesting that the previous conditions of PV3 > OV3 are not necessary for this identification [2] - Visual aids are provided to illustrate the G point, which is described as a critical signal in the volume accumulation process [4] - The article notes that the identification of the G point has been refined over a six-month research period, resulting in a significant reduction in the number of stocks to monitor, although the success rate remains low due to the scarcity of quality volume accumulation stocks [6]

Core Viewpoint - The article emphasizes the importance of the OVS indicator in identifying leading stocks during accumulation phases, highlighting the characteristics of volume ratio, cumulative amount, and continuous price increases as key factors for early detection [1]. Group 1: Characteristics of Accumulation - The accumulation phase is marked by an initial spike in volume ratio, often exceeding any single volume bar from the past year, followed by a series of high volume bars and a breakout of the yearly price high [4]. - The OVS indicator's PV3 output rises sharply, indicating a significant volume ratio, while the OV3 output increases more gradually, reflecting the absolute amount of transactions [4]. - In the early stages, PV3 is typically greater than OV3, but as the accumulation progresses, OV3 may surpass PV3, indicating a shift in trading dynamics [4]. Group 2: Selection Criteria for Stocks - To identify accumulation stocks, PV3 must first exceed 40, followed by OV3 exceeding 30, with the condition that PV3 is greater than OV3 [5]. - The selection process yields only a handful of stocks daily, varying with market conditions, indicating a selective and potentially lucrative investment opportunity [5]. Group 3: Key Indicators - The three main characteristics of accumulation stocks include: 1) extremely high volume ratio, 2) extremely high trading amount, and 3) continuous price increases from the bottom, breaking through yearly highs [6].

Core Viewpoint - The article discusses the performance of stocks categorized as "猛兽股" (beast stocks), focusing on those with a price increase of over 4 times within a year, and highlights the emergence of two distinct trading patterns: the traditional trend model and the volume accumulation model [1][2]. Group 1: Stock Selection Criteria - The selection formula for identifying beast stocks is based on a specific calculation involving the highest high and lowest low over a defined period [1]. - A total of 99 stocks were identified in the market, with 40 stocks filtered through an earnings pre-selection pool, although the specific list is not provided [2]. Group 2: Market Trends and Patterns - The current bull market has seen a significant increase in the volume accumulation model, with a ratio of approximately 6:4 compared to the traditional model [2]. - The volume accumulation model results in steeper price increase slopes and shorter time frames for achieving similar gains, with some stocks completing significant price movements in just days or weeks [2]. - The rise of quantitative trading is closely linked to the volume accumulation model, which emphasizes high-frequency trading and rapid turnover, previously dominated by speculative funds [2]. Group 3: Differences Between Trading Models - The traditional trend model is closely tied to earnings growth, while the volume accumulation model shows little correlation with earnings performance [2][5]. - Stocks selected under the traditional model are fundamentally different from those in the volume accumulation model, reflecting divergent views on the importance of fundamentals versus short-term market sentiment [4][5]. Group 4: Commonalities and Market Implications - Both trading models exhibit a common principle of minimal drawdowns during trends, with only a small fraction of the selected stocks experiencing significant pullbacks [5]. - The average drawdown for potential bull stocks in 2025 is lower than in previous years, theoretically making it easier to hold positions [5]. - The emergence of the volume accumulation model presents both challenges and opportunities for investors, suggesting a need for diversification in investment strategies [5].