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]

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].

现在市场给人的幻觉太多了，我的感觉是在飞。 但是有个声音总是在耳边回旋不绝：别飘，别飘，别飘~~~ 今天的盘面，CXO的回馈还算正常，有两只，绿钻之后又出现了蓝钻。我的预期，明后天可能出现枢轴点联动，实际上今天高点和低点已经高于昨天 了，只不过量能没跟上，止跌区继续缩量并不是坏事。 光连意犹未尽，抛物线加速的预期在增强。主线第二定律告诉我们：凡是趋势必定加速。 市场多主线格局交替推进已经进入良性循环，已经无分大盘小盘，都可以盘的阶段，巨无霸持续推进是牛市的特征之一： 类似的结构，有些高增长估值低的优质大盘股可以多加关注： 价格强势阶段不要怕缩量，缩量反而是锁仓意愿强烈的表现，始终记住量价关系的最基础原理：强者决定价格高低，弱者决定量柱高低。 独孤三式今天又有新案例： 好不好用，哇不哇塞，就这一招，练好了，玩命儿用吧。 元宝对主线四大定律的理解 ...

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. ...

本ID说过，牛市二阶段有色一般会闪亮登场，如果有色没有行情，牛市的成色将大打折扣。 有色第一波果然来了，又回调了。根据历史经验，有色的基底结构通常时间比较短，攻击节奏比较快。 根据历史经验，做拉垮的第三基底行业不如第一基底行业更有胜率，也更有盈亏比。 天齐锂业(日线.等比前复权.对数) ◎ M6(10,20,50,150,200,13) VWA50: 36.3 VWA150: 34.1 VWA200: 35.6 HOLD: 38.9 : 35.6 RSLINE: 47 75.2 (85.3 54.7 42.94 38.9 - 34.66 ● VOL 金(3,21) VVOL: 3319537408.00 VOLUME: 3319537408.00 MAVOL1: 2780459520.00 MAVOL2: 2255824640.00 Co 15.08 BS: 15.00 ZR: 0.11 2025年 6 8 7 盛新锂能(日线.等比前复权.对数) ◎ M6(10,20,50,150,200,13) VWA50: 14.3 VWA150: 13.8 VWA200: 14.5 HOLD: 15.9 : 14.5 ...