Pre-market Plan 20269022 Tuesday 1. Market Framework Analysis During the China-US meeting period, post-market official announcement of the agenda. Trade representatives from both sides had a good interview. Overnight, U.S. tech stocks like Meta, fiber optics, and CPUs surged, Moderna hit new highs, and Bitcoin/digital currencies rallied. A-shares are up for the third consecutive day, with a 'god stock' catalyzing market enthusiasm for going long, rising 7-8x in two days. The 'Hua' stocks have become a key positive factor. Xinhua Media resumed trading at the right time, becoming the anchor for bullish sentiment across the board—a stabilizing force. The All-A index is forming a W pattern. Tech, pharma, and sentiment are resonating together, with no obvious seesaw effect; overall, the market is trending upward with some volatility. It's a good time to actively go long and pick your favorites. 2. Personal Trading Plan 1. Portfolio Management Strategy - Gaozheng Minbao: Successfully exited yesterday with 50% in stocks and 50% in cash. Today, I’ll fully load up during the auction. Nearshore Protein: 90% exited without restrictions, optimistic about Gaozheng accelerating further. - Hayao: 20% financed, will leave the board and exit gradually. - China Merchants Energy Shipping: 40% financed, rolling T-trades. - Jingwei Shares: 10% financed, admitting mistakes and cashing out. Today’s sentiment is great, so I’ll observe more and find a good selling point—no rush. 2. Cash Reserve Target - Mindong Electric Power: Watching for anomalies and speculative opportunities, will reassess at the close. Early trading will focus on managing current positions. - Key focus on recovery in the tech sector.