Today's market is thrilling! Xunce's mid-term revenue surged nearly 400%, while Kingboard was bought at the yearly line to gamble on an oversold rebound!

Good afternoon, fellow investors! ☀️

Honestly, the market performance this morning was truly refreshing to watch!

Just a few days ago, everyone was still scared by external data, share unlocks, and rate hike expectations, constantly fearing a sudden crash. Today, the market finally broke free from unnecessary panic, and capital is finally bold enough to trade openly!

Market funds are no longer indiscriminately selling off. The strategy is super clear: only pick true leaders with solid earnings, strong support, and commercialized implementation.

Structural rotation is extremely obvious: the strong get stronger, while the weak grind at the bottom. The profit effect in the market today has been maxed out!

Without further ado, let's directly break down this morning's market trend and our 'Five Swordsmen' strategy 👇

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Live Breakdown of the Five Swordsmen (Real Mindset + Actionable Strategy)

1️⃣$Kingboard Laminates (01888.HK)$ | 27.32 Precise Bottom-Fishing! Playing the Annual Line Low Was So Comfortable ✅

This was truly the most comfortable trade today, a guaranteed win exactly as planned 😎

This morning, in the comments section of my Sunday (last night) post, I specifically mentioned to everyone: Kingboard's drop near the annual line was an emotional oversold trap!

Technically, the 250-day moving average acts like a 'super thick safety cushion.' Dropping to this level means extremely low risk and maximum cost-effectiveness. As long as you strictly hold your stop-loss, there's no fear of being trapped!

Today's opening was incredibly dramatic. The stock price probed lower, barely grazing the annual line, hitting a freezing point that was practically a giveaway!

My mindset was calm: Opportunity is here! Without hesitation, I got on board at 27.32!

Not long after buying, outside bottom-fishing capital flooded in, buy orders piled up, and the stock price instantly surged!

This completely proves: The broader market can deceive, but the support at key levels never lies!

This bottom-fishing trade was incredibly satisfying. Low risk, high certainty, perfectly capturing the technical oversold recovery!

2️⃣ 00268 Kingdee International | Gap-Up Breakout Above Half-Year Line! SaaS Leader Officially Accelerating

Kingdee's movement today was steady to the point of absurdity, simply the 'anchor' for our accounts 🏠

Originally, I expected: These past few days would see it oscillating around the 120-day half-year line, washing out floating chips, grinding before breaking through.

But today, the main force didn't give anyone a chance to miss out!

It opened with a gap-up, stabilized above the MA120, and moved with decisive clarity!

Let me be blunt about this trend: This is absolutely a signal of active pulling by the main force!

Capital is too smart now. Hardware chips fluctuate too much and cause heart palpitations. Instead, AI software and real-revenue-generating SaaS tracks are the safe havens.

Microsoft's AI paid subscription explosion is confirmed. As the domestic leader, Kingdee sees capital preferring to chase highs and grab shares rather than wait for a better entry point.

Resistance has turned into support, and the pattern is fully opened. No need to overthink: Lock positions, lie flat, and safely enjoy the dividends of the main upward wave!

3️⃣$Xunce (03317.HK)$ | Interim Report Surges 389%! Explosive Earnings, Completely Washing Out Bears

The brightest and most satisfying target today is undoubtedly Xunce! Hands down 😂

When it broke below the 100 mark a few days ago, many comrades told me they were panicking, fearing a complete breakdown or deep traps.

I just said one thing then: Don't panic! New listings have high volatility and aggressive washouts, but as long as earnings are fine, any drop is just a pit!

Today, it slapped all doubters in the face with its earnings report!

Interim revenue is expected to surge by 389%. The data is right there, undeniable!

And it's not just about good numbers. The company is now in deep cooperation with top-tier computing power giants like Mixsi, Tianshu Zhixin, and Biren. The TokenOS ecosystem is growing larger, and AI commercialization is truly landing and generating revenue.

The previous drops were purely market sentiment killing valuations and brainless panic!

Today, capital flowed back frantically, violently reversing the trend and sweeping away the gloom of the past few days!

Both short-term patterns and earnings logic are doubly repaired. There is still room for recovery later. Hold patiently and wait for heights to open up!

4️⃣$Estun (02715.HK)$ | Steady at the Bottom, Rotation Rally Inevitable

Estun was relatively Buddhist today, content to grind at the bottom 😌

As everyone saw, today's hot money, traffic, and attention were all snatched by Xunce, SaaS, and chips.

Robotics and high-end manufacturing sectors are temporarily not the market's main theme. Trading volume is relatively cold, so individual stock movements are mainly oscillations.

But don't ignore one detail: Despite the extreme divergence in the broader market, it didn't panic sell. The signs of bottom support are very obvious.

This is a typical 'chip accumulation period.' Like farming, it silently builds strength in the early stage, waiting for the wind to blow to catch up in the rotation.

Our strategy is simple: No rush, no anxiety, no reckless adding of positions.

Hold key supports, quietly wait for subsequent capital to switch between high and low. When the wind blows to the manufacturing sector, it will naturally take off!

5️⃣$Montage Technology (06809.HK)$ | Morning Pullback Washout! Pure Sentiment Kill, Logic Unchanged

Many comrades messaged me today: Montage dropped, should we panic? Should we leave?

To answer you sincerely: Absolutely no need to panic! This drop is fundamentally not bad news; it's just the main force's washout tactic!

Let me break down the most real reasons for you:

First, last week, Fei Ban soared 8.2% in a single day. Chip stocks rose too quickly in the short term, with profit-taking piles high. External markets adjusted first, dragging down Asia-Pacific chip chain sentiment;

Second, Montage rushed to around 280 last week. Too many people made short-term profits. The main force took this opportunity to wash out a batch of unstable floating chips.

To put it plainly: This pullback is to fly higher later!

Remember! Montage's core logic has NEVER changed:

Overseas giants' hundreds of billions in AI computing power spending continue to explode; HBM+DDR5 demand is overflowing; the industry leader status is irreplaceable!

Do not let go of high-quality chips during the most torturous part of the washout! Lie steady, wait for the reversal!

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This market session today taught us a harsh lesson again:

In stock trading, there's no need to rush to chase highs. Precise bottom-fishing and maintaining discipline are the ultimate ways to win long-term!

Kingboard's annual line bottom-fishing, Kingdee's breakout into the main wave, and Xunce's earnings turnaround—all were operations within plan!

For Montage and Estun, which are currently adjusting, we remain calm and patient, waiting for rotational repair.

Currently, August macroeconomic data hasn't arrived, and unlock sentiment is slowly digesting. The trend of the market oscillating upwards is already very clear.

In the afternoon, continue to closely watch trading volume and sector rotation. After the storm comes a big rally!

Steady the rhythm. In the next explosive rally, we'll continue to securely eat meat! 💪