Good afternoon, bros! Have you ever experienced this? Forgot to set a stop-loss on a super short-term trade, leading to deeper losses.

The early market matched the pre-market prediction, with Alibaba driving a gap-up surge. Although there was some profit-taking later, the overall bullish structure remained unchanged. Today's holdings are extremely polarized, so I'll just lay out the morning operations and the post-market strategy directly!

�� Morning bargain-hunting operation: $MINIMAX-W(00100)$  Got on board directly during the auction

Last night, the US stock AI sector and Alibaba ADRs surged massively. The pre-market post already told everyone about the solid positive news and predicted a high open for the Hong Kong stock AI application line. Who knew that during this morning's market opening auction, 00100 opened low for no reason, clearly offering a golden dip-buying opportunity. How could a short-term trader let that go? Placed the order decisively during the auction phase to build a position! After opening, funds immediately rushed in to grab shares, and the stock price soared straight up. This is my third time trading this ticker. The previous time yielded good profits but also saw small pullbacks. This time, I hope to smoothly make a profit and exit 😂 Cost basis: 250.81

�� Status of the remaining three holdings

Trading situation from July to now

1. $Kingdee International(00268)$  ｜Cost 6.28

Yesterday was a whole day of grinding in the water, with a long lower shadow firmly stepping on the 20-day moving average. Today, the main force is no longer washing out positions. Following the recovery of AI tech, it counterattacked with volume. The current price is firmly holding above 6.6, oscillating. The idea of holding the base position the day before yesterday was completely correct. Floating profits continue to expand. Continue holding and wait for it to break through the previous high.

2. $Kingboard Laminates(01888)$   ｜Cost 56.18

To be honest, today's mistake was not setting a stop-loss level in advance. Got careless.

⚠️ Key Reminder: At this stage, absolutely do not rush to catch a falling knife by bottom-fishing! Wait a bit longer! Last night, US stocks in the semiconductor and memory chip sectors collectively fell sharply. Poor earnings guidance from ASML and a sharp drop in SK Hynix dragged down the entire PCB hardware sector today, causing panic selling. Kingboard directly fell through the 55 mark, officially losing the previous 55-56 support level. Although the underlying logic of industry price increases hasn't collapsed, the aftershocks from the decline in peripheral chips haven't subsided. The short-term technical picture needs time to build a bottom and stabilize. I'm temporarily holding my existing base position, but I definitely won't blindly add to it. Wait until it falls near 50 and shows clear signs of stopping the decline, like shrinking volume or a long lower shadow, before considering averaging down.

3. $Zhida Technology(02650)$   ｜Cost 29.07

The whole day saw large turnover around the 30 and 31 yuan integer levels. Volatility was high but support was strong. Every time it fell below 30, buy orders immediately propped it back up. Our entry cost has an advantage. As long as it doesn't effectively break below the 30 defense line, this high-volatility thematic play could see a rapid rebound at any time. The speculative position continues to be held while observing.

�� The market today was completely polarized. AI and SaaS stocks recovered and regained blood, while the chip and hardware chain continued to be under pressure. In operations, avoid getting hot-headed and going all-in. For big decliners like Kingboard, you must exercise restraint. Only act after the selling pressure is released and clear signs of stabilization appear, that's the safe way.

Did any fans who read the morning post today spot this 00100? Faced with Kingboard's sharp pullback, do you plan to lie flat and wait for a rebound, or wait for stabilization below before adding? Waiting for your messages in the comments section!