Dream of ten million cups, gilded one million cups, expert reviews (May 11)

In my personal experience, no matter how fast rotation is, focusing only on the core sector is the best approach. Market rotation means you also rotate along, but it’s hard to keep up. During rotation trends, you do a bit here and a bit there, and in the end, neither side is satisfied, taking multiple hits. Funds are always in the most core sector. [Taogu Ba]
The market opened high and moved higher throughout the day, with the Shanghai Composite Index surpassing 4200 points, the ChiNext Index rising over 3%, and the Sci-Tech Innovation Board 50 Index hitting a record high. Semiconductor chip stocks continued to explode, with DeepScience, Changchuan Technology, and Changdian Technology hitting daily limits and reaching new highs. Computing hardware stocks kept strengthening, with Han’s Laser, Guanghe Technology, and Tiantong Shares hitting daily limits and new highs. Virus prevention concepts were active, with Nanjing Pharmaceutical, Watson Bio, and Daan Gene hitting daily limits. The precious metals sector declined, with Chifeng Gold dropping over 5%.
In terms of sectors, semiconductor chips, computing hardware, virus prevention, and rare earth permanent magnets led the gains, while gold, shipping, gaming, and tourism sectors declined the most.
A total of 3,030 stocks rose in the two markets, with 163 stocks gaining over 10%, 2,024 stocks falling, with 7 stocks dropping over 10%, 34 stocks hitting limit-ups, with a limit-up rate of 23%. Today’s total transaction volume was 3.57 trillion yuan. The closing prices: Shanghai Composite Index up 1.08%, Shenzhen Component Index up 2.16%, ChiNext Index up 3.5%.

Top ten hot stocks in major stock forums:

Taogu Ba: 1. Beitou Technology 2. Shengyang Shares 3. China Great Wall 4. Shui Fa Gas 5. Daye Shares 6. Yongshan Lithium 7. Jin Tanglang 8. Bodo Shares 9. Gravity Media 10. JuLi Slings
Dongcai Ba: 1. Datang Power Generation 2. Changdian Technology 3. Jin Tanglang 4. Zhongtian Technology 5. Huaneng Liaoning 6. Guangxun Technology 7. Aerospace Development 8. China Great Wall 9. Tongfu Microelectronics 10. Tongding Interconnection
Tonghuashun: 1. Datang Power Generation 2. Jin Tanglang 3. Shengyang Shares 4. Guangxun Technology 5. Changdian Technology 6. Huaneng Liaoning 7. Zhongtian Technology 8. China Great Wall 9. Minohua 10. Aerospace Development

Top five industries with net capital inflow from main funds: Semiconductor, Pharmaceuticals, Securities, Innovative Drugs, OLED;
Top five concept sectors with net capital inflow: Domestic Chips, Memory, Big Fund Concepts, Automotive Chips, SMIC Concepts;
Top ten stocks with net capital inflow: GigaDevice, Shannon Chip Innovation, Bawei Storage, Lankei Technology, Huagong Technology, Zhongji Xuchuang, Changdian Technology, Northern Huachuang, Oriental Fortune, Jiangbolong @Stock Drift Record (Operation mode: specializes in convertible bonds, focused on stable options)

Brother Stock Drift Record took profits from Semiconductor ETF, holding Korea-China Semiconductor ETF, NASDAQ ETF, Hong Kong Securities ETF, Nikkei ETF, and NASDAQ Tech ETF overnight, earning a small profit of 3% today.
Comment: Small amounts add up, slow is fast, and the return has successfully exceeded 80%.

@Lucheng (Operation mode: specializes in core and leading stocks, mainly swing holdings)

Brother Lucheng gradually reduced holdings in China Great Wall, took profits from Huate Convertible Bond, earning a small profit today.
Comment: The market gave opportunities, but I didn’t grasp them, missed the big gains. Selling points are really too difficult.

@Bo Goutong Jin 2022 (Operation mode: specializes in hitting the limit-up, mainly first hits, steady operation) Account verified

Brother Bo Goutong Jin 2022 hit the limit-up on products like宅配, China Aerospace Digital, and Fangzheng Technology, got caught in Shanghai Electric, took profits on Electronics Blue Sky and Leise Intelligent, cut losses on Gravity Media, earning a small profit of 2% today.
Comment: With volume, there is a trend; hitting the limit-up has a high error tolerance, and the probability of making money is also high.

@Name You Guys (Operation mode: specializes in market hot spots, diverse techniques) Account verified

Brother Name You Guys continued rolling operations on Aerospace Engineering, chased the rise of Tianma New Material and got caught, cut losses on Zhongti Industry, a small loss today.
Comment: The rhythm is off; didn’t capture the mainstream market, a bit of a waste of the trend.

@Low-Key Introverted Friend (Operation mode: value investing, good at swing holdings) Account verified

Low-Key Introverted Friend continued holding GigaDevice, Jiangbolong, and Bawei Storage, earning 16% today.
Comment: Big drop on Friday, big rise today. Trend stocks are mainly hunting short-term traders chasing the rise and selling at the bottom.

@Call Me Little Mangfu (Operation mode: good at new stocks and hot strong stocks, decisive in killing) Account verified

Call Me Little Mangfu continued reducing positions in Stidek, entered Jujie Microfiber and N Changyu, took profits on Sanrui Intelligent, cut losses on LianDong Technology, earning 10% today.
Comment: The market is hot, and new stocks are still powerful. The bigger the heart, the bigger the stage.

@SanChuan WanLiHong (Operation mode: specializes in new market themes and popular stocks, mainly hitting the limit-up)

SanChuan WanLiHong brother continued holding Zaisheng Technology and Shuangxiang Shares, small profit today.
Comment: In trending markets with volume, patience and holding until rotation and broad rally.

@LiuEr KongKong (Operation mode: specializes in popular stocks, mainly low buy-in)

Brother LiuEr KongKong continued holding Tianyin Electromechanical and Guosheng Technology, eating noodles today.
Comment: Just look at the returns over the past week—big gains, big losses, big gains, big losses. Playing for excitement.
@Stock Pirate King (Operation mode: specializes in leading stocks, leading player, mainly swing holdings)

Stock Pirate King brother continued holding Dongshan Precision, Cambrian, Shenghong Technology, Copper Crown Copper Foil, and Shijia Photonics, entered GigaDevice and Lankei Technology, took profits on Tongli Electronics, cut losses on Yingfeng Environment, earning a small profit today.
Comment: Trend stocks may have big divergence recently; high sell and low buy for arbitrage might be better than holding long-term.

@I Am a Man Who Shines (Operation mode: specializes in new stocks, full position all-in)

I Am a Man Who Shines entered new stock N Changyu, earning 32% today.
Comment: Seeing the 10CM in hand, suddenly feels less attractive.

Top 10 real trading masters, today’s highest return 32.21%, maximum loss -14.19%, 8 making money, 2 losing, 0 with no position, 9 heavily invested, 1 lightly invested. The market is generally rising, profit-making effect is good, trading volume continues above 2 trillion yuan. Treat the market as oscillating; mainly do high sell and low buy.

Golden Dream second annual million and ten-million annual contest real trading profit list

Famous Player List

@Huang Daxian Little Friend (Operation mode: specializes in hot strong stocks, swing holdings mainly)

@Six O’Clock (Operation mode: specializes in popular stocks, mainly low buy-in) verified account

@A-Lash Lantern (Operation mode: specializes in leading stocks and popular stocks, mainly hitting the limit-up and chasing high) verified account

@Investment is like life (Operation mode: specializes in lurking, mainly swing rolling operations) verified account

@Chives Full Position (Operation mode: value investing, good at swing holdings) verified account

@Gold Delivery Man (Operation mode: specializes in market hot spots, mainly chasing the rise) verified account

@Chen Xiaopao (Operation mode: specializes in market hot spots and core popular stocks, mainly chasing the rise)

@Shunde Trader (Operation mode: good at 1-in-2, mainly chasing the rise) verified account

@Low-Key Clerk (Operation mode: specializes in hot sector stocks, mainly diversified and fluctuating) verified account

@Avoided Fifteen (Operation mode: specializes in low-position arbitrage, mainly low buy-in lurking) verified account

@Favorite Cutting Losses (Operation mode: specializes in ST stocks and popular stocks rolling operations) verified account

@Cloud Imagining Flowers (Operation mode: specializes in hot sector stocks, mainly chasing the rise) verified account

@Warm Start (Operation mode: specializes in market hot spots, mainly diversified operations)

@Super Short 888888 (Operation mode: specializes in market hot spots, mainly chasing the rise)

2026 Dream Cup Annual Contest Real Trading Top Holdings List
Yesterday’s holdings leaderboard

Today’s buy list

Today’s sell list

Recently banned accounts for fake activity:
Longjing Village Short Brother, banned for fake activity
Xiaotiantian0904, banned for fake activity
Yanwei Gorge, banned for fake activity
Qingyi CZ, banned for fake activity
X Leader, banned for fake activity
Prairie Pastor, banned for fake activity
Chives Wasteful, banned for fake activity
Guorong Love Limit Up, banned for fake activity
Losing does not shame, faking is the most shameful. The heavens are vigorous, gentlemen should strive unceasingly.

Remarks: Expert comments are for learning only and do not constitute any recommendations or advice!
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