[Red Envelope] Cast your vote within your own understanding

StrawberryIce · 2026-03-04T13:49:53+00:00

The article mainly analyzes the current market trading strategies, advising investors to pay attention to emotional management and rhythm control, while also sharing today's operational status and sector analysis. It highlights the dynamics of sectors such as oil and gas, electricity, and commercial aerospace, and emphasizes the importance of focusing on new economic directions and first-quarter earnings in the future. The views on AI and computing power-related stocks are also discussed, reminding readers to maintain cautious investing.

StrawberryIce

2026-03-04 13:49:53

Abstract generation in progress

[Like and follow first, then watch. Wishing everyone wealth and prosperity]

Trading starts with maintaining your mindset, then your rhythm. Only by managing market emotions can you meet your family’s expectations and keep your account in the green.

Today’s operations:
1. Huasheng Tiancai: Continue to trade T. Yesterday’s review said it was a false kill; today it directly reversed, and low buying also yielded big gains.

2. Nanjing Digital: Continue to trade T.
3. Low buy Ankao Zhidian, 20% limit-up, big gains for those who followed.

4. Low buy Keli Shares

Sector analysis:

Yesterday’s strong sectors like oil & gas, gas, shipping, ports, gold, and coal generally saw profit-taking or sharp pullbacks in the morning, but oil & gas rebounded in the afternoon. Overall, it’s still heavily influenced by news; future developments in geopolitical situations remain uncertain.
Power and computing integration: Nanjing Digital, Ankao Zhidian.
Commercial aerospace: sectors rebounded today, but from a rhythm perspective, more like a selling point.
Huawei Ascend: Huasheng Tiancai, Chuanrun Shares, Huagong Technology.

The market will mainly focus on two directions moving forward: one is the new economic directions proposed at the Two Sessions (like smart economy), and the other is the layout of Q1 earnings. Baiwei Storage, with its performance exceeding expectations in the first two months, opened with a straight limit-up, exemplifying strong earnings momentum.

Regarding AI, especially NV Chain, macro factors are suppressing it. Rising oil prices have triggered inflation fears, reinforcing rate hike expectations, which drains liquidity from tech stocks. Despite positive industry news, such as Mitsubishi Chemical Electronics raising prices by 30%, the market’s reaction remains muted due to lack of liquidity support. However, stocks that can逆势走强 during this adjustment stage, like Jufei Optoelectronics, Huagong Technology, and Wolder, are worth watching.

For domestic computing power, market perception may be biased. The core is actually Huagong Technology and Huasheng Tiancai: the former involves the Ascend industry chain, the latter is closely related to 3.2T high-speed optical modules.

More updates before tomorrow’s market open! Please give more likes!

Disclaimer: The logic in this article is solely based on personal review and stock market diary, not any securities consultation or recommendation. The stocks involved are not recommendations. Views are for reference only and not for trading decisions. Trade at your own risk. The market is risky; invest cautiously. Wishing you long-term stock success, wealth, and happiness.

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