The Israel-Palestine conflict initially led to a decline, while technological self-reliance and recovery depend on collective support!

StrawberryIce · 2026-03-04T18:09:53+00:00

The article summarizes the author's holdings and market analysis, mainly focusing on investment opportunities in the oil, gas, and chemical sectors triggered by the Israel-Hamas conflict, while also mentioning the subfields of artificial intelligence and commercial space. The author presents specific position allocations and future investment strategies, emphasizing market risks and advising cautious operation. Overall, the content aims to share personal market observations and insights.

StrawberryIce

2026-03-04 18:09:53

Abstract generation in progress

Position [Taogu Ba]
China Petroleum
Position: 20%;
The Israel-Iran conflict established the main trend yesterday. Today, the first divergence occurred. The oil and gas sector is the strongest. China Petroleum continues to hold T+0 trading; plan to take profits tomorrow!

Juhua Co., Ltd.
Position: 30%;
Leading fluorine liquid company. No new highs yesterday, reduced positions; added on the 10-day moving average today, continue to watch for swing trading!

Jufei Optoelectronics
Position: 10%;
Domestic leader in backlight LED packaging. Today, broke historical highs, following along mid-way! Consider adding on a pullback tomorrow if confirmed valid.

Hanlan Co., Ltd.
Position: 20%;
Top player in electrical equipment’s first wave. Resonated again today with the sector, but unfortunately no clear entry point, arbitrage expectations!

Pre-market Strategy
Cherish the pre-market insights!

Buy low, sell high for maximum gains!

Passionate likes, monthly income of millions; keep supporting, as always! 7 oil + 200 likes

Pre-market Thoughts

Main Trend
Israel-Iran Conflict
The conflict between Israel and Iran, with the first move after the holiday, initially attracted some funds from the AI software represented by iReader Technology. The day before yesterday, divergence turned into consensus during trading. Stimulated by news, yesterday’s weak turned strong, becoming the strongest direction during the 3-day limit of Farsight. Yesterday, it also attracted some funds from AI hardware represented by Farsight, causing AI software and hardware to retreat to the secondary line today. The main trend is now the Israel-Iran conflict sector, subdivided into: oil and natural gas, shipping concepts, chemical (methanol), etc. Today, the first divergence in this sector occurred, with the divergence choosing to hold the decline!

Core of oil and natural gas: Shandong Molong (upgraded), Intercontinental Oil & Gas (upgraded), Sinopec Oilfield (upgraded), Shui Fa Gas (upgraded); China Merchants Energy Shipping, Tongyuan Petroleum, China Petroleum (trend);
Core of shipping concepts: China Merchants South Oil, China Merchants Shipping, Shanghai Petrochemical, CNOOC Development, etc.;
Core of chemical (methanol): Baofeng Energy (logical core), Jinniu Chemical (sentiment, buy near the floor tomorrow).
Gold concept core: Hunan Gold, Xiaocheng Technology, Zijin Mining.

Secondary line
AI direction, retreated to second tier yesterday, with key recognitions crossing: Tai Jia Co., Ltd. vs Changyuan Donggu; Tefa Information vs Farsight; Yuneng Holdings, Huasheng Tiancheng, Yanjing Co., Ltd., Runze Technology, Yitian Co., Ltd., Jufei Optoelectronics; FiberHome Technologies, Tongding Interconnection, Roman Co., Ltd., Hengtong Optoelectronics! Dongyang Sunshine (big move)
This sector shows wave trend, N-shaped climbing pattern, watch the rhythm!

Business aerospace sector, Tai Jia Co., Ltd., Huaru Technology, Farsight, etc.

Focus on the main trend; secondary line only watch relative position!
In case of divergence in the main trend, watch for holding the decline at the close; for recovery, look for leading gains!

Passionate likes, monthly income of millions; keep supporting, as always! 7 oil + 200 likes. Share pre-market ideas for reference only, not a recommendation. Profit and loss are personal responsibility! Happy to share, live broadcasts facilitate better communication, so click to prompt the broadcast, up to 10 times a day = 1 check-in; 13 check-ins make a hardcore supporter! Besides prompting, 4 posts in October also count as check-ins! Stock selection for rebound + overview of secondary charts! 20 check-ins to view Tianbao MODEL or extreme low buy! Interact more, improve together! +Special attention, real-time alerts, surprises keep coming!

Disclaimer: Investment involves risks. Trading should be cautious. Plans are never faster than the market. Follow the market movements. The content reflects personal thoughts and records, only sharing personal understanding of the market. It does not constitute any investment advice. For buying and selling decisions, profit and loss are personal responsibility!

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