The main upward trend has already begun; seize the opportunity and make a fortune!!!

Today is Thursday, and the Two Sessions have officially concluded. Historically, the market tends to rise after the sessions, so there is a high probability that the market will fluctuate and rise in the near future.

With the start of conflicts in the Middle East, market sector rotations are very rapid, leading to funds shifting in different directions. This is why sector hot spots rotate quickly. Currently, the main market trend is very clear.

Over the past year, from 3,000 points to nearly 4,200 points, there have been several major upward waves. Each major wave has driven the overall market higher, from early 2025’s DP and humanoid robots, to chemicals, to large tech CPO, and then commercial aerospace. Each major trend has significantly boosted the market.

Where is the main trend now? It is evolving around energy and electricity driven by the crisis of war.

Based on today’s Wednesday funds, the market’s rise this afternoon was driven by energy and electricity, which led the entire market higher. It is clear that the main trend is centered on energy and electricity, while storage chips will trend sideways upward as a secondary driver.

From the news perspective, G7 countries released oil reserves. Coupled with Iran’s new leader’s firm speech tonight, these reserve releases are just a drop in the bucket. Even if the conflict ends, these countries have recognized the importance of energy and electricity, especially those developing AI infrastructure. Today afternoon, the EU relaxed policies on wind power in China, causing the wind power concept to surge straight up.

On Tuesday, I made a mistake before the market opened, confusing GCL System Integration (GCL-Poly) with GCL New Energy, which is focused on photovoltaic energy storage. Of course, GCL System Integration entered on Tuesday and could have exited by Wednesday morning, earning around 7-8%.

If the main upward wave in electricity unfolds, GCL-Poly will lead, because the current global power shortage is mainly caused by the continuous expansion of data centers. Power grid equipment is essential, especially with the positive signals from the EU.

If you hold other sector stocks, you might consider reducing your positions and shifting more towards electricity-related sectors like GCL-Poly, green energy, and power grid equipment extensions.

As for individual stocks, I won’t say much—everyone understands the reasons. Once I set up a secondary account, I might occasionally share my operations, but only my own actions, and I do not give any advice to anyone!!!