Pre-market thoughts on March 13th, exceeding expectations system

The index experienced a significant V-shaped rebound yesterday, exceeding expectations. Today, the index is stabilizing as expected. [Taogu Ba]

Electric Power: During the fluctuation, electric power stocks formed seven positive K-lines, showing strong resilience and exceeding expectations. However, off-market funds have been waiting for divergence but haven’t seen it yet.
Yesterday was very consistent, with Hanlan Co., Wind Power, Green Electricity, and Coal all rising. Today, divergence is expected. The current entry odds for electric power at this level are already low.
If there is a sharp pullback today, it could be a good opportunity to buy the core stocks at a low price, but the probability is small. If not entering now, wait for sufficient divergence before entering.

Chemicals: The strongest sector is Methanol, with Jinniu Chemical as the core. If considering the chemical sector, this is the only one to think about, and chasing highs is not advisable.

Computing Power: Has been correcting for two days. The strongest is Data Centers, with Shun Na Co. being the top performer. Currently, there is no sign of a sharp decline, and sideways consolidation with an upward trend is more likely.

Telecommunications: On Wednesday, I mentioned that the chemical technology sector was nearing its peak. Yesterday, negative feedback was given. Within telecom, there are divergences across segments, with rotation happening internally. Watch if rotation can shift to core companies like Diamond and Huanghe Xuanfeng.

Robotics: The recent rotation includes Robotic companies like Yuhuan CNC. The correction is almost over. Since it’s a rotation market, look for opportunities to rotate into other sectors.

Industrial Mother Machines: Huadong CNC can also be considered for low-volume accumulation. The correction is nearly complete, and the downside risk is minimal, making it relatively safe.

Rotation Market: Focus on low-volume accumulation and avoid chasing highs unless a new node appears. Act actively on the first day; if not today, then by Monday at the latest. The market is very eager now. Yesterday, a small piece of news about wind power was enough to lift the index. Let’s look forward to new opportunities.

News: The world’s first mobile lobster sold out instantly! OpenClaw founder expresses willingness to co-develop lobsters with Baidu.
Today is also the last day to position for lobsters, as the hype continues to decline and negative news is emerging.

Iran’s Supreme Leader Mujeh Tabar issued his first public statement, refusing to give up revenge. The Strait of Hormuz will remain closed.
Brent crude oil returned to $101 per barrel, WTI crude oil rose to $96 per barrel.
Oil: Shandong Molong, Intercontinental Oil & Gas, Tongyuan Petroleum, Keli Co.
Viewpoint: The current oil war is intense. The U.S. cannot tolerate rising oil prices, so Iran is likely to send torpedoes into the Strait of Hormuz. International oil supplies can only last about 20 days. If the Strait remains closed for another 20 days, oil prices could approach $200 per barrel.

MIIT Launches 2026 Citywide “Millisecond Computing” Special Action

1. The MIIT Office issued a notice on organizing the 2026 citywide “Millisecond Computing” special action. In 2026, about 50 regions will carry out this initiative to enhance high-efficiency computing power and promote the integration of computing networks.
2. Recently, domestic fiber optic cable industry bidding prices have accelerated upward, with some products seeing bid price increases of up to 100% within two months.
   Fiber Optics: Longfei Fiber, FiberHome Technologies, Hengtong Optoelectronics