[Red Packet] Tomorrow's Fix, Market Main Line Clear, Core Leader Identified, Cherish the New Opportunity in Late March

1. Key Stock Highlights: [Taogu Ba]

1. New Easy盛: Continues to outperform today against the trend. Nvidia GTC 2026 conference, with Huang Renxun’s keynote speech tonight.
2. Guangku Technology: Clearly strong this morning, slight pullback in the afternoon. Nvidia GTC 2026 conference, with Huang Renxun’s keynote speech tonight.
3. Demingli: Started the main upward wave on March 4th, driven by sustained storage price increases and performance certainty, leading the market in Q1 earnings rally ahead of others.
4. Beijing Junzheng: Storage sector led the market in Q1 earnings rally, with low-level补涨.
5. Shenghong Technology: Continues to build a base, Nvidia GTC 2026 conference, with Huang Renxun’s keynote speech tonight.
6. Jin’an International: Upstream of computing power price increase logic, with performance certainty, leading the Q1 earnings rally ahead of the market.
7. Filihua: Upstream of computing power price increase logic, with performance certainty, leading the Q1 earnings rally ahead of the market.
8. [Unnamed]: New energy main upward wave oscillates around the 5-day moving average, new focus and observation, no comment for now.

Same old saying: The market never disappoints those who truly understand it, but always harvests the chasing and panic traders.

2. Index:

Continuing the previous analysis from New Year’s, I believe the index will temporarily continue to fluctuate within the spring high-level box range. That is, if today’s pullback hits the lower support of the box, it may find support and possibly rebound. But after a rebound, beware of another pullback. As shown below:

Overall, don’t be pessimistic during declines, and don’t get overly bullish during recoveries.

If this post gets 500+ likes and 7+ “cheer” coupons, I will publicly share the specific dates of this week’s minor highs during the rebound and correction. So I hope everyone actively likes the main post and, if possible, supports with a cheer coupon or 100 points to boost activity. Let’s grow together, thank you.

Today’s pullback to support, I mainly took a bullish stance in the morning.

As I always say, if you can anticipate the market’s rhythm in advance, it’s like having a big-picture view. You won’t be swept away by market trends or crowd emotions. Instead, you can actively buy the bloodied chips during panic, and after the recovery, gradually sell the low positions to those chasing the rally, reversing the market and using quant strategies.

3. Sectors and Directions:

The promising directions I’ve been highlighting all last week, and I reiterated in my weekend post yesterday.

Today, I continue to maintain last week’s and weekend’s optimistic outlook: first, the Q1 performance driven by rising prices, including storage, upstream PCB copper-clad laminates; second, new energy and Nvidia GTC expectations.

For the Q1 performance rally based on rising prices:

1. Storage sector: Bawei Storage and Demingli identified as the main upward signals on March 4th. The main wave is ongoing, with low-priced stocks like Zhaoyi Innovation, Beijing Junzheng, Jiangbolong, and Shen Technology making up for earlier dips.

2. Copper-clad laminates and electronic substrates: Companies like Jinan Guoji, Shengli Precision, Filihua, and Defu Technology, which surged today despite the market decline.

Here, I still hold last week’s view: the focus on computing power is on the Q1 earnings rally logic. The sectors with strong earnings certainty, like rising prices, are the main targets—storage, copper-clad laminates, electronic substrates—leading the upward wave before others, and gradually warming the entire computing power sector.

This view continues to be validated by the market.

Nvidia GTC conference expectations:

For example, Guangmo modules like New Easy盛, Dongshan Precision, Yingweike, Shenghong Technology… especially Easy盛, Dongshan, and Hudian, which showed strong counter-trend gains last Friday during the market plunge, and today continued to rally strongly as the index pulled back. This indicates that the Nvidia GTC conference remains a promising direction this week.

Nvidia GTC 2026 Conference Schedule (Beijing Time):

• Official start: March 16 (Monday), running until March 19.
• Key event (Beijing time): Huang Renxun’s keynote speech on March 17 (Tuesday) from 02:00 to 04:00.

This means the speech content will be out tonight, which is why I am optimistic. We need to see what Huang says first, then observe the market reaction tomorrow. Whether the market will realize gains or continue to strengthen remains uncertain. But lurking last week and today is a good strategy.

For example, in new energy, after five days of rise last week, short-term correction or consolidation is possible. Today, the overall trend is sideways, with stocks like Dajin Heavy Industry (wind power), Sunshine Power (energy storage), Hunan Yunei, Fosu, Enjie (lithium) showing slight green. We should watch whether this trend can continue.

In summary, I think there’s not much more to say. I keep discussing these logics daily in the main post, focusing on rhythm.

Remember the main post’s message: Look at Taoxian, extend the timeline, and consider how many can sustain long-term growth. I believe everyone has an answer. The key is to learn continuously and systematically, not just speculate.

Overall, the current main upward wave is driven mainly by rising prices and new energy sectors. Rising prices are linked to strong Q1 earnings certainty, and the rally is driven by external conflicts boosting new energy. When external peace prevails, tech and computing power sectors will turn to electricity, which is inseparable from new energy. So, new energy has become a market-wide focus, as capital shifts.

Finally, rhythm is crucial. Remember to actively like and support the main post. Once reaching 500 likes and 7 cheer coupons, I will share the next week’s high point projection for the rebound.

Thanks to everyone who supported and rewarded the last post: @Tianma Online, @222 Calories, @Michelangelo, @Old Tears, @Ice Point Breakthrough, @Javxsp, @Turning Point, @Iamgroot, @Guji Sanren, @Stock Little Shrimp 2006, @Lili Zi, @Trend 86 Fans, @Jie Zhuoyao, @Nirvana Rebirth 2018, @Michelangelo, @Peiyan.