Major A shares hit a new ten-year high, the Two Sessions have begun, and hot sectors are about to rotate.

The stock market reached a new ten-year high today, Tuesday, but was pulled back due to geopolitical conflicts.

However, trading volume continued to expand on Monday and Tuesday, with Monday breaking 30 trillion yuan and Tuesday increasing by 110 billion yuan in volume.

In simple terms, such large trading volume must be driven by GJD absorbing shares, which indicates GJD’s confidence in a slow bull market and represents the GJ will!!!

I’ve said that geopolitical conflicts won’t affect the main A-shares market for more than three days. Tomorrow, Wednesday, will be the third day. With such ample volume and a large amount of chips being absorbed by GJD, combined with the upcoming Two Sessions, the market will definitely show some performance. Hot policy sectors will experience rapid rotation and upward movement, possibly as early as Thursday, or by Friday at the latest!

In my view, a decline is actually a good opportunity to pick up high-quality cheap chips. Don’t wait until everyone is shouting to chase the rally; instead, buy when others are fearful. When the market is lively, gradually reduce positions, rather than chasing gains at that time, when profits are already limited.

Just understand one thing: the market going up is a certain scenario. Whether it oscillates or continues to rise steadily is beyond our control. We only know that this wave of the tech bull market is doing well and is likely to develop into a long-lasting tech bull similar to the US stock market. Even if this bull market turns out to be like previous ones, based on historical data, it will last at least another year.

We must seize the opportunity in this structural long-term slow bull market, enjoy the gains, and avoid becoming a chaser driven by fear and greed.

Remember: When others are fearful, I am greedy; when others are greedy, I am fearful!!!

Regarding sector directions, this time’s Two Sessions, based on local sessions and the general process announced, still revolve around the 14th Five-Year Plan. The policies from the Two Sessions are also aligned with the 14th Five-Year Plan.

This round of bull market is a tech bull, focusing on developing new productive forces and future industries, mainly artificial intelligence, commercial aerospace, and related sectors.

Storage Chips: The leading domestic storage integration company, Beiwei Storage, reported a net profit surge of 437.56% in 2025, reaching 866.7 million yuan. Of this, 840 million yuan was earned in Q4 2025.

After market close today, they also announced that their net profit for January and February 2026 is expected to be between 1.5 and 1.8 billion yuan, a year-on-year increase of 921% to 1086%.

This report essentially signifies the rise of domestically produced storage chips, with domestic substitution already proven through action! It also indicates that 2026 will usher in a high prosperity cycle for the storage industry.

This news suggests that the storage sector is likely to be the first to experience a rebound.

Commercial Aerospace: Still a key focus of the 14th Five-Year Plan, with relentless efforts to capture space market share. SPX is expected to submit an IPO application around March. So, stay tuned! Once news breaks, SPX’s core material suppliers in China will be among the first to rise!

Humanoid Robots: No need to say more domestically. For example, German Chancellor visiting Yushu Technology, and policies on robotics introduced in local 14th Five-Year Plans. Robots have already started entering the workforce, such as screwing in screws, and will soon appear in more everyday scenarios. On March 2, 2026, at the Mobile World Congress (MWC 2026) in Barcelona, Spain, King Felipe VI visited the booth of a Chinese tech company and interacted warmly with a humanoid robot developed in China.

This event caused widespread coverage and discussion in Chinese and international tech news in early March 2026, seen as a vivid example of China’s hard tech strength “going global.”