Wednesday target

China Petroleum, rising unilaterally, still looks bullish

China Petrochemical, northbound inflow continues, market remains strong

Intercontinental Oil & Gas, straight-up limit, continuing to hit the board

CNOOC, three barrels of oil, bulls still have strength

Hunan Gold, stopped profit yesterday, be cautious tomorrow

GCL System Integration, although factory stock, do not chase highs

COSCO Shipping, bottom holdings still in place, no selling yet

Leike Defense, market dragged down, five-line indicator again attracting

Public Utilities, bullish crossing the line, showing strength

Hua Sheng Tiancheng, already warned, clear out if breaking the line

Tuo Wei Information, at this position, watch for double top

Hunan Silver, bearish attack, price expected to decline

Shandong Moly, already analyzed yesterday, view unchanged

Yue-Gui Co., Ltd., sugar phosphate deficiency, view unchanged

1. All stock market rises and falls fundamentally come down to one thing: supply and demand. When buyers rush in frantically and funds pile up, supply can’t meet demand, and stock prices push upward. When sellers panic and flood the market with sell orders, supply exceeds demand, and prices fall. Candlestick charts, moving averages, and various technical indicators are just traces left after the battle between supply and demand, inherently lagging. True experts don’t focus solely on past lines but sense market sentiment, using imagination and talent to predict the next supply-demand imbalance. While others look at charts, you look for signals plus imagination. While others wait for signals, you seize the opportunity based on supply and demand. Understanding supply and demand reveals the market’s most straightforward and violent truth.

2. War causes oil prices to rise because the fundamental logic is that global oil supply stability is directly disrupted. When conflicts erupt in oil-producing regions or key transportation routes, oil fields, refining facilities, and pipelines may be forced to shut down, oil tanker transportation is hindered, and insurance and shipping costs soar, directly tightening actual supply. Even without large-scale supply disruptions, markets will panic over future supply uncertainties, leading to preemptive stockpiling and futures buying. Coupled with crude oil’s dual nature as a commodity and financial asset, risk-averse and speculative funds flood in, amplifying price volatility. Therefore, war exerts pressure on both actual supply and market expectations simultaneously, ultimately driving oil prices higher. The Strait of Hormuz, a territory symbolized by the sun god, is the world’s energy throat. The Persian Gulf’s blue embraces the sunset glow, dolphins leap, and sailboats sway gently. It is the world’s energy artery, yet also hides the quietest romance. No matter how fierce the waves, they can’t hide the golden shimmer on the sea surface. Every ripple of passing oil tankers tells a story: beyond turmoil, there is always tenderness and distant beauty.

3. The relationship with a mountain is very similar to that with a person. Sometimes it’s just a fleeting encounter, with no next time: either too noisy or heartbroken because the scenery is spoiled by trash. Others are doomed romances, always missing good weather, unlucky: sprained ankles happen there, altitude sickness occurs there, forgetfulness happens there, arguments happen there. Thick fog and heavy rain obscure everything. Only rarely do you meet a mountain where the weather clears, the forest is misty; snow-capped peaks shine proudly, and the long sea is gentle and melting. Like meeting the right person at the perfect time. Gazing at the endless mountains, like frozen waves, their aroma rich and mysterious—early spring scent in the front, winter dusk in the back. The midtones from earth, forest, grassland, stream, bare rocks, to oceanic glaciers. The wind is an invisible vessel carrying the breath of all things, making you breathe slower unconsciously. When you spend a long time with a mountain, you stop noticing time. You long for time to pass so you can experience the seasons—spring to see her, winter to see her, and next spring to see her again. Every day and place in the mountain’s four seasons are unique. Thinking of this, you feel content with your daily life. From then on, you view time, impermanence, and all human flaws with indifference. That mountain won’t change for you; only you, because of that mountain, become a different person.

4. Actually, based on my understanding of your abilities, even during working hours, you can make the world peaceful. Because the only quick way to cease fire is for you to immediately heavily invest in oil and gold.

5. Don’t be discouraged. You and Buffett each have your strengths. He’s good at stock trading, and you have a good appetite too.

These opinions are personal reflections by Lao Liu and do not constitute investment advice. Financial management involves risks; invest cautiously.