Instead of competing in quantification... it's better to go with the trend of exporting electricity offshore.

StrawberryIce · 2026-03-06T05:24:50+00:00

The article discusses the current bearish sentiment in the stock market, especially the poor performance of the optoelectronics industry, while the power sector's outbound investments are reaching new highs against the trend. The author recommends focusing on power-related stocks and believes that avoiding frequent trading is more prudent. Overall, outbound power investments are becoming a trend and are worth the attention of investors.

StrawberryIce

2026-03-06 05:24:50

Abstract generation in progress

Quantitative flat trading in yesterday’s light strip copper… Except for Huacan Optoelectronics in the front row, the other 20 centimeters all opened lower… Indirectly indicating market sentiment, no funds are supporting the climax of quantitative flat sectors.
Gao Du Gufei Optoelectronics is directly in deep water, all gone… Those who chased high and bought the breakout yesterday will lose (quantitative trading also suffers losses), but overall, there are still some profits in three positions.

Rather than fighting with quantitative trading, it’s better to just follow the trend…
Especially from New Year’s Day or Spring Festival… The only trending sector reaching new highs is power exports… No doubt about it, other sectors are mostly pulling back, especially with the Middle East incident this time… Power exports can still keep hitting new highs… Like the previously reduced holdings of Shun Na Shares~ and the big one, Dongfang Electric, too many to count… Resilient and reliable, like Zhidian Electric… and so on…
SST~ Chai Fa, transformers, gas turbines… are reaching new highs again.

Last year, I was convinced this sector would be the small optical module (CPO) trend last year…

I really don’t want to fight anymore… Like whack-a-mole, guessing and patching walls here and there.

If I had just stayed fully invested in this export trend earlier, I would have doubled my money.

Oil and gas teachers didn’t see a big rally in overseas futures today, so go ahead! It’s not very meaningful, as the marginal returns are diminishing.

Today, I basically bought back the stocks I sold yesterday, such as Yanjiang Shares, Minbao, Ankao Zhidian, etc…

Pino Technology also exploded… Maybe the Great Rejuvenation didn’t have a premium yesterday… But I’m not worried about AI power.

Today, everything is in power… I found that only this sector, even after reaching a peak, will recover to new highs…

Huilv Ecology indeed caught up with Changfei Fiber…
Just like that… staying in power sector without wild jumps, easy to twist an ankle.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

1 Likes