3.10 Review, a simple summary

Tonight, I have something to do, so I’m late in reviewing. I’ll just briefly share my personal views. [Taogu Ba]

The US-Iran conflict isn’t ending anytime soon. Regarding Iran, high-level officials are being wiped out, schools are being bombed, freshwater plants and various military and civilian facilities are targeted, which has united the domestic sentiment like never before. Even if some forces want to negotiate and seek peace, at this point and with this mood, no one is willing to take the lead, and no reckless youth dares to defy the world.

Look at the chart above. Publicly and privately, the newly appointed official probably has no reason to negotiate directly.

Therefore, I personally don’t see this sector ending soon. As I always say, buy on divergence, sell on convergence.

The computing power and electricity sectors have been strong for several days. Today, it’s a normal slight divergence. Funds are still vying for early positions to speculate on next-day recovery and inflow, and the current market is still rotating.

For the divergence direction, you can look at whether commercial aerospace has already entered a second wave on the left side. Aerospace development has been consistently outperforming for several days, with many stocks showing reduced volume and stabilizing, starting to form small positive candles. On the news front, there’s the photovoltaic factory inspections, SpaceX’s IPO in March, and a series of domestic launch missions in March.

The above views are personal notes for reference only and do not constitute any investment advice.

**

** $GCL System Integration (sz002506)$ $Baofeng Energy (sh600989)$ $Tongyuan Petroleum (sz300164)$**