[Red Envelope] Double confirmation! Panic is an opportunity. The bottom in March will be the golden bottom of 26 years. The March rhythm is as follows……

1. Positions (sorted by allocation): [Taogu Ba]

1. Sunshine Power, 20%, still oscillating around the cost line;
2. Xinyi Sheng, 20%, paying attention today;
3. Shenghong Technology, 10%, bottoming before the Spring Festival, panic low-buy and increased position the day before yesterday, yesterday and today recovered and surged, reduced positions in Yingweike, a stock I followed a month ago;
   Additionally, Yingweike, Huagong Technology, Tongfu Microelectronics below 10% positions are still being tracked;

Today, the market used the most direct and powerful movements to give all panickers a vivid lesson! It also once again confirms what I repeatedly emphasize: Do not panic on big drop days!

The day before yesterday, the index experienced a crash-like plunge, the market was full of cries of distress, and at the most panic moment, we decisively shared our analysis—expecting recovery in the second half of this week!

Today, the index rebounded strongly, confirming the forecast of “recovery in the second half of the week”!

2. Market recap today: recovery as expected, market direction clear and definite

Today, the market opened high and recovered, sentiment warmed, volume increased simultaneously, funds flowed back into main themes, and the market showed a clear pattern of “post-panic stabilization and rebound.” This is a perfect realization of my previous prediction of a “recovery rally.” From the details, the market trend is very clear, and the core logic has not changed at all—it’s still the “structural market with clear main lines and continued bottoming” that I emphasized since New Year’s Day.

Specifically, the market shows three distinct features: First, funds no longer blindly chase themes but focus on stocks with performance support and clear logic; second, high-quality targets previously misjudged are fully recovering, especially core stocks in institutional tracks, showing signs of stabilizing and rebounding, but the rebound is gentle, consistent with the characteristic of “lack of sustainability in rebound during bottoming phase”; third, market sentiment quickly shifted from extreme panic to rationality, panic selling has mostly cleared, and funds are actively deploying low-priced stocks, laying a solid foundation for subsequent oscillating upward movement.

Many ask whether today’s recovery can continue? I clearly tell everyone: Based on our previous analysis and forecast—In early March, oscillation and recovery will be the main theme, as institutional tracks are still bottoming, and the market lacks the momentum for sustained rise. This is determined by the underlying market dynamics. The key now is “focus on main lines, avoid chasing highs, and protect low points.”

Hot sector trend commentary: Price increase theme leads the rally, bottoming track warms up

1. Price increase logic sectors (resources, chemicals, etc.): continued leadership today, whether it’s rising commodity prices or supply-demand imbalances in niche fields, the core logic remains “price increase,” which I repeatedly emphasized since New Year’s Day as the main speculative direction in Q1. From the trend, these sectors did not weaken after minor adjustments but rebounded quickly, showing strong fund commitment. Going forward, focus on segments with clear supply-demand gaps and sustainable price increases, but beware of short-term over-extended gains and subsequent pullbacks. Avoid chasing highs and consider buying on dips as the core strategy.

2. Institution-led tech sectors (AI, semiconductors, etc.): experienced a rare warm-up today, most stocks within the sector stopped falling and rebounded, but the rebound was moderate without sustained explosive growth, which confirms my long-standing view—Q1 is mainly about bottoming and stabilization, with rebounds lacking persistence. Today’s recovery is more a technical correction after excessive declines rather than a trend reversal. For these sectors, they are still in the bottoming phase; do not be overly optimistic due to a single-day rebound, nor overly pessimistic due to prior declines. Focus on core stocks at valuation lows, patiently wait for bottoming to complete, and seize low points in March for layout opportunities.

3. Trend forecast: Bottoming in March is the right time for strategic positioning

The crash-like plunge the day before yesterday, I clearly told everyone: Don’t be overly pessimistic on broad decline days; others’ panic is your opportunity.

Today’s market has already given the answer.

Once a trend forms, it won’t change because of a single day’s big drop; once the rhythm is established, it won’t reverse due to emotional fluctuations.

The upward channel in March remains intact, and the recovery process is still ongoing.

Core logic reaffirmation: Price increases dominate in Q1, tech sectors bottoming in preparation for Q2

Since New Year’s Day, I’ve only discussed one big framework: Q1 2026 (January-March): Price increase logic is the absolute main line; institutional tech sectors mainly seek bottoming, stabilization, and oscillation.

Over the past two months, every day has proven this:

Electronics, copper foil, tungsten, tin, gold, silver, chemicals, oil—all are on a rising price trend;

Computing power, chips, AI hardware—oscillating and repeatedly bottoming out.

I reiterate:

March remains the bottoming month for institutional sectors

The real full-scale rally will be in Q2 (April and May)

Institutions are now using Q1’s earnings gap period to oscillate, shake out floating stocks, and lower costs, preparing for a breakout after the first quarter’s financial report.

Therefore, my most practical advice for everyone:

In March, for tech sectors: buy on big dips, don’t chase on big rises.

Rebounds and corrections are normal; avoid chasing highs and don’t panic sell.

March is a month to temper your patience; those who can hold will get bottom-positioned chips.

5. Strategic mindset: Short-term rises and falls are unimportant; understanding the big trend makes you a winner

I’ve been emphasizing this recently, and I’ll share it again today:

Short-term fluctuations are not important; what matters is understanding the big trend, sticking to core logic, and maintaining patience and perspective.

Current market:

Chasing highs is endless;

Switching stocks is endless;

New highs often mark the stage top;

Panic drops often mark the stage bottom.

If you follow daily fluctuations, you are a slave to emotions. If you view A-shares from a quarterly or yearly perspective, you’ll see that all this oscillation is just small waves in a slow bull market.

Don’t panic over small dips in tech sectors; don’t get carried away by rebounds. Every big drop in March is giving you low-cost chips. Cherish March, especially the mid-to-late month golden layout points.

Final summary: The trend is clear, patience is king, and March’s layout window is precious

Today’s market once again confirms all my predictions: panic is an opportunity, recovery is inevitable, price increases are the main line, and bottoming is the trend. March is a month to temper the mind and prepare for the future. The short-term oscillations are all for building momentum for the next upward surge and for institutions to accumulate funds.

I remain firm in my judgments, unchanged by short-term market fluctuations, because I see the big trend and core logic, not just the immediate ups and downs. Stick to the core logic, position during panic, and exit during greed.

Especially cherish the March layout opportunities, patiently wait for a full breakout in Q2.

Finally, I hope all good friends reading this can give a like to our main post, support us with a “cheering ticket,” and show your support—your support is my greatest motivation. Thank you.

Thanks also to:
Cheering coupon list: @Michelangelo @Iamgroot @YuanXiaoEr @Fanshenzhan
Tipping list: @Shunshi86fen @Linfeng123 @Michelangelo @XuezhiXing