[Red Envelope] Is it a rebound or a reversal? Keep a close eye on this tomorrow!

【Like and Follow, Limit Up Can’t Stop It】【Add Oil and Tips, Holdings Keep Rising】[Taoguba]
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Hello everyone, I am Dad, pleased to meet you here. I mainly focus on market logic and sentiment. If you have any questions, feel free to leave a message in the comments.**

Market Overview:

As expected, a recovery

Once again accurately timed the rebound, which also aligns with the pattern of rising high and falling back

Defense sectors like oil, gas, and gold were hit hard, which often causes a pendulum effect, as previously discussed

Two key points of the rebound were also mentioned before: one is the power grid equipment, which has been very strong these past two days

Double J reaching new highs, Western Electric reaching new highs, Red Phase and Sanbian also rebounded nicely

Semiconductor equipment rebounded but relatively weaker, the sector is in a consolidation low, with potential for further upward movement later

Yesterday’s smart economy continued to rise, now is the time to seize the momentum. Brothers who have been watching should be able to catch this wave.

Optical connectivity surged today. The current quantitative trading is very fast; any stock with “光” (light) in its name opens with a big buy, missing the initial move means falling behind. On the news front: Yesterday, according to TrendForce and Jibang Consulting’s latest survey, with the rise of generative AI, data centers’ demand for high-speed transmission continues to grow. The copper cabling solutions used inside cabinets (Intra-Rack) for short-distance transmission face serious challenges in transmission density and energy efficiency. In comparison, MicroLED CPO solutions have lower unit transmission energy consumption, significantly reducing overall energy use to about 5% of copper cabling, and may become an energy-saving alternative for optical interconnects.

Various themes rotated through the market during the day: brain-machine, hydrogen energy, smart tech, optoelectronics, consumer, power, quantum, computing power, aerospace, oil.

It’s dazzling to watch, seeming like all can make some profit, but rushing in often results in losses.

It seemed like nearly all stocks hit the daily limit, market sentiment was very good.

But with only two limit-up days, it feels very fragmented.

Among so many sectors, the only promising new theme in the morning was Micro LED, which still looks decent.

But with such rapid rotation, brothers without a first-mover advantage should be cautious. The current pace isn’t suitable for chasing; there might be new concepts stealing the spotlight tonight. If no new theme emerges, it’s better to keep watching.

Index:

The recovery mentioned yesterday exceeded expectations. Dad quickly posted about it, and today we are seeing a recovery.

The divergence in oil and gas yesterday already indicated this, and brothers should be alert to defensive positions and timely exits.

Only the leading intercontinental stocks can still be watched; the rest are in a rising and selling phase.

From the trend of the index, although there was a strong rebound today, the overall weakness remains. Currently, it’s still a wait-and-see situation; intra-day, avoid chasing high and do more T+ trades.

Wait until the meeting ends for key points.

Strong sectors today:

1. Panel: the strongest theme today

10cm: Asia Optoelectronics, Zhaochi Co., Ltd., Guoxing Optoelectronics, Sanan Optoelectronics, Gantjer Technology, Xinruida, Woge Optoelectronics, Tongxingda, Huashu Holdings, Huaying Technology, Shengan Textile A, Aotuo Electronics, Oufeiguang
20cm: Huacan Optoelectronics, Leeman Optoelectronics, Lianjian Optoelectronics, Ruifeng Optoelectronics, Jufei Optoelectronics, Absen, Medikai, Jucan Optoelectronics, Longteng Optoelectronics
30cm: Weida Optoelectronics

Key stocks: Jufei Optoelectronics, Asia Optoelectronics (focus)

News:
① According to TrendForce and Jibang Consulting’s latest survey on March 4, 2026, with the rise of generative AI, data centers’ demand for high-speed transmission continues to grow. The copper cabling solutions used inside cabinets (Intra-Rack) for short-distance transmission face serious challenges in transmission density and energy efficiency. In comparison, MicroLED CPO solutions have lower unit transmission energy consumption, significantly reducing overall energy use to about 5% of copper cabling, and may become an energy-saving alternative for optical interconnects.

② Similar to yesterday’s smart economy, quantification identifies large fluctuations in stocks with “光电” (optoelectronics) for batch arbitrage.

1. Smart Grid

10cm: Huayin Electric Power (3 limit-ups in 6 days), Shun Na Co., Ltd. (2 limit-ups), Hanlan Co., Ltd. (2 limit-ups), Jicheng Electronics (2 limit-ups), China Western Electric, Sanhui Electric, Zhongchao Holdings
20cm: Tongguang Cable (2 limit-ups)

Key stocks: China XD (limit-up + new high), Hanlan GF (focus)

News:
AI intensifies “electricity shortage,” US power grid to undergo epic expansion with $75 billion focusing on “ultra-high voltage” transmission

2. Two Sessions

10cm: Shanghai Electric, Shenzhou Information, Tianshun Co., Ltd., Baili Electric, Maoye Commercial, Aokang International, Yanshan Technology, Fangda Carbon

Key stock: Tianshun GF (focus)

3. Computing Power

10cm: Quartz Shares, Dongfang Electric, Aoshikang, Taihao Technology, Aorui De, Meiliyun
20cm: Tongniu Information

Key stock: Quartz Shares (focus)

News:
A brief report on the national computing power group, 30,000 billion yuan over 5 years.

That’s all for today! Wishing brothers and sisters a big rise in the market!
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Stay alert to see through the secrets,**
Humility and patience lead to long-term success.

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