Looking forward to the next trending topic!

StrawberryIce · 2026-03-06T00:15:43+00:00

The article analyzes recent market trends, pointing out that attempts in areas such as Micro LED and smart economy have not been successful, and emphasizing the need to pay attention to policy guidance. It summarizes the phased end of the oil sector and mentions potential future investment directions such as brain-computer interfaces, while cautioning to stay alert.

StrawberryIce

2026-03-06 00:15:43

Abstract generation in progress

Yesterday’s Thursday market gave a new direction: Micro LED. How does it feel? Seeing this sector, it doesn’t seem like a new node but rather a short-term play, because the nodes we need to look for should be related to the policies of the Two Sessions. On Wednesday, the focus was on smart economy; today, it’s on Micro LED panels. The market has tried two new directions, but neither feels quite right. Let’s keep an eye on the new directions the market tries today or next Monday; the success rate might be higher. I personally think topics like brain-computer interfaces or similar concepts still hold some expected value. [Taogu Ba]

Yesterday’s market indeed showed a weak recovery as I analyzed in my review, with decreasing volatility. Panels, computing power, electricity, and oil all rotated, but most ultimately surged and then fell back. My approach was to buy the dip during the sharp decline the day before yesterday and to take profits during the surge yesterday. Today, I continue to watch for divergences.

Review of ideas:

Intercontinental Oil & Gas and Shandong Molong both met expectations in the bidding. I predicted Intercontinental Oil & Gas would drop at the open, but since it is the core of the top-performing main board and still has capital fantasies of advancing with Shandong Molong to a 4-board level, even if it doesn’t advance, there will be capital expectations of a rebound. Therefore, I judged there would be further upward movement, so I confirmed Shandong Molong as strong within 3 seconds of opening because it was pushing upward at the open, while Intercontinental Oil & Gas was moving downward. Thus, Intercontinental Oil & Gas was not as strong as Shandong Molong; yesterday’s surge or high was a point to consider exiting Intercontinental Oil & Gas.
Smart automation bidding reached 861 million, making it the stock with the most overnight orders. Yesterday afternoon, the market tried a concept of smart economy, with smart automation as the core. It also provided an opportunity for a breakout yesterday, but clearly, the market didn’t recognize this direction that day.
Micro LED panels peaked that day, which is not the node I was looking for.
Oil was already a profit-taking point yesterday, so that node is now complete. Let’s continue to look for the next node.

Summary: Oil is now complete. On this wave of oil, the gains from Zhuque Road were quite good, and we also avoided a two-day market plunge. Today or next Monday, we need to stay highly alert. When Zhuque Road detects something early, I will share it.

Thanks to the strong players @Xiaobai Turning the Tide, @Xiao Tongzi, @Xiao Wang777, @30 Minutes, @Hui’s Lifesaver for supporting Zhuque Road points!
Thanks to @My Rookie, @Young Stock Market Guy, @He Mu, @Curiosity’s Tears, @Bus Not Carrying People, @Tian Niu Going Up the Mountain to Fight Tigers, @Monkey Brother66, @Kang Dunqing for contributing coupons to Zhuque Road!

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