Pre-market plan for March 6, 2026, focusing on domestic computing power

March 6, 2026 Pre-market Plan, Focus on Domestic Computing Power [Taoguba]

Personal notes are not investment advice

1. Market Overview and Strategy Direction
2. Middle East Topic Analysis

As mentioned in yesterday’s review and today’s forecast, the Middle East theme might experience a sharp decline today. However, based on last night’s news and crude oil performance, the situation remains uncertain.
Although yesterday’s late trading saw a plunge in crude oil and Middle East-related sectors due to the “Strait of Hormuz easing” news, the actual situation (Iran banning passage of Western ships, insurance companies halting coverage) indicates the region is still effectively blocked.

Therefore, today’s stance on the Middle East is less pessimistic, but the situation is ambiguous, and we need to observe how funds choose during the trading session.

Currently, quantitative funds dominate the market, causing significant momentum-driven rises and falls, making it difficult to make planned predictions.

2. Power and Energy Support (Power Supply/Energy Supply) News: North American seven major giants have signed independent power supply agreements, and the news has been implemented.

Market Divergence: The power sector showed divergence the day before yesterday. Yesterday’s performance seemed strong (high standards did not attack Hanlan), but the fund intentions are unclear.
Today, we need to observe whether funds continue to diverge or further strengthen related targets.

Overall judgment: Yesterday’s market recovery was complicated, and the future trend of the power sector is hard to predict.

3. Mainline Direction: AI Computing Power Supply Chain

Overall logic: The Two Sessions focused on artificial intelligence, with industry consensus that “AI’s final battle is over computing power.” As chip power consumption increases, bottlenecks in computing infrastructure become prominent.

Core viewpoint: Liquid cooling is a new element for computing power. Hardware logic has shifted; solving heat dissipation (liquid cooling) is a prerequisite under high power consumption.

Fund flow: Market rumors of a “3 trillion yuan investment in computing power over five years,” though unconfirmed, have already prompted early fund movements to pre-position.

External stimulus: U.S. export restrictions on AI chips expanding globally will further stimulate the demand for domestically controlled computing power.

Strategy focus: Today, I mainly focus on domestic computing power, which has a relatively simple logic. Either the computing power sector will have widespread movements today, or it will rise sharply and then fall back without a clear breakout.

2. Segment Fields and Stock Analysis

3. Domestic Computing Power (Optical Modules)

Rebound logic: Focus on the rebound opportunities of domestic computing power optical modules, with core target Huagong Technology.

2. Electronic Weaving Machines (Niche Topic)

Industry logic: This field is a niche industry with relatively low market attention.

Stock logic: Zhuolang Intelligent is almost confirmed to have already moved out. Yesterday, the entire sector, including Titan Shares, also rose together. They should be considered together.

Operational strategy: Keep an eye on Zhuolang Intelligent next, and consider it when divergence occurs.

3. Energy Support (Power Supply/Energy Supply) Gas Turbines: Focus on Dongfang Electric. Yesterday’s trend likely reflected gas turbines, not nuclear power logic.

Diesel Generators: Focus on Changyuan Donggu’s diesel generator business.

Changyuan Donggu: This stock previously experienced chip divergence. It can be observed as a target, mainly tracking its trend after divergence.