Review of March 10, 2026

March 10, 2026 Review [Taogu Ba]
Based on market sentiment and volume, if the normal rhythm continues, tomorrow’s resistance will still be quite high.

Yesterday’s volume was less than 500 billion, and today it immediately shrank by over 200 billion.
Although there is an expectation that the Two Sessions will be implemented as planned, due to external disturbances, yesterday also experienced a divergence.

In comparison, the divergence risk may not be as high as previously expected, but there may still be divergence tomorrow.
First, the Two Sessions are expected to be implemented.
Second, there are still external disturbances.
Third, the degree of volume reduction is too rapid.

So, tomorrow we still need to be cautious, depending on the market situation. Mainly, tomorrow will focus on domestic computing power, as the overall enthusiasm for the “Lobster” trend continues to ferment. Various local governments and large companies are actively participating and supporting.

Essentially, the “Lobster” AI intelligent entity represents a new breakthrough and transformation. It is a truly functional AI intelligent system. Therefore, based on the actual situation and the level of fermentation, tomorrow’s focus should be on domestic computing power.

Today, groups like Xing Toys and the emerging Kewhua Data are showing signs of bottoming out in different targets.
I bought a small position in Meiliyun at a low point today to see how the rebound and recovery go tomorrow. Also, I added a position in GCL System Integration.

Yesterday, I took a small part of my position to experiment with oil and gas stocks at the close, leaving a little aside—forget about it, just leave it there, it doesn’t matter. Yesterday, Hui Lu Eco was sold off completely.

Tomorrow, the main focus will still be on domestic computing power-related stocks. Whether it’s computing power collaboration or leasing, now we can incorporate the “Lobster” theme to analyze together.

Additionally, attention should be on NVIDIA’s GTC 316 conference. Today, related hardware saw some movement; let’s see if this continues tomorrow. If it doesn’t, the expectations for this sector might not be as high, since the time window and space are limited.

Mainly, for NVIDIA, the focus is on new technologies and following Huanghe Xuanfeng. There’s not much else worth watching.

Yasheng Group was both rising and selling off this morning, selling all the low positions from yesterday near the daily limit. It’s unclear which sector it aligns with today, so I see it simply as a capital repair. It was pushed up and sold off simultaneously, and today it’s all out.