Bulk bottom order book language appears, bullish outlook for later stages

Today’s market has some expectations. Although it closed green today, many significant stocks have shown large volumes of order flow signals. This kind of trend generally indicates that a relatively important moment has arrived. Many of today’s star stocks have already reached a relatively low point, so there’s no need to be overly cautious. Usually, stocks with recent low positions and high accumulation have a high probability of experiencing a rapid upward move soon. [Tao Gu Ba]

Most of these stocks are focused on the upcoming Huawei and Nvidia conferences this week. The most important aspect of the Nvidia conference might be the possibility of switching suppliers. It’s uncertain who will gain Nvidia’s favor, but recent stocks that could supply Nvidia might see significant brand and stock price boosts. If unexpected stocks emerge, they could even hit continuous daily limit-ups. The origin of such stocks is unknown, but those attending the Nvidia conference in the US might have the opportunity to change suppliers. For example, if $Zhongji Xuchuang (sz300308)$ is eliminated, who might take its place? This requires some imagination.

Currently, it is most likely that TSMC will be eliminated, and Samsung might be selected instead. Today’s chip rally is probably due to this reason. However, the focus is mainly on memory chips. Samsung excels in storage chips and hard drives, but its AI chips are not very strong. The same goes for other types of chips—there are clear strengths and weaknesses. For now, it’s best to watch for leading companies. For example, $Taiji Industrial (sh600667)$, which has connections with Samsung and SK Hynix, is also involved in storage chips, so it might have some upward momentum. As for $Buwei Storage (sh688525)$, $Damingli (sz001309)$, and $GigaDevice (sh603986)$—all leaders in storage—their daily limit-ups today could signal future trends. For instance, after TSMC exits, will these stocks gain Nvidia’s favor? Even if not, Samsung’s prospects are still worth considering. If none of these options work out, it doesn’t matter—overall storage chip price increases will benefit these stocks.

The global stock markets are somewhat uncertain right now. Other markets have already weakened, but the A-shares haven’t ended their decline yet. After the Two Sessions, many stocks fell by double digits over a few days. Today’s collective bottom movement indicates that the upward trend line is still intact and provides solid support. Therefore, there’s no need to overly focus on the overall market movement. The March market may be somewhat volatile, which is normal. The main trend has already been set; quick gains are unlikely, and some shakeouts are expected.

China’s stock market differs from others mainly because of recent expectations—namely, US President Trump visiting China. If he does visit, some goodwill should be prepared. While other details are uncertain, there’s a high likelihood of US dollar inflows. If negotiations go well, it could be an opportunity for a second wave of reform and opening-up. Historically, reform and opening-up involved improving relations with other countries—initially European visits, then US presidential visits, culminating in major policy decisions. After these, massive inflows of US dollars, pounds, francs, and yen flooded in, transforming China’s economy rapidly. Currently, diplomacy seems to follow this pattern, but whether negotiations will succeed is uncertain due to many disagreements. Cooperation is urgent for China, but the US may not be as eager. The negotiation initiative currently favors the US. However, China has made many adjustments to align with this trend. If successful, the bull market will just be beginning.

A bull market is characterized by rising economy, increasing trading volume and prices—without which, it’s just an illusion. Stocks without real value are worthless. The upcoming Nvidia and telecom conferences in the US might see Chinese companies winning bids, which is a key part of US-China negotiations. If an agreement is reached, cooperation projects could be endless—hundreds of billions or trillions of dollars could be just the appetizer, with many trillion-dollar collaborations as the main course. This would be a leap forward for China’s economy.

This week’s tech conferences will generate countless news stories. The most explosive ones will be the most significant. Stocks with solid logic could see substantial upward movement, depending on how they are positioned. Perhaps ten stocks are laid out, with one hitting big gains, enough to make a profit. The remaining nine might not be far behind. If suitable stocks can’t be found, developing some projects is also an option. Today’s three development stocks performed well.

It’s uncertain which stocks will be stronger today, but the leading stocks remain the leaders. Buwei Storage still hasn’t shown an end to its trend. Don’t rush to exit the stocks that could replace Nvidia suppliers—even if there’s only a small chance, it’s worth holding. What if it happens?

That’s all for today. Wishing everyone prosperity. Please like, comment, tip, and share to support. Thanks to @SkyFly, @SunshineLongRainbow, @OliviaJing, @FortuneOx, @YangXing, and @HappyJustFine for tipping and sharing. Keep going!