Eastern Yihou Pavilion Master: 3.2 Operation Plan

StrawberryIce · 2026-03-01T22:01:57+00:00

Market sentiment peaked on Friday, but weekend news brings uncertainty; attention should be paid to the progress of geopolitical conflicts. Precious metals, oil, and other sectors may open higher. Gold stocks like Hunan Gold may hit new highs, with the price increase concept being mainstream but requiring attention to trends. The commercial aerospace sector is waiting for the right opportunity. Overall, adaptability is essential.

StrawberryIce

2026-03-01 22:01:57

Abstract generation in progress

3.2 Homework/Logic/Operational Plan
Focus on core logic:
It’s commonly said that the market peaks emotionally on Friday, but weekend news can be a bit much. Whether it’s a good or bad direction mainly depends on the next steps in geopolitical conflicts… because unexpected events add some uncertainty to the market!

Under conflict stimulation, segments like precious metals, oil, shipping, resources, AI military industry, etc., may all open high or form a strong one-word top. The specific market trend will still depend on how things develop—let the bullets fly for a while!

Space board / Sentiment stocks / Popularity
Sentiment rally / Popularity / Second wave
Yunnan Energy Holdings:
A space board, holding a feast, removing the weak and keeping the strong.
Safe-haven sentiment: Gold, oil, shipping, resources, AI military industry, etc. The specific segments are temporarily unclear; adapt as needed.
Gold: Hunan Gold is expected to hit a new high first.
Price increase concept: Currently mainstream, but no trend like Zhengdan yet; sector rotation is quick.
Electronic fabric: Honghe Technology—only keep if it shows strength in intraday trading tomorrow; if weak, wait for a better opportunity later. Philihua also has a good trend; if the trend remains strong, a large gap down can be watched further.
Tungsten price increase: Zhangyuan Tungsten, Jiang Tungsten Equipment, Zhongtung High-tech, Xiabu Tungsten—these are also trending; the first two might be harder to act on tomorrow.
Commercial aerospace
Jiangshun Shares, Aerospace Power, Yunnan Germanium, Chaojie Shares, Western Materials
Will commercial aerospace restart? March is a key time point. As long as it doesn’t weaken, continue to stay invested.

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