March 21, 2026, US interest rate hike, did the Nasdaq crash? Adding another family rule!

This week’s returns from one of the accounts are not really for reference (not to show off). In a challenging environment, I focused on core strong groups with logical and fundamental support, backed by funds, and with good chart patterns—these are also among the current mainstream themes.

Some people have been bearish on electric computing coordination, but in the past week, it has shown some profit, at least avoiding big losses. I was thinking deeply about wind power: energy-saving wind power, Chint Power, and green electricity: China Power Energy, China Power New Energy. These are based on market conditions, since static plans need to follow dynamic market movements.

What didn’t do well last week was my strong liking for China Power Energy’s chart, but unfortunately, on that day, Jinkai New Energy was even stronger than China Power Energy. So I went into Jinkai at the bottom instead of China Power Energy. China Power Energy mainly involves coal chemical industry. Since the war escalated on Wednesday night, Thursday was a good time to try China Power Energy. China Power Liaoning Power showed strong upward momentum—both are “Hua” characters, and Jinhua and “Neng” stocks are catching up.

Overall, I still need deeper thinking. If you lose money for three consecutive days, just set an order for collection and clear everything at night, then sleep well and rest. Because it’s not your fault; the environment doesn’t support it, and the tolerance for errors is very low.

Looking at Friday, many leading stocks suffered big losses. Early in the day, 4,000 stocks rose; by the close, 5,000 fell. It was a chaotic scene. The depth of Friday’s decline might still be a bit more, and Monday could be the last push?

Actually, in the past two days, when uncertain, I’ve been watching the leading Yunnan Energy Holdings, which might be safer. Jinkai New Energy and GCL New Energy are driven by retail funds, doing long and short trades. I keep mentioning these three because their logic is the most solid; others are just catching up. Focus on the stocks from March 6, the first batch of stocks launched after the national two sessions, related to electric computing coordination.

In terms of computing power, I think Meiliyun and Litong Electronics are expected to recover next Monday. If they can be hit hard enough, the recovery will be even stronger.

For communications, watch how Reecounda holds around the 10-day moving average—I still have some expectations.

Electric computing coordination: I’m currently holding two layers of Yunnan Energy Holdings and China Power Liaoning Power. I’m a bit uncertain about China Power Liaoning Power and don’t want to hold too heavily. If it were earlier, I’d just hold five layers of China Power Liaoning Power with a short-term account—if Monday opens high and then weakens, turning strong, that’s a possible path. Other stocks I’m still watching include Dongfang New Energy, but I haven’t bought it yet. It seems to be a name-based catch-up, with uncertain cost-effectiveness and profit-loss ratio, but I won’t rule out funds speculating on the name.

Energy-saving wind power stocks are being tightly controlled by funds, and the main trend should be upward. Chint Power needs to go through a turnover phase, but no further fermentation occurred in the afternoon.

For China Power system, continue to watch China Power New Energy’s attitude towards catch-up.

The chemical sector is hard to understand; I only look at Jinniu Chemical. I’m not interested in Chitianhua anymore.

In coal, observe China Power Energy and Shaanxi Black Cat’s attitudes. Later, look at Antai Group or Baofeng Energy—these are being managed with less quantitative trading.

For PCB, keep an eye on Jinan International, but it’s showing signs of deterioration. Need to stop the decline first. For long-term, the 20-day moving average is the baseline.

CPO stocks like Xinyi Sheng are still on the watchlist.

Solid-state batteries: focus on Zhongda Mining, Fosun Technology, and Putailai. Others are outside my pattern.

Photovoltaics: continue to watch Guosheng Technology.

Small metals: with the US rate hikes, I’m not playing small metals.

Liquid-cooled servers: I’m not watching recently. Keep positions light in tech-related stocks, including second-generation BUs, Q-BUs, and high-capacity ML resistors. North American gas turbines are also not tradable now; follow tech stocks. Long-term, North American turbines should be okay for the year—these are value investments.

Hydrogen energy: focus on Xiongtao Shares.

Robotics: there are some news triggers, but I mainly watch Wolong Electric Drive, Shoukai Shares, and Wanxiang Qianchao.

I suggest watching Jidong Equipment; its chart looks good.

A final rule: until the war ends, don’t heavily load up on tech stocks.

Another rule (a cautionary note from the US stock rally):

1. Keep three days of empty positions before holidays or within 30% of your capacity (due to high external uncertainty).
2. Never take a one-word board! Never take a one-word board!
   Only buy at the end of the day, one or two layers; absolutely avoid one-word boards—these lock in profits too heavily.
3. Don’t expect or fantasize about collection orders during pre-market auctions!
4. If the US Nasdaq drops more than 1.5%, consider pre-market auctions (depending on the situation).
5. If more than 10 stocks hit limit down in a day, only sell, don’t buy (keep the right to sell).
6. Keep volume below 20 billion and positions within 50% of capacity—very important.
7. Stocks with solid fundamentals and logical support that stay above the 10-day moving average won’t break—especially core stocks with rising prices!
8. Until the war ends, don’t heavily load on tech stocks.
9. Stocks on the blacklist are not to be watched, bought, or added to your watchlist.
10. Switch to core stocks when strong, switch to groups when weak; if unsure, follow the leading stocks.

My personal recommendation is stocks that have been consistently in B, but unfortunately, Chint Power on Friday was missing B despite being in the plan.

Unintentionally, I’ve written so much again. I initially wanted to post about the Nasdaq crash and add some rules, but here I am. If you find this valuable, please give a like to support the blogger’s motivation to update. Thanks everyone.

The above review is based on market water temperature testing, not full positions or margin. Recently, my large accounts are not fully invested or leveraged; I’m hedging and holding some value stocks tracking indices.