Oriental Yihou Pavilion Master: 3.26 Operation Plan

StrawberryIce · 2026-03-25T16:58:59+00:00

The market is currently continuing its rebound, with technology stocks rising sharply and then pulling back, while the power sector performs strongly. Sentiment is dominating trading, so caution is needed in stock selection. Focus on Yunnan Energy Investment and stocks related to computing power, maintain a core position mindset, and also keep an eye on the trends of Aoruite and fiber optic storage stocks.

StrawberryIce

2026-03-25 16:58:59

Abstract generation in progress

3.26 Homework/Logic/Operational Plan
Focus on core logic:
Today’s market continued to rebound. Overall, the rebound structure can be summarized as trend-based tech stocks rallying sharply then pulling back and consolidating, power sector continuing to strengthen, and oversold stocks starting to rise in batches. My subjective feeling is that the market still cannot confirm the end of conflicts, so trend-following funds are cautious about entering the market. Therefore, sentiment-driven stocks are dominant, with quantitative strategies amplifying the effect.
In trading, there are no large-scale moves currently; it’s about selecting individual stocks to test trading skills or holding stocks if confident. The core trend is in technology, and in terms of themes, we need to see what emerges after the power sector wraps up — but nothing visible yet.
Space boards / sentiment stocks / popularity
Sentiment grouping / popularity / second wave
Space boards: China Power Liaoning
Cycle leaders
Yunnan Energy - Shun Na - China Power Liaoning
Almost at the end; don’t join the hype if you don’t have to.
Yunnan Energy Holdings: Mimic Ping Tan Development, needs to close tomorrow; otherwise, negative feedback could impact the sector.
Can the rebound be further extended? Tomorrow, keep an eye on Hunan Development for potential 2-in-3 opportunities.
Computing power: continue to watch Meiliyun, Reisconda for now.
Holding a good core position, also note Aoruid tomorrow.
Optical fiber and storage: Tongding Interconnection, Longfei Fiber, Baiwei Storage — continue the trend.
Dashengda: keep an eye on it.
Other tech stocks: currently chaotic and fuzzy; need to align with fundamentals and reference data.

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