[Red envelope] Pre-market thoughts on March 19: Will the main rally in the communication services computing power rental sector continue? Congratulations on getting rich, fans!

Yesterday afternoon, when I said the market would reverse, it quickly did, with a rebound of thirty points. I have to say, Bago can still accurately predict the market’s direction in advance. Today, the market will continue to strengthen, and there will be more opportunities.

Stock Analysis:
Farsome, Oriental New Energy: Farsome dropped sharply at the opening yesterday but recovered to close higher. From a chart perspective, it still looks very good, but the rally might be for better distribution. It has nearly tripled from the bottom, rising rapidly over this month and a few days. If you’re not greedy, you should be able to pocket the gains. Oriental New Energy opened low, surged, then fell back; it’s confirmed to be in a correction, so let the pullback continue for a while.

Ningbo Construction, Jinji Shares:
“Lobster Farming” concept leader Ningbo Construction finally showed some performance yesterday, but unfortunately, it didn’t hit the limit-up in one go. As long as this theme remains expected, it could be repeatedly favored by the market. The leader will also enjoy higher market recognition. Jinji Shares, in the computing power leasing sector, saw many stocks hit the daily limit yesterday. Jinji Shares isn’t very strong; it’s at a resistance level. If it can break through effectively, it will enter a main upward wave, making future trading easier. Yesterday, I saw it more as following the chemical products sector, but as I mentioned a few days ago, “lobster farming” will ultimately be realized in the computing power leasing sector.

Deepwater Haina, Oriental Ocean:
Deepwater Haina, which has been strong this week with two large bullish candles, started to pull back yesterday. Currently, it’s in a phase of “second entry, first retreat.” The trend isn’t bad. Oriental Ocean is somewhat weaker. Its straight-up opening is quite rare, but I lean toward thinking that the strong shakeout in the deep-sea economy sector is more of an opportunity than a risk.

Dunhuang Seed Industry, Quanyin High-tech:
The agricultural sector’s performance on Monday was quite satisfactory because safe-haven agriculture only needs to continue its defensive role to sustain gains. However, Tuesday and Wednesday wiped out Monday’s gains, which was disappointing. I’m beginning to wonder if this agricultural sector can really be traded anymore. I also started to reflect whether my decision to take profits on Monday was a mistake. Perhaps I should consider short-term hot spots next week. If the defensive sector can’t serve as a hedge, it might be coming to an end. It’s better to focus on understanding the main theme.

Market and Sentiment:
Three major indices:
Shanghai Composite +0.32% (4062.98), Shenzhen Component +1.05%, ChiNext +2.02%
Transaction volume: 2.046 trillion yuan (about 7% lower than the previous day)
Gainers vs. Losers: 3480+ / 1260-, profit-making effect clearly restored
Sentiment: Recovered and warmed, continuous board heights increased, board closure rate rose (about 73%), but promotion rate remains low (27%)

Continuous Board Teams (by height):
5-day limit: Sanfangxiang
Robotics + PTA price increase | Market-driven
3-day limit: Shenhuafa A (robots), Huaneng Liaoning (electricity synergy)
2-day limit: Shunhao (commercial aerospace), Jidan Biotech (pharmaceuticals), Jiugang Hongxing (steel), Yabo (photovoltaics)
First limit: about 50 stocks (excluding ST), concentrated in computing power, storage, electricity synergy, CPO, liquid cooling

Main Themes and Core Leaders:

1. Technology Computing Power (Strongest main theme)
   Storage chips: Baiwei Storage, Langke Technology, Zhaoyi Innovation (US stock catalyst + Samsung strike expectation)
   Electricity synergy: Shaoneng, Guangdong Electric Power A (straight-up), GCL Energy Science & Technology
   Liquid cooling / CPO: Jialitu, Dayuan Pump, Tianfu Communication, Hudian Shares
   Computing Power Leasing: Shiji Hengtong, Dongfang Guoxin, Pingzhi Information

2. Chemical / Price Increase (Sentiment Anchor)
   Sanfangxiang (5-limit): PTA price hike + robot reducer shell

3. Low-level Catch-up
   Commercial aerospace: Shunhao (2-limit)
   Pharmaceuticals / Steel: Jidan Biotech, Jiugang Hongxing (defensive attributes)

Key Data (Short-term):
Limit structure: 1×5 boards + 2×3 boards + 4×2 boards
Success rate of hitting the limit: 73% (up from previous day)
Promotion rate: 27.27% (still low, cautious with relay)
Funds: Market-driven (65%), institutions focus on chips / computing power (55%)

Today (3.19) Short-term Focus:
Can Sanfangxiang open a 6-limit high?
Sustained momentum in electricity synergy and storage chips
Priority: from first to second limit — focus on computing power / liquid cooling / storage
Risks: profit-taking pressure on high-level stocks with shrinking volume

Pre-market thoughts and reflections for 3.19 (aiming for efficient, high-quality interaction):

1. Before Iran’s potential conflict, the absolute core leader of the new regime, Larijani, was assassinated by Israel. Iran is likely to launch more intense attacks, claiming to target Middle Eastern oil facilities. Last night, crude oil surged significantly. Do you think the oil sector still has opportunities? Will major players like Tongyuan Oil and Intercontinental Oil & Gas use this to offload?
2. Do you think the “lobster farming” concept can be revived by the main theme? Is Ningbo Construction still likely to have a main upward wave? Can the computing power leasing sector continue its rally today? Will Jinji Shares manage a comeback? Which other stocks in the computing power leasing sector do you remain optimistic about?
3. The deep-sea economy theme started strong this week but seems to be a two-day rally. Do you think Deepwater Haina and Oriental Ocean can generate a main upward wave? Powerfully, Guoli Rigging was also shaken out at five yuan and then soared to twenty. Are Deepwater Haina and Oriental Ocean also undergoing strong shakeouts? How do you view this week’s deep-sea economy sector?
4. The agricultural sector, as a safe-haven, performed well initially but then declined. What’s your view on its weekly trend? Are there other agricultural stocks you remain optimistic about?
5. Puni Testing, with multiple hot spots, steadily rose from the bottom this week. Do you think it can develop into a main upward wave?

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