Start picking up high-quality chips that were unfairly sold off in the sector, and patiently wait for sector rotation and upward movement!

StrawberryIce · 2026-03-05T00:15:30+00:00

Today, the A-share market remained stable despite a sharp decline in the external markets. Although trading volume decreased, it still supported sector rotation and gains. Focus on the policies from the Two Sessions and the 14th Five-Year Plan, especially sectors such as shipping, humanoid robots, and storage chips, which may benefit.

StrawberryIce

2026-03-05 00:15:30

Abstract generation in progress

Today, Wednesday, global markets plunged significantly, while our A-shares remain as steady as Mount Tai.

Although trading volume has sharply decreased, the recent trading days’ volume still reflects GJ’s determination. In the face of any external risks, GJ remains unwavering!

Trading volume is around 2.4 trillion yuan, which can still support sector rotation and upward movement.

Tomorrow, Thursday, the Premier will deliver the government work report, including a summary of the 14th Five-Year Plan and the direction of sectors such as semiconductors, chips, robotics, new energy, computing power, and electricity.

Today, the CPPCC held a meeting, and tomorrow, the NPC will convene. Pay attention to the policies of the Two Sessions, grasp the rotation rhythm, and buy low and sell high!

Sector directions: For sectors affected by geopolitical conflicts, the shipping sector is most likely to continue strengthening as conflicts persist. If the Taiwan Strait remains closed, shipping routes will need to be rerouted, leading to higher shipping prices and benefiting the shipping sector.

Humanoid robots: Luo Qinjian, spokesperson for the National People’s Congress, expressed confidence in humanoid robots during the NPC press conference.

Xiaomi’s Lei Jun proposed humanoid robots, and given the recent sharp decline at the start of the year, short-term prospects look bullish.

Storage chips: Giants like Samsung and SK Hynix have already increased some storage chip prices by 100%. Apple, Microsoft, Google, and Meta are accepting these increases unconditionally and prepayting in full to lock in orders. The storage market is now entering an hourly pricing era.

With Buwei’s 2026 performance exploding, domestic substitution in storage chips is beginning to rise, and prices will continue to increase!

Commercial aerospace: Policies from the Two Sessions are still being implemented and are in the adjustment phase. There is potential for further entry.

Power grid equipment: North America faces a power shortage, and major international giants are signing power agreements with old TEs. Orders for grid equipment and gas turbines are booming, with full-year production expected.

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