3.5 Yuan Bao Morning Session: Stay anchored and focus on tech rotation.

StrawberryIce · 2026-03-05T01:11:55+00:00

This article discusses the impact of shipping relief and falling oil prices on the market, with a potential temporary low point expected this week. Technology stocks such as storage and robotics have opportunities for stabilization and recovery, but if storage lacks sustainability, caution is advised in the short term. The oil and gas sector experiences significant volatility, so attention should be paid to news-driven influences. It is recommended to focus on the rotation of technology stocks. The author is on a business trip and thanks readers for their support.

StrawberryIce

2026-03-05 01:11:55

Abstract generation in progress

Big picture: Shipping has eased, oil prices have fallen back. This week is likely to see a temporary low point, possibly as early as yesterday, with subsequent recovery expected. [Taogu Ba]

On the thematic side, if the storage sector that actively recovered yesterday continues, low-priced sectors with long adjustment periods (robots, commercial aerospace, computing power) may see stabilization and recovery. Chips are also expected to rotate and recover. The commentary on Ascend Chain from last night’s review was quite clear; a slight correction in logic—Chuanrun’s attribute still relates to Dazhi’s liquid cooling. Yesterday’s limit-up was due to Vitec Technology inspecting the factory. The main collaborations for Ascend are still with Shenling. Additionally, WeiCe Technology is worth noting on 688.

Let’s take another screenshot of yesterday’s anchoring point, just in case I forget after a night.

If storage doesn’t show sustained strength, then in tech, the rhythm is whoever adjusts first will rebound first. A dip at the open is a short-term entry point, but once it rises, consider doing T+0 trading.

Regarding oil and gas, even the two giants with trillion-dollar market caps can be hit to limit down within 5 seconds, and all the movements in the smart sector yesterday (during the Two Sessions) demonstrate how fast and large-scale quantitative trading is—completely irrational and terrifying.

The sector will have fluctuations going forward, but the downside is that there was some inflow yesterday afternoon, so the rebound isn’t very sustainable. It’s also heavily influenced by news and futures, making it highly uncertain. The A-shares market operates on T+1; after buying on the same day, you have to endure one more day of news changes. Subjectively, it’s still about rotating through the tech sector.

That’s all. I’m out on a business trip, writing this from a coffee shop. Sometimes I’m too busy to catch up with my brothers. A motto: [Stay anchored, rotate through tech].

Thanks again for the support and tips on the previous post. Next time, I’ll thank everyone together in the main post. It’s truly love to have brothers supporting this market.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.