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【Red Packet】3.15 Review - Watch Chemical Sector Absorbing Electricity
Friday Market Thoughts: [Taogu Ba]
Friday’s strongest sector is chemicals, with divergence in electricity and serious negative feedback in technology.
The rise in CPO is most likely a prelude to Nvidia’s GTC conference from March 16 to March 20, so next week it won’t be a key focus.
In technology, the approach should be to consider it as a low-cost accumulation opportunity.
Monday Focus Points:
Electricity Sector:
Sentiment targets to watch: Zhengzhou, Power Construction, Nuclear Construction, Sha Steel
Low-cost accumulation: Green Development, Nengke
Chemical Sector:
Sentiment targets to watch: Luhua, Xinghua, Hongbao
Low-cost accumulation: Runtu, Hebang