March 27, 2026, mood is warming up, have a great weekend!

March 27, 2026, Friday.

In the blink of an eye, a week has passed, and in the blink of an eye, this month is about to end. I didn’t open any positions yesterday, so this morning feels relatively relaxed. The collective auction opened poorly, with last night’s significant drop in the external market affecting the opening. After the auction ended, there wasn’t a single red sector.

After a low opening, the index strengthened, and the sentiment was good. Additionally, with last night’s news from the so-called “wise king” about a 10-day delay, the expectation for the weekend is that nothing will happen. Ten days means the Monday of the week after next, so theoretically, there might be some action next weekend, which is a bit of a relief. Of course, it’s also possible that the “wise king” will keep deferring with rhetoric, which isn’t impossible.

The index rebounded, and the sentiment warmed up. The only downside is that the trading volume did not increase. The chemical sector performed relatively well, mainly in agricultural chemicals and fertilizers. I picked LuHua Technology, Chitianhua, Stanley, Hubei Yihua, Satellite Chemical, and Shandong Haihua. Among them, Shandong Haihua surged, and the volume was sufficient, so I went for it and surprisingly finished work early.

After that, the market rotated to the pharmaceutical sector, and I instantly felt that chemicals weren’t as appealing anymore. But pharmaceuticals can also be considered part of chemicals, so it doesn’t seem like a big issue. Then the market rotated to battery-related stocks, mainly in the lithium mining sector. I remembered the well-received Shengxin Lithium Energy from yesterday, and sure enough, it was preparing to surge, but the volume wasn’t large enough. Individual stocks and the market were both like that, so I didn’t have much interest in opening positions.

Today’s market performance exceeded expectations, rebounding from 3850 to above 3900. However, as long as the conflict remains unresolved, it’s currently difficult for the market to experience a major uptrend. In the short term, I feel it will maintain a fluctuating trend, waiting to see when it can absorb the gap above. After that, either the conflict will end, or the market will desensitize to the news (but I feel this is quite difficult, as the damage to energy is real; if the global economy declines, it will be hard for us to remain safe).

Have a great weekend, and let’s see what happens on Monday!