Hang in there. Livermore: 3.30 Review Record

Simply put, let’s talk about today’s market. [淘股吧]

If you don’t look, you would think that there is a protective measure in place today, but in fact, there isn’t; the market has rebounded on its own. This is a very positive market phenomenon. Today, A-shares have rebounded first, not because of a rebound in Japan and South Korea leading the way, but rather A-shares have begun to self-correct. At this point, be patient and wait for the rebound to materialize; don’t exit near the local low points, or you’ll end up chasing higher prices later.

Perhaps everyone is still worried about the negative impact of escalating conflicts. In fact, the negative news that appeared over the weekend was already quite substantial. The fact that A-shares can rebound today indicates that the market is starting to reduce the impact of the conflict. The market is currently missing a sudden surge, but just one day of a big rally is enough; after that, we would enter a phase of sustained volatility and upward movement. After all, the anticipated negatives have already emerged, and now the market’s biggest concern is the onset of land warfare, with the U.S. deploying over 50,000 troops in the Middle East.

The current direction of capital is still focused on performance, as earnings reports will be released one after another, especially as we enter the April market, which will be performance-driven. The recent continuous weakness in photovoltaics is due to a cognitive bias in market research; there is no issue with high-end photovoltaic equipment going overseas. What Musk said about space photovoltaics is still largely pie in the sky.

In the context of performance reports, pay attention to the PCB industry, as well as transformers, which are experiencing extended shortages until 2027 in North America. The storage chip market has already clarified its performance, but there is still room for growth. These three areas are currently relatively clear; if there is a substantial increase in volume soon, it indicates that capital has officially begun to ramp up, and we can focus more on them.

For other markets, if they have declined and have not yet rebounded, just wait for the market to rebound. Here, you can be patient; after enduring this, spring will come.