[Red Envelope] Tomorrow until next month, just like this.

StrawberryIce · 2026-03-30T10:25:04+00:00

Today’s market opened lower and then moved higher under external factors. After analysis and prediction, there will be an index rebound in the later stage. Focus on investment opportunities in energy storage batteries and commercial aerospace themes. The portfolio structure shows that some technology stocks have upward potential.

StrawberryIce

2026-03-30 10:25:04

Abstract generation in progress

(1) Today’s broad market
Although the offshore environment was full of bearish factors fermenting over the weekend, the market has its own underlying operating logic. That’s why last Friday I clearly laid out that today would follow a gap down and then rally higher intraday script—friends who are paying attention should have yet another great day today.
Let me state the outlook again for what comes next: On Monday, it will hover slightly below the waterline, but the candles’ body that are in the “green zone” will be red. On Tuesday, the market turns milder; on Qingming Festival, we’ll dodge it a bit, and then the rally continues, pushing toward around mid-April. The overall thinking remains unchanged. One key point to emphasize here: this is an index rebound—relative to the technology and theme directions, the rebound elasticity will be stronger.
Direction: index “tool” CPO, the main-line energy storage batteries, and the business spaceflight theme.

(2) Grain storage monitoring
Yuneng Technology: position pattern—at the weekly level, a larger Stage 2 upward structure
Defu Technology: position pattern
Ganeng Co., Ltd.: sold off aggressively at the opening auction; the sector’s opening-auction bid was too weak
West Side Testing: position pattern
Southern Grid Energy Storage: sold off aggressively at the opening auction; the sector’s opening-auction bid was too weak

(3) New additions:
Hengtong Optic-Electronics: bought one lot above the moving averages in the early session; CPO index “tool” play—front-runner candidate + Stage 2 breakout structure
Zengsheng Technology: added to the position twice in the early session (as I said earlier, I’m holding the core business spaceflight target I’m watching); weekly-level expectation of a Stage 2 main advance
Sungrow Power Supply: bought one lot on early-session weakness-to-strength; weekly-level expectation of a Stage 2 advance + energy storage
Gocool New Network: bought one lot near the close; compute-power elasticity—front-runner candidate + weekly-level Stage 2 upward structure
Nord Shares: bought one lot near the close; batteries + main-advance structure

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