Deming L leads the rally in big tech, getting ahead with savvy predictions!

Today, Monday, Hong Kong stocks surged during trading. As I mentioned in my pre-market article on Monday, the safest place in the world is China, the safest place for funds, and also our Chinese stock market. Therefore, foreign capital will continuously flow into Chinese stocks.

Today, Monday, the famous investor Michael Burry, known as the “Wall Street Big Short,” believes that the current Hong Kong stocks, especially the Hang Seng Tech Index, are significantly undervalued. Once market sentiment improves, profit growth will drive a sharp rebound in stock prices, with huge upside potential.

This news sparked a rally in Hong Kong stocks and also led the A-shares to start recovering from deep lows. More and more safe-haven funds will choose our A-shares in the future.

Including Iran’s statement that ships settling in RMB can pass through the strait, and China dispatching envoys to mediate this conflict. This conflict has made the world re-recognize China—its strength, security, and inclusiveness. We are proud and immensely proud of our motherland’s strength.

A-shares are following the trend step by step, mirroring the tech bull market of the US stock market back in the day. The future looks promising!!!

Sector-wise:

Storage Chips: Samsung Electronics executives and industry analysts have indeed pointed out that the AI-driven “super cycle” for storage chips will last for a long time, with shortages and price increases expected to continue until 2028.
The annual Nvidia GTC2026 developer conference kicks off today, where CEO Jensen Huang typically releases new products and technical updates in his keynote speeches, giving a big boost to the chip sector.
Therefore, today’s rise in CPO, PCB, and liquid cooling stocks is also driven by this, but the most certain sector remains storage chips, with clear price increase logic and performance being the most important standard for stock price growth!
Additionally, South Korean raw materials are stuck in the Middle East, while the three major module manufacturers still have plenty of inventory at home. This wave will definitely be very profitable, and I am very optimistic about Q1 performance, especially for Lige, which has the highest inventory ratio. But ultimately, trading should be based on the market, aiming for maximum profit!

Electric Power: The energy crisis triggered by conflicts, with alternative energy sources like wind, solar, and energy storage. Looking at tomorrow’s Tuesday performance, a correction to today’s Monday is just right. If Tuesday continues to decline, it will appear weak. I still favor the power grid collaboration, but specific trading strategies depend on the market, as quant models cannot be beaten, and this must be acknowledged!

Commercial Aerospace: A rally at the end of today’s session, mainly because the 2nd Shenzhen Commercial Aerospace Industry Development Conference is about to open. Additionally, March is entering a “dense launch window,” and there was a recent oversold rebound, with funds betting on whether policies or industry big orders will emerge.
I believe it’s most likely a rebound, and during this rebound, reducing positions gradually is advisable. The main trend for commercial aerospace is probably not until late April.

Humanity Robots: Waiting for an opportunity.

Chemicals, Oil, Energy: Cannot influence wars or policy directions, so I choose not to participate.