Eastern Yihou Pavilion Master: 3.5 Operational Plan

StrawberryIce · 2026-03-04T22:06:53+00:00

Pay attention to the strength of the oil and gas industry chain flow back tomorrow. If Intercontinental cannot strengthen, caution is needed. The integrated computing and pricing increase logic are worth noting, and topics related to the smart economy such as intelligent control can be kept on the watchlist. Regarding sentiment stocks, Yunnan Energy Control is no longer being tracked.

StrawberryIce

2026-03-04 22:06:53

Abstract generation in progress

3.5 Homework/Logic/Operational Plan
Focus on core logic:
Tomorrow, first observe the rebound strength of the oil and gas industry chain. If Intercontinental cannot strengthen, then this direction needs to be more cautious! Conversely, focus on integrated electronic computing, price increase logic (tungsten, electronic fabrics, storage, etc.), and related themes, similar to today’s new direction of smart economy.

Space sector/Emotion stocks/Popularity
Emotion-driven/Populism/Second wave
Yunnan Energy Holdings: weaken the weak, keep the strong, no follow-up later.
Middle East:
Shipping: China Merchants South Oil — if weak, no need to watch.
Oil & Gas:
Intercontinental VS Petrochemical Oilfield Services, Shandong Molong
Anyone who hits a wall among these three can take a look, but the premise is that feedback from Intercontinental must be positive.
Trend
Roman Co., Longfei Fiber, Minbao Optoelectronics
If there is no further decline, consider paying attention.
Other trends:
Honghe Technology, Dingguo Jichuang, Zhangyuan Tungsten
Smart Economy:
Intelligent control, Yan Hua Smart

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