What are the traders' (3-day 2-day) morning trading ideas

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Brothers, good morning!!

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This weekend, the “black swan” of geopolitical conflict strikes again—renewed fighting in the Middle East. The suffering and hardship of war always fall on the common people. Thank our motherland for allowing us to live in a peaceful country during turbulent times.

External conflicts, the military spending of major A-shares has become routine. In the short term, it will inevitably be affected, but I think there’s no need to worry too much. We’ve encountered similar news many times before, but the overall market trend has proven there’s nothing to fear!

Don’t panic; stay calm. Treat it as a small pothole on the slow bull road. Although it might be uncomfortable now, ultimately, we will move toward victory!! So if there’s a gap down or sharp decline to test lows this week, being misled by emotions could actually be a buying opportunity.

Almost everyone over the weekend was talking about buying oil, gold, and military stocks in response to the news of war. But no one told you: in 2020, when the US killed Iranian Soleimani, oil prices jumped 4% on the first day, only to be fully retraced within a week. In June 2025, Israel attacked Iran’s nuclear facilities, causing oil prices to rise over 12%, but two weeks later, they returned to pre-attack levels.

Moreover, hedge funds’ net long positions in crude oil hit a 22-month high, gold has risen for 7 consecutive months, surpassing $5,278, a historic high, and the US military-industrial sector has gained 17% this year. The funds betting on event-driven catalysts have already set the stage. The price you can buy at Monday’s open is the price they are willing to sell to you—an opportunity to buy low and believe later.

Soros’s reflexivity theory explains this: when all the bulls are already long, the marginal buyers disappear, leaving only sellers. Consensus itself creates the conditions for a reversal. Buying oil and oil stocks is a typical first-order thinking—everyone can see the opportunity. But that might no longer be an opportunity. What’s worth spending time on is second-order reasoning: assessing the level and duration of conflict is crucial for deciding whether to trend upward or revert to the mean, much more important than “what to buy.”

Tech sectors like AI are supported by industry upgrades and policy directions, and won’t disappear due to short-term market sentiment.
Even if there’s volatility caused by risk aversion, recovery is highly probable.

The tech sector represents the future path of industrial upgrading.
AI was very strong before the year, had a wave of realization afterward, but that doesn’t prevent continued optimism. Especially with this weekend’s war, AI played a significant role. There are major disagreements in the US AI community: Anthropic refused to develop lethal weapons for the military and was sanctioned; meanwhile, OpenAI quickly stepped in.

This shows that AI’s military use is an unstoppable trend. During US operations in Iran, it’s said they secretly used Anthropic’s tools. AI has become a fundamental infrastructure of modern warfare. Companies focusing on computing power and data security will have long-term value.

DeepSeek V4 is about to launch, and Huawei is showcasing supercomputing solutions overseas, indicating we now have the capability to compete with global leaders in AI infrastructure. AI development is inevitable. The Two Sessions will continue to promote policies, but AI’s rapid rotation after the new year means different branches will continue to move based on news. From weekend observations, AI military and AI security are likely to ferment today.

I continue to favor Huawei’s ShengTeng industry chain. Huawei Ascend has shown growth; last Friday, Tuowei Information hit the daily limit, and ShengTiancheng’s healthy pause was due to a capital support effect. Despite ShengTiancheng’s breakout on Friday, its position is somewhat similar to Changshan Beiming in 2024. We should watch whether it can break out later. How the weekend news affects the opening today could be an opportunity.

Long Ge will continue to implement his plans and ideas. Stay committed to Long Ge’s approach, and we will eventually achieve our own brilliance!
Brothers, you can read this article.
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