The index continues to rise, and March will see an accelerated increase.

The biggest hotspot this weekend is the conflict in the Middle East, but it won’t excessively impact our A-shares.

The market will likely open lower and then rise on Monday, or if slow, it won’t take more than three days. Looking at history, on June 13, 2025, Israel launched airstrikes on Iran’s nuclear facilities, and the A-shares fell 0.7% that day but recovered quickly the next day. So don’t worry about the index; the A-shares are still in a slow bull phase, oscillating upward.

This conflict involves direct US participation. Combined with the current large-scale withdrawal of US stocks by many global fund companies and investors, Goldman Sachs said: US stocks are experiencing their worst start in over 30 years.

Distrust is spreading, but China is currently the safest country in the world, without question. These fund companies are continuously increasing their holdings in Hong Kong stocks and A-shares.

Therefore, this Middle East war is actually beneficial for our A-shares. Currently, A-shares are in a tech bull market, with many tech sectors accelerating to catch up with US technology—especially in humanoid robots, commercial aerospace, chips, and other areas, backed by abundant resources. Today’s A-shares resemble the US stock market twenty years ago, with a high chance of a long-lasting tech bull run.

With the upcoming Two Sessions, GJD has been emphasizing the 14th Five-Year Plan. Sector rotations will continue rapidly, and there won’t be a main theme for now. Be patient, prepare early, and buy low and sell high.

The market is likely to accelerate in late March.

Beneficial sectors from the conflict:

• Military industry, energy and oil, precious metals, and shipping.

The military industry has been declining since the 2025 grand parade, but the outbreak of war in the Middle East could be a positive sign.

Although spot prices for energy and oil are rising, energy and oil stocks already experienced a surge before and after the New Year. This conflict is more likely to realize gains, so avoid chasing highs. Once the conflict ends, the risk of decline increases.

Precious metals have started to strengthen this week and are expected to continue oscillating upward. Watch the rhythm, and consider selling high and buying low—don’t get too attached.

Iran’s closure of the Strait of Hormuz has caused several shipping companies to suspend operations there, increasing shipping costs. This benefits shipping stocks, which can be traded as short-term opportunities.

Commercial aerospace: Foreign SPX plans to secretly submit an IPO in March, with nearly 50 billion in private placements and a valuation of 1.7 trillion USD. Domestically, the 14th Five-Year Plan will definitely include policies supporting commercial aerospace.

This sector has been consolidating for nearly two months. High-quality stocks are expected to see significant breakthroughs soon, many with military attributes.

Humanoid robots: After the New Year, the market experienced a broad decline, which benefits short-term traders and provides low-entry points for bulls. Robot ETFs have seen continuous capital inflows this week.

The “Standard System for Humanoid Robots and Embodied Intelligence (2026 Edition)” was officially released on February 28, 2026, at the “Humanoid Robots and Embodied Intelligence Standardization (HEIS) Conference” in Beijing.

Organized by the Ministry of Industry and Information Technology’s Standardization Technical Committee for Humanoid Robots and Embodied Intelligence, this is China’s first national standard covering the entire industry chain and lifecycle of humanoid robots, marking a new phase of standardized and systematic development in China’s humanoid robot industry.

Memory chips: This is part of the big tech price increase logic, with ZJ continuously supporting.

Power grid equipment: Good news came over the weekend—several foreign AI companies will meet with Trump next week to sign power agreements. In the context of North America’s power shortages, China’s State Grid Corporation has officially disclosed the “14th Five-Year Plan” (2026-2030), with total fixed asset investment expected to reach 4 trillion yuan over the next five years, a 40% increase compared to the 14th Five-Year Plan, with annual investments rising to 800 billion yuan. Meanwhile, Southern Power Grid’s 2026 fixed asset investment plan also hit a new high (about 180 billion yuan).

Policy support from the Two Sessions will also include the implementation of policies for power grid equipment. Power grid and gas turbine sectors remain optimistic!