(Eagle Sauce Big Golden Retriever) poses a new threat to (Middle Eastern Persian Cat)

2026-03-03 13:22:33

First Like, Then Watch, Wealth Continues [Taoguba]

Preface:
Tuesday’s review reminder: the gold and silver sector was still fairly accurate; this sector also benefited the least. Expectation was for a preemptive move on Tuesday (see screenshot).

Today, there isn’t much from the Science and Technology Association, because the market only has one main sector and others are basically wiped out.

Grassland Structure:
Many people may feel hopeless, but I tell you, it’s not that bad. The grassland is still in a consolidation range, with no signs of collapse or escape. The risk is due to uncontrollable factors releasing pressure. I’m quite optimistic about the main upward trend after this round of negative news. Just tell yourself not to be pessimistic. Once this round of negative news is out of the way, it will still be a good time to heavily invest and go all-in.

1. Sector Review:

1. Middle East Conflict Beneficiary Sector:
First Tier:
Zhonghuan Co., Bofuel Energy, Xinjiang Torch, Chengdu Gas, Chongqing Gas, Shenzhen Gas, Guizhou Gas, Changchun Gas, Shouhua Gas, Anhui Natural Gas, Sky Blue Gas, Tress, Oriental Universe, Nanjing Utilities, Shaanxi Natural Gas, Kaitian Gas, Longzhou Co., Tianhao Energy, Public Utilities, Jingjing Energy, Baichuan Energy, Hongtong Gas, Guoxin Co., Victory Energy,
Yangtze River Energy, Bohui Co.,
Jinjiang Shipping, COSCO Shipping Development, Ningbo Ocean Shipping.

Second Tier:
Ren Zhi Co., Intercontinental Oil & Gas, Zhun Oil Co., Blue Flame Holdings, Guanghui Energy, CNOOC Engineering, Guangju Energy, Bomaike, Shanghai Petrochemical, CNOOC, Sinopec, Huibo Pump, Deshi Co., Xinjin Power, Potential Hengxin, China National Petroleum, Keli Co., Tongyuan Oil, CNOOC Services, CNOOC Development, CPEnergy, Zhongman Petroleum, Taishan Oil, Petrochemical Oil Services, Shandong Molong.
Jinniu Chemical, Jinrui Mining, Red Star Development.
Air China Ocean, Nanjing Port, China Merchants Steamship, COSCO Shipping Energy, China Merchants Nanhai Oil.

Third Tier:
Heshun Petroleum, Shufa Gas.

Brief Analysis:
On Monday night, Iran attacked several Middle Eastern oil and gas facilities. Coupled with early Tuesday threats from the U.S. to intervene with ground troops, outside funds worried about a full-scale war. News catalyzed the sector from weakness to strength. The sector was struggling on Monday, but news provided a boost.
My view remains unchanged: negative news accelerates the sector, but as the situation eases, it may be suppressed again. Be mentally prepared for sector trading—pure regional geopolitical bets. Keep close track of Middle East news stimuli. As long as news keeps coming and the situation worsens, oil and gas sectors will have room for continued speculation. If the situation eases, the expectations will fade, and the sector will move accordingly. Currently, all news is negative, and it feels like it’s spiraling out of control.
Honestly, I don’t believe the U.S. has the guts to invade Persia unless internal chaos erupts first (such as protests by the opposition, which is quite tragic—at such times, internal chaos should be resolved first externally. Only when external conflicts are settled can internal disputes be addressed. Those who rely on brute force are not good—poor, tragic, lamentable, hateful…).

2. No other sectors are worth mentioning; the entire market’s only linked sector is the Middle East beneficiaries. Others are just scattered individual stocks with red-hot gains.

Thanks to the top heat list: @邪恶大章鱼
Heat list second: @Suki莹@junekool
Heat list third: @闰土刺秦@JackWhite@dengd7914

Thanks to every brother contributing heat:
@邪恶大章鱼 @Suki莹 @junekool @闰土刺秦 @JackWhite @dengd7914 @刘英生 @一氧化二氚 @Inori0991 @叶叶龟 @芷溪谷 @baiyuan @海云天76 @橘子小小神 @韭菜洼地 @小米席位 @陌阡宇垠 @捉牛妞 @y不再犹豫 @繁简先生 @一笑博大 @被放逐的羚羊 @光芒万丈照人间 @迷雾小王子 @大鹏1984 @股舞人心的鼓 @李树源 @有钱才能做自己 @清江水233 @askingmo @闪火一直翻倍 @在在在 @励志收割游资 @马铃薯炒土豆了 @Xy469895792 @汪水加油 @天缘0 @西红柿涮火锅 @等一个悟道 @黄黄不慌张 @劲松小画家 @只会买指数 @笔名早已被使用 @以后做个扫地僧 @里大人 @吃饭不排队 @朔慈 @大熊没有眼镜 @等闲了 @BESTNIU @以十年之名 @序列第八 @来日方长666 @理珂瑧 @墨月丹青 @橙子啊z @阴暗中的我 @魔术师十七 @孑杰 @88阿浪哥 @风雨过后必有阳光 @时光旅途匆匆 @夏夏的韭菜 @kkkk33 @威凤灬祥麟 @慕山7 @闽中炒家 @不正山 @一次就算 @哈哈7777777777 @星之夜 @山中邮差 @llkkll @静待花开chen @tj炒股 @木木跟班 @91库里r @黄贵滨 @陈逗逗小韭黄 @树懒7 @枯木水长青 @szduncan

Golden Powder Collection, always remember everyone:
@夏夏的韭菜 @yyyy333 @junekool @新的开始方法 @三星主厨 @滑州炒家 @大双囍 @顿来 @zdz涨停板来了 @朔慈 @风雨过后必有阳光 @738610 @Kings山火 @闰土刺秦 @指北针1103 @菜鸡赚学费 @Trynnnn @刀哥来了 @星汉灿烂 @古道黯然 @理珂瑧 @askingmo @黄贵滨 @韭菜洼地 @y不再犹豫 @学不成名誓不还 @清与开心 @厄运绝缘体 @橘子小小神 @炒炒更好吃 @让哄 @大熊没有眼镜 @谁主

Thanks to brothers using the bonus coupons

V. Focus Targets:
Solemnly declare: the following are simulated positions and do not constitute any investment advice. If you cannot keep up, once you see this, you can unfollow the next day. Blindly following stocks the next day may turn you into a bagholder.

After clearing the morning, I was free all day, but in the late session, I couldn’t resist and paid attention to two stocks. Not sure if it’s good or bad.

Tongding Interconnection: Follow
Firefly Communications: Follow
Leike Defense: Unfollow
Hudian Co.: Unfollow
Zhenlei Technology: Unfollow
Zhangyuan Tungsten: Unfollow
Aerospace Development: Unfollow

Friendly Reminder:
The first rule of trading is to diversify positions. In the market’s view, if you have the ability, you can hold many stocks with limit-ups at once, rather than relying on a single stock to gamble big. That’s not trading, that’s gambling. Be cautious with single-stock bets—avoid risking your entire capital on one stock. No stock has a guaranteed win rate; only a robust system does. If I knew a stock would definitely go up, I’d borrow money and leverage in. In a few years, I could even acquire A-shares. That’s just nonsense.

Casual Chat:
I am a trend-based trader who focuses on logical trading, aiming for stable compound growth. My monthly target is 15%, and the more, the better. I can tell you confidently that 99.999999% of people in A-shares can’t achieve 15% monthly compound growth. I myself have months where I can’t meet the target. Even Chen Xiaoqun, so talented, only manages about 20% monthly. Many people’s efforts are misguided. How can they expect to succeed? Lowering expectations helps break down the goal into achievable parts, ultimately reaching it.

I don’t chase explosive daily limit-ups because I came from the ultra-short-term sector. I know ultra-short limit-ups are like a devil’s purgatory—doubling or halving is common. Most people lose money. For example, the ultra-short limit-up in early November was easy to make money on, but in the past year, only a few months had such explosive gains. Many get wiped out quickly. That’s a life-and-death short-term game. People only see the upside but ignore the downward waterfall. They think they are the chosen ones who can navigate flexibly. Trading is not about size but about logical, high-probability wins. Everything must withstand rigorous logical scrutiny to be confidently held. (See screenshot)

A 15% monthly compound interest—do you know what that adds up to in a year? One and a half limit-ups per month. It looks small, many dismiss it. Use a calculator: what’s a year’s growth? 5.35 times. Five years? What’s the amount if you start with 100,000 yuan? Over 4.38 billion yuan. Surprised?
That’s why I’m amazed at those who claim to catch 20-30 limit-ups a month. With 100,000 yuan, in a few years, you could buy all of A-shares.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.