Eastern Yihou Pavilion Master: 3.4 Operation Plan

StrawberryIce · 2026-03-03T15:32:54+00:00

The market performed poorly today, with the oil and gas and shipping sectors standing out, while other sectors generally declined. Some investors are concerned that rising oil and gas prices may influence Federal Reserve decisions, leading to declines in precious metals and technology stocks. Overall market sentiment is mixed, with short-term focus on market trends following the pullback in oil and gas. Momentum stocks such as Yunnan Energy Control and Shui Fa Gas are worth watching.

StrawberryIce

2026-03-03 15:32:54

Abstract generation in progress

3.4 Homework/Logic/Operational Plan
Focus on core logic:
Today’s continued conflict, market performance shows that aside from direct logic sectors like oil & gas, natural gas, and shipping, other sectors are expanding and adjusting, and the market trend is particularly poor!

The overall logic is that some funds are worried that short- to medium-term oil & gas prices will impact Federal Reserve decisions, leading to a lack of rate cuts or even rate hikes. So what we see is a plunge in precious metals, tech adjustments, and a market in turmoil.

The market is characterized as a chaotic period, with short-term sentiment still divided! Tomorrow, observe the market’s reaction after oil & gas pull back to see if anything new emerges!

Sector/Emotion/Popular Stocks
Sentiment groups/Populism/Second wave
Yunnan Energy Holding: Very few left, open low and do a quick trade, no need to focus on it for stability.
Middle East:
Shipping: China Merchants South Oil
If there’s a divergence in expectations, you can short it, normally expecting a one-word move tomorrow.
Oil & Gas: Continental continues large orders
So, whether the resilience depends on whether Tongyuan can go further?
Natural Gas: Shui Fa Gas, elasticity 20CM, Shouhua
Shuihua Gas continues with a one-word move; feels like there are no good entry points elsewhere.
Others: Trends
Roman Shares, Changfei Optical Fiber, Minbao Optoelectronics
If there’s no further decline, you can keep an eye on them.

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