A-shares investment approach amid the US-Iran conflict

The US and Iran have been fighting for several days, and it looks very lively. The Iranian leadership has been completely wiped out, leading to the belief that the Americans would achieve a quick victory. However, the actual outcome is now clearly heading towards a prolonged war! [Taogu Ba]
To determine who will win this war—quick victory or prolonged conflict—we need to start with the purpose behind this war!

1. Ensure Persia can never acquire nuclear weapons!
2. Destroy Persia’s missile production capability.
3. Cut off support from Persia’s external organizations.
4. Assassinate Hamei.
5. Eliminate Persia’s navy.
6. Promote regime change in Persia.
   Ultimately, it’s about defending the petrodollar, controlling energy resources, and manipulating major Eastern powers!
   Out of these six goals, about one and a half have been achieved so far—namely, the fourth and fifth goals are halfway done. The others are still not visible! Without ground troops, the other four are unlikely to be completed in the short term. With ground troops involved, there’s more to play for. Even the US, which couldn’t conquer Afghanistan, seems unable to win against Persia with a population of 100 million. There’s no hope unless a miracle happens!
   Victory or defeat in modern warfare is never achieved by the assassination of a single leader, because their regimes are not ruled by a single person like in ancient times, but by a group working together. They won’t scatter just because a general is killed. This is probably a misguided attempt by Chuanzi, thinking that the Venezuela operation was very successful. As long as Hamei is eliminated, the opposition can come to power, but it’s not that easy!
   Let’s continue to watch how the situation develops!
   I was a bit too focused on the performance of the peripheral markets in this matter and missed yesterday’s early opportunity. Today, I managed to pick up two latecomers, which is okay!
   Current holdings:

Huasheng Tiancheng – doing T+
Runze Technology – no action

Deshi Co., Ltd. – opened mid-day
Jiawei Co., Ltd. – mid-day
Shaanxi Black Cat – mid-day

Market directions:

1. US-Iran war
   • Oil and gas: Intercontinental Oil & Gas, China National Petroleum
   • Chemicals: Jinniu Chemical
   • Precious metals: Hunan Gold, Xiaocheng Technology
   • Military industry: Huaru Technology
   • Coal: Shaanxi Black Cat
2. Rising Chain
   • Taijia Co., Ltd., Fenghuo Communications, Tuowei Information
3. Overseas Chain
4. Domestic Chips

If you believe the war will continue to escalate or turn into a prolonged conflict, choose one of these options. If you think the situation will become numb after the second week, then pick the latter options.