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StrawberryIce · 2026-03-02T20:40:41+00:00

The market performed strongly, with the Shanghai Composite Index reaching a new high and intraday trading volume exceeding 500 billion. Safe-haven and growth stocks attracted institutional attention respectively, without affecting each other. Although there was no resonance in tech stocks, there are opportunities for left-side accumulation at lower prices. Looking ahead, focus on strong sectors that can boost market enthusiasm. Overall, increased volume is a positive signal, and rotation opportunities are continuously emerging.

StrawberryIce

2026-03-02 20:40:41

Abstract generation in progress

The market is much stronger than expected, with the Shanghai Composite reaching a new high. During the day, over 500 billion in volume was traded, and institutional investors are actively buying in sectors like oil, shipping, and non-ferrous metals for risk hedging, as well as technology stocks for growth. This kind of volume increase is generally a positive sign.

Both risk hedging and growth sectors are driven by institutional funds, but they represent two different investment strategies. When volume expands, they tend to operate independently, each following their own rhythm.

On the overseas front, TianF has risen too high, so some lower-priced stocks like Zhongji XC and XinYi S were cut. Longfei, a fiber optic company, has surged, while low-priced stocks like Fenghuo have caught up. The PCB sector continues to show healthy divergence.

From the perspective of【the resonance and bottoming out of the three major indices】, there is no sector currently resonating across the board, because no single tech line can stay strong from start to finish. Therefore, buying tech stocks at the low end today is a left-side action. The key is to see which sector can resonate with the indices and boost market sentiment, creating enough strength for the next major rally.

On the sentiment side, Yunnan Energy is stronger than expected, and there are still rotation opportunities in domestic computing power and electricity sectors. Regarding commercial aerospace, this week’s meetings are expected to lead to sector rotation trends.

In summary, volume expansion in the market is a good sign. Before the institutional and sentiment lines have a clear main theme, focus on rotation strategies!

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