Hexun Investment Advisor Chen Xiujuan: Market Suddenly Breaks 3 Explosive News, One of Them Gets Hearts Racing, Is This Direction Getting Serious?

On March 17, Hexun Investment Advisor Shen Xiujuan stated that the market suddenly announced three explosive news items, one of which is particularly attention-grabbing. The relevant sectors may be about to take serious action. Here’s a reminder for friends: if you find this helpful, remember to like and follow.

First, three departments are launching a pilot program for comprehensive hydrogen energy applications. The reward cap within a single city cluster during the pilot period is no more than 1.6 billion yuan. The government is providing substantial financial support, focusing on six major application areas. With policies, funding, and scene-based benefits stacking, the hydrogen energy industry chain is expected to gain momentum.

In the A-share market, rising oil prices reinforce substitution logic. Countries are increasing industrial support. Recently, new energy sectors such as energy storage, batteries, and wind power have been repeatedly hyped. The current market remains rotational, with sectors like nuclear power and hydrogen energy, which have positive catalysts, still undervalued and worth exploring on dips.

Second, NVIDIA’s CEO will unveil new chips and software at the GTC AI event. The GTC conference on Tuesday morning is dubbed the Spring Festival Gala of AI, attracting much attention. NVIDIA’s next-generation chips will focus on reasoning and shift toward LPU architecture, which will bring incremental benefits to PCB electronics, storage, advanced packaging, and other industry chains.

In the A-share market, driven by hype and price increase expectations at the GTC conference, PCB sector surged on Monday. If NVIDIA’s evening launch is well received, AI hardware sectors like PCB may further expand. Stocks that break through strongly and then pull back are worth watching for potential opportunities.

Third, the billion-yuan private equity quant funds hit a new high, surpassing subjective long positions for the first time. However, the dominance of quantitative strategies leads to high stock volatility, with hot topics often being “one-day wonders” and rapid rotation. Public opinion hopes to push regulators to standardize quantitative trading.

Until the dominance of quant strategies changes, investors can either give up short-term trading to focus on long-term value and profit from corporate growth, or understand quant rules and use them to assist in buying dips and selling on rallies—picking up chips during panic and exiting during euphoria.

Regarding market trends, on Monday, the index bottomed out and rebounded, marking the third “V” shape reversal since March, with three bottoming signals indicating strong resistance at this level. However, current market operation is challenging. Although there is some support, there are no clear signals to strengthen bullishness. It’s not suitable for heavy positions; patience is needed until the market shows obvious signs of strengthening before shifting from defense to offense.

In sectors like new energy chemicals, CPUs, and electric vehicle cooperation, before the market rotation pattern is broken, continuous adjustments can be opportunistically bought on dips. Those driven by events to large gains can consider reducing positions. Remember, all sectors follow the principle of low buy-in and big gains.

(Editor: Zhao Yanping HF094)

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