How much will this war impact the market tomorrow? See here

The past two days have prompted some reflection: How do we view the news of the US-Iran conflict? Will the A-shares still bear the brunt this time? What’s behind the evaporation of Nvidia’s market value? Is the computing power opportunity arriving? Today’s review breaks from the usual, starting with the most urgent topics everyone cares about, followed by a routine analysis of hot sectors. [Taogu Ba]

· First, about the war. Recently, the US and Israel’s airstrikes on Iran have once again tightened global energy markets’ nerves. The focus of the market is largely on the Strait of Hormuz, a vital maritime route Iran relies on to connect to global markets, handling about a quarter of the world’s daily oil shipping volume. If this channel is affected or interrupted, international oil prices could fluctuate sharply. From a macro perspective, the US continues to strengthen its influence over global oil pricing and supply rhythm. For China, this evolving external environment further highlights the strategic urgency of energy structure transformation. Accelerating breakthroughs in new energy technologies, especially solid-state batteries and hydrogen energy, has become an important way to hedge external risks. Meanwhile, domestic substitution capabilities in military, non-ferrous metals, energy, and tech sectors are being assigned higher strategic value. In an increasingly uncertain global landscape, mastering core technologies and building an independent, controllable industrial chain are key to safeguarding national energy security and economic stability.

I believe this war is a long-term, repeated tug-of-war, not something that will end quickly. This means the impact of this news on us won’t be very large, not to the extent of “destroying the country.” They will just conduct airstrikes and won’t send ground troops into Iran for ground invasion, because Iran’s terrain is mainly highlands and deserts, making ground operations extremely difficult. This is a prolonged war, with little short-term impact—tomorrow might see a slight gap-down opening, but for China’s long-term perspective, it’s a window of strategic significance. Opportunities often emerge amid crises. Everyone is wondering whether this war will cause the big A-shares to buy the dip. Zhuque Road believes the opportunity lies here, as this news stimulates sectors like military industry, non-ferrous metals, energy, and domestic tech substitution.

· Moving on to computing power. Behind Nvidia’s market cap evaporation, China’s AI is sparking a “computing revolution”: Nvidia’s recent stock plunge is related to the upcoming launch of DeepSeek V4. This time, DeepSeek took a firm stance, not granting Nvidia early optimization rights but instead giving the initial adaptation rights to domestic chipmakers like Huawei, aiming to prove that Chinese AI can run well without relying on high-end GPUs. The core competition is shifting from “pushing computing power” to “pushing efficiency.”

According to OpenRouter’s latest weekly data, the top ten models on the platform have a total token call volume of about 87 trillion, with Chinese models accounting for 53 trillion (61%), surpassing the US for the first time and setting a record. Among the top five models globally, four are Chinese, thanks to domestic models being both effective and affordable. From an investment perspective, domestic computing power is undergoing a comprehensive valuation reset.

It’s likely that the US-Israel-Iran war has overshadowed this news. On Monday, focus on the Gero software’s order block to see if it opens with a large one-word move. If it exceeds expectations and opens with a one-word, this sector can still be watched; if not, it can be temporarily set aside.

· Green energy sector: showed some strength on Friday. Expect a one-word move for XX shares; if it’s not a one-word or close to one-word, then the expectation isn’t met.

· Tungsten metal sector: had the biggest gains on Friday, with an accelerating trend. Tomorrow will be a feast for holders, with no more buying points left.

Friday’s review of ideas:

1. Bought low in Jinzhengda, a core in phosphate chemical industry, which was a result of internal competition. The sector showed no negative feedback, and late funds supported a rebound.

2. After sharing the logic of tungsten price increases at noon, tungsten stocks hit the daily limit again in the afternoon.

Market analysis:
1. Overall trend: On Friday, 3,164 stocks rose, 1,884 fell, 75 hit the daily limit, none hit the limit down, with a significant pullback of one level. The overall strength is 63, indicating a sideways trend. Based on this data and Zhuque Road’s expectation system, there will be some divergence tomorrow.

2. Minor trend: Currently, the strongest is the tungsten price increase concept, a product of resource cycle.

3. Sentiment: On Thursday, I shared that Yunnan Energy Holdings hit 6 consecutive limit-ups, breaking the 5-limit-up barrier, which was an unexpected move and contributed positively to the market. On Friday, the market had no limit-down stocks, indicating sentiment has stabilized without systemic risk—just waiting for new themes.

Summary: The war news may cause panic among many funds, possibly leading to a gap-down expectation, but there’s no need to panic because this war won’t have a significant spillover effect, as analyzed at the beginning of this article. Next week, new nodes are expected. The market’s sentiment has stabilized, just waiting for a new theme.

Everyone is eager to seize good opportunities, so keep an eye on my updates. Daily likes, tips, and support help boost Zhuque Road’s visibility and influence—our shared honor. I always reply thoughtfully to comments, which has become a fixed part of my work, as these are the core motivation for my continuous sharing.

The core of Zhuque Road’s system boils down to five words: Momentum (determines whether to buy or not), Hotspots (determines what to buy), Rhythm (determines when to buy or sell).

1. Momentum. “Momentum” is the simplest yet most overlooked truth in the stock market. What is momentum? It’s not the candlestick colors or indicator crossovers, but the consensus direction of funds, the flow of sentiment, and the resonance of fundamentals and policies. Momentum is the ultimate carrier of all trading logic.
2. Hotspots. Once the momentum’s direction is clear, we no longer follow the market blindly. When the wind is favorable, where should we aim? The answer is hotspots. Hotspots are a three-dimensional presentation of fund consensus because the stock market’s essence is driven by funds, and hotspots are the strongest magnets attracting funds. Retail investors who don’t understand hotspots will always be paying for others’ bull markets. In A-shares, never waste too much time and money on non-mainline stocks; 90% of your profits will come from participating in hotspots.
3. Rhythm. Rhythm is the top-tier art in trading. It doesn’t teach you what to buy but answers the soul-searching questions: When to enter? When to exit?

Zhuque Road’s core content links:
[Links omitted for brevity]

My initial purpose in sharing is simple: If you can truly learn to perceive market breathing in real trading and master Zhuque Road’s “unexpected” system essence, you’ll find that consistent, stable trading results are not out of reach. The high wall between “seeing right” and “doing right” can be dismantled. Zhuque Road’s sharing aims only to genuinely help those most determined and willing to break the current situation. If you’re tired of fragmented information and unclosed knowledge absorption, and if you long for someone to lead you through market illusions directly to the core of fund battles and emotional resonance, then walking together with Zhuque Road might become a pivotal turning point in your trading career.

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Finally, some questions for everyone to ponder and discuss in the comments:

1. How significant is the impact of the US-Israel-Iran war news on A-shares? How much might the index open lower?
2. Can Yueneng Shares advance to 8 limit-ups?
3. Will the oil sector see a big surge?