How will the young master of Big A navigate the unfolding US-Iran conflict?

As mentioned, I won’t discuss the event here. The key points are how the market will move and how short-term trading will unfold. Let’s keep it brief since time is limited, and the market is about to open. [Taogu Ba]
First, the event initially impacts the oil and gas sector, followed by chemical industries related to Middle Eastern imported raw materials. These two sectors are likely to open high today, but whether this trend will continue is doubtful. Generally, such momentum is not sustainable.

Second, the bearish sectors are those affected by increased economic costs due to rising oil prices, such as manufacturing and consumer sectors. When oil prices rise, the impact is far-reaching. For example, fertilizer and feed prices will inevitably increase, leading to higher costs for agricultural products and affecting livestock, especially pig feed. This chain reaction influences consumer spending.

Third, the technology sector may benefit from the conflict, particularly AI military applications and AI computing power, possibly opening lower and then rising during the session.

Here, sentiment and the index will be influenced at the open, but there’s no need to worry. The resilience of the A-shares market is strong. A lower open could even present new opportunities for attention.

Pay attention to these points; other insights will be discussed during trading.