3.2 Morning Session - Core References for This Week

StrawberryIce · 2026-03-02T02:32:45+00:00

This week's market focus includes expectations for the Two Sessions, geopolitical conflicts, and new regulations from the CSRC, with an emphasis on domestic demand and risk prevention. In the short term, bullish on gold, crude oil, and military industries. The small and mid-cap A-shares performed notably, with next steps paying attention to the Two Sessions and earnings impact.

StrawberryIce

2026-03-02 02:32:45

Abstract generation in progress

The Two Sessions are expected to heat up: This week’s focus is on policy battles, emphasizing domestic demand, new productive forces, and risk prevention.
Geopolitical conflicts intensify: The US and Israel conducted airstrikes on Iran; next week will be an observation window. In the short term, benefits for gold, crude oil, and military industries; in the medium to long term, strengthening hard assets, technology, and military industries.
CSRC new regulations: Enhanced disclosure supervision for private funds, benefiting compliant leading private equity firms and securities firms.
Market structure: After the holiday, small and mid-cap stocks in A-shares outperform, with cyclical sectors leading; next week, focus on the Two Sessions, geopolitical issues, and earnings.

Alright, stock picks after the auction are in the comments! Remember to follow ➕ and like.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.