The 20260302 plan is for reference only and does not constitute investment advice.

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Abstract generation in progress

The article content is for reference only and does not constitute investment advice; [Taogu Ba]
Short-term holdings: Guanxiang Technology, Aerospace Electronics (AI + Military Industry)
Swing account: Huasheng Tiancheng, Baichuan Shares, Fenghua High-Tech; (the logic for the previous ones is not repeated)
Huasheng Tiancheng, Baichuan Shares, Fenghua High-Tech do not break the 10-day moving average, so no bearish view. The short-term account holds Guanxiang Technology and Aerospace Electronics, with Aerospace Electronics being treated with the 5-day moving average, maintaining a bullish outlook. However, the strongest intraday are FiberHome Technologies and Huaru Technology, with China Satellite as the middle ground: following Fenglei Defense, China Satcom, Aerospace Electronics, etc. The export-oriented Western companies still remain bullish, but treat the 5-day moving average with caution. There are small metal concepts, so remain cautious. The commercial space sector in March has expectations, just my personal opinion. If the collective bidding does not meet expectations, I will sell, like Demei Chemical on Friday, which I sold during the morning bidding. I couldn’t beat it, haha.

Long-term holdings include Yanye New Materials, excluding Fenghua High-Tech, Xiamen Tungsten, Sifang Shares, Honghe Technology, Changbao Shares. The 10-day moving average is the baseline.

Finally, if you like, you can just give the blogger a bottle of water (1-5), no large amounts needed. If you don’t like it, just unfollow me. No problem, after all, opinions differ. If it makes you uncomfortable to read or argue with me, I don’t have time either. My own physical work also consumes time and energy, so just unfollow if you don’t like it.

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