Pre-market thoughts for March 10, exceeding expectations system

StrawberryIce · 2026-03-10T00:56:56+00:00

Market indices are performing strongly, and there is a possibility of a rally today, but caution is needed regarding volume contraction risks. While computing power is robust, actual conditions should be approached with caution due to impacts from electricity and other factors. Electricity prices are rising due to traditional energy cost increases, and oil prices are fluctuating as a result of G7 releasing reserves. The overall market remains primarily rotational, so cautious trading is advised to avoid the risk of chasing highs. Storage chip prices are rising, and related companies are showing active performance.

StrawberryIce

2026-03-10 00:56:56

Abstract generation in progress

Index: Yesterday, the index moved quite strongly, bottomed out and rebounded. Today, there is an expectation of a surge, but be cautious of volume shrinking which could lead to a quick pullback. [Taogu Ba]

Computing Power: Currently, the market’s computing power is the strongest, but after a detailed review, today’s strength is partly due to OpenClaw and additional electricity, so it cannot be considered truly strong.

Electricity: Has been rising for four consecutive days. The logic is that traditional energy prices are increasing, driving new energy, and during electricity divergence, buying the core at low points and betting on a recovery is the strategy.

Oil: G7 countries plan to jointly release oil reserves, expected to release 300-400 million barrels. This move successfully caused oil prices to plunge, bringing them back near $100. However, this does not mean the crisis is over. Last night, fuel oil futures rose by 12.10%, with China National Offshore Oil Corporation (CNOOC) showing relatively resilience. After divergence, will the resilient stocks actively recover? The recovery expectation is not very high.

Lobster Farming: Yesterday, bidding for lobsters did not perform well, but after UCloud’s stock hit the daily limit, lobsters flowed back, gradually strengthening in the afternoon. For top-tier varieties, consider betting on a correction.

Yangtze Optical Fibre and Cable (Long Fiber) has fallen almost enough; it followed the recovery actively yesterday. If there are still opportunities for low buying, there should be recovery expectations.

The market is still mainly rotating without new main themes. This kind of market is still driven by rotation; chasing highs repeatedly can easily lead to being trapped.

News: The US stock storage concept surged, with SanDisk up over 11%, Western Digital up over 6%, and Micron Technology up over 5%. Currently, the procurement cost of smartphone storage chips has increased by over 80% compared to the same period last year, with no signs of slowing down. After March, the average price of new mobile phones in China will increase by 15%-25% compared to similar models in 2025. Be cautious of a quick pullback after surges. Storage chips: Purun Shares, Buwei Storage, GigaDevice, Shannon Micro, Jiangbolong

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