March 8 - Next week's scenario analysis (main rise in electronic computing + energy substitution)

StrawberryIce · 2026-03-08T03:21:57+00:00

The article discusses market dynamics in the computing sector, analyzes the internal and external logic of computing and Token overseas expansion, and suggests that geopolitical conflicts are driving energy substitution. It emphasizes the differences in market expectations between futures and underlying stocks, and points out that domestically developed computing accelerating overseas expansion is a strategy to address data security issues. Finally, it forecasts the market performance of the computing sector on Monday and reminds investors to think rationally and avoid blindly following the trend.

StrawberryIce

2026-03-08 03:21:57

Abstract generation in progress

The main focus over the weekend is still on the computational sector. Last week, it continued to strengthen for three days, and next week it is expected to continue upward trend…

The internal logic is the collaboration of computational tokens going overseas… The external logic is geopolitical conflicts prompting energy substitution in computational sectors…

The overseas expansion of computational tokens + 155’s 4 trillion yuan, firstly for report inclusion… secondly, SD videos are already priced at 1 yuan per second, and the weekend’s crayfish installation is once again popular. Essentially, this still requires a large consumption of tokens…
Computational sector → potential replacement of traditional energy oil and gas. This is also one reason why oil and gas futures have risen since Wednesday, while related large A-shares haven’t followed…

Secondly, futures trade on the current rising oil prices, while stocks trade on future expectations (the Strait is just selectively opening navigation, with expectations weakening)…

Thirdly, we have already bought oil through multiple channels (Pakistan’s Y-belt Y-route → Big Goose pipeline), so oil prices have the least impact on us. The biggest negative impact is on Japan and Korea, while the biggest beneficiaries are Big Goose. This has been discussed in the comments section a few days ago…

Fourthly, under the strategic guidance of online military advisors, Persian cats have precisely targeted Amazon’s data centers, hitting the Achilles’ heel of the US and China. Since external data is insecure, this further accelerates the domestic computational sector’s overseas replacement…

Once the above solid logic is clarified, it will be validated by market feedback…

On Monday, the computational sector is expected to confirm 3-5 consecutive limit-up moves (Shun Na, Taihao, Jinkai, Samsung, Aotexun…). If the scenario unfolds as expected, we should adopt a mindset of entering a main upward wave… Conversely, if these leading stocks open and rotate, then it’s still a rotation strategy…

Other aspects are not worth mentioning for now. The above are personal subjective ideas, not necessarily correct. Everyone should view rationally, think independently… Do not blindly follow the crowd or copy trades…

TOKEN4.16%

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