---
title: "It won't be too bad these two days!!"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39071136.md"
description: "$Shanghai Composite Index sh000001$ The war in Iran hasn't stopped yet, and global markets continue to be tossed around. The day before yesterday, although the index was poor, speculative sentiment around the war theme persisted; yesterday, even that speculative sentiment fizzled out along with oil. In comparison, the A-share market has actually held up quite firmly, with signs of a pull-up during the session. Unfortunately, the neighboring South Korean stock market experienced two consecutive days of circuit breakers, dropping nearly 20% over two days, which also significantly dragged down our market sentiment. The most obvious signal from yesterday: trading volume directly shrank by 800 billion. This indicates that most funds have already laid flat and stopped moving. With panic selling gone, the market can't fall much further. Also..."
datetime: "2026-03-05T02:00:58.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39071136.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39071136.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39071136.md)
author: "[点金胜手](https://longbridge.com/en/profiles/12090136.md)"
---

# It won't be too bad these two days!!

$Shanghai Composite Index sh000001$ The fighting in Iran hasn't stopped yet, and global markets continue to be tossed around.

Although the index was poor the day before yesterday, speculative sentiment in the war-related sectors was still there; yesterday, even that speculative sentiment fizzled out along with oil.

In comparison, the A-share market is actually holding up quite well, with signs of a rally during the session. Unfortunately, the neighboring South Korean stock market experienced circuit breakers for two consecutive days, dropping nearly 20% in two days, which also significantly dragged down our market sentiment.

The most obvious signal yesterday: trading volume shrank by 800 billion directly.  
This indicates that most funds have already laid flat and stopped moving. With the panic selling gone, the market can't fall much further.

Furthermore, the fighting has been going on for 5 days. The worst-case scenario is the blockade of the Strait of Hormuz. There will still be impacts going forward, but the intensity will definitely weaken, mostly only affecting a few shipping route-related sub-sectors.

Plus, the meeting on our side has officially opened, so market focus will gradually shift back to domestic policies.

Therefore, just wait patiently for a rebound. There's a high probability of seeing positive candlesticks in the latter two days of this week.

Now let's look at the thematic directions:

1\. War-related sectors  
These have been the main battlefield for speculation for several consecutive days, but they clearly weakened yesterday. The back-end oil and gas stocks have already fallen behind, and the front-end ones can only hold on for another day or two at most.

Port and shipping stocks retreated even faster. We have already suspended new bookings for Persian Gulf-related routes, so no need to look at them for now.

Later, we can pay attention to coal. If oil prices continue to rise, it's an indirect benefit for coal.

2\. Power (Grid / UHV)  
This was the most proactive direction for market recovery yesterday morning. Although it was pulled down by the index during the session, the strength in the morning clearly indicated big money entering the market.

The logic is straightforward: the blockade of the Strait in Iran affects oil and gas transportation, so funds will look for alternative energy sources. The most direct beneficiaries are power, wind, solar, and storage.

Additionally, with the large-scale expansion of overseas power grids, core segments like transformers and SST are the most sought after. Those interested can continue to follow the special agent.

3\. Computing Power  
The sector logic has always been sound. It's just that recently, funds have all run to safe havens, so conventional tech can't get up.

There were already signs of a halt to the decline yesterday, with funds quietly accumulating shares in the final minutes.

If sentiment can warm up today, computing power with solid logic will definitely attract fund attention. Prioritize domestic computing power.

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