--- title: "Interpretation of weekend market hot topics" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/39264323.md" description: "$Shanghai Composite Index sh000001$ Friday was another day of everyone eating noodles with tears in their eyes 😭. The market trend was stable in the morning, and it even turned positive at one point during the session; the situation changed dramatically in the afternoon, with over 3,800 individual stocks ultimately falling. Small retail investors got the short end of the stick again. The core reason is still that Trump is acting like a hooligan—turning off the tap on one hand and increasing pressure in the Middle East on the other, with external disturbances directly transmitted. But everyone, don't panic too much: Technically, the market could still retest the 60-day moving average, but the market has seen two consecutive days of broad-based declines in individual stocks. In a bull market, a broad-based decline in individual stocks usually lasts at most three days before a broad-based rebound, so a rebound in individual stocks next week is something to look forward to. Just don't "lose two cows..." datetime: "2026-03-14T13:50:07.000Z" locales: - [en](https://longbridge.com/en/topics/39264323.md) - [zh-CN](https://longbridge.com/zh-CN/topics/39264323.md) - [zh-HK](https://longbridge.com/zh-HK/topics/39264323.md) author: "[点金胜手](https://longbridge.com/en/profiles/12090136.md)" --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/39264323.md) | [繁體中文](https://longbridge.com/zh-HK/topics/39264323.md) # Interpretation of weekend market hot topics $Shanghai Composite Index sh000001$ Friday was another day of eating noodles with tears in our eyes 😭. The market trend was stable in the morning, even briefly turning positive during the session; in the afternoon, the situation changed dramatically, with over 3,800 stocks ultimately declining, leaving retail investors holding the bag again. The core reason is still Donald Trump playing dirty—restricting water on one hand and escalating in the Middle East on the other, with external disturbances directly transmitted. However, there's no need to panic too much: technically, the market could still retest the 60-day moving average, but the market has seen broad-based stock declines for two consecutive days. In a bull market, broad-based declines typically last at most three days before a broad-based rebound, so a stock rebound next week is worth looking forward to. Don't "lose two cows and get back a chicken"! The biggest good news came after the close: the central bank released economic data that exceeded expectations, directly providing a floor for the market next week. Have a relaxing weekend~ 1\. Central Bank's Key Data (Exceeding expectations, basis for next week's rebound) After yesterday's close, the central bank released core economic data for January-February, which was full of highlights and exceeded market expectations: 1\. The cumulative increase in social financing scale for January-February was 9.6 trillion yuan, 316.2 billion yuan more than the same period last year; 2\. RMB loans increased by 5.61 trillion yuan in January-February; 3\. M2 balance at the end of February was 349.22 trillion yuan, up 9% year-on-year. Stimulated by this positive news, although the FTSE A50 futures closed slightly lower last night, they showed a clear recovery trend during the session, and US-listed Chinese stocks also rose collectively, foreshadowing a rebound in A-shares next week. 2\. Middle East Situation (Core variable affecting next week's hot spots) Over the weekend, Middle East news was mixed, and the situation remains unclear. The latest developments are as follows: 1\. US media: The US military is deploying a Marine Expeditionary Unit to the Middle East, and the Pentagon is considering sending more warships to escort the Strait of Hormuz; 2\. Sources say some European countries are negotiating with Iran to try to restore shipping in the Strait of Hormuz. Key impact: The Middle East situation directly determines the direction of next week's hot spots— If the situation eases: Global interest rate cut expectations will heat up, gold and silver are expected to rise, and tech stocks are likely to lead the gains; If the situation worsens: Inflationary pressure increases, interest rate cut expectations decrease, gold and non-ferrous metals fall, while oil, energy, and chemicals rise. Last night's latest trend: The Middle East situation worsened again, with international gold futures falling over 2%, silver falling over 5%, and crude oil futures rising nearly 3%. 3\. Other Important News (Affecting next week's sectors) 1\. Major negative news for Kweichow Moutai: Vice General Manager, CFO, and Board Secretary Jiang Yan has been placed under detention and is under investigation. Moutai has changed chairmen three times in over four years, and Wuliangye has seen two consecutive chairmen investigated. However, the baijiu industry is resilient. Moutai's stock price actually rose last night. After all, baijiu is an industry where "even a fool can do well," and short-term negatives don't affect the long-term logic. 2\. Positive news for the fertilizer industry: About one million tons of fertilizer ships are stranded in the Persian Gulf. If shipping disruptions become normalized, global fertilizer raw material supply could decrease by 30%-50%. The A-share fertilizer sector already led gains yesterday and is worth continuing to watch next week. 3\. US stock market dynamics: The three major US stock indices closed collectively lower (Dow down 0.25%, Nasdaq down 0.93%, S&P down 0.61%), but memory concept stocks performed strongly, with SanDisk rising nearly 7%. Related A-share segment linkage opportunities are worth watching. ### Related Stocks - [Moutai (600519.CN)](https://longbridge.com/en/quote/600519.CN.md) - [Sandisk Corporation (SNDK.US)](https://longbridge.com/en/quote/SNDK.US.md) - [SSE Index (000001.CN)](https://longbridge.com/en/quote/000001.CN.md)