--- title: "The whole world is going crazy!" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/39673035.md" description: "$Shanghai Composite Index sh000001$ The global stock markets went absolutely wild today, with a uniform surge! Neighboring Japan and South Korea went even crazier: the South Korean KOSPI soared 8.44% in one breath, the Nikkei 225 surged 5.24%, firmly standing above 53,000 points. Just looking at these gains is thrilling! To put it bluntly, the root cause is that the Middle East isn't really stoking the fire anymore. The tense atmosphere has eased, allowing global risk assets to recover and rebound. Now even Iran has figured out the playbook: release news about blocking the strait before the US stock market opens, then immediately announce the unblocking right after the US market closes. This move is almost making Trump confused. But the market has also learned to be smarter now..." datetime: "2026-04-01T13:54:23.000Z" locales: - [en](https://longbridge.com/en/topics/39673035.md) - [zh-CN](https://longbridge.com/zh-CN/topics/39673035.md) - [zh-HK](https://longbridge.com/zh-HK/topics/39673035.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/39673035.md) | [繁體中文](https://longbridge.com/zh-HK/topics/39673035.md) # The whole world is going crazy! $Shanghai Composite Index sh000001$ The global stock markets are absolutely wild today, all surging in unison! Neighboring Japan and South Korea are even crazier: the South Korean KOSPI surged 8.44% in one go, the Nikkei 225 jumped 5.24%, firmly standing above 53,000 points. Just looking at these gains is exhilarating! Frankly speaking, the root cause is that the Middle East isn't stoking the fire as much, the tension has eased off, and global risk assets are rebounding and recovering. Now Iran has figured out the playbook: release news about closing the Strait before the US stock market opens, then announce an immediate unblocking right after the US market closes. This move almost left Donald Trump bewildered. But the markets have gotten smarter now; they've long been accustomed to and desensitized to these startling, sensationalist news flashes. As the old saying goes, "One big bullish candlestick changes all perspectives." With today's massive rally, many people instantly regained their confidence in stock trading. But I have to pour some cold water on this: don't get carried away, celebrating too early can lead to a crash! It's true the market rose broadly today, and the index filled the gaps, both upper and lower, which looks perfect. But volume and price simply don't match. Trading volume looks decent at over two trillion, but compared to a market with over 4,500 stocks in the green, it's clearly lagging. What's even more interesting is that during this big rally, there were still over a dozen stocks hitting the daily limit down. This is enough to show that market sentiment isn't as feverish as it appears on the surface. Back to the Middle East situation: it was Donald Trump putting on a one-man show before, but recently Iran has finally shown some sincerity by loosening its stance, seemingly moving towards the negotiation table. But it's not that simple; the concessions each side wants are things the other fundamentally cannot compromise on. And looking at Trump's style, he's always been quick to flip-flop and go back on his word; turning around and reneging is standard procedure for him. Tomorrow morning at 9 AM, Trump is going to address the nation about the Iran situation! This speech carries significant weight, as it's directed at the entire populace and involves the midterm elections. He wouldn't dare to casually make empty promises to voters. So, whether looking at market conditions or the international situation, there's still a long way to go for a sustained, strong reversal! Remember one rule for future operations: stay steady, don't be impulsive! Absolutely avoid emotional chasing of rallies and panic selling. Steadily buying low and selling high is the real way. Like today, with volume lagging and the index hitting the gap resistance level, it was the right time to appropriately reduce positions and lock in profits. Don't be greedy for the last bite of meat. Let's talk about current hot themes: 1\. New Energy Photovoltaics, which had been beaten down badly, finally stopped falling and rebounded today, even surging in the morning. There's a key detail here: starting today, the export tax rebate for photovoltaics is canceled. The previous continuous decline in photovoltaics and energy storage was precisely due to fears of this policy being implemented. Now that the shoe has finally dropped, and a big drop didn't follow, it shows the previous decline was purely driven by sentiment. This sector can definitely be watched going forward. Also, keep a close eye on lithium batteries! I discussed the sector logic with everyone over the weekend. A slight pullback over the past couple of days is normal. For sectors with long-term trends, a bit of consolidation and shaking out can lead to a stronger, longer run. Don't panic and exit during periods of divergence. If the trend really turns bad, then it's not too late to withdraw. 2\. Innovative Drugs This has been the strongest performing track across the board these past two days, with the highest consecutive limit-up stocks coming from the special drug line. On one hand, domestic innovative drugs are selling like hotcakes overseas, with international giants increasingly recognizing our pharmaceutical companies, generating real foreign exchange earnings and providing valuation support. On the other hand, this is a high-incidence period for earnings bombshells, and innovative drugs have stable earnings, making them naturally safe. The trend will continue slowly, but it's already been collectively hyped up today. Don't rush to chase it. Wait for a pullback and divergence later, then enter on dips for a safer play. 3\. Football Concept Mentioned this last Sunday. It's a niche theme with not many followers, but it's quietly developed its own independent trend. A slight pullback today is healthy, and there are still opportunities ahead. Those interested can take a look at Guangdong Media. 4\. Commercial Aerospace Commercial aerospace in the US market surged nearly 6% last night, leading to a direct gap-up open for A-shares in this sector today. But this sector had already accumulated gains over several days prior. The current move is just an oversold rebound, not the main upward wave yet. The result was that the gap-up was immediately sold into by quantitative funds for profit-taking, making it one of the few declining sectors today. However, to be fair, this sector has been falling for a long time and deeply. Bottom consolidation naturally requires back-and-forth turnover and exchange of chips. Today's pullback was entirely within expectations, and a rebound is highly likely tomorrow. Don't chase highs in your operations. Buy the dips for swing trades, and take profits when it rises. Once a cluster of positive catalysts emerges later, then you can hold comfortably without moving. ### Related Stocks - [SSE Index (000001.CN)](https://longbridge.com/en/quote/000001.CN.md) - [Lithium Battery (CP00043.US)](https://longbridge.com/en/quote/CP00043.US.md) - [GUANGDONG MEDIA (002181.CN)](https://longbridge.com/en/quote/002181.CN.md)