--- title: "Focus only on this one direction" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/277926484.md" description: "The market stabilizes and rebounds, focusing on AI power direction, while other profit-making opportunities are challenging. AI power performs strongly during market downturns, boosting market sentiment. SHUNNA and hlgf stand out, and it is recommended to pay attention to related stocks and power grid equipment ETFs. Maintain a cautious attitude towards the Iran conflict, believing that short-term profits are difficult to achieve, and suggest focusing on green energy opportunities. Today's strategy: gradually take profits from NST, buy on dips for SDGI and YNHC, and reduce positions in SanBian Technology on rallies" datetime: "2026-03-05T11:13:51.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/277926484.md) - [en](https://longbridge.com/en/news/277926484.md) - [zh-HK](https://longbridge.com/zh-HK/news/277926484.md) --- > 支持的语言: [English](https://longbridge.com/en/news/277926484.md) | [繁體中文](https://longbridge.com/zh-HK/news/277926484.md) # Focus only on this one direction The market has begun to stabilize and rebound, and there is no need to pay too much attention to the overall market now. In the midst of fluctuations, new highs can be reached unknowingly; just focus on one direction, which is AI power. Apart from this direction, making money elsewhere is quite difficult, and one should have a deep understanding of this market. AI power always tends to strengthen first during the coldest periods, leading to a warming of market sentiment. Every major divergence in this sector presents a buying opportunity. However, to excel in this sector, one must not only have faith but also pay attention to the rotation rhythm of the entire sector. Today is actually a continuation of yesterday's strong acceleration cycle. First, SHUNNA exceeded expectations with a limit-up, then hlgf quickly followed suit, and the mainstay China XD Electric also hit the limit. Tomorrow, we will first see if SHUNNA can continue to strengthen and maintain its limit-up. If it exceeds expectations, then pay attention to YNHC, SDGI, Dongfang Electric, and Huayin Power's weak-to-strong transitions. The trend stocks I mention every day should also continue to be monitored. If you really can't pick stocks, you can buy the power grid equipment ETF, which is also a perfect trend. As for the direction of the Iran conflict, I still believe that every rise presents an opportunity to exit. There is a huge amount of speculative capital in this direction, and it fluctuates wildly every day following battlefield news. Generally, small retail investors find it hard to profit later on. After the situation stabilizes, we can see if there are any truly beneficial directions, and keep an eye on whether there are opportunities in green energy. Today's small circle strategy: gradually take profits on NST as it rises, buy low on SDGI and YNHC, and reduce positions on Sanbian Technology during the rise ### 相关股票 - [ChinaAMC CSI Grid Equipment Thematic ETF (159326.CN)](https://longbridge.com/zh-CN/quote/159326.CN.md) - [NST (301120.CN)](https://longbridge.com/zh-CN/quote/301120.CN.md) - [YNHC (001896.CN)](https://longbridge.com/zh-CN/quote/001896.CN.md) - [hlgf (002498.CN)](https://longbridge.com/zh-CN/quote/002498.CN.md) - [E Fund Hang Seng China A Power Grid Equipment ETF (560390.CN)](https://longbridge.com/zh-CN/quote/560390.CN.md) - [SHUNNA (000533.CN)](https://longbridge.com/zh-CN/quote/000533.CN.md) - [SDGI (000070.CN)](https://longbridge.com/zh-CN/quote/000070.CN.md) ## 相关资讯与研究 - [Napster is Evolving in the AI Era](https://longbridge.com/zh-CN/news/281749361.md) - [Dewa shareholders approve dividend of $844m](https://longbridge.com/zh-CN/news/281604379.md) - [Efficiency at Scale: NVIDIA, Energy Leaders Accelerating Power‑Flexible AI Factories to Fortify the Grid](https://longbridge.com/zh-CN/news/281210215.md) - [Sharon AI Announces 5 year US$1.25BN AI Cloud Infrastructure Agreement | SHAZ Stock News](https://longbridge.com/zh-CN/news/281351721.md) - [China Energy Engineering Raises RMB6.5 Billion via Targeted A-Share Issuance](https://longbridge.com/zh-CN/news/281549293.md)