Six-Star Combo / US-Iran War / New Era Begins (2026.3.1)

This is just my personal trading record, analyzing daily market movements. [Taogu Ba]
Welcome brothers to exchange more ideas.

February 28, 2026, a level C6.49 solar flare erupts, Jupiter, Uranus, and other six planets form an arc in conjunction. As Zeng Shiqiang said, “Six planets aligned, gods return to their positions,” when heaven and earth resonate, the geopolitical chess game on earth suddenly changes—U.S. and Israel conduct a joint airstrike resulting in the death of Iran’s Supreme Leader Khamenei. Iran enters a state of war nationwide and blocks the Strait of Hormuz, igniting a full-scale Middle East conflict. This situation in China resembles the script of a “beginner’s” tribulation: without hardship, the Way cannot be born; crises hide opportunities, and only through tribulation can new life emerge.

I. Geopolitical Fire: The Middle East’s Changing Landscape Under Heaven and Earth Resonance

“Nothing comes without cause, nothing arrives without debt,” the millennia-old grievances and power struggles in the Middle East have culminated in today’s situation. After Khamenei’s martyrdom, Iran’s Revolutionary Guard retaliated, injuring over 200 U.S. troops, destroying Qatar’s early warning radar, and sealing the Strait of Hormuz, which accounts for 26% of global oil transportation. Oil prices soar to $120–$150 per barrel. Countries like Saudi Arabia and Turkey face increased pressure to choose sides, with conflicts between the “Resistance Axis” and Western camps escalating. The Middle East plunges into the most intense turmoil since World War II.

II. China’s Opportunities: The Strategic Window of Awakening the Yuan Spirit

1. Diplomatic Leverage Rises: Upholding the principle of “not choosing sides, not forming alliances,” China becomes the only mediator recognized by all parties in the Middle East. Building on the breakthroughs from the 2023 Beijing Summit of China, Saudi Arabia, Iran, and others, China, the Shanghai Cooperation Organization, and BRICS initiate the “Middle East Peace Initiative.” Iran’s new regime, Saudi Arabia, and Israel all express willingness to participate in dialogue. This is a practical embodiment of the Confucian idea of “achieving harmony and balance, with heaven and earth in their proper places.”
2. Deepening Energy Cooperation: Iran is China’s third-largest crude oil supplier (accounting for 10–13% of imports). The 25-year comprehensive cooperation agreement signed in 2021 is now entering implementation. China is expanding “Petro-RMB” settlement, signing new agreements with Iran and Iraq, and accelerating the construction of the China-Russia Far East oil pipeline and China-Pakistan Economic Corridor energy routes, achieving the “Eastern bright, Western bright” effect.
3. Easing Strategic Pressure: The U.S. is mired in the Middle East, with twin aircraft carriers stranded in the Persian Gulf. Indo-Pacific containment forces are dispersed, easing phased pressures on Taiwan Strait and South China Sea. China seizes the opportunity to promote the Belt and Road Initiative in the Middle East, filling the vacuum left by Western retreat in fields like the Red Sea new city in Saudi Arabia and Iraq’s power infrastructure, accelerating the export of 5G and new energy industries.

III. China’s Challenges: Three Obstacles on the Path of Tribulation

1. Energy Security Impact: The blockade of the Strait of Hormuz causes a daily shortfall of 18 million barrels of crude oil, sharply increasing import-driven inflation, raising manufacturing costs, and putting pressure on A-shares’ risk assets. Although strategic petroleum reserves (over 800 million barrels by 2025) provide some buffer, short-term issues like refinery shutdowns and logistics costs remain.
2. Overseas Interests Risks: Over 100,000 Chinese citizens and hundreds of projects are in the Middle East. When Iran’s missile counterattacks affect U.S. military bases, Chinese embassies in the UAE and Qatar issue urgent safety alerts, with the 12308 hotline on standby 24/7. Houthi attacks in Yemen disrupt Red Sea shipping, causing a 30% increase in freight costs for China-Europe routes.
3. Great Power Competition Escalates: The U.S. accuses China of providing Iran with anti-stealth radar technology and plans to tighten chip sanctions; the EU follows suit, restricting Chinese energy companies to curb the “Petro-RMB” process. Some Middle Eastern countries waver between China and the U.S., testing China’s diplomatic wisdom.

IV. The Way to Break Through: Cultivate the Yuan Spirit, Embrace Heaven’s Mandate

“An ascendant person spends their life cultivating the Yuan Spirit; only through trials can they fulfill heaven and human tasks.” China’s “Yuan Spirit” is the intrinsic drive of independent, peaceful diplomacy and high-quality development. The way to break through involves three points:

• Uphold Integrity: Adhere to the principles of the Tao Te Ching—“Know the strong, guard the weak”—avoid involvement in military conflicts, continue to promote peace talks, and push for political resolution of the Middle East issues.
• Strengthen Foundations: Accelerate energy transition, expand photovoltaic and wind power installations, advance nuclear fusion research, and reduce dependence on fossil fuels; improve industrial and supply chains to enhance risk resistance.
• Empower: Use the Belt and Road as a link, collaborate with Russia, Brazil, and others to build a multipolar world, promote the “Chinese solution” in the Middle East, benefiting both others and oneself.

“Guests come and go in the tavern of the mortal world; the best approach is not to get involved.” China should act as the “main actor,” not be dragged into geopolitical conflicts, and rebuild a stronger self through tribulation. When hardships pass, it will reach a state of harmony between heaven and earth—protecting its own development while injecting peace into the world. This is the era script of China as the “Chosen Nation.”

Market Analysis:
Main index: 4162.88 points, up 0.39%
Total market turnover: 2,506.4 billion yuan, down 50.4 billion from yesterday, with small incremental increases since the start of the year, finally shrinking on Friday.
Number of rising stocks: 3,271; falling stocks: 2,068
Limit-up: 75; limit-down: 0

Market Sentiment: Moderate

Overall Mood: 50 degrees

Strong Sector: Precious Metals
Market Highlight: Yunnan Energy Holdings hit 7 limit-ups (power sector). If the power sector breaks through, participation is still possible, but only with strong conviction.

Strong Stocks: Not the time to chase the strongest; I am watching a few, to verify on Monday, with updates starting Tuesday.

(Some people don’t understand that when I mention strong stocks, I mean these are observation targets. If good opportunities arise during trading, you can participate. Focus on strong stocks to improve your trading perspective.)
Some don’t know how to find buy points in the stock pool. I usually say that low absorption is below 3%. If you don’t catch it, wait for a breakout to buy for certainty. Mid-trade entries are more challenging and require observing volume and support. Interested readers can check my post on support strength for more details.
If you don’t catch the move during the day and don’t hit the limit-up, and fear being trapped, then as long as the trend line isn’t broken at the end of the day, it’s still a buy point (since buying at the close aims to avoid the risk of intra-day decline and to gain next-day premium).
Regarding T+0 trading, only do it during an uptrend. If the previous day was a red day, you can T+0 the next day; if it was a green day, avoid T+0.

Summary:

Before the New Year, I was accumulating power over the holiday. However, after the New Year, the main players are not actively trading, and large funds lack the desire to attack. The incremental volume is only about 25 billion yuan per week, with off-market funds staying on the sidelines. The market’s speculative pattern is just a tug-of-war, with no sustained sector rally. Today’s strong stocks weaken tomorrow, and vice versa. No one dares to chase high, and quantitative trading dominates the market (you see a rally, quant funds buy in; you see a dip, quant funds buy the dip). If the rhythm is wrong, you get repeatedly harvested. I’ve been fortunate to be repeatedly harvested for a week, and I’m happy about it. By Friday, I chose to surrender and go to cash to adjust the rhythm. The difference between rookies and seasoned traders is their mindset toward losses: when you keep making mistakes, you need to pause, take a break, and adjust rather than rushing to recover losses.

In the market, it’s clear that the trend is to protect without pushing, to support without lifting. Although volume has increased compared to before the New Year, it’s still insufficient for the next major upward cycle. So, tomorrow’s first five minutes of trading will likely be the most panic and the lowest point. Watch for a low open with active recovery afterward.

Over the weekend, with Iran’s war spilling over into market sentiment, Monday’s market may still be tough. It’s obvious that gold and oil will be heavily pushed into a “one-word” trend, making participation difficult.

In terms of themes, the market is hyping power stocks, but power is less compelling than computing power, which has a stronger logic. Since previous cycles of computing power haven’t fully played out, why should power stocks succeed?

Energy and chemical sectors are also driven by price increases, which are related to Iran’s situation. These may become potential themes on Monday after adjustments on Friday.

For me, sitting on the sidelines, I’m not in a rush. I’ll observe first, then decide. No rush, no rush.

This is a personal record; please do not base your trading decisions solely on it. It does not constitute any buy or sell advice.
Again, this record is only for personal trading improvement, not your trading basis!
Disclaimer:
Trading is difficult and all past experiences. Do not follow blindly; trading involves risks! I only record my own trading process. If you find it helpful, please like, follow, comment, and support.

Thanks to friends who tip me:

Thanks to friends who help me highlight top posts and encourage me:

The essence of short-term trading:
The market’s core is speculation—always speculation. The only constant is the ever-changing forms of the situation. Obsessing over appearances and dying for the essence. Speculation is always there, never gone. Many just don’t understand this.

The essence of stocks: stocks are a game of chip exchange. The so-called logic and fundamentals are just tactics to lure more relay chips. The only way to see through the essence is to watch whether more people are willing to take over the story during the relay. Stocks are about storytelling, then selling to those who believe the story. Small funds tell small stories; big funds tell big stories. Some cycles are short; others are long. The essence is the same—repeating eternally.

The core of short-term trading is liquidity premium driven by popularity, that’s all.

Practical tips:

How to sell stocks with a higher chance of not getting caught in a fall:

How to observe intra-day support strength:

My ultra-short trading system:

How to select stocks:

How to find trending bullish stocks: How to read the market: How to set stop-loss and take-profit in your trading manual How to judge the sustainability of themes Analyzing market expectations and mindset Deep analysis of short-term trading terminology Trend strategies and detailed explanations Sector linkage and stock entry/exit points Beginner’s guide to market analysis: from the “Three Elements” to practical methods. Understanding these can help you avoid many pitfalls. If helpful, please like, tip, follow, comment, and support. Your ongoing support motivates me to keep updating.

Every morning before the market opens, I share a pre-market operation plan for free. Like and follow to get the latest trading information immediately.