Big event this weekend!

Event 1 [Geopolitics]

After the weekend airstrike news broke, digital assets like Bitcoin experienced a significant decline over the weekend, reflecting initial market caution toward sudden geopolitical events. As Iranian official media officially confirmed Hameini’s injury, market sentiment quickly reversed, and major digital assets’ gains from their lows expanded significantly. This trend aligns with market patterns observed after similar shocks in recent years.

The 28th is hardly a “sudden event”; the beginning was predictable, and so was the outcome! The Middle East is heading toward a brighter future, and the world will be better! The market has already responded a week ago. Additionally, the RMB has appreciated, and A-shares are now a good safe haven for international funds. A low open on Monday with a positive mid-week trend is expected, but caution is needed for risks of sharp reversals at high levels, such as with gold.

Event 2 [Macro]

The 2026 National Two Sessions will be held in Beijing on March 4 (CPPCC) and March 5 (NPC).

Analysis: March is traditionally a major macro month domestically. The Two Sessions are an annual macro event. If the intensity of the Middle East conflict does not escalate further, market focus will shift back to domestic policies.

There are rumors that a top-level document may be introduced during the Two Sessions to support the power sector’s electrical computing systems. This concept of integrated electrical computing was mentioned in the 2024 government work report as part of the national integrated computing power system but no formal document was issued. By the end of 2025 and again in February 2026, there have been two key mentions of promoting the coordinated development of “computing power + electricity.”

Reporter question: How might a top-level document supporting electrical computing systems in the power sector impact the Two Sessions?

Spokesperson answer: The Two Sessions may issue a top-level document to support electrical computing systems in the power sector.

[Taogu Bar]

Last Friday, Yunnan Energy Holdings broke through 7 consecutive limit-ups, triggering a surge in over a dozen related stocks in the “electrical computing integration” sector, with new themes showing clear early investor interest.

Next Monday, Yunnan Energy Holdings is expected to break through 8 limit-ups, leading the full-scale fermentation of electrical computing integration!

During the Two Sessions from March 5 to 11, the theme of electrical computing integration may become the most prominent new concept for speculation. Once the official document supporting the coordinated development of electrical computing is released, the “electrical computing integration” theme could reach a climax!

Related stocks in “electrical computing integration”: Zonglong - Yunnan Energy Holdings 7 limit-ups, Central Army - Nanjing Digital (301638, near-term new stock), Longer - Gannan Energy 3 limit-ups, Longsan - Huayin Electric Power 2 limit-ups, Longsi - Shama Electric Power 2 limit-ups, Longwu - Jiwei New Energy, +20% big move; Nanjing Energy, Fuling Power, Taijia Shares, GCL Energy, Beijing Keli, Xiangming Intelligent, Jinkai New Energy, etc.

Nanjing Digital (301638): This is a key device for electrical computing integration. It is a main force supporting the digital transformation of digital grids and energy.

Nanjing Digital is authentic! Near-term new stock, state-owned, with strong themes and concepts, extremely rare!

Nanjing Digital: A new stock with a large market cap, can serve as the mid-tier leader in the sector! Waiting for concept fermentation!

3-character near-term new stock, stimulating!

Event 3 [Industry]

In the industry, there are upcoming Apple Spring Launch, Nvidia GTC Conference, and Huawei Partner Conference.

Recently, Nvidia’s sharp decline was due to the impending obsolescence of GPUs, with Rubin chips entering mass production earlier than expected. Compared to other stocks, Water Shares, which are set to replace GPUs with new materials, are still on the verge of doubling before explosive growth.

For details on Nvidia GTC, see previous “GTC Conference: Rubin to Replace GPU! Largest New Material Increment - Water Supply Confirmed!”

(Risk warning: All logical analyses are personal opinions or trading records and do not represent market views. Do not base your trading decisions solely on these. Risks are your own responsibility!)

(Author disclosure: This analysis is not a securities recommendation or investment advice. As of publication, the author holds some related stocks and may sell them at any time. Personal holdings are very small, generally less than a fraction of the daily trading volume, and have minimal impact on individual stocks.)

$Nanjing Digital (sz301638)$
$Water Shares (sz002886)$
$Yunnan Energy Holdings (sz001896)$
$Beijing Keli (sz002350)$
$Shama Electric Power (sh603530)$