Hexun Investment Advisor Chen Xiujuan: Good news is here! Will the A-share market continue to rebound on Thursday?

Three major news updates hit late at night. Will the A-share market continue its rebound on Thursday?

First news: COSCO Shipping Logistics has resumed new booking services from the Far East to six Middle Eastern countries starting today. Many people saw this announcement and thought the Strait of Hormuz was reopening, but that’s not the case. COSCO is resuming regular container shipments, not oil tankers, and the route does not pass through the Strait of Hormuz. Instead, ships arrive at ports outside the Persian Gulf and are then transported overland to the destination. Of course, this resumption indicates that the situation has shifted from complete blockade to finding alternative routes, which is a positive sign. This news is a small positive for port shipping but has little impact on oil and gas. In the A-share market, the oil and gas sector was heavily炒 during the outbreak of conflict, but since then, even occasional events have mainly caused adjustments. Since this sector is currently in a downtrend and there are signs of easing in the conflict, it’s advisable to continue observing. Ports and shipping tend to be more resilient and have stronger stock characteristics than oil and gas, so they can be considered on dips.

Second news: The national supercomputing internet single-user free token quota has increased to 30 million. After the official tone on Tuesday evening about the rise of the token economy, coupled with the overnight surge in US stocks’ CPO and fiber optics, related sectors like optical communications and CPO saw a good rebound on Wednesday. The free token quota jumped from 10 million to 30 million overnight, with very low usage costs, significantly lowering the barrier for AI use. With national-level platforms boosting computing power and supporting the prosperity cycle, this further fuels the optical communication sector. As a performance-supported sector, during the intensive earnings disclosure period in April, it often becomes a safe haven for major funds. As long as the sector index stays above the 60-day moving average, there are still opportunities. On the other hand, computing power is notorious for being electricity-intensive; demand surges mean electricity consumption surges, which is also a positive for power. In the A-share market, under the logic of increased demand, computing and power synergy, and energy security, the power sector has been active against the trend during sharp declines and has continued to resonate and hit new highs during recovery days, with the strongest momentum in top-tier stocks. It’s worth keeping an eye on. However, in the short term, after a big rally, the power sector may be reaching a climax. Plus, some stocks saw breakdowns in the afternoon on Wednesday, so divergences could appear at any time. Those without a prior position should wait for divergences to settle before considering low buying.

Third news: Ignoring denials, Trump talks again about negotiations with Iran, claiming to have received a big gift, and that Iran is ready to reach an agreement. Trump hints at negotiations, while Iran repeatedly denies, so everyone knows who’s telling the truth. But for the A-share market, the key isn’t whether Iran admits or denies; as long as the US continues to signal easing, market sentiment will improve, which is favorable for a continued rebound.

Now, about market trends and sector opportunities: After the extreme decline on Monday, the A-share market has been recovering for two consecutive days amid easing tensions, entering a new rhythm. If no surprises occur and the panic on Monday doesn’t repeat, there are still structural opportunities—just watch for high sell and low buy. As for directions, focus on sectors with dual electricity and computing synergy, such as power, and the rotation opportunities in new energy sectors like photovoltaics and energy storage.

（Editor: Zhang Yan）

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