Hexun Investment Advisor Deng Qiang: The green energy sector continues to surge, and the main trend has been fully established.

On March 25th, Haitong Investment Advisor Deng Qiang stated that the green energy sector continues to explode, and the main trend has been fully established. Yesterday, 24 stocks hit the daily limit, and today, as of now, another 10 stocks have hit the limit again. The leading stock, Huadian Liaoning Energy, is soaring with unstoppable momentum, successfully reaching 8 consecutive limit-ups. The sector overall rose by 3.7% today, with market sentiment high. More importantly, green energy and computing power are rising simultaneously, with a significant resonance effect between the two, showing a strong correlation.

Regarding the logic behind the rise, this round of market movement is not short-term speculation but driven by dual forces of policy support and genuine demand. The government explicitly requires that green energy must account for over 80% of new computing power infrastructure, providing solid support for the trend. Meanwhile, explosive growth in AI computing power has made electricity a core bottleneck, and expanding computing capacity must rely on green energy.

The long-term demand is clear, with huge growth potential, and future opportunities remain abundant. In the short term, capital is strongly grouping around leading stocks with continuous limit-ups. In the medium term, as policies continue to be implemented, undervalued stocks in the sector are expected to be re-evaluated, and slight fluctuations may present good buying opportunities.

Finally, investors should avoid blindly chasing high prices and focus on core targets with high relevance to computing and energy, closely following the main trend.