Brother Gou believes that the main themes following 26 should be:

Photovoltaics, wind power, energy storage, and power grid equipment.

Why does Brother Gou keep saying to go long on crude oil?
On the surface, the Strait blockade cuts off 20% of the world's energy supply—everyone can see this in the news.
But what is the reality?
In fact, the global daily crude oil consumption is about 100 million barrels. Many countries produce and use their own, roughly 5,000 barrels, so the actual daily export and circulation volume is around 5,000 barrels. Before the Strait was blocked, the entire Middle East region exported about 20 million barrels a day.

In other words, the entire Strait has cut off about 40%-50% of daily circulation.

As the situation escalates, reopening the Strait seems far off, so Brother Gou has been emphasizing that the logic for crude oil hasn't changed—rising oil prices are inevitable.

Therefore, besides going long on XTI, on Friday, he recommended small-cap A-shares, specifically 8.3 Taishan Petroleum, to bet on a second wave in the oil sector.

Currently, the world is suffering from an energy crisis, which will inevitably accelerate the shift to clean energy. A global wave of clean energy will sweep through, enough to tell a story that lasts a whole year.

The A-shares market might replicate the scene of the photovoltaic mainline in 2020-2021: the index may not rise, but photovoltaics will surge.

Brother Gou hasn't explored this much yet, but besides what he mentioned earlier, you can start paying attention to the photovoltaic sector.

The previous three:
1. Litong Electronics, long-term bullish
2. Dechang Shares, turnaround from difficulties—suspended trading the day after he mentioned it
3. Taishan Petroleum, optimistic about a second wave in oil

Now the fourth: Follet.
Photovoltaic glass, has been hovering at the bottom for a long time, optimistic about a breakout in 2026.

If anyone has insights into other related sectors, feel free to share with Brother Gou for research.