红盘先锋

Packaging determines everything!
As the saying goes: People rely on their clothing, and Buddhas rely on their gold adornments.
This principle is also firmly grasped by beverage manufacturers...
Perhaps the paper box gives a fresher feeling than the plastic bottle, just like the packaging of pure milk.

Less than 24 hours until the A-share market opens, the Tonghuashun hot stock list is dominated by oil, gold, and strategic metals. It is estimated that there will be significant sector differentiation tomorrow. Which sectors do you favor?
1. Intercontinental Oil and Gas: Russia-Ukraine conflict concept, Hainan Free Trade Zone
2. Hunan Gold: Gold concept, zinc metal
3. Huasheng Tiancheng: Huawei Kunpeng, cybersecurity
4. Zhangyuan Tungsten: Minor metals concept, copper metal
5. Tongyuan Petroleum: Russia-Ukraine conflict concept, shale gas
6. China National Offshore Oil Corporation: Shale gas, natural gas
Personal opinion, for reference only, does not constitute investment advice.

Next week's major events preview! (March 1 to March 6)
1. US-Israel attacks on Iran: oil transportation, gold, military industry, and chemical industry
2. Communication equipment, 6G, AI glasses
3. Power semiconductors, third-generation semiconductors
4. Commercial aerospace
5. Consumer electronics
6. Shipping, satellite internet

As expected, it has indeed happened. Iran has announced a 40-day national mourning period starting from the 1st. According to Iranian media and Xinhua News Agency reports, Iran's Supreme Leader Khamenei has been assassinated, and his inner circle has also suffered significant losses. Some information from the scene is still not completely clear, but based on the specifications of the national mourning, the event is basically true.
If the situation is true, the Middle Eastern situation may undergo a significant shift: either a temporary ceasefire to return to negotiations, or support for a new leadership to take power. For the external situation, continued confrontation may actually be more advantageous; if a new ruler comes to power, the landscape may be reshuffled. The above is merely personal observation.
The brutality of modern warfare lies in the fact that ground advancement is not necessary; pinpoint elimination can be achieved solely through airstrikes and precise attacks. Intelligence capabilities determine victory or defeat, and today, there are only a handful of countries that truly possess top-level competitive strength, much like the power struggles of the Warring States period. In the era of big data, there is almost no privacy; positioning, tracking, and striking can all occur in one go, leaving individuals powerless to evade. Falling behind means being hit, and for this reason, we are even more grateful to be born in China, possessing a stable and secure environment, and not having to live under the shadow of war at all times.
This event will also profoundly impact global asset allocation. What funds value the most is always security. Even the highest quality assets in the Middle East cannot compare to the risks that may arrive at any moment. However, we have a solid security environment and stronger defensive capabilities, providing us with extremely strong asset attraction.
Foreign capital is expected to further flow back into A-shares and Hong Kong stocks, driving the revaluation of domestic core assets, especially high-quality targets like the Shanghai Stock Exchange 50, which are expected to see a rebound, potentially leading the market to reach new highs again.
In my view, this is not a black swan but a gray rhino, which is likely to become an important catalyst for the upcoming rally of high-quality large-cap stocks, and the main line of the market may shift from small and medium-sized stocks speculation to the value return of truly high-quality core assets.

Iran's missiles precisely hit 6 U.S. military bases in the Middle East, the reason being that its air defense systems have been destroyed. When Iran announced its counterattack, the missiles had already been launched. Israel did not believe it and urged surrender, and soon Tel Aviv was attacked. The U.S. military claims to have top-of-the-line air defense systems, which turned out to be ineffective. This time, the U.S. has remained silent, in stark contrast to its previous high-profile claims of interception. According to CCTV reports, Iran claims to have destroyed the U.S. AN/FPS132 radar and missile defense equipment located in Qatar, which the U.S. has not confirmed. Given Trump's character, if it were false information, he would have denied it long ago, which shows that the U.S. is a paper tiger.

The black swan has landed, and the market's expected reaction will always come. The sentiment is still fermenting, with the A-shares' overall resilience being stronger, while the Hong Kong stocks will face more obvious pressure in the short term.
Funds are turning to safe havens, with precious metals, resources, and cyclical sectors being more favored, while high-valuation growth stocks facing normal pressure in the short term.
Geopolitical conflicts cannot be resolved in a day; looking long-term, all parties have constraints. Stay calm, manage risks well, don't panic, and act in accordance with the trend.

Chinese folk strategy experts are already brainstorming for Iran!

On February 28, 46-year-old Cecilia Cheung posted a work photo with the caption "I like the just right transparency," which sparked heated discussions.
She appeared with wet hair paired with a light-colored shirt, her makeup transparent and her skin tight, exuding a youthful vibe, completely unrecognizable as a mother of three, her beauty has returned to its peak.
Cecilia Cheung, who has always insisted on fitness and a disciplined lifestyle, has been highly praised by netizens as a "frozen-age goddess," with many stating that she does not look 46, her state resembling that of a 23-year-old.
She is still active in the film and fashion circles, and this set of work photos has made everyone full of anticipation for her new dynamics.

The U.S. strategic misjudgment, Iran's strong counterattack, and the saturation strike on U.S. military bases in the Middle East
The U.S. originally intended to team up with Israel to pressure Iran, but just as Trump announced plans to level Iran's missile industry, Iran simultaneously launched attacks on four major military bases in the Middle East: the headquarters of the Fifth Fleet in Bahrain, the Al Udeid base in Qatar, the Al Dhafra base in the UAE, and military camps in Kuwait, all of which were attacked, with explosions heard continuously on site.
Iran conducted saturation strikes using ballistic missiles, cruise missiles, and drones, breaking through the U.S. Patriot air defense network, and the logistics center of the Fifth Fleet was directly hit, forcing the U.S. to urgently call on citizens to take shelter in place. Although the U.S. claimed successful interceptions, the explosions and thick smoke in multiple locations could not be concealed.
Iranian officials clearly stated: there are no red lines for retaliation. This strong counterattack completely disrupted U.S. plans, with Middle Eastern allies closing their airspace and sounding alarms, revealing a lack of trust in U.S. protective capabilities.
This conflict proves that U.S. maximum pressure has encountered Iran's maximum countermeasures, with hegemonic deterrence failing and the Middle Eastern landscape being rewritten.

War is truly cruel! A primary school in Iran has been attacked, resulting in 40 deaths and 48 injuries. The next 24 hours are critical...
1. In the competition among major powers, it is always ordinary people who suffer the most.
According to Iran's state television, a girls' primary school in Hormozgan Province was hit by a missile attack, with the death toll rising to 40, and 48 students injured.
Whose children are they? How desperate must their parents be? This is war—vibrant lives can disappear in an instant. Missiles have no eyes and no feelings; they mercilessly consume everything.
Every time I see news like this, it is particularly distressing. What wrong have the children done to endure all this? Even if both sides had prior notice and took precautions, tragedies still cannot be avoided, which is truly heartbreaking.
2. The situation in the Middle East continues to escalate, and the key lies in the next 24 hours.
The focus of this round of conflict is primarily on U.S. military bases in the Middle East, and many targets had also been notified to evacuate beforehand. But how the event evolves is crucial in the next 24 hours.
If negotiations can resume, the situation will likely come to a halt; once it spirals out of control, the consequences are unimaginable.
For the market, geopolitical conflicts will inevitably have an impact: the logic of safe-haven assets like gold and crude oil still holds, and fundamentally sound assets with modest gains are relatively safe, while tech stocks with high valuations will face greater pressure.
My holdings will likely see a green opening in March, but the overall allocation is relatively balanced. If there is a broad market decline, losing less is still gaining space.
3. Iran claims military actions will continue, but a protracted war is unrealistic.
There is no need to over-interpret the statement of 'uninterrupted actions'; a true protracted war requires strong national power to support it. In the current situation, one side must either completely surrender or be forced to compromise in negotiations; it is difficult to endure long-term without support.
Often, matters that cannot be resolved at the negotiation table must be discussed again after a round of confrontation.
However, this situation may not be entirely bad. Compared to the Russo-Ukrainian conflict, it still belongs to a minor disturbance. Even in the case of Russia and Ukraine, the stock market will rise as it should; it’s just a matter of digging a pit first before rising, or rising directly. We only look at the final result; the process need not be overly entangled. What does everyone think?
What is most distressing is the departure of innocent children. War is too cruel; I just hope the conflict ends soon, and the world has less smoke and more peace.
There can be interest games and stance disputes, but it should never come at the cost of harming civilians. This is not a natural disaster, but a man-made calamity.
It’s fine to argue and to fuss, just as long as the innocent are not harmed.

What do you usually choose for shrimp in the supermarket?

If the US and Iran go to war: A comprehensive review of beneficial companies and industries!
1. Energy industry chain (most critical)
2. Precious metals
3. Defense and military industry
4. Chemical alternatives
5. Port transportation
6. Natural gas, fertilizers, pesticides

Latest news about the US and Iran
A shocking illustration

Do you think Wang Xiaofei just had another son?
No, this is a turnaround for the Wang family, winning back a measure of "popularity."
Sister Lan announced the good news on a live stream, so excited that her voice trembled, repeatedly calling it a "heavenly gifted child"; the elder in the family, who rarely comes out of his shell, held the grandson all night without letting go.
This scene is more substantial than signing any contract.
On the surface, this matter appears to be about adding a child, but underneath it is all about the wisdom of "people."
Think about it, the truly impressive aspect of Ma Xiaomei is not that she gave birth to a boy, but that she has managed to tighten this family, from the oldest to the youngest, into a single rope. It has given everyone a sense of hope.
When you reach a certain age, you'll understand that in the end, it's not about who has the loudest voice, but who has warmth in their home.
Those superficial views and verbal battles will ultimately not bring you a grandson you can hold in your arms securely.

Netizen asks: Why do good people have to go through 'eighty-one difficulties' to become a Buddha, while bad people can become a Buddha immediately as long as they 'put down the butcher's knife'?

Why didn't Teacher Zhao Benshan write this character in grids, and why is there no space between the two characters in the middle?

Three Major News Summaries for Saturday
1. Xiaomi's supercar is trending hot, Lei Jun will officially release it tomorrow
The electric vehicle track is no longer just about parameter comparisons; appearance and emotional value are also core competitive strengths, and there is no need for a double standard on 'OEM assembly.' Hengke Technology's previous round of market activity was driven by Xiaomi, and if this round continues to weaken, it will still be bearish for the sector.
2. NVIDIA is about to launch a new generation of AI acceleration chips
The iteration speed of AI hardware is too fast, which instead puts pressure on the entire industry chain: products face price reductions and inventory devaluation risks before they are even shipped. Previously, Baidu had already made over 10 billion in impairment provisions for early-stage AI hardware; during this period of rapid technological iteration, it is difficult for the industry to achieve stable profits.
3. Huawei Cloud's Code Intelligence Agent starts public testing
There are very few companies in the A-share market that genuinely possess core AI technology; most are just concept stocks or supporting manufacturing, and CPOs and optical modules are not core technologies that can choke the supply chain. Their performance logic resembles that of mask medical stocks from back in the day, belonging to a short-term phase of demand and not sustainable long-term growth, with current valuations clearly being too high.
Summary
The AI technology roadmap is still unclear, related performance lacks sustainability, and the overall valuations of related sectors in the US, A-shares, and Hong Kong stocks are currently high, presenting overvaluation risks.

Tong Liya and Zhang Tianai went on a trip to Sanya together, all are beautiful women, really pleasing to the eyes!

The Peace Hotel in Shanghai directly displays the price list at the entrance. Many people say this is to discourage ordinary customers, but it actually seems more like a way of screening with clear pricing. By making the consumption standards transparent, everyone is aware, which avoids a lot of awkwardness.
Rather than discovering after entering that a cup of Coke costs dozens of yuan, leaving one feeling stuck and ultimately unhappy, it is better to clarify the threshold from the start. I think this approach is very practical; it doesn’t play tricks or hide anything, and it is dignified for both the store and the customers. It is actually a candor that is worth promoting in the current consumer environment.

I have a question
Those who have been doing business in Russia for a long time
Chinese people
What should they do?