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Viewpoint: positions are waiting to go up (those that have not gone up, those that have gone up more should go away)Waiting for the flowers to bloomViewpoint: positions are waiting to go up (those that have not gone up, those that have gone up more should go away)

Medicine, photovoltaic, and liquor have been reminded many times a few days ago that they can slowly open positions. The robot sector has been paying attention to it. At present, it is waiting to add positions after the decline. The robot lost half of its positions last week. Now everyone should pay attention to the chip. As I said before, domestic substitution is a long-term rising logic. In fact, there is not much distance from breaking through 3500 points, and there is still room for the technology and financial sectors. At the same time, the weight of liquor and medicine is also gaining momentum. Breaking through 3500 here is a sudden thing. We can wait, not seeking quick success, but it will definitely succeed. Here is still a word position, etc. The positions with the highest increase mentioned above can be reduced, and those that have not risen can be held. If there is a decline here, don't be afraid, the 55-day moving average will arrive soon.

Slow cow, do you feel it? Don't worry, it's just beginning. Observing several industries today, there are signs of peaking (commercial chain, tourism, household goods, culture, education and leisure, food and beverage, daily chemicals, agriculture, forestry, animal husbandry and fishery, textiles and clothing). We will continue to observe later, and the characteristics of these sectors are biased towards consumption, which has a certain impact in the near future, and consumption may show up in the data. On the other hand, the stocks in these sectors are too small, which are still the characteristics of retail market. It is not recommended to chase high in these sectors and grasp them by yourself.Medicine, photovoltaic, and liquor have been reminded many times a few days ago that they can slowly open positions. The robot sector has been paying attention to it. At present, it is waiting to add positions after the decline. The robot lost half of its positions last week. Now everyone should pay attention to the chip. As I said before, domestic substitution is a long-term rising logic. In fact, there is not much distance from breaking through 3500 points, and there is still room for the technology and financial sectors. At the same time, the weight of liquor and medicine is also gaining momentum. Breaking through 3500 here is a sudden thing. We can wait, not seeking quick success, but it will definitely succeed. Here is still a word position, etc. The positions with the highest increase mentioned above can be reduced, and those that have not risen can be held. If there is a decline here, don't be afraid, the 55-day moving average will arrive soon.Waiting for the flowers to bloom