The train of thought is the main reference, and the specific quotation shall prevail.

Let's talk about the big picture first. At present, the overall situation is naturally not very good. The index didn't hold up on the 30th, so the time for this callback shock will be greatly lengthened again. It is possible to make a breakthrough this month, which is basically impossible. At present, it is still superimposed on the high-end stocks in the early stage, and then medicine and technology continue to kill valuations. GEM stocks have become the main place for speculation. The turnover is almost catching up with the main board, and the market is a bit deformed at present. There is still the possibility of going down in the short term, but the 60-day moving average can basically hold up, but at present, holding up is not the main goal, but the index needs to go up, otherwise it will still be weak. Once there is a little trouble, it will basically fall first.

In terms of funds

Last week, when I laid out semiconductors, I also said that at present, it is mainly a fixed investment method, and other large-scale buying methods are not the time at present. Today, semiconductors continue to fall due to bad news. But if the investment is fixed, the time line will be longer, and the cost can be reduced in batches, so there is basically no need to worry. It is impossible to reduce the position by temporarily continuing to hold it.

securities

Today's decline in securities has touched my bottom line, because my expectation is that the index wave will be reconsidered after a breakthrough. However, if the index weakens, it is unlikely that the securities sector will rise sharply. I'm going to clear my position after the market rebounds, so I won't stay much.

The trend of medicine was clearly analyzed yesterday. Today, medicine is also among them, with a large decline. On the whole, the risks have not been released, and many of them have been seriously broken. This sector needs a long time to digest the valuation and needs a process to stop falling. So, we must wait.

Chinese hard liquor

Liquor surged and fell today. If the index on the disk did not fall, liquor would be basically fine today. But on the whole, I think the market of liquor is not over yet, so we can hold it first and wait and see the market situation.

There is nothing else to say. This position is not suitable for lightening positions now, so wait. Moreover, the European index is rising well at present, and the US stock index may not be too bad today. Under normal circumstances, it may rebound tomorrow, but it depends on the strength.