This round of the bull market has been quite twisted. Aside from technology, almost everything else has not risen, and some have even fallen. As of today, there are still 3,000 stocks that are down this month, making the experience of this bull market quite poor. The higher-ups have made it clear: a slow bull market! If we add an adjective, it’s a slow bull market for technology!
Therefore, only by staying in technology can one feel the atmosphere of the bull market. Optical modules, PCBs, chips, robots, solid-state batteries—if you’re not in these areas, it’s quite difficult to achieve significant profits.
At today’s meeting, the president stated right away that there would be no involvement in short-term policies. The much-anticipated 924 is impossible now. Most of those who were looking forward to 924 are not in technology stocks because they haven’t felt this bull market.
On Friday night, I went to the Wuguang to see Apple, and it was packed with people. The line for online orders to be picked up offline was long, and there were people selling directly at the door, with the orange 17 being marked up by 1,000 yuan. It feels like Apple hasn’t had such a scene in years, which is why the fruit supply chain has been performing well these past few days.
The biggest gains still come from chips, as only chips have the greatest imagination space and certain barriers. Although they are not profitable, they are scarce. In comparison, my recent advice has been to avoid optical modules; the technical threshold is not that high, and there are quite a few manufacturers that have recently entered the market, making future expectations unsustainable.
Today’s market saw a volume contraction rebound, with a rise and fall ratio of 2:3; although the index rose, the profit-making effect is not good.
In the current market, you can choose not to participate, but you cannot deviate from the main line of technology. Deviating from the main line may lead to deviating from profits.
Additionally, what is most scarce in the current market is growth. Industries with high growth will receive high valuations, and even if you are stuck, there will still be opportunities to break free.