1. The market moved too quickly yesterday morning, and I missed the opportunity with Shengmei and Baiwei that I selected the day before. During the day, Baiwei gave a chance but I didn’t dare to jump in. 😓
2. It is still a feast of technology, with semiconductors and lithography machines performing well. I can’t focus on just one, so I have diversified my holdings. Currently, I hold four positions in chips and lithography, which I have mentioned over the past two days.
3. The short-term position is indeed not low, and I do not rule out a significant pullback. However, as long as the market dares to reach new highs, big tech will definitely not be absent.
4. The U.S. stock market has been in a long bull run for ten years, dominated by the seven giants. Correspondingly, in the A-share market, technology will never be absent. If you are not buying individual stocks or are afraid of poor operations, choose ETFs.
5. If you have an early position, you can chase appropriately. If you don’t have an early position, never chase the rise. Not taking action may not earn money, but at least it won’t lead to losses. Without an early position, it’s all about buying low; once it rises, it becomes very painful.
6. Manage your holdings well; my current position is a technology base, protecting the market for the country.
This is a personal viewpoint and operational thought review, not a recommendation.