First, let’s talk about the index, which according to the wave theory, should continue until the meeting on the 11th.
In terms of themes, the difficulty is really increasing. The previous robots were just a single line, and the AI second board that was heavily promoted over the weekend is also a single line. Tomorrow, it is very likely that the second board will be another single line. So the main themes to buy tomorrow will still depend on whether those four from the 67 board can support the Shandong Mining Machinery to strengthen.
The thing about AI is that it’s a headache. In fact, looking at the themes on Friday, they have already started to weaken, with only large-capacity stocks growing. So based on believing in the index, I’ve invested in securities and AI capacities, Yi Zhongtian, and some 60. Then I’m also looking at real estate stocks, thinking that there was a wave previously with a first board, and since securities and insurance are moving, there might also be opportunities. Here, consumption has not died, and it feels like there are opportunities in capacity.
Overall, the themes here are really hard to play. Without a capacity rivet, it feels very difficult to play. This month has already had a good start, and I still plan to survive and develop.
