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III. Four major sectors and leading stocks (for emotional use only)Second, my point of view3. Domestic substitute semiconductors: quite satisfactory, and there is no big loss effect. Furthermore, the incident of countering NVIDIA last night was beneficial to domestic substitution, but it was covered by the great benefits of the conference and will ferment later. Keep watching.

If it is directly fixed, the expectation will still be there, and it will fluctuate upwards, and there will continue to be opportunities for rotation. If we can't repair it tomorrow, we'll have a hard time. After 12 months, the market will get better gradually.The Ultimate AI Domains application and robot: no analysis. Be cautious tomorrow and the day after tomorrow.Pay attention to praise Xin Ge and share bull stocks with everyone every day. Welcome to comment area 518.

There is no way to be short of money at the end of the year, so try to avoid these reduction targets.Just getting ready for bed, there is another big news in the securities market. Tomorrow and Wednesday, the A-share ups and downs script will be directly adjusted.Now, in terms of strategic stock selection, we have to choose those tickets with the best flexibility at the end of September, and those without liquidity have become immortal stocks; The root cause here is that a lot of funds enter the market through ETF funds, so ETF constituent stocks can be more active than other stocks. If non-ETF constituent stocks have no hot money to play, they are in the state of fairy stocks.