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First, the idea of keeping watching more and doing more will not change. This favorable policy is an expectation of loose liquidity in 2025, so it will not completely increase the increase in 2025 at once. Now it is a slow cow, and I am firmly optimistic about the upward trend.At present, the favorable policies are mainly in the four areas of big finance, big consumption, real estate and science and technology, but we can see that these four directions have started to fall with the index after opening higher collectively today.In fact, there is a big difference, because there is a big difference in the amplitude and height of the high opening. In the past, when it was an emotional mad cow, it was basically not controlled. Now it is a controlled slow cow, which has not risen so much and the callback will not be so deep.

Summary: Short-term robots and consumption are all very fragmented, so pay attention to high-standard risks! Keep working for a long time!Summary: Short-term robots and consumption are all very fragmented, so pay attention to high-standard risks! Keep working for a long time!4. Everyone maintains the expectation of slow cattle. Although the increase is not as high as the periphery, the expected management of the A-share market has been done fairly well, and the market that oscillates and rises later can be maintained.

After seeing the high opening, many people will worry about whether it will be like the situation on October 8.However, it has little impact on us, because what we do is a steady pace. Since we have no choice but to go up, we will continue to operate according to the rhythm of slow cattle.Compared with the trend of breaking the market when the opening price rises, it falls back after opening higher today and then bottoms up again. In fact, the main funds have taken care of those funds that have stepped on the air. A small diving at the opening price is always better than a big rise in the morning, and diving in the afternoon is much better. It depends on how you understand it.