The market has entered a state of benign operation, now think about the turmoil before the Spring Festival, I also told you my point of view, the reason why there is such a tragic state, such a precise blow, it must be able to see the data behind the people to do this. In the past two days, everyone has seen a lot of **, especially those related to AI**, which have almost doubled in just three days, but the fundamentals of these companies have not changed at all, what has changed is the mood, which shows how important the change of sentiment is for the current A shares.
But what we advocate is not to chase the rise, although it is said that this kind of varieties have skyrocketed in the past few days, but you have to see them before the skyrocketingThere are many varieties of the same that are still at a low level, and there is also logic, so you can wait patiently for the spring breeze to blow.
AI has been popular recently, I think it is not in basic research, but in commercial application, among which the more fierce is film and television media, which is directly related to **, film and television media must be a big opportunity to benefit.
At present, the market is no longer panic, there are ups and downs are normal, but the vast majority of varieties are still on the floor after the fall, so a few are mainlyAround the low valuation of high-performing blue chipsIn our portfolio, I suggest that we still have to configure some,In particular, it is necessary for some high-quality enterprises with particularly high undistributed profits per share, including non-ferrous metals, railway construction profits are very high, including banks, you always have to choose some, just as dividends, such an opportunity will also make money. In addition, we will choose some aggressive combinations, and we will choose the black chicken to become a phoenix for market value management.