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2024-12-14 00:30:52

Today's work: opening positions in Qingzhonggong Education and Suzhou Gutecheng; Play board Li Ziyuan, good shop; Halfway vision china, Taier sharesLooking back on the past, Huasheng Tiancheng, Leo, Yanshan Science and Technology, Tianyu Mathematics, etc. were all weak after reaching a certain height, and were relayed by the newly emerging capacity trend stocks, just like the "low altitude and three stupidities", showing the characteristics of phased rotation.


Current position: 30% in vision china; 30% in Li Ziyuan; 20% of good shops; Taier shares 10%Looking forward to the future, the operation mode of AI may change. When an intensity explosion point is found, it can be quickly cut in, and after it has experienced one or two rounds of rising waves, it will make a profit in time. If there are still funds to be laid out in the AI field, it is recommended to focus on low-level targets, and the high-level game is risky, so it is advisable to avoid it as much as possible.Operation idea: See how Yiming food is broken. If it is broken, I will see the situation.


2024.12.12 Pre-market Personal Plan: Focus on 1 in 2.The middle and low AI camp still won't give up and continue to stick to their differences. On the other hand, high-end stocks, Tianyu Mathematics has been declining. However, the low AI immediately added a new batch of strength. This seems to indicate that it is difficult for AI to become the absolute main line that dominates the market in the future, and it may be more appropriate to treat it as a secondary main line.

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