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Summary: Short-term robots and consumption are all very fragmented, so pay attention to high-standard risks! Keep working for a long time!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.Third, don't think how many retail investors will be suffocated, because many retail investors are afraid to buy because they will take the initiative to fall back at the opening. On the contrary, many chips in the venue will come out first, and a group of unstable ones will be washed out, and then a group of people looking for opportunities can enter the venue in batches.

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.2. However, compared with the performance of the external market yesterday, the trend of the A-share market after the opening is indeed less than expected, which shows that some domestic institutional funds really have no pattern.After seeing the high opening, many people will worry about whether it will be like the situation on October 8.

Summary: Short-term robots and consumption are all very fragmented, so pay attention to high-standard risks! Keep working for a long time!3. In terms of turnover, there was an obvious heavy volume in the first half hour, and the turnover of the two cities has exceeded 800 billion in half an hour, which shows that there are a lot of funds to undertake while chips are high, which shows that everyone's understanding of the market is different.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.