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In the consumer sector, the current upsurge of small-cap stocks is a short-term stay after funds overflow from high-tech themes. Although it is stimulating and beneficial, it seems attractive, but it is actually a mystery. There is a time lag between policy transmission and performance, and it is difficult to see improvement in the fourth quarter financial report. At this time, it is easy to fall into the short-term fluctuation mire, which is not worth the candle.In the new energy track, the competition in some sub-sectors is fierce, and the hidden worry of overcapacity still exists. It is necessary to carefully select and identify those who hold the core technology and can break the dilemma of involution in order to stand firm.

In the new energy track, the competition in some sub-sectors is fierce, and the hidden worry of overcapacity still exists. It is necessary to carefully select and identify those who hold the core technology and can break the dilemma of involution in order to stand firm.In the consumer sector, the current upsurge of small-cap stocks is a short-term stay after funds overflow from high-tech themes. Although it is stimulating and beneficial, it seems attractive, but it is actually a mystery. There is a time lag between policy transmission and performance, and it is difficult to see improvement in the fourth quarter financial report. At this time, it is easy to fall into the short-term fluctuation mire, which is not worth the candle.As for other big industries, the core of the manufacturing industry lies in high-end transformation. If we can upgrade the smart manufacturing and replace the key components domestically, it is expected to overtake in corners; Infrastructure sector, the key to the integration or break of traditional and new infrastructure, the layout of related industrial chain leaders, riding the national strategic east wind; Financial technology, under the premise of strict compliance, has great potential to empower innovators in traditional financial institutions, just like new wine in old bottles, rich and fragrant to be unsealed. In short, in the current layout, it is necessary to break through the short-term hustle and bustle fog and anchor the opportunity far beyond the risk with a long-term strategic vision, which is the way to win.

In the new energy track, the competition in some sub-sectors is fierce, and the hidden worry of overcapacity still exists. It is necessary to carefully select and identify those who hold the core technology and can break the dilemma of involution in order to stand firm.In the medical and medical sectors, the aging society is like a sword of Damocles hanging high, and the demand growth is certain. Although it lacks hot spots and its performance is dormant at present, it is like an unborn magic weapon in a sword casting furnace, lurking for a long time, waiting for the dawn of the industry to change, and the future will be able to draw the sword out of its sheath.The current layout is random, and the pursuit of stability and victory must be seen.