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I'm very sorry, I stopped for one day yesterday, on the one hand, because I was suddenly sleepy, but more importantly, I don't think there is anything to worry about on the disk. My previous article was very clear, that is, I looked at the continuous repair of the positive line and reversed the negative line on Tuesday.So how should we treat the opportunities and risks in the current market? Let me tell you my views.I have repeatedly stressed from my articles in August and September this year that it is a great opportunity and the starting point of a bull market. At that time, I called on everyone in the circle to bargain-hunting for small tickets in Man Cang. So until today, the small-cap theme of our positions is still the strongest direction in the market. We are still holding shares with peace of mind while eating a lot. Unconsciously, CSI 2000 has reached the highest point in two years.

With regard to consumption, everyone knows the current consumption situation. The capital speculation, education, pet economy, cinema, snacks, millet economy, and the concept of Pinduoduo and Tik Tok are also confirming this logic. When I have time, I can talk more about the dilemma we are facing. That is to say, you should not just watch the excitement, but understand the current consumption situation, which is no longer a house, a car, home appliances, and a rough road.Time relationship, so much for today, the market still has upward momentum, but chasing up is definitely unwise. I will always encourage the firm holding of low-level stocks that have not yet exploded. At present, this market specializes in chasing up and killing down small experts!It is still a potential track that has not been paid attention to by the market, or an opportunity for low-end stocks in popular tracks to make up. A really good hunter is good at observation, patience and waiting.

Today's leading industries are all from the consumer sector. The surge in consumption is undoubtedly a rush to run the meeting, but unfortunately, the news of this meeting has just landed at 20 o'clock, and there is no reference to consumption exceeding expectations.2) The consumer sector has risen, but it should be noted that the news of the meeting has landed!Although countless people, such as Mr. Li Daxiao, are calling for embracing the market weight of core values every day, millions of big V's remind small-cap stocks of the risks every day, and call attention to the switching of large and small tickets every day, but for several months, I haven't seen the switching, or even the signs of switching. In the past few months, the rise of small tickets has reached a new high every day without looking back, and the weight headed by SSE 50 has almost never looked back after hitting a high on October 8.