It's another round of early profit-taking, still a strong rotation!

Currently, it’s better to watch more and act less. The market still rotates strongly, but with the strength of Hong Kong stocks, the market is gradually forming a consensus around big tech. This afternoon, I remain optimistic about the flow back into computing power and intelligent agents!

[Taogu Ba]

I also bought some Jiangbolong in the storage sector, so I won’t post it. Huagong still hasn’t moved!

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