Duokan Technology. Livermore: 2.26 Review Record

Simply put, today’s market situation. [Taogu Ba]

After opening yesterday, I chose Feili H, and today I took profits. Today I shifted to the trends in advanced packaging and healthcare. Since the market is rotating and rising, look for the rotation direction to make your choices. Currently, I still hold positions in concepts like CPU, electricity, and PCB, but only half of my position.

The tech sector performed quite well today. The market is still mainly driven by technology, and the concept of price increases remains worth关注. Watch which stocks can strengthen again tomorrow. Overly high prices mean you should be cautious of large fluctuations at high levels. Tech stocks are currently stronger than other sectors, and this depends on the overall tech market trend. Small-cap stocks are hard to attract funds; most operations are by institutions, which tend to choose large-cap stocks. Picking small-cap stocks now may not be as strong as large-cap stocks.

The trading volume is over 2 trillion, but most of the rising stocks are in the hundreds of billions or thousands of billions range, leading to a situation where many good-looking stocks are actually falling. Recognizing this helps you understand what to choose.

Some stocks that didn’t rise much before have become strong in the past two days, with representative sectors like PCB, liquid cooling, and optical modules. Some even hit new historical highs. In the next half month, stocks reaching new highs are expected to continue, and those hitting new highs before the New Year will do so again in March. The development of technology is unstoppable.

As I said before, it’s all about rotation now. By choosing good sectors, you can gain over ten points. If you don’t pick the right sectors and avoid chasing highs, you won’t suffer much. Focus on filtering and selecting the directions you believe in.