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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.1) The average share price shows that the market is full of upward momentum!Current A-shares: The upward momentum is still the same, so we need to be cautious in chasing up —— Investment suggestion of technical school

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.2) The consumer sector has risen, but it should be noted that the news of the meeting has landed!

Everyone knows that consumption is the face of the king of consumption-liquor plate, but if I show you the weekly chart of liquor plate, you will understand why I have always been cautious about this plate.Current A-shares: The upward momentum is still the same, so we need to be cautious in chasing up —— Investment suggestion of technical schoolIt 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.