Today's thinking This year everyone knows two main lines, China Special Estimation and artificial intelligence, after the big rise at the beginning of the year, China Special Estimation has been sorted out for a period of time, all predict its seven-turn market,

Thinking today

This year, everyone knows the two main lines, China Special Estimation and artificial intelligence, China Special Estimation after the sharp rise at the beginning of the year, has been sorted out for a period of time, all predict its seven turn over the market, market expectations are too consistent, I believe it will be disappointing. Artificial intelligence has also begun to adjust, and it is estimated that this adjustment can also grind people to death, and these two main lines have been completed this year.

In the second half of the year, I think you can pay attention to the semiconductor sector, which has fallen for a long time, and the pullback is not small, if the performance of the report improves, if some votes are favorable, it will trigger a wave of market, cautious attention (the influence factors of beautiful countries are more complicated)

Today I also followed two votes, joining the optional observation.