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To sum up, four key pointsThird market styleThe logic here is that the currency is loose. This time, the direction of water flow must be new quality productivity, and NVIDIA is superimposed by lian. This is a landmark event, so the direction of internal circulation of science and technology is strengthened again; Compared with 2008, 4 trillion yuan is infrastructure, so don't entangle the real estate cycle at present.

The core direction is definitely securities and online gold, diversified finance, and growth sectors.The logic here is that the currency is loose. This time, the direction of water flow must be new quality productivity, and NVIDIA is superimposed by lian. This is a landmark event, so the direction of internal circulation of science and technology is strengthened again; Compared with 2008, 4 trillion yuan is infrastructure, so don't entangle the real estate cycle at present.The theme is only robots, cultivating diamonds, Ai big models and CXO, especially the AI application end is relatively strong. The number of days of entertainment is 9 billion, and the recognition of Wanxing Technology and Easy Point is high. Moreover, we are talking about the make-up, and Haitian Ruisheng has also performed.

1. Science and technology direction: focus on consumer electronics, AI application, semiconductor chain, Xinchuang software and low-altitude economy; You can look for the daily limit on September 29/30 at night, and this wave should be stronger.Let's take a look at the bidding. Under the influence of last Friday's trend and the one-word limit of the emotional standard, the core bid was negative 4. In the original words of our weekend resumption, this low opening of the 5-day line was theoretically an arbitrage buying point, and the buying value was slightly lower than that of last Friday, but it was basically the last time.III. Four major sectors and leading stocks (for emotional use only)