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Domestic substitution and expanding domestic demand, in essence, is not the corresponding technology and big consumption? The direction has been given to everyone above, so you can just wait for the trend to make money.Now it is the hope of the above that the stock market will rise, and that technology and consumption will rise. This is not difficult to understand. What is difficult is whether you have the patience and confidence to hold these.(2) Second, the appreciation of RMB exchange rate is obvious today. Yesterday's trend made everyone dissatisfied, but yesterday's exchange rate performance was very firm. Some people say that the exchange rate strength has anything to do with investors?

Strategically speaking, today's index should be a weak rebound, so the index surprise is not expected.It's not to say that every time I see a good thing or a big rise, I just want to buy it, so I may be chasing high every time.

(1) First, there was an obvious shrinkage in the opening today. My understanding is that I bought what I should have bought yesterday and sold what I should have sold yesterday. Today, the market has risen, and everyone will not be so impulsive. Therefore, the main funds in the venue are self-directed.(3) Third, some institutions have started to work today, and consumption, medicine, real estate, and semiconductors have all increased. These are all obvious institutional styles.Today, it is actually very consistent with the characteristics of institutional efforts, because chasing up and down is the characteristic of many retail investors, but institutions generally regard retail investors as their own opponents.