[Red Envelope] Strict execution mode yields returns, and AI application bidding exceeds expectations and is fulfilled!

StrawberryIce · 2026-02-03T05:01:45+00:00

The article emphasizes the importance of timing in stock trading rather than the stocks themselves. The current market is in a downward cycle, and a high open in the early trading session indicates insufficient emotional recovery, so blind chasing should be avoided. The article mentions the differing market performances in AI and commercial aerospace sectors and shares the experience of liquidating Hengdian World Studios.

StrawberryIce

2026-02-03 05:01:45

Abstract generation in progress

Buying and selling which stocks is not important; timing is the most important. Stocks are merely a vehicle for sentiment. The market is currently in a downtrend. The index and sentiment opened high in the morning, but such a rebound lacks strength, which is defined as a weak rebound expectation. Since it is a weak rebound expectation, special attention should be paid to the direction of the large gap up today. Do not chase the high, and do not blindly buy just because the bidding exceeds expectations. The current environment is not a main upward trend; fundamentally, it is still rotation. That’s why the AI sector opened high and then declined, while the commercial aerospace sector was able to turn from divergence to consensus within the day. I believe everyone who has read my posts has gained something.
I have liquidated my positions. I originally wanted to buy Hengdian World Studios today, but unfortunately, I didn’t get the chance. If I couldn’t buy, then so be it.

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