Today, I continue to hold full positions, as steady as a mountain. If there are opportunities during the trading session, I will just make some small-scale trend-following trades to fill the gaps.

Let me share my views:

The sudden policy signal the day before yesterday directly ended the previous upward cycle. From a technical perspective, that segment of the market has already played out into a complete double-center pattern. Now, a new cycle has started around 4190. However, this 1-minute level adjustment is still not sufficient in terms of time and space, and the structure is not yet complete. It is expected that today will most likely continue to fluctuate within this range, and new lows may still appear.

Honestly, the original intention of this policy was to cool down overheated sectors. No one really wants to break this rally. Essentially, this move is a warning signal, relatively moderate in strength. If the market continues to be irrational, there will definitely be more forceful measures later.

Looking ahead, the ideal scenario is for different sectors to take turns performing, rather than focusing only on one or two hot areas. This way, the market can maintain healthy circulation. Innovative drugs, energy, finance, and other sectors may have opportunities to perform, but their appeal is not as strong as mainstream hotspots, so the chances are limited. Currently, all hot sectors and stocks related to sci-tech innovation have shown a 60-minute MACD death cross, which will take at least 2 to 3 days to digest and consolidate.

My advice:

Moderate adjustments are part of normal market operation, so there's no need to fight against them. In this kind of market, those who can accurately grasp the selling points at the 30-minute level are the real winners. The 5-minute sell points are only suitable for short-term arbitrage. The nature of this adjustment is quite clear: it’s a 1-minute level correction, which belongs to a normal new cycle consolidation.