有几个方向，是马哥上周五发的笔记提到的:
🤖机器人:Today it's the only one among the four main themes that's going strong—Yushu is up +10% on both sides, with its market value hitting 190 billion yuan. Even better, at 11:27, the 9 ministries released the "Opinions on Revitalizing Commerce through Technology," which explicitly mentioned "new intelligent service models like robot and virtual digital human companionship." There's also a special press conference by the State Council Information Office at 15:00. With policy support, this is the strongest theme among today's four main themes.

半导🧠体:No, I'll just wait. Today the CSI 50 fell 1.68%, so I have no reason to add any more positions in Downhill. I'll wait until around Wednesday for the Hynix/Samsung earnings reports and Jensen Huang's speech at GTC Berlin.

创新💊:Let's wait until October 23rd for ESMO. Today, CRO Zaiyan New Drugs dropped 9.20%. The Hong Kong Stock Connect component hasn't opened yet. This line is about patience, not speed.

电池🔋:Keep not adding money. On October 16th they said "If we can't get back 100,000, don't rush." Today lithium carbonate futures fell over 3% in the morning, and CATL dropped 2.53%. It's not like we didn't get it back - we just got further away.

红☎️利:I made some adjustments today. I had already reduced my position to around 50,000 a long time ago, and I made a small addition today

#理财 #理财小白 #基金 #朴实无华的一天 #赚的都是辛苦钱 #不说了挣钱去了 #半导体 #机器人 #新人报道 #新人博主