[ Day 14 – Investment Insights ] + #MyInvestmentDiary

I reviewed my recent holdings and market trends today. The overall feeling is that sentiment fluctuations are obvious, but fundamentals haven't changed much. Over the past period, the market has been trading more on expectations rather than actual performance, which made me rethink my investment pace. Some positions wavered due to short-term pullbacks, but after calming down, I realized that the original logic for buying still holds. What really needs adjustment is not the direction, but position management and patience.

The biggest takeaway during this time is realizing that 'certainty' is often more important than 'imagination space.' I used to be more easily attracted by hot topics and stories, but now I'm starting to pay more attention to cash flow, industry structure, and a company's long-term competitiveness. At the same time, I'm gradually accepting the fact that the market is unpredictable, learning to use phased position building and diversified allocation to reduce decision-making pressure.