
Recently, I've been holding these few stocks: Joyson Electronics, Tianyu Semiconductor, Tianyue Advanced, Tianqi Lithium, and Chery Automobile. They all feel quite representative. The stories about semiconductors and new energy are told every day, which is just sector rotation taking off and then falling back. Tianyu Semiconductor once surged with a big rally, but then Tianyue Advanced turned completely green (dropped sharply). Over in the lithium sector, Tianqi has been fluctuating back and forth, with more declines than gains. Joyson and Chery seem like they're warming up on the sidelines, making a lot of noise but not moving fast. Honestly, I'm completely indifferent now. I ignore the gains and can't be bothered to cut losses on the declines. That's just how it is.
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