The past month and a half before the New Year has been decent. For A-shares, due to the nature of the entire market, it's more prone to emotional swings, with the impact of policy announcements ("A4 paper") being more significant. I didn't adjust my portfolio in the aerospace sector in time, resulting in a considerable pullback in returns. Later, I switched to holding computing power/semiconductor stocks for the holiday.

U.S. stocks are relatively much simpler. I managed to catch the storage and precious metals wave in time this round, making a small profit. Currently, I'm still half-positioned in storage. $Sandisk(SNDK.US)$Southern Copper(SCCO.US)$WANGSU(300017.SZ)$ISHRS MSCI S Korea Capped(EWY.US)