Just be happy you got the red packet, don't be greedy!!

$Shanghai Composite Index sh000001$ There was quite a bit of news during the holiday, but no explosive positive surprises beyond expectations. The Iran situation and tariff issues are old news, so overall U.S. stock market volatility wasn't significant.

Hong Kong stocks fell first and then rose. Yesterday, a large bullish candlestick engulfed the previous day's losses. This pattern emerging before our market opened has a very strong boosting effect. A50 also followed with a rally. Today's opening red envelope is secured.

But the rhythm must be noted: If the opening gap is too high, beware of profit-taking by latent positions. Take the red envelope when you should, don't be greedy.

Now let's look at the sectors:
One, Robotics
Robotics goes without saying, the absolute C-position of the Spring Festival Gala, completely dominating the screen. Four major robots took turns on stage, from simple movements to martial arts performances, progress was visible to the naked eye.

But it was already an open hand before the holiday, with little expectation gap. Hong Kong robotics stocks also surged and then retreated. It's not suitable to chase highs today, but medium-to-long-term potential remains. Buying on dips during divergence for a latent position is more comfortable.

Two, AI
Expectations were high before the holiday, but the holiday period was generally mediocre. Especially media and the Spring Festival box office hitting a 6-year low, with no breakout hits among the top films. Pressure is relatively high on the application side and media short dramas today.

But upstream hardware and domestic computing power are still worth watching. The core issue with AI now isn't lack of strength, but the high cost of computing power. This logic remains solid.

Three, Resource Stocks
The price increase logic during the holiday is the most certain. There was rotation before the holiday, and a big surge in Hong Kong stocks after. A high open today is fine, but don't directly chase the peak. Those stocks active before the holiday can all be closely watched.

A final reminder: Getting the red envelope is what matters. Big opportunities come from divergence.