The number of daily trading orders is very high today. Sold $Meta Platforms(META.US), further increasing exposure to AI. Part of the buying is for short-term rebound catching, and part is for building positions in $KLA(KLAC.US) and $Applied Materials(AMAT.US) as long-term holdings. If the rebound goes smoothly, subsequent short-term positions will continue to be moved into $VanEck Semiconductor ETF(SMH.US) for style distribution.
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