With US bond yields above 4.5%, there's no broad bull market, only a structural one. Capital is clustering in the sectors with the highest growth momentum and strongest narratives. An AI hardware bull market is undoubtedly underway.

This time, the adjustment involved switching to offensive players, mainly in optics and storage. We've also added Six Stars and Erhai.

Longbridge - 奥斯汀成长股实验室
奥斯汀成长股实验室

Tomorrow, if 7709 is below 95 and 7747 is below 145, consider adding some.

If 90 is below 140, even better.

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