---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41744521.md"
description: "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."
datetime: "2026-06-12T00:10:45.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41744521.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41744521.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41744521.md)
author: "[奥斯汀成长股实验室](https://longbridge.com/en/profiles/14072672.md)"
---

# With US bond yields above 4.5%, there's no broad b…


## Comments (6)

- **奥斯汀成长股实验室 · 2026-06-17T06:15:35.000Z · 👍 1**: Fundamental factors, industry momentum, narrative, and interest rates are key elements to consider for growth investing.Specifically, it means:Earnings must be consistently strong (whether there is earnings support is a significant distinction between growth stocks and meme stocks).Products must be 
- **跟顾神反着买 · 2026-06-12T00:18:46.000Z**: Basically never lost🥹
  - **奥斯汀成长股实验室** (2026-06-12T00:26:16.000Z): Still stuck in the Da Zi pit 🫠
  - **跟顾神反着买** (2026-06-12T00:27:18.000Z): Large size, no big problem🫡. It will definitely come back, how else can it fall?
  - **奥斯汀成长股实验室** (2026-06-12T00:30:01.000Z): Plan to add more at 190, if given the chance, otherwise just lie down (do nothing).