Newbie protection period, it's been almost a month since I joined Longbridge. I found this community very interesting and warm, not just filled with cold numbers of ups and downs. Here, many big shots selflessly share their experiences.

Like a typical newbie, my first investment went straight into $XIAOMI-W(01810.HK), and my second investment rushed into $BYD COMPANY(01211.HK). It wasn't because I particularly liked them, but because they are so close to daily life, giving a sense of familiarity that I thought I understood well.

After researching for a few days, I realized this isn't the way. The trend isn't here right now. One should go with the flow; developing an emotional attachment to a stock is dangerous.

Currently, the domestic macro environment genuinely feels chilly. Consumers' willingness to upgrade items like phones and cars is decreasing, competition in the sector is fierce, profits from chips and batteries are held by others, and overseas political sentiment is hostile.

But all things are one, the cycle has no beginning or end. Who can say for sure what the future holds?

Just a casual note, take it with a grain of salt.