---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42303977.md"
description: "For US stocks, play the storage sector; for A-shares, optical communication; for H-shares, large models; for Korean stocks, SK Hynix.Just focusing on these few sectors and grabbing a wave this year would be enough to complete the task.At the same time, DCA into QQQ for US stocks, and hold the plummeted 'Magnificent Seven' on dips.This strategy seems pretty good. Except for H-shares, which aren't played this way, the rest are currently following this line of thinking, and the market trend probably isn't over yet.Those already in the position should just keep holding. If you have the ability, average down the cost. If you haven't entered yet, the market's speculative direction is unlikely to crash hard. There will be opportunities to pull back to the 5-10 day moving average. Just slowly buy some on dips and hold. If you've just opened a position, don't be too aggressive. Wait until the underlying stock's cost basis is lowered and you have profits before moving on to options and 2X ETFs.Recently, there's been talk that US stocks will crash at some point in the second half of the year or next year, citing reasons like interest rate hikes and AI spending being too high with too low returns. We hear this kind of talk every year.I actually think this is pretty silly, but all I can do is control my position size. Probably won't exceed 50% in the future. If there's a big rally, I'll still make money, just less. If there's a big crash, I'll naturally lose less. I can endure it."
datetime: "2026-06-30T03:14:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42303977.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42303977.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42303977.md)
author: "[钢铁纪律](https://longbridge.com/en/profiles/13301109.md)"
---

# For US stocks, play the storage sector; for A-shar…


## Comments (22)

- **氢氟酸 · 2026-06-30T10:44:59.000Z**: The other 50% is QQQ, right?
  - **钢铁纪律** (2026-06-30T10:56:15.000Z): I've mentioned my positions: SPY/QQQ holdings, NOK MRVL GLW common shares, and options on a few old reliables like Tesla and Google. These add up to about 50% control, with the remaining 50% earning f
  - **氢氟酸** (2026-06-30T18:46:18.000Z): How to interpret fund interest, is it low-volatility income generation?
  - **萨拉公主** (2026-07-02T01:09:02.000Z): Bro, what fund is that?
- **KimiW · 2026-06-30T04:35:25.000Z**: I've also been at 50% position all along
  - **钢铁纪律** (2026-06-30T10:56:21.000Z): Great
- **时来运至 · 2026-06-30T04:16:50.000Z**: Bro, are you still going to adjust your portfolio tonight?
  - **钢铁纪律** (2026-06-30T04:31:53.000Z): US stocks are currently highly volatile. Whenever you buy at any price point, be prepared for two-way fluctuations of 10%. If you're not mentally prepared for this, you'll typically sell at a loss dur
  - **时来运至** (2026-06-30T04:34:40.000Z): Yeah, I didn't add any when adjusting the portfolio last night, and then it went up. Now I don't dare to chase it, want to see if there's a chance to add some tonight.
  - **钢铁纪律** (2026-06-30T04:37:21.000Z): No rush to add. Last Thursday and Friday were the best opportunities to increase positions.
- **这是个好事啊 · 2026-06-30T04:15:15.000Z**: A-share Dongshan Precision is bullish
  - **钢铁纪律** (2026-06-30T10:56:31.000Z): This has been awesome for a long time
- **子尤1003 · 2026-06-30T04:10:23.000Z**: I can't take care of so many with my small capital🥲🤣
  - **钢铁纪律** (2026-06-30T10:56:42.000Z): Just 1-2 is fine
- **小沃什的交易员 · 2026-06-30T03:29:54.000Z**: A-shares still have optical communications, huh?
  - **钢铁纪律** (2026-06-30T03:32:27.000Z): I've already bought about 70% of a target.
  - **小沃什的交易员** (2026-06-30T03:33:59.000Z): Which one
  - **钢铁纪律** (2026-06-30T03:35:01.000Z): Chang Guangxin hit the daily limit up today.