What are the sectors where US stocks, A-shares, and Hong Kong stocks are currently resonating?

Currently, the core of the US stock market is still centered around semiconductors. Due to the recent conflicts between Israel and Iran, the market impact is relatively large. However, the market has always considered it a buy the dip opportunity, so once there are signs of easing, the market will surge upward.

Of course, we can see that the entire market has entered a relatively delicate stage. The index's trend has started to flatten, with the S&P 500 index fluctuating around 6000 points. This may also be due to the upcoming Federal Reserve meeting, where large funds will be cautious.

From the overall perspective of the market, the K-line has been pressing above the 10-day line. Ideally, it would be best to maintain this fluctuation and smoothly pass through the Federal Reserve meeting.

Of course, there is also the end-of-quarter settlement and the triple witching day, which will cause significant market volatility. However, in the second quarter, fund companies will try to maintain their performance, so they will find ways to stabilize the index.

But we can see the fear index, which still fluctuates significantly every day. Therefore, the current market is particularly affected by news, and since the news has a significant impact, there will be situations of sharp rises and falls, especially in some small tech stocks with high elasticity.

So in terms of overall position control, I think if you have a lot of positions in big tech, you can be more at ease. If you have a lot of positions in small-cap stocks, you should find opportunities to gradually reduce your positions.

Of course, if you are stuck, especially if some companies have fallen to very low levels, then you might as well just lie flat because there is no particular need to move.

If the market continues to fall sharply tonight, with many retail investors expecting Iran to back down, there will likely still be funds flowing in. However, once the Federal Reserve meeting happens tomorrow, a large amount of funds will start to seek safety because retail investors can't keep up with the speed of institutional operations and can only run ahead.

So now, for many people, short-term operations are more popular because whether you look at NVIDIA or Meta, they have all reached previous highs, while Amazon, Google, and Tesla are still some distance from their previous highs.

Of course, a good point is that among the seven giants, whether it's Apple or Microsoft, if the market adjusts later, they will still play a role as stabilizing stocks.

Although Apple's trend has been weak in recent months, its phone sales in the Chinese market have basically returned to the top in the past two months. Moreover, due to the existence of national subsidies and the intensification of overall market risk aversion, it will still attract some funds, especially pensions and large funds that like companies like Apple.

Recently, everyone should feel deeply about the US stock market. If a new hotspot emerges, funds will chase it crazily.

For example, a while ago, there was a crazy chase for CRWV, which continuously surged from over 30 dollars at the bottom to a position of 160.

And recently, it's companies like CRCL leading the trend, but the ballast of the market has always been semiconductors. On this basis, big stocks in data centers, stablecoin giants, and software application kings like PLTR will all show a situation of blooming flowers.

So I think sometimes you shouldn't be afraid of high prices in the US stock market. Being afraid of high prices is for those with a hard life.

Also, once a local upward trend forms, you can pay more attention. For example, HIMS had a big rise yesterday, but its fluctuations in the previous days were unbearable for many people. However, from the trend of the daily K-line, it stood firm on the 20-day line and then moved upward.

Many companies will be like this. The more you don't dare to buy OKLO, the more it grows dizzyingly. Can you say it might return to a state of around 20 dollars?

I can only say it's really difficult, just like PLTR was only in the twenties last year at the same time, but look at how much it has risen now. Do you still expect it to fall back to the twenties? It's not very realistic. This is the development and change of the US stock market.

If you catch a big stock, don't let it go.

Regarding the tracking of CRCL, we have written a lot in the community, and it directly affects the US, Hong Kong, and A-share markets' related concept companies.

It can be said to be one of the few hotspot concepts resonating across the three markets. I will mention such sudden hotspots more because, how should I put it? I've been talking about semiconductors for two months, and there's nothing much to say. What should have been said has been bought, and this wave of big rebound has been caught. Next, let's see if everyone can catch some new points.

2025 is destined to be a year of volatility, requiring full digestion of the stock market's rise in the previous two years. Therefore, personal discipline requirements are higher, so everyone needs to plan their position management. Those who strictly adhere to discipline can consider joining our community.