Tonight, I did a round of screening and classification of several popular sectors in the US stock market recently.

I also briefly noted down the core logic of each category, the main business of each stock, and the market focus.
This can be considered the official start of my US stock research.
My current view on the US stock market is:
The mainline sectors are still the directional indicators, but many core stocks have already reached high levels. Forcing a chase now generally has a poor risk-reward ratio.
They are stable and represent the trend, but they may not be the most comfortable buying points at the moment.
The opportunities worth paying more attention to at this stage are in the diffusion of the mainline and the spillover of the industrial chain.
For example, in the major directions such as AI, robotics, computing power, data centers, semiconductors, and crypto finance, after the core leaders have risen, capital often continues to look for second-tier elastic stocks in the industrial chain, low-position catch-up stocks, and companies whose logic has not yet been fully priced in.
It is these types of stocks that may still have room and potential.
#USStocks