0704 review, continue to hold Hongtong next week, alternative: Meixin Tuosi

The market style has changed significantly. Tech stocks are oscillating at high levels with divergence. The market is putting on a show, telling the story of "the wolf is coming, the wolf is coming." But the first time the wolf comes, it's fine, and it will recover quickly. So if you hold positions in stocks that were unfairly sold off, there's no need to cut losses; hold for a few more days. If they really can't recover, then consider handling them. Tech stocks are correcting, and market funds have chosen robotics and innovative drugs. But which one has a better chance to take over the main narrative?

My personal opinion is the robotics track, so I've positioned myself in Tuosi (拓思), waiting for a dip-buying opportunity next week. There are many robotics stocks on the main board, like Estun (埃斯顿) and Shuanghuan (双环), but I don't trade main board robotics stocks. I only go for Tuosi. For performance direction, the most suitable is Little Red Bucket (小红桶). Next week is my main battlefield.

Xiaomeixin (小美心) is also good. What impresses me is its good volume-price relationship – good volume and price, with three-line volume accumulation.

Tuosi and Xiaomeixin, I must choose one next Monday. Which one to go for? I'll know after the market opens; whoever is stronger, I'll go with that one. I already have a bottom position in Hongtong (红通), operating with buy low, sell high, adding positions for T-trading. Just enjoy the ride, don't be shy, hahaha.

As for Hongtong, I won't say too much. Those who understand already get it; if you don't, forcing it won't help. Next week, we need to turn things around. First, focus on these stocks. Control your own positions. Buying whatever you want is your freedom; your account, your rules. Hope for a big turnaround in July. Let's work hard together.

If there's anything you need to discuss, feel free to leave comments. Today's market review is the shortest one. Though short, it's rich in value. The thematic direction is clear as a wildfire, simple and explicit. Great truths are simple. I don't like long-winded speeches, and people don't like reading them either. The above is purely personal opinion. If you don't like it, don't complain. It is not investment advice. If you're going to believe it, believe it early; otherwise, don't believe it. Even if you think I'm boasting, feel free to like and follow. May you become rich all the way.