Yesterday, US stocks in chips, storage, equipment, power, and materials still fell sharply, while the software sector held up relatively well. Capital showed clear weakness. A pullback at this level is acceptable, especially since the AI situation hasn't fully changed yet; deleveraging is appropriate. As for the subsequent trend, no judgment is made.



Just do your best, formulate strategies, and respond to trends. Manage your current positions—discard positions that are optional, retain long-term positions, and be cautious or avoid bottom-fishing. Wait until the situation and sentiment stabilize before making decisions.
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