After the U.S. stock market plunge, which am I more bullish on? Chip stocks, tech giants, or safe-haven assets? The investment thesis for the next phase is here!

If I had to choose between chip stocks, tech giants, and defensive sectors right now, I wouldn’t rush to bet on any one direction. Chip stocks offer long-term industry opportunities, but short-term valuations and order expectations still need to be digested; tech giants have advantages in cash flow and business scale, but they must also prove that their AI investments can generate returns; defensive sectors may provide some cushion during market volatility. My strategy leans toward a tiered allocation: maintain long-term watch positions in high-quality tech assets, wait for chip stocks’ earnings expectations and price trends to stabilize, while also keeping an eye on areas such as gold, consumer staples, and utilities. Most importantly, manage position sizes, avoid leverage, and don’t make major decisions when emotions are running high. In a bull market, making money depends on insight; in a volatile market, survival depends on discipline. The next wave of opportunities may belong to those who are patient. #每周来晒 and #美股史诗级抛售