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First, the biggest newsThe index is the same as yesterday's. Don't look at A50, Hong Kong stocks, and China's average. If it is tripled, it will rise more and more, and their normal position will be at the beginning of November. So it is roughly estimated that today's opening is also in that position. So that kind of opening limit, it is impossible to drive above 3,500 and above 3,600.Tomorrow's strategy

3. Domestic substitute semiconductors: quite satisfactory, and there is no big loss effect. Furthermore, the incident of countering NVIDIA last night was beneficial to domestic substitution, but it was covered by the great benefits of the conference and will ferment later. Keep watching.There is no way to be short of money at the end of the year, so try to avoid these reduction targets.4. Low-altitude economy, HarmonyOS's ecology, solid-state batteries, commercial aerospace, etc.: Today, we are turning against the trend. Next, we can pay attention to whether robots and AI applications take over the cold rice after the ebb tide. In short, at the end of December, don't give too high expectations, do more arbitrage and less play.

The Ultimate AI Domains application and robot: no analysis. Be cautious tomorrow and the day after tomorrow.Just getting ready for bed, there is another big news in the securities market. Tomorrow and Wednesday, the A-share ups and downs script will be directly adjusted.Today's short positions are almost released, so tomorrow's trend is very important.