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It's all very inspiring.The logic here is that the currency is loose. This time, the direction of water flow must be new quality productivity, and NVIDIA is superimposed by lian. This is a landmark event, so the direction of internal circulation of science and technology is strengthened again; Compared with 2008, 4 trillion yuan is infrastructure, so don't entangle the real estate cycle at present.But then it will be repeated. The 12-day press conference of openai12 can't have no bright spots at all, but there are still things worth looking forward to.

3. Robots:III. Four major sectors and leading stocks (for emotional use only)As we said at noon, considering the shrinking market, it can't stand this kind of diving.

1. Science and technology direction: focus on consumer electronics, AI application, semiconductor chain, Xinchuang software and low-altitude economy; You can look for the daily limit on September 29/30 at night, and this wave should be stronger.Everyone was waiting for the economic conference, but the ZZJ conference set the tone for the economy.We closed at three o'clock and made a big profit.