Yesterday I emphasized one point—short-term trading must be done calmly, don’t let the gains cloud your judgment. While a big market rally is exciting, maintaining rational judgment is the prerequisite for long-term survival. Today, let’s continue discussing the recent strategic layouts in several mainstream directions.

**Commercial Aerospace Direction**
We’ve been tracking this line since late September and early October, and the strong performance wave has been evident to everyone. This wave is indeed an opportunity at the mainline level. Since the market recognizes this direction as very strong, following it is obviously necessary. Personally, I established an initial position in this sector today—after all, recent adjustments have been quite significant, making it a good time to buy the dip. I remain optimistic about the medium term, and if better entry points appear later, I will definitely add more.

**Innovative Medicine and Healthcare Sector**
We predicted earlier that there would be a market move in January, and this rebound has indeed realized a gain of over ten points. Yesterday, I accumulated at low levels, and today, although slightly red, I continued to add to my position. Why? Because this fund’s rebound strength clearly exceeds that of its peers, and healthcare stocks are still showing defensive counterattack characteristics today, indicating that capital is willing to recover here. I still have expectations for the subsequent market, so don’t rush to exit.

**Gaming Sector**
Those who entered early in this sector have indeed enjoyed substantial gains. The topic of AI application has been discussed to death, but a gain of over ten points can be easily achieved. Since the logic is still valid, I will continue holding.

**Photovoltaic Sector**
The previous low absorption points were good, and I will continue to hold for now, waiting for the next day’s performance.

**Robotics Track**
The gains have already been quite substantial, so it’s necessary to guard against a pullback. I am adopting a phased reduction strategy, selling part of my holdings to lock in profits. However, investors with lighter positions can continue to hold, as the story in this sector is not yet fully told.

**Hang Seng Tech**
I increased my position last week, and recent gains have been relatively moderate. The Hang Seng Index is influenced by both fundamentals and liquidity. I added to my position at low levels last week. The subsequent pace still needs to be observed.

Overall, the market currently has opportunities across multiple directions. The key is to control the pace and avoid overextending. During big rallies, it’s even more important to stay clear-headed.