Stockpiling for the Apocalypse: While Others Hoard Food, I Hoard Condemned Houses

The first idea is that technological growth is the main line, and it is worth continuing to guard here. It is not for everyone to blindly chase highs, but to pick those subdivided directions with prosperity and performance, such as mid- and downstream AI application games, software services, and computing power supporting hardware optoelectronics, semiconductor components, and high-end equipment related to national defense. The demand for these tracks is real. Technology is progressing, orders are also growing, performance can support valuations, and core positions can continue The second idea is to make flexible positions in procyclical and low-level industries. At the end of the year, the market is most likely to reverse. Especially when macro data begins to stabilize and policy stimulus is slowly implemented, those undervalued sectors often have opportunities to make up for growth. Traditional manufacturing such as steel, non-ferrous metals, chemicals, and building materials, as well as consumer services such as aviation, hotels, and food, are all worthy of attention.