Standing on February 3rd, discussing the subsequent investment stance in the A-share market

PortfolioAlert · 2026-02-04T12:53:16+00:00

Currently, the market is at a high level, with significant gains in hot sectors like AI and aerospace, but the risk for newcomers entering is high; veteran investors holding traditional stocks are also facing difficulties and may encounter downward market pressure. Everyone feels confused about the current market and hopes to find solutions.

PortfolioAlert

2026-02-04 12:53:16

Abstract generation in progress

Currently, themes like AI, aerospace, or sectors such as non-ferrous metals, chemicals, and semiconductors are all at high levels (this round of the bull market has increased by 50%+, even 80%+, 100%+). Entering now, along with new account holders, you’re just eating leftovers and still need to be cautious of being hit at any time. Can’t hold heavy positions, and can’t withstand the volatility.
If you hold old stocks like banking, securities, liquor, public utilities, airlines, or consumer goods, you’re likely to be pushed around by the Paw Patrol, earning no money and even being mocked as a “stubborn old investor.” If the market turns bad, you’ll have to take the hits too.

Why do we feel confused even during a bull market? If any teachers have opinions, let’s discuss them together.

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