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III. Four major sectors and leading stocks (for emotional use only)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.Evening comments!

The mood reversed tonight.Morning rhythmMorning rhythm

2. Securities and online gold: Hong Kong stocks are brokers and technology this hour, China Merchants Securities rose sharply, and then the Hang Seng Technology Index rose sharply; Then tomorrow's index and mood, first of all, are good for finance, and the flexibility is still to look at online gold. I guess these receipts, such as Royal Bank and huijin technology, can't be bought. Look at compasses more.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.As we said at noon, considering the shrinking market, it can't stand this kind of diving.