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Now, in terms of strategic stock selection, we have to choose those tickets with the best flexibility at the end of September, and those without liquidity have become immortal stocks; The root cause here is that a lot of funds enter the market through ETF funds, so ETF constituent stocks can be more active than other stocks. If non-ETF constituent stocks have no hot money to play, they are in the state of fairy stocks.Contemporary Amperex Technology Co., Limited and Stellantis set up a joint venture company, investing over 4 billion euros to build a battery factory in Spain. First of all, this is a new mode of exploring the sea; Furthermore, the cooperation with Stellantis is mainly to supply lithium iron batteries. The introduction of Ferrous lithium phosphate parity technology will drive a new round of electrification in Europe, and the penetration rate of overseas Ferrous lithium phosphate will be accelerated from 0 to 1, which means that it will be possible to replicate our 2020.If it is directly fixed, the expectation will still be there, and it will fluctuate upwards, and there will continue to be opportunities for rotation. If we can't repair it tomorrow, we'll have a hard time. After 12 months, the market will get better gradually.

4. Low-altitude economy, HarmonyOS's ecology, solid-state batteries, commercial aerospace, etc.: Today, we are turning against the trend. Next, we can pay attention to whether robots and AI applications take over the cold rice after the ebb tide. In short, at the end of December, don't give too high expectations, do more arbitrage and less play.First, the biggest newsToday, the disk is normally opened at 3490-3500, and the opening is not overshooted, so the support of 3450 is directly stepped back. The consistent action of the disk is that everyone is running, institutions are running, and retail investors are running. Today's selling pressure is higher than that in early November and any day in early October.

If it is directly fixed, the expectation will still be there, and it will fluctuate upwards, and there will continue to be opportunities for rotation. If we can't repair it tomorrow, we'll have a hard time. After 12 months, the market will get better gradually.Tomorrow's strategyToday, the disk is normally opened at 3490-3500, and the opening is not overshooted, so the support of 3450 is directly stepped back. The consistent action of the disk is that everyone is running, institutions are running, and retail investors are running. Today's selling pressure is higher than that in early November and any day in early October.