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In the new energy track, the competition in some sub-sectors is fierce, and the hidden worry of overcapacity still exists. It is necessary to carefully select and identify those who hold the core technology and can break the dilemma of involution in order to stand firm.The current layout is random, and the pursuit of stability and victory must be seen.

In the new energy track, the competition in some sub-sectors is fierce, and the hidden worry of overcapacity still exists. It is necessary to carefully select and identify those who hold the core technology and can break the dilemma of involution in order to stand firm.As for other big industries, the core of the manufacturing industry lies in high-end transformation. If we can upgrade the smart manufacturing and replace the key components domestically, it is expected to overtake in corners; Infrastructure sector, the key to the integration or break of traditional and new infrastructure, the layout of related industrial chain leaders, riding the national strategic east wind; Financial technology, under the premise of strict compliance, has great potential to empower innovators in traditional financial institutions, just like new wine in old bottles, rich and fragrant to be unsealed. In short, in the current layout, it is necessary to break through the short-term hustle and bustle fog and anchor the opportunity far beyond the risk with a long-term strategic vision, which is the way to win.

As for other big industries, the core of the manufacturing industry lies in high-end transformation. If we can upgrade the smart manufacturing and replace the key components domestically, it is expected to overtake in corners; Infrastructure sector, the key to the integration or break of traditional and new infrastructure, the layout of related industrial chain leaders, riding the national strategic east wind; Financial technology, under the premise of strict compliance, has great potential to empower innovators in traditional financial institutions, just like new wine in old bottles, rich and fragrant to be unsealed. In short, in the current layout, it is necessary to break through the short-term hustle and bustle fog and anchor the opportunity far beyond the risk with a long-term strategic vision, which is the way to win.In the consumer sector, the current upsurge of small-cap stocks is a short-term stay after funds overflow from high-tech themes. Although it is stimulating and beneficial, it seems attractive, but it is actually a mystery. There is a time lag between policy transmission and performance, and it is difficult to see improvement in the fourth quarter financial report. At this time, it is easy to fall into the short-term fluctuation mire, which is not worth the candle.