Still the rhythm of one leading sector every day, today it's the turn of consumer goods going global, such as home appliances and furniture.

The common characteristics of these industries: they have a say in the global market, exports have always been relatively strong sectors, and with insufficient domestic demand, industries that can dominate and go global will usher in new opportunities.

In addition, power grids and distribution networks, represented by ultra-high voltage, have shown extremely outstanding performance.

Yesterday, the core players like XD, XJ, PG, all reported earnings that exceeded expectations. These industries, if they rise, never lack catalysts.

The sectors with confirmed earnings growth are exactly what I mentioned in the morning strategy: consumer and power. Consumer has been talked to death, but we remain bullish.

Remember these three words: exceeding expectations!! In the past, it was just about trading on expectations, but this time it's about trading on [exceeding expectations], so the trading cycle will definitely extend. Stay bullish on big consumer.

Now is the early stage of the power sector's breakout. The power sector always sees big moves around April to early May every year, and it's the most certain direction for earnings—no doubt about it!

After winter comes summer, and soon it will be: peak electricity consumption season.

Another simple logic for power: electronic products are showing super growth, every household needs electricity, and the demand for power will only increase.

Overall, although negative feedback has eased, the turning point in sync with the index or sentiment hasn't arrived yet. Just stay patient!