首先 4 月财报季，关注业绩远超预期的好公司；行业方面的，重点还是顺周期和碳中和，前期杀估值较严重的芯片也在范围之内。至于个股，最近的$心动公司.HK频频有动作，可以重点关注一下，短期会有不错的行情，个人长期持有$腾讯控股.HK和$小米集团-W.HK，这个理由都很明显，公司经营状况良好，估值合理的大白马，会一直坚定持有。最后少操作，早睡早起，坚持锻炼，震荡行情考验的是耐心，耐心比黄金更重要。
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