The position I've held the longest since August is Ferrari (RACE), which I held for about a month before closing. It's not that I want to swing trade, but the current market is in an adjustment phase. When weakness appears, I exit. It's hard to say how long this grinding market will last—it could drag on for half a year or more 🫠

LongPort - 镰刀猫
镰刀猫

Today's holdings, it seems the Monday correction wasn't too severe. The semiconductor sector gives me a feeling that too many people are trapped, creating strong resistance.

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