I did a random live stream during the New Year. A guy kept urging me to open a position in blue-chip old-dong stocks. Personally, I think the old-dong stocks in A-shares and US stocks are just a short-term rebound, switching between highs and lows. The priority should be on consumer sectors. However, the core theme for the year remains AI. Does AI have a bubble? I think there is some valuation bubble, but with high-level consolidation and resilience. Looking at chips, storage, and HBM US stocks' prices will tell you everything.

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