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Personal records are not used as investment advice, and should not be blindly followed. The ideas and logic are for reference only. At the same time, I don't set up a group and don't recommend stocks. I am also one of the thousands of people. The resumption is only to cultivate good habits.CITIC Securities Research Report said that the Politburo meeting released a more positive policy signal, and the improvement of the real economy is expected to boost the price of upstream resources and lead the sector to return to the uptrend. It is suggested to focus on three main lines: 1) improving the fundamentals of general steel, coking coal, copper-aluminum basic metals and chemicals with strong consumption attributes; 2) Bonus varieties such as crude oil and thermal coal under favorable market liquidity; 3) Growing varieties such as lithium and rare earth under the favorable market style.

..... 1) The four benefits are concentrated! Artificial intelligence, ups and downs, robot concept stocks are repeatedly active.In terms of net outflow, the net outflow of software development, Internet services and special equipment ranked first, of which the net outflow of software development was 7.788 billion yuan...... 2) More positive policy signals are expected to drive the market for resource goods.

..... 2) More positive policy signals are expected to drive the market for resource goods.Ⅳ) Industrial capital flow