Workflow
全力出击新龙头
Sou Hu Cai Jing·2025-06-30 17:04

Group 1 - The market is showing a moderate upward trend, with a positive outlook for the overall index, indicating a potential shift towards a bull market mentality [1] - Key stocks that have shown strong performance include Dazhongnan and Hongye Futures, with notable interest in Changcheng Military Industry, Beifang Changlong, and Zhongguang Fanglei [1] - The strategy emphasizes focusing on high-performing stocks and being prepared for potential rapid gains, particularly in sectors like stablecoins, solid-state batteries, military industry, and chips [1][2] Group 2 - The sentiment in the military industry is aligned, with a focus on the acceleration of top stocks, while the risks of chasing after high prices are increasing [2] - The narrative surrounding stablecoins is seen as expansive, providing opportunities for low-entry points during market fluctuations [2] - Today's strategy includes exiting positions in Zhongke Magnetic and Jianye Shares, while increasing holdings in Dazhongnan and targeting stocks like Xingye Shares for potential gains [2]