继续下探，再度明确下观点！

Group 1 - The market is currently viewed as overvalued, and there is skepticism about its ability to rise further despite positive external factors [1] - There is a notable reluctance to engage in trading during periods of cash holding, which is considered a poor practice in stock trading [2] - The liquor sector, particularly the white liquor market, is experiencing a rebound, but there is hesitation to invest due to perceived weaknesses in the sector's fundamentals [2] Group 2 - The semiconductor sector has seen a decline after a brief recovery, with high valuations making it a risky investment choice [3] - The securities market experienced a significant rise but has since faced a downturn, indicating volatility and the need for cautious investment strategies [4] - The overall sentiment is to wait for more favorable opportunities rather than making impulsive investment decisions [4]