操作：不等了！调仓，大调仓！减仓2个方向，抄底3个基金

Group 1 - The market is experiencing consolidation, with a focus on gradually increasing positions in rare metals, quality mixed funds, and semiconductors [1] - The supply side of rare metals is becoming rigid due to policy restrictions from key resource countries and domestic export controls, providing long-term price support [1] - Demand for rare metals is expanding, driven by stable growth in sectors like new energy vehicles and emerging industries such as AI and low-altitude economy [2] Group 2 - The semiconductor sector is showing a trend of steady upward movement, with significant room for growth as it benefits from policy support and long-term industry demand [2] - The semiconductor industry is characterized by both certainty and elasticity, with new demands from AI and digital economy driving the entire supply chain's prosperity [2] - The investment in semiconductor ETFs reflects confidence in the sector's growth potential amid ongoing U.S.-China technology competition [2] Group 3 - The focus on value investment in mixed funds includes sectors like chips, construction materials, and basic chemicals, with a positive outlook for future performance [3] - The fund manager emphasizes investing in high-quality companies with competitive advantages, aiming for balanced portfolio performance [3] - The mixed fund has shown a year-to-date increase of 27.33% and a total return of 107.79% since inception, indicating strong growth potential [3]