淘气天尊：部分持币，部分持股，控制风险，耐心等待！（01.12）

Market Overview - The market opened higher on Monday, with the Shanghai Composite Index rising by 30 points to close at 4151 points, and the ChiNext Index increasing by 38 points to close at 3366 points [1] - A total of 3804 stocks rose, while 1504 stocks fell, indicating a clear bullish sentiment with a ratio of approximately 7:3 in favor of rising stocks [1] Investment Sentiment - Investors are advised to be cautious of the "two highs" trap, referring to high valuations and high emotions, particularly in sectors like new energy, technology, and aerospace, where P/E ratios are nearing historical highs [1] - The market is experiencing increased volatility, with retail investors showing a tendency to chase prices, leading to a noticeable increase in trading volume [1] Investment Strategy - The current strategy recommended is to "wait," focusing on stocks that have not yet shown significant volume increases for potential rebounds, while those who have already seen substantial gains should consider taking profits and waiting for market corrections [1] - Emphasis is placed on maintaining a balanced approach with a mix of held stocks and cash, highlighting that managing positions is more critical than stock selection at this stage [1] Risk Awareness - The market is described as being in a "crazy moment before a storm," suggesting underlying risks despite apparent prosperity [1] - Investors are encouraged to remain calm and avoid aggressive trading, especially when the majority are exhibiting irrational exuberance [1]