X @Yuyue

Market Strategy - Emphasize the importance of focusing on market dynamics (筹码博弈) when appropriate and narrative (叙事) when appropriate [1] - Avoid being misled by grand narratives (宏大叙事) or narratives of depletion (枯竭叙事) when market dynamics are crucial [1] - Avoid being shortsighted by focusing solely on market dynamics when long-term vision is required [1] - The decision to adopt a long-term perspective (格局) or a short-term, risk-averse approach (纸手) should be based on the current macroeconomic environment [1]