来啦宝子们，今天市场有所盘整，昨天小欧也是趁拉升减法了一些，那么跌下来小欧打算也是分批接回，不 过节前小欧操作不会很多，分批慢慢来。小欧今天加仓稀有金属、优质混合、半导体。 【重点，重点！】支付宝加入叮，可第一时间收到小欧第一手操作！ 接下来说下我的个人操作（点蓝色字体或产品卡可直达）： 1.我加仓$广发稀有金属主题ETF联接C$5000元（点蓝色字体或产品卡可直达）。继昨天强势收复5日均线，今 天稀有金属又涨了！强者恒强，小欧看好加仓一笔。看好它，一方面供给端趋于刚性，价格获得支撑。当前 关键资源国的政策限制扰动供应链；国内对稀土等关键矿产的出口管制措施也趋于常态化。这使得供给端弹 性减弱，对价格形成长期支撑。 它的确定性来源于政策持续扶持、行业需求长期向好，以及在中美科技博弈背景下国产替代进程的加速推 进；而弹性则体现在AI算力、数字经济等新兴需求持续爆发，带动全产业链景气度不断攀升。作为科技发展 的核心基石，半导体行业的成长逻辑清晰，我看好后市潜力，继续追加3000。 3.重磅加仓！我大幅加仓 $中泰开阳价值优选灵活配置混合A$5000元（点蓝色字体或产品卡可直达）。中泰开 阳价值近两天有所震荡，小欧正 ...

来啦宝子们，昨天小欧提到要面临压制考验，今天市场是上攻遇阻了，接下来就看调整的力度，若是下探均线支撑放量突破站上压制，那么反弹有望延续， 若是延续下行，短线反弹就告一段落，还会延续盘整。所以操作上，小欧思路还是要控制好仓位，做好两手准备。小欧是把资金规划中长线分批介入，避免 后市低位没子弹，同时有机会也会适度做T，我偏向延续震荡可能性大，所以我分批定投方式参与为主。小欧今天加有色、机器人、优质混合。 接下来说下我的个人操作（点蓝色字体或产品卡可直达）： 我加仓$招商中证机器人ETF联接C$5000元（点蓝色字体或产品卡可直达）。机器人板块今天有所调整，不过还是在短线支撑附近，小欧把握低吸机会建仓 一笔。布局逻辑，一是经过前期调整，小欧认为风险释放充分，周线看机器人低8信号，看好后续会有周线级别反弹。二是机器人产业具备长期增长潜力， 行业深度受益于人口老龄化加速、制造业自动化升级以及AI大模型技术的发展。 再是政策利好不断，各地纷纷扶持这个行业，未来潜力巨大。摩根士丹利预测，到2050年，全球人形机器人市场规模可能突破5万亿美元。招商机器人指数 跟踪机器人指数，纯度更高，小欧看好逢低入场了。 我加仓$天弘工业有 ...

Market Overview - The market is experiencing fluctuations, with the main index showing signs of retreat after an upward movement, indicating a potential adjustment period ahead [1] - The current market environment is characterized by increased volatility, leading to a more conservative investment approach [2] Investment Strategy - The company has reduced its investment position from 700,000 to over 400,000, reflecting a cautious stance amid market uncertainties [1] - A focus on dollar-cost averaging and maintaining liquidity to respond to market changes is emphasized [1] Fund Investments - The company has increased its investment in the Morgan Huikai Growth Mixed Fund by 10,000, citing the fund manager's strong track record with an annualized return of 11.57% over nine years [2] - An additional investment of 5,000 has been made in the Zhongtai Kaiyang Value-Selected Flexible Allocation Mixed Fund, which has a balanced portfolio across various sectors, reducing volatility [2] - A 5,000 investment in the E-Fund CSI Military Industry Index (LOF) is noted, with expectations of growth due to stable defense spending and industry upgrades [3] Sector Analysis - The military industry is highlighted for its strong policy support and stable demand, with a focus on technological advancements and high barriers to entry [3] - The chip industry is currently facing a pullback, with the company opting to observe before making further investments [4] - The bond market is showing mixed signals, with the company maintaining its current holdings [7] - The renewable energy sector is in a consolidation phase, with plans to wait for a clearer trend before investing [7] - The Hong Kong stock market has shown some rebound but remains unstable, prompting a wait-and-see approach [7]