【Opportunities in August for Big A】 The opportunities for Big A in August are in the military industry, and the solid choice for conservative investors is the semiconductor chips and consumer electronics sectors that haven't risen. Additionally, AI agents + state-owned cloud services are also an opportunity.

For the military industry, we can only wait for a pullback to buy low; we should not chase high prices. Clear out by August 31 at the latest! There will be a military parade on September 3, and favorable news will land in advance by the end of August. My holdings in Beifang Navigation are still rising.

Recently, there has been frequent capital flowing into semiconductor chips, and it has also rotated to this sector; betting on a rebound is a relatively good choice. Unisplendour is a key focus; the current Unisplendour is equivalent to Kailaiying in May!

Consumer electronics are bound to rise in September, as many mobile phone manufacturers will launch new products! There is a need for speculation, and speculative funds have accumulated in August, actively promoting two stocks.

AI agents + state-owned cloud: Recommended xxxx, with increased volume for two consecutive days.

In the absence of a main theme, all low-position sectors will rotate to; not chasing high prices is a prerequisite!