With the deepening of the anti-involution, an ancient and long-dormant powerful sector is about to be awakened, which is the coal dance. A large amount of old money lurking outside is already eager to move, and the market trading volume is unlikely to drop below 1.5 trillion.

After all, whether it’s AI or innovative drugs, most of the people involved are still new money. I personally have a lot of respect for old money; its durability and explosiveness are very much worth looking forward to. Everyone has their own comfort zone where they excel. After all, making money is the hard truth, and just copying the homework of predecessors is enough. $Tianqi Lithium (SZ002466)$ $Northern Rare Earth (SH600111)$

Of course, I still primarily focus on the growth sectors represented by AI, as growth and cycles are always the best themes in A-shares.