The second quarter assessment of the fund is coming soon, and today the Optical module plate seems to be rushing to the top.
At this time, we should call the dragon head and never let it down. I will always live with the main line.
At the same time, stealing rhythmic positions to avoid significant pullbacks.
Of course, the current pace is still looking at the northward capital.
After the market value of 360 reached 105 billion, I began to reduce my position, but it is still more than 50% so far. From the perspective of risk control, the position has been reduced, and from the perspective of returns, the game is played by the intelligent brain model, which is a gap in expectations from poor to actual. The internal test also used a smart brain, and it really worked. In short, the possibility brought about by poor expectations is the goal of holding a position. As for always talking about market value anchor, it is actually a lack of confidence and risk control.
Tencent has always held positions, but unfortunately Shangtang is not in the A-share market. $SENSETIME-W(00020)$
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