
NVIDIA 100KThese bank and insurance stocks have really been giving me mixed feelings lately. There are rumors that the "national team" will inject capital into AgBank and ICBC one by one, which is theoretically positive news, but the market remains lifeless, with small but grinding declines—it feels like drinking a sip of lukewarm water. Insurance stocks like AIA and New China Life have been performing decently recently, finally showing some profit potential in the sector rotation (but of course, my position is light…). Honestly, my current holdings are suffering from severe internal friction—I don’t dare to add new money, and I can’t bear to cut old positions. I’ve just given up. Who would’ve thought gold would sell out? Even banks are competing in the gold business… Anyone else feeling worn out by these big stocks?
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