On February 25, $Diageo(DEO.US) announced a dividend cut and lowered its annual guidance, leading to a significant drop in its stock price. The company's report showed weakness in the North American and Chinese markets, with sales down 4% and operating profit down 1.2%. This news sparked investor concerns, with the stock price falling over 15%➕

The script of $Yanghe(002304.SZ) is now being replicated by its overseas peers. In the squeeze between AI and great power rivalry, the hardest hit are various mid-to-low-end discretionary consumer goods.

Investing in these sectors is like peeing against the wind—you're very likely to get your feet wet.