The distinction between the new and old market themes is crystal clear today:

Insilico Medicine and RemeGen directly delivered a massive short squeeze; missing out on this wave of biopharma + AI is another warning.

Leapmotor is also doing well; new energy vehicles are indeed the resilient "pigs in the wind" that just won't die down.

On the flip side, looking at Ubtech, although AI robotics is a hot theme, it always seems unable to take off.

Stocks like Wolong Resources in the materials sector are indeed tough to hold; even a small dip leaves one feeling numb.

In the current market, if you're one step too slow, you miss the trend; if you're one step too fast, you easily get buried. 😥