#DOG#24.11.04. This month is cashed out. 24.10.31 late. The second largest part is the A-share medical consumption technology. The first is medicine, divided into innovative drugs, traditional Chinese medicine, and medical services. Innovative drugs: Huadong Medicine (hypoglycemic and medical beauty. Mamman's target), Lizhu A-share (Hong Kong stock connect), Fudan Zhangjiang (Hong Kong stock connect, Wang Ge thinks the decline is huge), Shenzhou Cells, Haichuang Pharmaceutical. Tebao Biotech (target 200 yuan. Bottom up ten times, good performance, good performance in the next two or three years, PE ratio in the bull market is 200) Traditional Chinese medicine: Baiyunshan (with Hong Kong stock), Tasly, China National Medicines (the largest medicine circulation, Mamman bought Hong Kong stock connect), Jichuan Pharmaceutical (low valuation), Yunnan Baiyao, A-share Tongrentang. Mayinglong (Among the four major brands of traditional Chinese medicine, Tongrentang is undervalued, Dong'e Ejiao can be held by China Resources Pharmaceutical, Yunnan Baiyao is not expensive, Pianzaihuang still needs to digest the valuation, use Hong Kong stock for Tongrentang). Medical services: Aier Eye Hospital, Love Beauty, Op Medical, Tongce Medical. Consumables: Baijiu, soy sauce, vinegar, mineral water, beer. Jiugui Liquor, Laobaigan, Bairun, Qianhe, Zhongju Gaoxin, Hengshun Vinegar Industry, Tsingtao Beer (beneficiary of rise, Mamman), Liziyuan (Wang Ge), Yili Share (beneficiary of rise, Mamman). Food: Anjing Food, Ganyuan Food, Ximai Food. Fuling Pickle (beneficiary of 100 billion rise, Mamman). Technology: Solid-state batteries and AI, wars and innovative drugs. Dangsheng Technology, Rongbai Technology, Shanghai Yuba (upstream raw materials for solid-state batteries), Yuncong Technology, Tianzhihang, AI + Hardware Midea (Hong Kong stock A-share). Chips: Ziguang Guowei. Wars: Aero Engine Technology. Finally, dividend stocks. Note: 1. You can also buy Hong Kong stock connect), such as Tongrentang and China National Medicines. The last part is the dividend stocks in the first US stocks and Hong Kong stocks, such as JEPI, and the dividend stocks in the second A-share (divided into three categories: cash, equity (dividends and robots that have not risen in this round), commercial properties, houses, furniture).