Pre-holiday fund ideas: "grouping together"… and how to respond to this market fluctuation

Yesterday experienced a broad rally, but today, except for AI video media and entertainment, other sectors show lackluster performance… some surged then fell back, others directly declined.
This environment is not friendly to most traders—feeling helpless and uncomfortable…
Unless in the media and entertainment sector…

What are the factors causing this dilemma? The Spring Festival holiday effect has led to a lack of aggressive capital… as seen from the sluggish trading volume… Yesterday saw a broad rise… but to sustain good momentum today, higher volume should have been expected… instead, volume shrank.
Not enough funds—what to do? After much thought, the remaining market funds ultimately chose to cluster around a new theme—ByteDance’s “Jimeng” app driving the entire media and entertainment sector’s AI applications.

The situation is painfully obvious… other sector traders now find themselves in a difficult position.
Should I sell AI hardware, optical communications, transformers, gas turbines, or space energy, space computing power, and semiconductor chips?
It’s only been a few days—should I sell those pursuing AI applications and media and entertainment?

Traders’ complex and conflicted inner thoughts.

Here are some practical observation points:

1. When you see shrinking volume, it indicates capital concentration… for example, previously no-volume clusters in popular stocks…

The same applies to sectors… a few select stocks are leading the AI application cluster in Zijin Mining.

How to get on board? Everyone feels uncomfortable, but there are clues… like top stocks in the front row such as Dingyi, Zhangyue Technology, Rongxin Culture, etc.
Yesterday, there were several top stocks with single-character price limits, with about five stocks showing elasticity—Rongxin, Haikan Shares… capacity elasticity—Chinese Online, Jiechengtong… on the main board, no need to mention—Beijing Stock Exchange elasticity—Liujin Technology, Lifan Holdings, etc.

These four stocks’ elasticity… with Rongxin competing with Haikan… Jiechengtong competing with Chinese Online.
But… there’s a very technical way—no first-limit elasticity yet—Readker Culture.
Where’s the buying point? The key is to plan for the first limit-up to assist Rongxin’s two consecutive single-character limits, which can also be seen as Rongxin’s reverse push for the first limit-up elasticity.
Readker’s buying point is the first buy after a sharp decline, signaling the start of a rebound—second buy at the opening price—third buy is breaking through the morning’s highest price. Based on this, the strategy is to push… OK, this is solid info.

Another buying point is Lifan Technology, which is in the rebound of Chinese Online’s large second-tier stock… the arbitrage opportunity is the Wind Language Convertible Bond.

Of course, arbitrage like Happiness also counts.

Without funds, basically, the speculation shrinks to this sector.

Let’s watch in the afternoon; it doesn’t seem like it will make a big splash… AI applications are among the few sectors today that can still make money.