Actually, this market opportunity has always been there; it all depends on whether you can seize it. The problem is that many people, including a lot of big funds, still prefer to stick to a fixed mindset and stubbornly stay in their comfort zone.

I previously wrote an analysis on this topic. In fact, many institutions and professional investors are forced by their assessment mechanisms to hold positions at high levels. They create a market atmosphere of "either/or," leading retail investors to follow suit and get confused. But if you truly want to make money, what you should do is cross-cycle high-low switching.

The key word here is "cross" — not sector rotation within the same industry, but real cross-industry switching. Back then, those who moved from coal to technology, did they dare to do that? Or from traditional tracks like banking and optical modules to chemicals, do you have that confidence? Honestly, it's not easy.

This requires you to have an understanding of cycles, be familiar with the fundamentals and operational inertia of various industries. More importantly, you need to break free from relying on profits in a single field, which is a real challenge for professional investors.

But the environment now is much better than before. You have AI. Don’t understand a certain industry? Just ask. In the past, you had to rely on brokerage research reports or analysts to explain things to you. Now, you can become a top cross-industry researcher yourself. The only prerequisite is — you need to have the awareness and courage to do so.

Many people fall into the trap of professional bias. How could someone working in AI look down on those in daily necessities like tissue paper? Why should someone in optical modules care about white wine? This kind of condescending attitude, seemingly professional, is actually self-limiting. Because of these colored glasses, they miss out on many low-position layout opportunities. The market will never favor you just because of your identity or background; it will only reward those who break through cognitive boundaries.