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Everyone knows that consumption is the face of the king of consumption-liquor plate, but if I show you the weekly chart of liquor plate, you will understand why I have always been cautious about this plate.So how should we treat the opportunities and risks in the current market? Let me tell you my views.

Today, when I saw that those who sell kitchen utensils, diapers, pine nuts and duck necks are all soaring, I saw that more of them are risks. I don't think these things are going to be reversed. This kind of hype must be that risks outweigh opportunities. I have read all three of their quarterly reports, and it is definitely an indescribable dangerous smell.1) The average share price shows that the market is full of upward momentum!I have repeatedly stressed from my articles in August and September this year that it is a great opportunity and the starting point of a bull market. At that time, I called on everyone in the circle to bargain-hunting for small tickets in Man Cang. So until today, the small-cap theme of our positions is still the strongest direction in the market. We are still holding shares with peace of mind while eating a lot. Unconsciously, CSI 2000 has reached the highest point in two years.

And micro-disk stocks are even crazier than Nasdaq.And micro-disk stocks are even crazier than Nasdaq.With regard to consumption, everyone knows the current consumption situation. The capital speculation, education, pet economy, cinema, snacks, millet economy, and the concept of Pinduoduo and Tik Tok are also confirming this logic. When I have time, I can talk more about the dilemma we are facing. That is to say, you should not just watch the excitement, but understand the current consumption situation, which is no longer a house, a car, home appliances, and a rough road.