📈The market recovered in the first quarter, showing positive growth.
🔍Focusing on company differences is more important than macro pictures.
💼Earnings season and the performance of different sectors are crucial for investment decisions.
💰Some sectors, like hardware and flight UI, are performing well, while others, like smartphone applications, face more competition.
📉The market may remain in a trading range for the long term, requiring a focus on tactical opportunities.
How did the market perform in the first quarter?
—The market recovered and showed positive growth in the first quarter.
What should investors focus on?
—Investors should focus on company differences rather than macro pictures.
What sectors have good earnings visibility?
—Sectors like hardware and flight UI have good earnings visibility.
What sectors face more competition?
—Sectors like smartphone applications face more competition.
What is the long-term outlook for the market?
—The market may remain in a trading range for the long term, requiring a focus on tactical opportunities.
00:00In this video, we analyze the performance of the first quarter in the market.
01:11We discuss how the market recovered and showed positive growth.
03:07We emphasize the importance of focusing on company differences rather than macro pictures.
06:17Earnings season and the performance of different sectors are crucial for investment decisions.
09:19Some sectors, like hardware and flight UI, are performing well, while others, like smartphone applications, face more competition.
09:32The market may remain in a trading range for the long term, requiring a focus on tactical opportunities.
