The market performance in the first week of the new year is quite interesting. The sectors of commercial aerospace, semiconductors, and AI applications have performed well, which actually reflects the same underlying logic — industries that align with the overall trend tend to achieve good results.

To put it simply, as long as it's in the direction of social progress and in line with industrial upgrading trends, it's generally a reliable choice. This is not empty talk; it holds true over the long term. But there's a prerequisite — it depends on the macro environment. When the economy is growing, this approach works; but once the economy weakens, market styles can switch instantly, and defensive industries (like consumer goods, pharmaceuticals, etc.) tend to be more resilient.

Therefore, the biggest test for investment is whether you can keep up with the changing market rhythm. When the trend is good, follow the right direction; during downturns, focus on protection. Only then can you perform well in different environments.