The recent performance of the big A-share market is a bit puzzling.Cryptop2egamesThe trend of the index looks weak but not necessarily so. Quantitative funds regain the right to speak, and the stock of active funds increases, but other actions are not strong. SMIC's performance slightly exceeded expectations, but semiconductor stocks fell. Flying cars, AI models and other plates also showed a pullback. Bond market capital-backed resources and high dividend sectors are relatively stable, but still need to be handled with caution. Foreign investors are keen on H shares, while the capital situation of A shares is weak and needs to be improved. AH price difference is small, Hong Kong stocks with better performance of individual stocks need to focus on. Position information will be updated on Sunday, it is recommended to carefully refer to trading recommendations, do not blindly follow the trend. Position management is very important, do not borrow money to invest and over-invest. It is expected that the market activity will increase after the improvement of the capital environment.