Guide: ① The released value of the US CPI data for March last night was higher than market expectations, which may reinforce expectations for a second round of US inflation; ② Low-altitude economy concept stocks received a sharp rise at the end of yesterday. In the future, we can focus on those that were the first to complete reverse packaging; ③ Solid state batteries are still expected to recover after experiencing yesterday's differentiation

First, we are still focusing on the direction of cyclical stocks. Catalyzed yesterday by the continued rise in international gold prices, the gold concept once again bucked the trend and strengthened. The high-standard core, Raixen Tongling, withstood the pressure of the announcement to reduce holdings and advanced to the 7th board, and once again encouraged low-ranking stocks such as Cuihua Jewelry and Shenzhen China A to make up for the increase. There is no doubt that at present, resource cycle stocks are still one of the most obvious directions of positive capital feedback in the current weak environment.

However, it should be noted that last night, the US CPI data for March released was higher than market expectations. This may reinforce expectations of a second round of US inflation, and the market has shrunk the extent and timing of interest rate cuts during the year. Furthermore, the previous issue yesterday imposed trading limits on gold and copper futures products, which may put a certain amount of pressure on malicious speculation on non-ferrous metals. The grasp of the stock market in the subsequent cycle is still viewed as a volatile upward trend structure, and in response to the process of making more use of short-term differences to step back and find opportunities for low suction.

Finally, the solid-state battery sector is also worth continuing to follow. Although yesterday fell into fragmentation, there are still expectations that the probability will rise further in the future. From a market perspective, after a sharp rise in volume this Monday, the solid state battery hype extended to expand the capacity of the entire lithium battery sector. Meanwhile, the short-term core Sanxiang New Materials also went back up and down at the end of yesterday's session, and the market height was further broadened, so we can still focus on opportunities to make up for gains in the sector in the future.

Overall, with the general environment of the stock game unchanged, the hot spots in the subsequent market are likely to rotate repeatedly around the three major directions of cycle (colored), low-altitude economy, and solid-state batteries, so keeping pace is still the key.