brief summary:被杀一天。AI大减仓,仓位近期低位。低位买电影ok,科华数据ok;其他旅游、消费、汽车不ok;PET、锂电的卖出ok。not a big deal,i.ve seen far worse.最后还不是净值大幅新高了。没有人会永远正确,问题是之后怎么做。再次kneel to the market,willing heart,wow!