1. Us stocks are mixed.GamemaniajackpotThe Dow ended eight straight gains. U. S. stocks closed mixed on Monday, with the Nasdaq closing slightly higher, the Dow ending eight straight gains and the S & P down slightly. The Dow Jones index fell 0.Gamemaniajackpot.21%, the NASDAQ rose 0.Gamemaniajackpot.29%, the S & P 500 index fell 0.02%. Chinese stocks rose generally, and the Nasdaq China Golden Dragon Index rose 3.74%. Chinese assets seem to be rebounding, Chinese stocks are doing well and Hong Kong stocks are hot. 2. The chain of going to sea is concerned by funds. The concept of going out to sea has attracted much attention, domestic overcapacity, enterprises rely on going out to sea to make money. Kovos is up 30% due to the speculation of overseas home appliances. 3. The Biden administration may exempt photovoltaic equipment by imposing tariffs on China. New tariffs are imposed on China's key industries, but photovoltaic equipment may be exempted. The trend of new energy and technology is weak, but the repair market may appear. 4. OpenAI releases a new flagship model GPT-4o. Audio, visual and text reasoning can be carried out in real time. AI market or fatigue, the application of popular styles may be the key. 5. About the future of A shares. The effect of losing money in the market is significant and the performance in the direction of going out to sea is strong. Securities firms, AI, Hong Kong stocks are worth paying attention to, and the concept of going out to sea is extensive, so it is difficult to form strong hot spots. The strategy of Hong Kong stocks is of sustainable concern.