U.S. stocks experience a black swan plunge—how should we respond with risk aversion?

Last night, U.S. tech stocks crashed again, which could impact the entire A-share industrial chain. Looking at the intraday chart, the decline has not ended. Today is Friday, and it’s uncertain whether U.S. stocks will have another big move tonight. From a risk-avoidance perspective, it’s definitely better to abandon weak stocks with uncertain prospects. [Taogu Ba]
Therefore, those holding stocks related to the industrial chain should be cautious. Recently, stocks in related industries have seen significant gains, with many showing unrealized profits. It’s better not to sell now; if you do, it could trigger a collapse. If weak, respect the market and avoid wishful thinking.
From an emotional standpoint, this is a good thing, as it helps short-term funds further consolidate consensus and focus their attention, creating emotional focus.
Observe whether the rising non-ferrous metals and the commercial aerospace sectors are attracting short-term capital. Be cautious about chasing NVIDIA’s industry chain; even if it rises, it might just be a trap to attract more buyers. (It’s best not to rely solely on large-cap stocks to lift the market; if large caps rise, the market sentiment will collapse.)