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First, the investment direction: pro-cyclical and four main linesOn December 7, 2024, US stocks rose and fell under the impetus of non-agricultural data, and the Nasdaq and the S&P 500 index once again set a new record high. The S&P 500 rose slightly by 0.25%, while the Nasdaq recorded a strong increase of 0.81%, while the Dow fell slightly by 0.28%. Tesla (TSLA) rose more than 5%, Amazon (AMZN) reached a record high, Meta(META) rose more than 2%, AMD and AVGO rose more than 5%, and NVIDIA (NVDA) pulled back nearly 2%. Behind this, there are not only the continued enthusiasm of the science and technology sector, but also the investment opportunities at the macro and micro levels.Third, realize the general trend