The Shanzhai sector rose synchronously with the mainstream. SATS continued to be held. If it rose to around 50, it would be cleared and exited. The medium-term holding can be seen to around 80. PEOPLE will have good expectations before the November election. CKB will continue to hold after reducing its holdings and wait for the ecological explosion.

PIZZA has a lot of callbacks. The expectations after FB went online are not ideal. It is recommended to clear the position and exit the market when it rebounds to around 4. Shanzhai long-term holding remains unchanged. Short-term and medium-term holdings can consider partial reduction in the evening. If the US stock market does not see a significant decline at the opening, medium-term deployment can be considered.