To realize cognition, start by understanding market sentiment "Knowing early" does not exist, but growth can: the investment philosophy for the second half of the year, find certainty in uncertainty 1. When the economy fluctuates, people are indeed more willing to pay for things that can bring short-term happiness, such as movies and trendy toys. This is emotional value investment At the same time, everyone will desperately grab real value-preserving assets such as gold. This dual-track logic of "emotional stocks + hard currency" has repeatedly appeared in the history of economic fluctuations 2. The essence of investment is the realization of cognition Opportunities are often hidden in the details and hot spots of daily life Information sensitivity and quick response ability are too important! You have to learn to build a multi-dimensional "investment radar": Emotional consumption radar, safe-haven asset radar, technology landing radar, policy change radar, event-driven radar, core asset radar... 3. Respect the market and keep learning Recognize that opportunities and risks coexist, the market changes rapidly, and there is no "early knowledge" Every missed opportunity is a "tuition fee" The important thing is to continuously improve your cognitive framework and investment system and continue to grow In the second half of the year, let's all "smart up" and strive to seize our own opportunities!