With the publication of the fund's fourth quarter report, we can see that liquor, new energy, medicine and military industry are all showing signs of loosening, while low-valued banks and some sectors that are expected to improve have received some attention. Judging from the hot spots on the disk, investors can pay attention to alternative consumption directions in anticipation of the Spring Festival approaching and the post-holiday epidemic control. Recently, airport stocks and some aviation stocks have performed, and AMC, the largest cinema stock in US stocks, rose by 220% overnight. The market outlook can pay attention to the market opportunities of cinemas, hotels, restaurants and other sectors.