About 7大 和小盤

My experience is that US market eventually will need the BigTech to rally to have a true bull market. I have never seen a sustained US bull market without bigTech leading (maybe before my time of investment prior to 1997).

So, I would use the weakness of BigTech to gradually accumulate them. They will come back, it is not a question of if, but when. 

Of course, the exact Big7 may shift, so we want to focus on those companies who can lead the next phase of transformation.