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On 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.Science and technology, big consumption, big finance, real estate chainFirst, the investment direction: pro-cyclical and four main lines