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2024-12-14 04:38:12

7. Shanghai. Good promotion, there are seven or eight daily limit. One-day tours may be mostly.4. Consumer electronics. There is also fermentation in the plate. More than 10 daily limit. The logic has not been analyzed for the time being, and it seems that the new products of major manufacturers have no expectations recently. It may be that the logic of 3C coupons is stimulating, and it is still the logic of big consumption.Can we still play in the back? Play can be played, but it is necessary to lower expectations and change the mode. Active stocks with expected themes do T, and inactive stocks should not be touched. Resolutely give up chasing high, and be cautious about low-sucking. You can only do low-sucking with expected themes and stocks.


Specifically:Can we still play in the back? Play can be played, but it is necessary to lower expectations and change the mode. Active stocks with expected themes do T, and inactive stocks should not be touched. Resolutely give up chasing high, and be cautious about low-sucking. You can only do low-sucking with expected themes and stocks.1. Robots. Thiel's bid price was lower than expected, and he threw himself into the river at the opening. The intraday toss failed, and it is estimated that he will have a floor tomorrow. Chinese troops of various capacities were originally on the board, but they were blown up one after another. Although there are still 12 daily limit, it is still relatively strong, but the real test is tomorrow. The ticket that can resist differences tomorrow is really strong. This wave of robot hype time is really quite long. Did you say it was over? Not necessarily. It depends on whether there are four stages in the follow-up.


Specifically:Conclusion: The overall mood is high and low, and they like the trend of anti-outsourcing. The style of science and technology innovation is strengthening, the trend style is strengthening, and the style of pure small ticket emotional game is decreasing. The emotional cycle and the status of individual stocks are still quite confusing. The cycle of this wave of robots and food, the emotional representatives are Thiel and Yiming respectively, and it is basically the same today. Thiel has ended, and Yiming is also facing the ceiling suppression of 13-14 boards. So today, the fund launched a lot of low-level tickets in advance. Once the blockbuster and the morning are over, there will be basically no tickets for this cycle. The new cycle is estimated to start soon.Fourth, the analysis of the North Exchange

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