5. Semiconductor. The receipt is ok. There are eight daily limit. The big ticket hardly moved.5. Semiconductor. The receipt is ok. There are eight daily limit. The big ticket hardly moved.2. Big consumption. Mainly retail department store branch+food branch. Accumulated 35 daily limit. Among them, the retail department store is stronger than yesterday, and the food is slightly weaker than yesterday. In terms of cycle, there are also three waves of this theme. The first wave is represented by black sesame. The second wave is represented by Guangbo and Gui Faxiang. At present, it is the third stage, represented by Yiming. If the plate is expected to break tomorrow and the plate can resist its differences, the third stage can continue, otherwise it will be over.
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.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.8. The automobile sector has changed, with 8 daily limit. On leading day, everything else is the first board. The persistence is unknown.
The most typical thing is that today's consumption is so strong and food is so strong that there is no money to dare to top the food of the North Exchange. Five new restructuring and resumption of trading have not even completed the second board. Bawei and Feigao, who were bankrolled yesterday, are both in deep water today.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.6. Real estate chain. There are also changes today. 13 daily limit. The game meeting expected it. Sustainability depends on whether the meeting exceeds expectations, and the high probability is good for the cash rhythm.
Strategy guide
12-13
Strategy guide
12-13
Strategy guide