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1, 10cm direction. Yiming changed hands to advance to 12 boards, and Taier shares suffered a huge earthquake in intraday trading, and finally failed to advance. At present, there are only two survivors left in the high standard. 6 board live mountain glass. 4 Banjiangnan, Yibin, Tianyu Biology, Dongzao and Ada. There are 7 in 3 boards, 22 in 2 boards and 108 in the first board. Judging from the data of connecting boards, there are differences between the middle and high positions, with more promotion in the lower 2 boards and more first boards. The whole has the characteristics of high and low shear.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.

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.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.

On the whole: robots are divided and funds flow out. Large consumption continues to strengthen the climax, but also faces divergent nodes. AI application internal switching branch. The theme of the new fermentation is the theme of the above-mentioned serial numbers 4 to 8. I feel that the probability of a day trip is too high. Tomorrow, robots will face greater differences, as will big consumption and AI applications. Several main lines are divided together, and it is estimated that where the funds will go and where they will be repaired will be more chaotic.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.If we continue to close the Yangxian line tomorrow, it means that there is still hope for breakthrough, and "Don't want crazy cows to slow down" will gradually go up. If the negative line hits tomorrow and breaks 3416, that is, the positive line is reversed today, it is a breakthrough failure, and then it will oscillate downwards, and a new round of adjustment will be started, but the amplitude should not be too large, and the maximum step back is 3330.