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2024-12-14 05:09:25

5. Semiconductor. The receipt is ok. There are eight daily limit. The big ticket hardly moved.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.Second, emotional analysis


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.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.First, the market analysis


2, 20cm direction. 15 daily limit, 2 boards and 1 board. There are 9 GEM and 6 in science and technology innovation board. The second board of Lexin Technology is also from science and technology innovation board, and the ticket of Hexin Instrument is also from science and technology innovation board, which has been quadrupled unconsciously, and Eft and other stocks have risen sharply, which has driven the effect of making money in science and technology innovation board. However, the big ticket in science and technology innovation board is not strong, and the index is average, but the theme ticket is more active. Even the height of the board has been unable to go up, and even the board echelon can't get up. Yesterday, there were 15 pieces of 20cm, and more than 10 pieces today are all green and there is no premium. But today, stocks are generally rising, and there are still 15 daily limit in 20cm. How divided do you think this emotion is?3. AI application. Today, the concept of Tik Tok bean curd is newly fermented. Funds have pushed a number of first boards, with a total of 14 daily limit from the application, cooperation and supply of computing technology of bean curd. Then I abandoned all the echelons of yesterday's AI application, including several of the strongest 4 boards.5. Semiconductor. The receipt is ok. There are eight daily limit. The big ticket hardly moved.

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