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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.Third, the theme analysis1, 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.

5. Semiconductor. The receipt is ok. There are eight daily limit. The big ticket hardly moved.Beizheng is unable to play at present. Beizheng 50 is getting worse and worse, and various moving averages are arranged short. The volume of transactions is shrinking, with only 22 billion today. The mood of individual stocks is getting worse and worse. Today, 30cm returns to zero again. The shape of individual stocks is also not good, and they are generally long shadows and the big yinxian line is broken. Arbitrage funds are slowly leaving the North Stock Exchange, because the ecology is really bad, individual stocks have risen a lot, and the compensatory market has come to an end. What is left is all kinds of lock-ups and ambushes. Don't dare to play with funds, don't dare to raise them, and don't dare to hit the board.10cm mood is also quite difficult to ponder. Because of the boost of the food sector, Yiming resisted the negative reduction and promoted to 12 boards, driving the food direction to continue to erupt, but yesterday, the strongest 2-board twin towers and the first board in the sector, as well as the strongest 20cm panda, were stuck. Thiel threw himself into the river at the opening. Although he pried the board almost to the ground, it ended in the end, and the anti-card became a living mouth and a mining machine. During the session, the concept of Tik Tok Doubao was fermented, and many votes from AI media pulled the daily limit, but as the plate leaders, Jincai and Huayang fell, and the strongest Tianyu failed to advance. Emotions and the status of individual stocks feel a bit ineffective and chaotic.

After the market opened lower, it rose rapidly, and the overall partial shock was repaired, closing at 3432 points, an increase of 0.29%. The turnover was 1.77 trillion, 420 billion less than yesterday. The yellow line has always been stronger than the white line when the market is divided, which means that the mood of small and medium-sized enterprises has risen and repaired. This may be the repair of yesterday's market and individual stocks going high and low.10cm mood is also quite difficult to ponder. Because of the boost of the food sector, Yiming resisted the negative reduction and promoted to 12 boards, driving the food direction to continue to erupt, but yesterday, the strongest 2-board twin towers and the first board in the sector, as well as the strongest 20cm panda, were stuck. Thiel threw himself into the river at the opening. Although he pried the board almost to the ground, it ended in the end, and the anti-card became a living mouth and a mining machine. During the session, the concept of Tik Tok Doubao was fermented, and many votes from AI media pulled the daily limit, but as the plate leaders, Jincai and Huayang fell, and the strongest Tianyu failed to advance. Emotions and the status of individual stocks feel a bit ineffective and chaotic.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.