Third, the theme analysisMarket sentiment generally rose, with 3800 red plates and 1421 green plates. The daily limit is 156 and the daily limit is 11.Market sentiment generally rose, with 3800 red plates and 1421 green plates. The daily limit is 156 and the daily limit is 11.
Second, emotional analysis5. Semiconductor. The receipt is ok. There are eight daily limit. The big ticket hardly moved.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.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.