The top three bidding orders: Palm Reading Technology, Huace Film and Television, Zhongguang Tianze
The top three bidding decliners: New Continent, Zhaolong Interconnection, Zhongwei Electronics
A new face, a big share, Xianggang technology
The first seal changed hands in the top three: Xinya Electronics, Shifeng Culture, and Shenjian Shares
Drop limit stocks: Hongda New Materials, Anel
kimi was blown by major sellers yesterday, palm reading, Huace, Zhongguang word in line with expectations, need to see if the change of hands can keep up, the decline in the new state is the low-altitude economy, Zhaolong is the copper cable high-speed connector, Zhongwei Electronics, machine vision, in addition to the low-altitude economy needs to pay attention to, copper cable and machine vision should be weak, Micron soared, stimulating memory chips, Dawei, Xianggang word, in line with expectations.
In the change of hands, the high-speed link of Xinya electronic copper cable, this depends on Zhaolong's feedback, Shifeng culture corresponds to the media, Shenjian shares, and carbon fiber corresponds to the low-altitude economy.
Hongda New Materials started with liquid cooling, and Anel is also computing power, and there is negative feedback on computing power.
First Board:
1. Memory chip
Xianggang Technology, Dawei Shares, Zhongjing Technology, Shandong Huapeng (HBM Upstream), Afternoon: Guoli Shares
Storage is a well-known slag, many of the targets are high open and low, Hongchang electronic tail diving, but also slag to a certain extent, this plate can only be low absorption, high selling, is a better strategy. Xianggang technology is an important observation target, if tomorrow is also water, basically there is no need to look.
2. Low-altitude economy
Excalibur shares (carbon fiber), Watson Technology (drone cargo parachute...) ), Sichuang Electronics, Wang Zi New Materials, Lihang Technology, Huashe Group, afternoon: Tiancheng Automation, Shuangyi Technology, Shanggong Shenbei, Xinchen Technology
The low-altitude economy is the strongest in the day, even the core of Yongyue Technology, today out of Ai Ai Seiko limit is the buying point, the capacity core Wanfeng Aowei, Wolong electric drive, the performance is good, 20cm in the afternoon double one technology, Xinchen technology limit, Shangluo Electronics, Jindun shares, vertical and horizontal shares rose sharply, the plate echelon is perfect, and there are funds to cash in advance at the end of the plate, but this plate has started a trend, in a short period of time, I did not see the core target of the fall limit, not to say that it has entered a recession.
Some teachers think that the low-altitude economy is 0-1, and the institutional positions are small, which is the current main line plate, and has been benchmarked with the past optical module market, and the capacity is getting larger and larger, diverging to parts, carbon fiber, power supply systems, batteries, etc.
Judging from today's performance, it can defeat the strong AI multimodality, occupy the C position, and continue to ferment in the afternoon, proving the core. It's just that today is the climax, and some funds have been cashed out at the end of the market, so you should pay attention to the rhythm of participating in this sector.
Lihang has had a confrontation performance in the previous competition with Ai Ai and An Cai, and was pushed back on the board today, and there are signs of confrontation with Ai Ai when the time is shared, if Ai Ai breaks the board tomorrow, then Lihang is expected to continue to make up for the rise, provided that Yongyue needs to continue to rise and fall.
3. Multimodality, media
City Media, Reading Culture, Daily Fashion (Digital People), Afternoon: Zhongke Jincai, Zhejiang Interconnection
It is difficult to describe the plate, a word has strength, with yesterday's fermentation, but after the fermentation is obviously not worthy of a word, and began to show the characteristics of the slag, the core palm reading culture, the position of the electric and radio board attempt, the capital voluntarily gave up, from the height, has been greatly behind the low-altitude economy, it will take time to re-establish the echelon effect, and the fermentation is not as expected.
4. Wind and solar lithium storage of nuclear hydrogen
Hualing Seiko, CGN Technology, Riyue Shares, Nar Shares, Afternoon: Sichuan Jinding
This plate can be regarded as the opposite plate of the current mainstream low-altitude, AI, and automobile, and when these plates diverge, they come out to perform, hydrogen energy and nuclear power have catalysis, and they have performed better recently, and they belong to small branches.
5. Automobile industry chain
Willy, afternoon: Tiancheng self-controlled
Cars are accompanied, and there is also performance today, Dongfeng Motor has led the auto sector to rise sharply, continue to pay attention, and need to bid to see a word of guidance.
6. Robots
Southern Seiko, afternoon: Qinghai Huading
This piece should be to come up with Ai Ai's supplement, the name Seiko, but Ai Ai is not over, and the continuity is unknown
7. Agriculture, breeding
Tianbang Food, afternoon: Shennong Group, Dawnrays shares, Xiangjia shares
At present, it is seen as a risk aversion, but the pork transaction is similar to copper, which is the logic of the cycle reversal, focusing on the position, Aonong Bio.
8. Medicine
Haili Biotech
Dali Medicine, today continues to board, as a change of hands to go up the target, reflecting a certain degree of toughness, in the absence of section assistance, can also seal the board, need and Yongyue PK, at present, Yongyue is stronger, and Ai Ai is separated, Dali is more to follow. However, AI medicine has almost not fermented, and its performance is average, and it has become a light pole commander.
9. Computing power
Huamai Technology, Anoqi, Qunxing Toys, Afternoon: Bowei Alloy (High-speed Connector), Shagang Co., Ltd
The computing power, which can't be killed, wants to be resurrected every day, but it has not yet occupied the c position, and this piece needs to be observed.
10. Real estate chain
New Taisho, can be new development, afternoon: Fillinger
Real estate should be a good expectation, but the funds do not have much attention, keep an eye on it, and wait for the outbreak before participating.
11. Resource metals
Dengyun shares, Zhongrun Resources, Hongda shares
The Federal Reserve raised interest rate expectations, but did not indicate at the opening, and the intraday index divergence was only the performance, and it should be regarded as a risk aversion first.
Other:
Vertex Software: Fintech, do index breakthrough expectations?Securities have been moving small changes recently, but this needs to be seen after the real breakthrough, and the premium of early changes is not high.
Danhua Technology: Degradable plastic, sustainability unknown
Dalian Shengya: Tourism, hedging, funds are now not using agriculture, medicine, but tourism to hedge more risks.
2 Board:
Ningke Biological: Environmental protection, coal, synthetic biology, sustainability unknown
Zhongguang Tianxue: media, video corpus
Palm Reading Technology: Kimi's core target, but the fermentation is not as expected, and it is expected to change hands tomorrow
Huace Film and Television: Kimi's core arbitrage target, but the fermentation is not as expected, and it is expected to change hands tomorrow
Beiwei Technology: Low-altitude economy, need to look at the high-standard situation
General Institute of Design: What is this?AI+Design?There is no logic, and the continuity is unclear
Xianheng International: Low-altitude economy requires active performance
Weilong shares: Valve, I don't know what is being hyped
Shifeng Culture: Media, plate fermentation in general, partial to the back row
Wolong electric drive: the low-altitude economy Wanfeng Aowei's supplement
Weichuang shares: education + information innovation, education has Meijim, information innovation has no fermentation, and the sustainability is unknown
Meijim: Education, the same as Weitron
Wall Nuclear Materials: Nuclear Power, Nuclear Power Changes, Body Plates,
Demingli: The position of memory chips, the general fermentation of plates, and the need to enhance initiative
3 Board:
Xinya Electronics: Copper high-speed connectors, no fermentation, unclear sustainability, unless they take the initiative to strengthen and drive the return of funds
Weidi shares: unmanned, no fermentation, and unknown continuity
Aonong Biological: Pig breeding, reversing the leader, and reversing the expectation of the trading pig cycle are also one of the hedging directions
4 Board:
Power Xinke: New energy vehicles, the sustainability is unknown
Oriental Fashion: Low-altitude flight training, this logic itself has not fermented, is it that the low position has the assistance of education-related targets, keep paying attention.
Berry Gene: AI medical care, logic is unique, and there is Dali on the head.
5 Board:
Boxin shares: robots, there are missing orders at the end of the market, and they need to turn weak to strong.
8 Board:
Yongyue Technology: Changing hands to the limit, separating time-sharing and Ai Ai, improving recognition, the low-altitude economy occupies the C position, and it is expected that the daily limit will continue tomorrow.
Dali Pharmaceutical: Medicine is a board, change hands to the target, follow Ai Ai, and continue to drink Yongyue PK tomorrow.
13 Board:
Ai Ai Seiko: The sky is the end of him, I don't know when it will end, so I will wait for the end of the time to make up for it.
Summary:
1, the strongest plate in the day has become a low-altitude economy, this participation should pay attention to the rhythm, today is a climax period, the end of the funds are obviously cashed, tomorrow may have to be cashed out first and then pulled up, the core target if there is no obvious negative feedback, the fall is a low opportunity. Today, under the diversion of Kimi, it can occupy the C position, which enhances the overall recognition of the plate.
2. Kimi fermentation is not as expected, and it is necessary to see how the performance of the faucet is to make plans to stay, and the application side continues to perform as a scumbag, with a high probability of a wave.
3. The direction of hardware computing power has begun to diverge, some of the targets have negative feedback, and the core targets have maintained high shocks.
4. Ai Ai may be broken at any time, so now pay attention to the low-level plate, especially the low-level new theme.
5. Do not make subjective predictions, only respond to the occurrence scenarios.