Let's start with the picture above.
More than 700 cattle disasters yesterday directly entered KTV today, and the body can stand it, and the mentality may not be able to stand it. The expectation of a key turning point in zjh overnight released a new dividend statement, which saved the big A who lacked confidence. In fact, from a normal point of view, if you can see several important turning points, you should get on the bus directly today. The core observation mark is that Harbin Sanlian and Zhonggong Hi-Tech represent the prefix of the hedging and trust index respectively. There is no large amount of sealed orders in the Harbin Sanlian auction, the failure of the Zhonggong board, and the rapid decrease in the opening limit of individual stocks are all signs.
As for what direction to buy, one is to look at the new direction attributes, auto parts, hydrogen energy, and retail should be focused on. The direction of changing hands, environmental protection, low altitude, real estate chain, etc., the highest board is also the CPO of shares, AI, home appliances of Chunguang Technology, and high dividend attributes should be paid attention to.
In the selection of individual stocks, performance is a plus, and at the same time, the target that falls more will rebound more elastically.
1. Low-altitude economy (22 in the morning, 4 in the afternoon)
JSTC, VIE Technology, Liding Optoelectronics, Wang Zi New Materials, CITIC Haizhi, Yibo Technology, Changyuan Donggu, Zongshen Power, Shunwei Shares, Oriental Fashion (Low-altitude Training), Wuhan Fangu, Victall Shares, Tongyu Communications, Beiwei Technology, Haite High-tech, Zongheng Communications, Jindun Shares, Longzhou Shares, Walt Shares, General Design Institute, Huashe Group, Afternoon: Leser Information, Yongyue Technology, Shangdong Mining Machinery, Sunward Intelligence
3. Electricity
Yongxing Co., Ltd., Jinzhi Technology (Power Internet of Things)
4. Consumer electronics
TD Optics, Holitech (touch display products), Roman (MR), Wufang Optoelectronics, Shenzhen Textile, Emdoor Information, Zhishang Technology, Furi Electronics, Afternoon: Honghe Technology
5. Real estate chain
Haomei New Materials, Piano, Dongbei Group, Walrus New Materials, AIA Ceiling, Jinhe Commercial Management, Xinneng Taishan, Seagull Residential, Mingdiao Shares, Afternoon: Aili Furniture, Zhongtian Hardcover, Diou Home, Phoenix Shares, Omar Electric
6. Auto parts (22 in the morning, 6 in the afternoon)
Huake Holdings, Zhaomin Technology, Mingxin Xuteng, Rayhoo Mold, Zhejiang Liming, Laimu (connector), Ruima Precision, Riying Electronics, Evergreen Shares, Xingmin Zhitong, Tianlong Shares, Kaizhong Shares, Yongan Xing, Taixiang Shares, Zhengwei New Materials, Changhua Group, Tianpu Shares, Jingu Shares, Xintonglian, Innovative New Materials, Jinhai Hi-Tech, Tianan New Materials, Afternoon: Yichang Technology, Shentong Technology, Zhongjie Seiko, General Shares, Xinzhi Group, Liyuan Shares
7. Chemical industry
Weida shares, Bohai Chemical, Zhongyida, Yayun shares, Youfu shares, Lily, Yingfeng shares, Fleiant, Venture Environmental Protection, afternoon: Yongguan New Materials, Chengzhi Shares,
8. Non-ferrous resources
Ginza shares, afternoon: Jiaozuo Wanfang,
9. Chips
Ruineng Technology, Budweiser Storage, Concord Electronics, Tiandeyu, Voge Optoelectronics, Jacques Technology, Jinghua Laser, Wenyi Technology, Chinachem Technology, Afternoon: GigaDevice, Junya Technology, and Lin Micro-Nano,
10. Robot concept
Huayan Precision Machinery, Haichang New Materials, Pioneer Electronics, Yinfei Storage, Kaipu Testing, SNBC, Yongchuang Intelligence, Collier, Yinbaoshan Xin, Afternoon: Fujia Shares, Tahoe Intelligence,
11. Food and beverage
Gui Faxiang, ancestral shares, rock shares (winemaking)
10. Lithium battery, solid-state battery
Jinlongyu, Pulutong, Yinglian Co., Ltd., Hezong Technology, Jiebang Technology, Zijiang Enterprise, Huazheng New Materials, afternoon: Wall Nuclear Materials, Yitong New Materials, Hesheng Shares, Huafeng Holdings, Qianjiang Motorcycle
11. Hydrogen energy
New Power, Sichuan Jinding, Jingcheng Shares, Seagull Shares, Tianyong Intelligence,
12. Clothing and home textiles
Hongxing shares, Anzheng fashion, afternoon: Shanghai Sanmao, Anel,
13. Medicine
Yiming Pharmaceutical, Dali Pharmaceutical, Afternoon: Wohua Pharmaceutical,
14、AI(早19,午1)
Anoqi, Zhangyue Technology, Xinju Network, Xinyada, Reader Media, Publishing Media, Jiayun Technology, Demingli, Suzhou Keda, Yuanlong Yatu, Wanrun Technology, Huayang Lianzhong, Gravity Media, Zhengzhong Design, Zhongheng Design, Global Printing, Meishi Technology, Ruoyuchen, Guangbo Shares, Afternoon: GQY Video,
15 Education
Chuanzhi Education, Onlly Education, Afternoon: Xueda Education, Kaiyuan Education, Broadcom Shares,
16. Environmental protection
Zhongyan Dadi, Zhongsheng Hi-Tech, Lvyin Ecology, Qiaoyin Shares, Snow Dilong, Farsheng, Nanhua Instruments (Environmental Testing, Motor Vehicle Testing), Dongzhu Ecology, Zhuojin Shares, Afternoon: Zhongzhi Shares, Sitong Shares,
17. Computing power
Zhuo Lang Technology, Jingyeda, High-tech Development, Chuanrun Co., Ltd., Meiliyun, Hengwei Technology, Weixing Intelligence, Zhenshitong, Afternoon: Hengrun Co., Ltd.,
18. Retail
Lishang Guochao, Huijia Times, Eurasia Group, Afternoon: Baida Group, Sanjiang Shopping,
19. Infrastructure (trillion national bonds, 4 in the morning, 7 in the afternoon)
C&D Hecheng, Weilong Co., Ltd., Zhengzhong Design, Zhongheng Design, Afternoon: Suzhou Planning, Longquan Co., Ltd., Liugong, Huitong Group, Exploration Co., Ltd., North Co., Ltd., China Construction Co., Ltd.
After-hours trillion treasury bonds will be launched at 630, and time will be increased.
20. Device updates
Brilliant Technology (Rail Transit Equipment), Intelligent Automatic Control (High-end Control Valve), Lehui International (Brewing Equipment), Yujing Co., Ltd. (Photovoltaic Equipment), Baiyun Electric (High Voltage Equipment), China Tianying (Environmental Protection Equipment), Soft Control Equipment (Tire and Rubber Equipment)
22. Military industry
Ganhua Science and Industry, Fengxing Shares, Afternoon: Zhanpeng Technology,
23, Logistics
Longzhou shares, Ruimaotong, afternoon: Haicheng Bangda
Other:
Yongxing shares: electric power, reverse Ganneng shares,
Saifutian: photovoltaic + performance,
CLP Motor: Wind power
Chinese-funded industry: sugar + shareholding brokerage + agriculture,
Weixing Intelligence: natural gas,
Jinfu Technology: Beverage packaging
Linhai shares: agricultural machinery + motorcycles + export
Sino-peasant union: agriculture
Impais: fitness equipment + export
China CITIC Bank: Dividends
Yongji shares: tobacco + industrial hemp
Xinhua Jin: textile exports
Corun Energy: Energy storage
Keller shares: industrial fan,
Summary of the first board: 1. Auto parts 28, low-altitude 26, AI20, It seems that the low-altitude is the strongest, but the actual auto parts are the strongest, the infrastructure fermented in the afternoon, and the after-hours news stimulates the start of hundreds of millions of national bonds, so in the afternoon, infrastructure, design, and construction machinery will be stronger.
2. JSTC represents the direction of machinery and infrastructure design, whether to follow the construction research institute to take the direction of infrastructure or go low-altitude needs to pay attention, after all, when Liugong is up and down, the design institute has missed orders, and the two are initially hostile.
3. Other directions, AI, and chemical industry, all have performance, but it is not clear who is the strongest, which can only be observed through bidding and temporary trading.
2 Board:
Construction Research Institute: performance + construction machinery, a word has a guiding direction, you need to see the statement of the Jiangsu Jiaotong and the low-altitude, the Jiangsu Jiaotong Science and Technology is strong, but the low-altitude adjustment will help the Construction Research Institute, tomorrow is still a word expectation.
Rongtai Health: Performance + export + massage equipment, performance is not profitable, and the sustainability is unknown
Ganneng shares: performance + power, performance is not easy to grasp, and the sustainability is unknown
Langte Intelligence: Performance + export + intelligent controller, performance in this direction, there is no version of the judgment, the need for in-depth study of the industry and cycle, not the independent logic of individual stocks can be strong, the performance is not easy to grasp, you need to see the same performance of the high, the same opportunity to buy, do not consider the low.
3 Board:
Harbin Sanlian: It was originally a hedging attribute, but there was no large single sealing board at the opening, which represented the expectation of the index recovery, and then sealing the board, which was more about the performance of the performance, so changing the attributes, you need to look at the same, and the cost performance is not high
Zhonggong Hi-Tech: Today's bidding is less than expected, the opening failed to attack, I know that there is no hope today, the plate is reversed, and a certain amount of space is left for the prefix, the prefix of the carrc, China Xidian, have not gone down, and always maintain the replacement of other directions, and this part of the funds is unwilling to come out to chase the theme, so it needs to see whether the main control is willing to continue to pull the board.
4 Board:
The same shares: performance + security + AI, a word expectation, the performance board will be every day, which is equivalent to the daily performance of the target of the expected assist, compared with other security, AI fermentation is general, if the attributes remain unchanged, the same is expected to continue to promote.
Chunguang Technology: Dividends + home appliances + robots + Xiaomi, late robots, home appliances, all have fermentation, and tomorrow they still need to be PK with the same.
Summary:
1. On the first day of ICU's arrival at KTV, it is difficult to distinguish who is the main line, but quantitatively, auto parts have a certain expected difference, keep an eye on it, and maintain humanity at low altitude when the index falls. Of course, as a new and big concept, low altitude has the hope of continuing to cross and maintain good tracking.
2. In terms of mentality, it is still necessary to be stable, whether it is ICU or KTV, for short-term players, following is the best way.