Let's take a look at a teacher's benchmarking, AI and low-altitude benchmarking, the recent performance of low-altitude is really the performance of the absolute main line, and it is not uncommon for ten baggers to appear in this main line. Since the low altitude is so strong, it is necessary to focus on the main line and use emotions to do the band.
Today's context is: Nonferrous metals-lithium battery-photovoltaic-chemical-chip (low-altitude fall)-11 point reflux low-altitude-automobile return-big blue chip force-1330 Sichuan Jiuzhou on the board, driven by logistics, non-ferrous metals fall-1335ST Ningke open board, Chunguang, Laishen, all have responded, Zhengdan fell (10, 20 is it reversed?) -1400 high dividends, resources, large sales in the word head (institutional repositioning, index fall) -1430 petrochemical reflux -1434 Northern Copper pulled up -1440 Liuguo Chemical Open Board-Wanfeng Aowei Upper Board-1447 Palm Reading Technology Upper Board (Unsealed)
First Board:
1. Low-altitude economy
New Continent, Haite High-tech, Nanjing Julong, China Design Co., Ltd., afternoon: Shentong Express
The low altitude is a disagreement after the climax today, and the performance is also very mild, there is no Daifuku to kill and fall, yesterday's core Wanfeng Aowei tail plate on the board, the assist has Sichuan Jiuzhou, CITIC Haizhi maintains shocks. However, after Wanfeng was on the board, although it followed, most of the low-altitude targets continued to fall. If you want to get out of the comprehensive market, you need Wanfeng Aowei, first out of the second wave, and let's go, now there is a joint fund to do.
Infrastructure: Shenzhen Transaction, Jiangsu Jiaotong Branch, Leo Planning, Urban Communications Technology
Whole machine: Wanfeng Aowei, CITIC Haizhi, Haite High-tech, Jianxin shares,
Parts: Zongshen Power (Engine/Hybrid)
Air traffic control: Rice information, Sichuan University Zhisheng, Sichuan Jiuzhou
Application: Lingnan Holdings, SSAW Hotel (low-altitude tourism), Zhilai Technology / Hua Pengfei / China Post Technology / Zhongchuang Logistics and some logistics companies (low-altitude logistics), Rainbow (retail), Tianhe (low-altitude agriculture), Anbang Escort (low-altitude emergency), etc
There are still many targets that need more attention, especially some annual reports at low altitudes, revealing the direction of the next day's hype.
The whole machine is the most beneficial direction, the whole machine is a shovel stock, the logic of the market speculation of the whole machine is no problem, the parts of this carbon fiber is the largest increment, so there is no problem in hyping Nanjing today; Infrastructure first, design is the first to benefit, the high standard of Zhongheng design will also drive the direction of low-altitude design, the direction of application logistics may be the first to land, and others also have the opportunity to speculate.
2. Chemical industry
Lubei Chemical, Annada, Jinpu Titanium, Shilong Industry, Nanjing Julong (Carbon Fiber), Huiyun Titanium Industry, Renxin New Materials, Coarse Talk, Liuguo Chemical, Qacheng Shares, Huifeng Shares, Jinrui Mining
Lubei chemical because of the performance of a word, followed by a word direction diffusion, the actual transaction of chemical products is the economic recovery, upstream product prices, after the opening of the chemical industry in the six countries, the low-altitude Wanfeng Aowei on the board, sworn the position of the main line, and the chemical industry in the afternoon almost no fermentation, is also a failure, because the performance limit, sustainability may be doubtful, a quarterly performance market is about to pass, performance will no longer be a plus, so it should be noted that the probability of a one-day market is large, this kind of intraday protrusion of the target can only look at the front row of the standard, mainly arbitrage.
5. Real estate chain
Nanguo Real Estate, Afternoon: Chunguang Technology (Home Appliances)
Kexin's development is a position, a position depends on the position, and the first board is just an assist.
6. Medicine
Changshan Pharmaceutical, Berry Gene, Kanghong Pharmaceutical
7. Lithium battery, solid-state battery
Sanxiang New Materials, Shangtai Technology, Zijian Electronics
The solid-state battery is still promising in the future, and it is also a rotating theme, similar to the previous high-speed copper link, which was associated with low altitude before, so there will be repeated performance. Polydi has continued to rise, when the rise of technology in the performance of the bearish, can still have such a performance, indicating the resilience of the plate, since it is as a rotation theme, the day of fermentation can not chase high, can only wait for the fall to do low absorption and high throwing, repeated operations, and so on the real loading news or when the cost drops quickly, there may be a big wave of the market
Boshen shares: performance + high-speed rail brake pads, performance is the main reason, but Brilliant Technology is not on the board, and the sustainability is unknown
Shunbo alloy: performance + recycled aluminum, performance is the main reason, non-ferrous resources will be repeated, this can pay attention to Pengxin resources
Jiangsu New Energy: Performance + new energy power generation, performance is the main reason, and the sustainability is unknown
Haofeng Technology: Quantum technology, news stimulation, and unclear persistence
Zhejiang Liming: Auto parts, the sustainability is unknown
Zhongheng Electric: Data center, liquid cooling, unclear continuity
Shentong Express: performance + logistics + low altitude, Shentong has a performance factor, but the limit is after Sichuan Jiuzhou in the afternoon, and there are changes in logistics after the limit, and the low-altitude logistics sector may be sustainable
Rifa Precision Machinery: Machine tools, Wanfeng Aowei suppliers, there is a suspicion of rubbing, and the sustainability is unknown.
Shanghai Yilian: Packaging and printing, the logic of hype is unclear, and the sustainability is unclear
2 Board:
Sichuan University Zhisheng: low-altitude, air traffic control, Rice is the trend leader, air traffic control can be used as a supplement, not an authentic target, but provide emotional value
Weichuang shares: Xinchuang + education, the continuity is unknown, and there is no sector assist
Tibet Tourism: The Great Development of the Western Region May Be Manifested in Independent Logic, and Its Continuity Is Unclear.
Boxin shares: robots, consumer electronics, rebound 2 boards, this depends on the performance of ST Ningke today,
Wanfeng Aowei: low-altitude, the tail plate on the board, swore the momentum of the long, the six countries of the chemical industry broke the board before the board, need to pay attention to whether it can break through the previous high, confirm the second wave.
3 Board:
Kexin Development: Real estate, real estate has been in the news from all over the world recently
4 Board:
Aowei Communication: Military informatization, today is expected to be broken, no plate fermentation, Guangha and other recognition standards adjustment, if it can continue to be strong, there is hope to drive the return of the plate
Asia-Pacific Industry: The chemical leader, the chemical industry has a plate effect today, and it is expected to continue to be promoted tomorrow
7 Board:
Zhongheng design: the current highest change, a word in line with expectations, today ST Ningke open board, short-term 10cm may start hype in advance, as the highest standard, tomorrow continue to see the promotion, the design class has a drive, so the balance design continues to board, and the design class has to make up for the demand.
Summary: 1, the low altitude occupies the main line position, there will continue to be funds to do repeatedly, the new high air traffic control Rice, may go to the second wave of the host Wanfeng, including the CITIC Haizhi, Sichuan Jiuzhou are all observation targets, low altitude should be worth more thought and energy.
2. Other chemical industries, solid-state batteries, metal non-ferrous metals, and military industry have become the theme of rotation, and the theme of rotation is not to chase the rise and can be sucked low until the theme is eliminated from the wheel.
3. If there is a main line, it will be done in the main line, and the fault tolerance rate of the main line is large.