First Board:
1. AI large model
It's worth buying, rebate technology, Guohua network security,
Before the market, kimi's new news, kimi shopping guide, it is worth buying a direct word, rebate technology follows arbitrage, other Huace Film and Television, Kunlun Wanwei, etc. rushed up and down, and the 360 limit was smashed, especially kimi-related palm reading technology, Huace Film and Television, and Caixun shares failed to increase the limit, indicating that it has not been recognized by the market, and the CPO of AI hardware has fallen sharply, and the adjustment rumors are as follows:
The overall strength is not enough, it is a practice of the application of large model plug-ins, and more positive stimuli are needed. And the hardware, mainly depending on the performance of NVIDIA, has also rebounded sharply at present, and there are many high-level ghost stories, depending on when it will be adjusted.
But to tell the truth, Kimi's function is still very good, and it is also the most visited one of all the large models in the face, 360 has the fastest growth rate, and these data can be tracked in real time.
2, Synthetic organisms
Qianjiang Biochemical, Shangrong Medical, Paulette, Tuoxin Pharmaceutical, afternoon: Jimin Medical
Compared with yesterday's strength, today is obviously less than expected, or to look at the high level of Weilai biology, if Weilai biology can continue to strengthen the word, is expected to continue to drive the return, the current market, the money-making effect in 20cm, Fujilai large 20cm three boards, to see tomorrow's feedback
3. Chemical industry
Yida shares, afternoon: Yabang shares, Hubei Yihua, Guanghua shares, Jihua Group
Zhengdan suspension is stronger than continuing to rise, suspension means that the height of stopping, there is no risk of falling, the low level will continue to make up for the rise, there is a return in the afternoon, IB, even the board, Baichuan continues, showing continuity, that is, when the index of real estate, securities do not move, a choice of capital return, and can also impact commercial aerospace, so the strength is better than the new quality of productivity, the two are considered a parallel line.
4. Low altitude
Sichuang Electronics, Andawell, Lihang Technology, Hangxin Technology, Zongshen Power, Haoneng Shares, Huibo New Materials, Dawn Shares, Afternoon: Metro Design, Watson Technology, Shanggong Shenbei
The low altitude suddenly fell before the holiday, but there was no further decline on Monday, there was a possibility of being rotated, today the four opened on the board, Zongshen power this kind of continuous positive stimulus, rose sharply to the limit, Jianxin shares (with chemical attributes) followed the big rise, once the limit, the early recognition of the target followed the big rise, but the core target of CITIC Haizhi and Wanfeng Aowei tepid, no initiative, more is pushed back by funds, especially Wanfeng, it is too difficult for funds to push back, so gradually began to fall, low altitude today is a better selling point is, Zongshen after the second seal is not strong, it is time to sell the back row in hand。
However, the difficulty lies in the fact that the day before to predict in advance that the low altitude will return, at least I think that it is difficult for the low altitude to have a chance to rise in the short term, but the recent strong theme of synthetic biology, chemical industry has not been fermented, and the low altitude has a card node, but then it was also killed by the new new knowledge of commercial aerospace productivity subdivision, although the low altitude is deeply involved in the capital, there are repeated, but the adjustment is far from enough, only after a certain amount of time after full adjustment, and under the new news it is possible to continue to have a plate effect, the time node is very important。
Keeping an eye on low-altitude moments and maintaining sensitivity to low-altitude news every day is definitely a main theme, and there may be a whole year of market. There is hype about the new knowledge productivity of aerospace, quantum technology, and low altitude, but the intensity is gradually weakening, and if there are new branches, you can participate or not.
5. Real estate chain
Dongpeng Holdings, afternoon: Xincheng Holdings, Nandu Property
Fermentation in the afternoon, is a small composition Shanghai to release part of the purchase restrictions, the limit of the new city and Nandu, and the more authentic Shanghai target of the new Huangpu, Yatong shares rose and fell, for real estate, I think it itself and securities and insurance are linked, real estate is now similar to the low altitude of the past, after the conference, all over the country began to introduce real estate policies, you don't know when, where to come out, but the certainty is that he will definitely come out, real estate Zhaobao Wanjin trend is not bad, can not say the end, only they reverse the possibility of the domestic dead cycle can be cracked, do not be biased against real estate, continue to keep an eye on, it is likely that the breakthrough of the index comes from real estate。
The core high standard is Nanguo Real Estate, today is a bad board, the flat board was then smashed, the main thing is that he has no driving force on the board, and the emotions are not driven, so it is not as strong as the core of the recruitment insurance Wanjin.
6. Aviation Business (Satellite)
Nanjing Panda, afternoon: Shanghai Hugong, Chaojie shares, Xinyan shares, Beimo Hi-Tech, Dahua Intelligence, Holevo, Torch Electronics
Fermentation in the afternoon, there is the meaning of relay low-altitude, but the end of the day Shanghai Hanxun opened the board, Tianyin Electromechanical rushed up and fell, as the extension of the new knowledge productivity, the sustainability may be worse, just like the quantum technology at that time, a day trip, but synthetic biology is much stronger, and the tail of the decline performance, also represents the sustainability of aviation business may not be strong, the important thing is that this subdivision does not resonate with the index, the time node is not right, so buy a hair, resolutely do not look.
7. Auto parts
Great Southeast, afternoon: Chaojie shares, joint shares,
Possession unknown.
Huajin Capital: This target is a bit interesting, the limit can be understood as the index falls, and the index is expected to pull back in advance, but Huajin's first price limit, the old Dasheng Securities was sold by funds, and it was once going to fall to the limit, I really don't know what the funds in it think, Guosheng, as the only financial target that cracked the height of 828, is the most hopeful to lead the index to counterattack 828 The tombstone line is an unavoidable target, so I dare to drop sharply in the afternoon, I dare to increase my position sharply, and the funds are gradually bought back in the afternoon. The securities that may need to drive a breakthrough this time is 828, that is, it can be used at a critical time node, and the rest of the time may be a shock break. During this period, the index may be led by real estate.
Brother Technology: Vitamins, following the rise in chemical prices, the sustainability is unknown, and it is necessary to look at the price of urea to make a prediction
Baoming Technology: Composite current collector, the sustainability is unknown, the specific research is not specified, it may be mass production or additional orders? The time point of the start is in the afternoon, which should be a manifestation of low-level new energy, which can be combined with photovoltaics
Tian Yuan Intelligence: Hydrogen energy + construction machinery, sustainability unknown,
Sichuan Jinding: Hydrogen energy, sustainability unknown
Yongchuang Intelligence: Robot, sustainability unknown
2 Board:
Lily: chemical fuel + lithium battery
Guangji Pharmaceutical: Synthetic biology, back sealing board, need to see tomorrow's feedback, may determine the strength of synthetic biology
Yonghe Intelligent Control: Medical devices, equipment, continuous work is unknown.
Allied Chemistry: Chemicals, Dyes
Taurus Chemical: Chemical, methanol
Poly United: Civil explosion, the first board has an assist, there is a high contention, the civil explosion can actually be regarded as a chemical industry,
Shilong Industrial: Chemical
The second board is basically chartered by the chemical industry, but the chemical industry also needs to see the performance of the total dragon Zhengdan after it comes out, as long as the Zhengdan continues to be suspended, there will be a large number of supplements below, the second board can provide emotion, there is still a position on the head, so there is a position, look at the position.
3 Board:
Xingye shares: chemical industry, one word, continue to be promoted to the expectation, as well as commercial aerospace attributes, today is also a plus.
Baichuan shares: chemical industry, Zhengdan's supplement, need and Xingye PK
Ai Ai Seiko: equipment update old faucet, also has the attributes of the chemical industry, the recent strength may be a high probability of chemical influence, the old faucet appeared, indicating that the new dragon is also present, Zhengdan has been bright, 10cm will also appear one.
High contention for civil explosives: civil explosive chemical + integrated circuits
Fujilai: Synthetic biology, three consecutive 20, looking at the height of Zhengdan, directly came to a numbered board, tomorrow will definitely change hands, you need to see the performance of Weilai.
If the two on the head are broken, the three boards may become the highest board, Zhengdan continues to be suspended, and the chemical industry may continue to be promoted.
5 Boards
Azure Biology: The big single word is in line with expectations, but synthetic biology has the possibility of being replaced by commercial aviation, and it will continue to be a word tomorrow, and synthetic biology is not fermented, it may be heaven and earth, so the relay is not a good choice, and it can be used as an observation standard.
Nanguo Real Estate: The real estate is rotten, and today we waited for the return of real estate, and there was a first board assist, but the core Zhaobao Wanjin has signs of rising and falling, and it is necessary to take the initiative to turn weak to strong and lead the plate to return.
Summary:
1. There is still no new main line on the disk, the chemical industry is considered to be an associated relationship with the new knowledge productivity, and there is also rotation within the plate, and the new low-altitude - quantum - synthetic biology - commercial aviation, some are more sustainable, some are worse, and the low altitude is the most logical and potential, but it has also reached the stage of repair. The chemical industry is completely looking at the money-making effect played by Zhengdan, as long as Zhengdan continues to suspend the license, it will continue to rise, the focus is on speed, 20cm is better than 10cm, but which one to make up for the rise is also more random, the bright brand of Baolidi these are some high, 10cm of Baichuan, Xingye Pit will continue to be a word, it is not good to participate.
2. If the funds still do not form a consensus, or form a main line, then it may be necessary to complete the new accumulation through a pullback, which is currently no main line, but the performance of real estate and securities is not weak, and it is hoped that the index will be strengthened, but when these two are strong, other themes will be adjusted, which should also be noted, and the focus should be on whether Guosheng can take the initiative to strengthen tomorrow and lead the index to rise.
3. If there is no good opportunity to participate, continue to wait.