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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.Fourth, the analysis of the North ExchangeCan we still play in the back? Play can be played, but it is necessary to lower expectations and change the mode. Active stocks with expected themes do T, and inactive stocks should not be touched. Resolutely give up chasing high, and be cautious about low-sucking. You can only do low-sucking with expected themes and stocks.

10cm mood is also quite difficult to ponder. Because of the boost of the food sector, Yiming resisted the negative reduction and promoted to 12 boards, driving the food direction to continue to erupt, but yesterday, the strongest 2-board twin towers and the first board in the sector, as well as the strongest 20cm panda, were stuck. Thiel threw himself into the river at the opening. Although he pried the board almost to the ground, it ended in the end, and the anti-card became a living mouth and a mining machine. During the session, the concept of Tik Tok Doubao was fermented, and many votes from AI media pulled the daily limit, but as the plate leaders, Jincai and Huayang fell, and the strongest Tianyu failed to advance. Emotions and the status of individual stocks feel a bit ineffective and chaotic.If we continue to close the Yangxian line tomorrow, it means that there is still hope for breakthrough, and "Don't want crazy cows to slow down" will gradually go up. If the negative line hits tomorrow and breaks 3416, that is, the positive line is reversed today, it is a breakthrough failure, and then it will oscillate downwards, and a new round of adjustment will be started, but the amplitude should not be too large, and the maximum step back is 3330.4. 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.

3. Negative feedback. There are about 10 down limits. Tianmao, Yunnei, Jincai, Hanwang, Leo, Ruyi, Mining Machinery, etc. Tickets that have plummeted are basically recent hot tickets. The overall negative feedback is moderate.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.