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2. Big consumption. Mainly retail department store branch+food branch. Accumulated 35 daily limit. Among them, the retail department store is stronger than yesterday, and the food is slightly weaker than yesterday. In terms of cycle, there are also three waves of this theme. The first wave is represented by black sesame. The second wave is represented by Guangbo and Gui Faxiang. At present, it is the third stage, represented by Yiming. If the plate is expected to break tomorrow and the plate can resist its differences, the third stage can continue, otherwise it will be over.Fourth, the analysis of the North ExchangeOn the whole: robots are divided and funds flow out. Large consumption continues to strengthen the climax, but also faces divergent nodes. AI application internal switching branch. The theme of the new fermentation is the theme of the above-mentioned serial numbers 4 to 8. I feel that the probability of a day trip is too high. Tomorrow, robots will face greater differences, as will big consumption and AI applications. Several main lines are divided together, and it is estimated that where the funds will go and where they will be repaired will be more chaotic.

1. Robots. Thiel's bid price was lower than expected, and he threw himself into the river at the opening. The intraday toss failed, and it is estimated that he will have a floor tomorrow. Chinese troops of various capacities were originally on the board, but they were blown up one after another. Although there are still 12 daily limit, it is still relatively strong, but the real test is tomorrow. The ticket that can resist differences tomorrow is really strong. This wave of robot hype time is really quite long. Did you say it was over? Not necessarily. It depends on whether there are four stages in the follow-up.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.5. Semiconductor. The receipt is ok. There are eight daily limit. The big ticket hardly moved.

Third, the theme analysis3. AI application. Today, the concept of Tik Tok bean curd is newly fermented. Funds have pushed a number of first boards, with a total of 14 daily limit from the application, cooperation and supply of computing technology of bean curd. Then I abandoned all the echelons of yesterday's AI application, including several of the strongest 4 boards.Third, the theme analysis