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Can 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.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.Can 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.

Fourth, the analysis of the North Exchange3. 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.1, 10cm direction. Yiming changed hands to advance to 12 boards, and Taier shares suffered a huge earthquake in intraday trading, and finally failed to advance. At present, there are only two survivors left in the high standard. 6 board live mountain glass. 4 Banjiangnan, Yibin, Tianyu Biology, Dongzao and Ada. There are 7 in 3 boards, 22 in 2 boards and 108 in the first board. Judging from the data of connecting boards, there are differences between the middle and high positions, with more promotion in the lower 2 boards and more first boards. The whole has the characteristics of high and low shear.

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.Third, the theme analysis5. Semiconductor. The receipt is ok. There are eight daily limit. The big ticket hardly moved.