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Looking back on the past, Huasheng Tiancheng, Leo, Yanshan Science and Technology, Tianyu Mathematics, etc. were all weak after reaching a certain height, and were relayed by the newly emerging capacity trend stocks, just like the "low altitude and three stupidities", showing the characteristics of phased rotation.Tomorrow planCurrent position: 30% in vision china; 30% in Li Ziyuan; 20% of good shops; Taier shares 10%

In the cycle, Yiming Food seems to start a journey through the country, breaking through the obstacles of falling 1 and 2 in the east at sunrise, and avoiding the influence of falling 1 in Guangbo and Guifaxiang. At present, its height has surpassed that of Guangdong and Guangxi, and it is marching courageously towards the 14th board. Look at the strong trend of today's consumer sector, it seems unstoppable that Yiming food will take the road of demon. It is no exaggeration to say that the popularity of the consumer sector today is all about Yiming food. As for when the trend node of the consumer sector changes, it depends on when the market of Yiming food comes to an abrupt end.Today's work: opening positions in Qingzhonggong Education and Suzhou Gutecheng; Play board Li Ziyuan, good shop; Halfway vision china, Taier sharesLooking back on the past, Huasheng Tiancheng, Leo, Yanshan Science and Technology, Tianyu Mathematics, etc. were all weak after reaching a certain height, and were relayed by the newly emerging capacity trend stocks, just like the "low altitude and three stupidities", showing the characteristics of phased rotation.

The middle and low AI camp still won't give up and continue to stick to their differences. On the other hand, high-end stocks, Tianyu Mathematics has been declining. However, the low AI immediately added a new batch of strength. This seems to indicate that it is difficult for AI to become the absolute main line that dominates the market in the future, and it may be more appropriate to treat it as a secondary main line.Zhuoyi Technology vs Infront Micro vs Yingtong Communication 1-2; (The main watch Zhuoyi Technology Jackie Chan, you must watch enough to play the board)Tomorrow plan