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Construction industry (9 days and 8 boards, robot+military industry)Three-dimensional communication (3, network communication)Let's recall the relationship between Nanjing, Guifa and Yiming before, probably because Nanjing broke the board on the same day, Guifa changed hands and Yiming continued to limit. The next day, Nanjing exceeded expectations, Guifa went down, and Yiming continued to go up. It was not until the third day in Nanjing that the accelerated explosion of the board and the diving at the end of the session resisted the pressure, while other middle and high positions were divided one after another, and the differences were aggravated at the end of the session. On the fourth day, the word Nanjing fell, and on the third day, the construction industry was divided: the bill was leaked at the end of the session. Basically, this bid was going to be opened at a higher level. Will the expectation of this difference lead to a big retreat for the high-ranking collective? Let's leave this expectation first. Of course, everything is not absolute. If it is not low, it will be more than expected. Anyway, make more plans, and the core of the team's echelon is basically negative in deep water. And Yiming is indeed accelerating. Is their relationship very similar to the current Yiming, Risheng, Shandong fiberglass, construction industry and so on? At that time, when Nanjing broke the board, Guifa's resistance to pressure became the highest, which is similar to the current breaking board and resisting pressure every day, so you should be careful about this. Because they are too close, it is a risk. But will glass fiber be able to withstand pressure? Not necessarily, because he is shrinking continuously, and this selling pressure is also increasing, so you should also pay attention to some risks. That is to say, he is currently at the critical point of cycle exit, and he may extend upward, because the effect of low consumption is very strong, and this trend of breaking the board in one fell swoop cannot be ruled out, because he basically came out of the disagreement beyond expectations along the way. You should pay attention to that if he goes up, it is cycle extension. When the cycle is extended, it will dance with the compensatory growth. At this time, the compensatory growth in the back position may still fall behind, because it is a process of concentrating upward. The higher the cycle, the less the core will follow. This should be remembered. However, before this result came out, the difference was expected to be even greater. After all, whether it was the climax of consumption yesterday or the leakage of the front row of the class echelon, and the fear of heights of Yiming itself, it was different today, so we directly looked at the disk results in the morning.

Construction industry: the bill was missed at the end of the session. Basically, this bid is going to be opened higher and lower. Will this divergent expectation lead to a big retreat of the high-level collective? Let's leave this expectation first. Of course, everything is not absolute. If it is not low, it will be more than expected. Anyway, make more plans,2. Low-level fermentation is mainly stimulated by news from meetings. Consumption (food, retail, home appliances, tourism), real estate, finance, medicine, etc. are basically related to meetings. In particular, the consumption of this piece is linked to Yiming, and it is also a helping point for the current Yiming to be sideways, because it is too hot. Today, the low position is more active than the high position. This low position went like this when the general high position was negative in the morning yesterday. Therefore, our primary concern here is who can go through this round of differences after the high position fell, or that the strong low position has always supported Yiming to continue to do something different. This should be considered. If it is a negative limit, then focus on the low crossing. If the buzz is sideways or the trend is upward, it is going to be extended. At this time, the low-level ones will come out with some discernment in the differences. The low position slowly went up and gradually became the middle position.3. Trend turnkey. At present, because the whole is following a trend preference, many broken boards will be turned out as soon as they exceed expectations as long as they are not in the deep water limit the next day. Especially for those who changed hands yesterday, the next day's opening is not directly pressed to death, so there will be some upward anti-package moves because of exceeding expectations. Therefore, we should pay attention to the standard in our hands, and don't be too depressed when it is broken. We can make an appropriate pattern, especially for some low-level people who changed hands, and there is no increase in themselves. If there is a certain amount of hands, it is easy to reverse the package. After all, the quantity is both selling and buying. But the difficulty is that there are too many labels. The stock is not easy to choose.

Yiming Food: At present, the faucet is broken, but it is ok to undertake. We should pay attention to his trend today. Here is an expectation. From his bad trend yesterday and the expected divergence of the whole line of consumption today, its mood of down limit will drop sharply, and it will be safe today, and the younger brother of the consumer sector will continue to make up for it. Whether it is down limit today or later, what can be separated from his down limit is the core target to follow.If Yiming is ok, it is basically a shock or a better turn-around, then you should mainly pay attention to the situation of falling behind in the back row. At present, his ability to break the board is a manifestation of his fear of heights. However, in this fear of heights, there is still such a change of hands, and there is no limit at the end of the session. Therefore, it is not ruled out that the current trend will be sideways or small-package. How to expect the bidding can be seen. This kind of walking after the faucet is broken is basically dominated by high-level shocks, but what is different now is that the effect of the low position is very good, and this wave is going to follow the trend. Will it continue to be a trend? This is a key point, but also pay attention to those younger brothers behind him.Fudan Fuhua (3, Quantum Technology)