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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.Second, emotional analysisBeizheng is unable to play at present. Beizheng 50 is getting worse and worse, and various moving averages are arranged short. The volume of transactions is shrinking, with only 22 billion today. The mood of individual stocks is getting worse and worse. Today, 30cm returns to zero again. The shape of individual stocks is also not good, and they are generally long shadows and the big yinxian line is broken. Arbitrage funds are slowly leaving the North Stock Exchange, because the ecology is really bad, individual stocks have risen a lot, and the compensatory market has come to an end. What is left is all kinds of lock-ups and ambushes. Don't dare to play with funds, don't dare to raise them, and don't dare to hit the board.

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.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.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.

Second, emotional 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.2, 20cm direction. 15 daily limit, 2 boards and 1 board. There are 9 GEM and 6 in science and technology innovation board. The second board of Lexin Technology is also from science and technology innovation board, and the ticket of Hexin Instrument is also from science and technology innovation board, which has been quadrupled unconsciously, and Eft and other stocks have risen sharply, which has driven the effect of making money in science and technology innovation board. However, the big ticket in science and technology innovation board is not strong, and the index is average, but the theme ticket is more active. Even the height of the board has been unable to go up, and even the board echelon can't get up. Yesterday, there were 15 pieces of 20cm, and more than 10 pieces today are all green and there is no premium. But today, stocks are generally rising, and there are still 15 daily limit in 20cm. How divided do you think this emotion is?