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The Ultimate AI Domains application and robot: no analysis. Be cautious tomorrow and the day after tomorrow.1. Big consumption: the opening height of Yiming food is the same as that of Panda Dairy 20cm, and the big ticket Yonghui Supermarket is also the same. It is expected that the consumer sector can still be speculated, but it is necessary to play the ticket dominated by hot money, not the institutional ticket. The focus should be on the low-level compensation. At present, the second board and the third board are the main ones, and the second board is somewhat consistent and all are small tickets. You can look at today's resonance.A lot of reductions tonight.

Second, my point of viewJust getting ready for bed, there is another big news in the securities market. Tomorrow and Wednesday, the A-share ups and downs script will be directly adjusted.If it is directly fixed, the expectation will still be there, and it will fluctuate upwards, and there will continue to be opportunities for rotation. If we can't repair it tomorrow, we'll have a hard time. After 12 months, the market will get better gradually.

Tomorrow's strategy3. Domestic substitute semiconductors: quite satisfactory, and there is no big loss effect. Furthermore, the incident of countering NVIDIA last night was beneficial to domestic substitution, but it was covered by the great benefits of the conference and will ferment later. Keep watching.1. Big consumption: the opening height of Yiming food is the same as that of Panda Dairy 20cm, and the big ticket Yonghui Supermarket is also the same. It is expected that the consumer sector can still be speculated, but it is necessary to play the ticket dominated by hot money, not the institutional ticket. The focus should be on the low-level compensation. At present, the second board and the third board are the main ones, and the second board is somewhat consistent and all are small tickets. You can look at today's resonance.