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,What about the glass fiber in the back? 7 boards,
Zhongbai Group (4, Retail)Construction industry (9 days and 8 boards, robot+military industry)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.
Vision china (8 days and 5 boards, media)Second, the compensation of the median, the risk of this piece should be great at present. Because they belong to the same cycle of Yiming, no matter how strong they go, they may follow the fall of Yiming and fall, and enter a negative stage of this cycle. Even if Yiming can hit a new high later, they will fall behind as followers, so be careful. When environmental differences come, don't be in the middle, because most of us follow them, and we don't have to choose in advance, so you can avoid a lot of big issues after you choose.Xingguang shares (4, lithium battery+household appliances+quantum technology)