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02 today's opportunityTheme robots and consumption are all in the fishtail stage, and AI applications show signs of continuing to strengthen.01 general trend view

02 today's opportunityAs for consumption, the expectation is good, which may be influenced by Yiming Food or Gui Faxiang. Look at Yue Xian Health and Panda Dairy in the short term.Theme robots and consumption are all in the fishtail stage, and AI applications show signs of continuing to strengthen.

Last night, the policy was favorable. Finance, real estate and debt conversion should be ok, while the real estate and debt conversion sectors were expected to be average.01 general trend viewThe short-term market sentiment is normal, and the differences between high and low bids are not small, and they continue to turn to low tickets.