14. I also posted a message in the session, suggesting that the rotation is fast, indicating that the theme funds have no joint efforts.The semiconductor chip with the largest increase is actually very active, retail consumption of AI glasses, and the reform of state-owned enterprises in Shanghai.
7. I think the consumer sector is expected, and it is no problem that the consumer sector can continue to cut high and low, throw high and suck low.Tomorrow, there will be funds to save themselves, and there will be a time-sharing rebound. The support position is 3407 ~ 3410, and the pressure position is 3435~3440.9. After AI glasses bounce back, they will only travel for two days at most.
So the key thing you need to do now is to pay attention to the relatively stable varieties, and it is ok that the banking sector and the high-speed sector have not seen a sharp increase in varieties.6. Among today's gains,15. Avoid the high-level varieties, and the high-level varieties will continue to pull back, and the index will be adjusted again when it is adjusted.