2. Big consumption. Mainly retail department store branch+food branch. Accumulated 35 daily limit. Among them, the retail department store is stronger than yesterday, and the food is slightly weaker than yesterday. In terms of cycle, there are also three waves of this theme. The first wave is represented by black sesame. The second wave is represented by Guangbo and Gui Faxiang. At present, it is the third stage, represented by Yiming. If the plate is expected to break tomorrow and the plate can resist its differences, the third stage can continue, otherwise it will be over.Third, the theme analysisFirst, the market analysis
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.Market sentiment generally rose, with 3800 red plates and 1421 green plates. The daily limit is 156 and the daily limit is 11.On December 11th, the robot diverged, and Tik Tok bean bag fermented.
Third, the theme analysisOn December 11th, the robot diverged, and Tik Tok bean bag fermented.5. Semiconductor. The receipt is ok. There are eight daily limit. The big ticket hardly moved.
Strategy guide 12-13
Strategy guide
12-13