Summary: From the perspective of the theme of the board echelon, tourism continued to take the lead, and the overall carnival of the plate rose by 462%, but it's still not the core of the moment. From last week's third quarter report to this week's tourism transition, it can be clearly seen that when the market is confused in the extreme environment, the hard logic of current affairs + performance will never go out of style. The robot has a large offensive performance today, as the core theme of the year in 2023, the general trend has been contrary to the **, there is no shortage of funds in the medium and long-term layout, and every time *** is also an excellent plate that has been helping. If it continues to strengthen tomorrow, then there is a high probability that it will start to hype around the various branches of the robot.
From the perspective of the height of the echelon, Changbai Mountain's direct word board was once again promoted as scheduled, and the supervision also issued a third reminder at the same time, according to the rules will face the risk of suspension, so tomorrow will face disagreements, whether to ignore the supervision and continue to sprint or rush to cash outIn terms of the current unfriendly environment, whether the regulatory mechanism will be relaxed may be the silver lining of Changbai Mountain's future life. The two into three successful Aishida one, a great blow to the low-level confidence of the board, in addition, because of today's funds to choose a high-level group, the low-level funds are scarce, but those who can be promoted are also the strong. The high position is currently prosperous, and in the case of loss and loss, the position suitable for tomorrow's participation will consider three into four and two into three.
From the perspective of the intensity of the theme, the robot performed well, and it was strong for two days, and it was in the position of stepping back on the theme compared to other recent hype themes at a low level, and it still has a great advantage in all aspects. As for the ice and snow industry, it has already shared the glory and disgrace with Changbai Mountain, so the risk of participation is still high. Other themes are generally average for the time being.
So on the whole, it's better to focus on the three-in-four Aishida and the two-in-three ZTE and Tell, Aishida is performing strongly today, but the stock is not good, so I personally recommend ZTE and Tell.