Pioneer ** Trading Strategy December 29
1. Market vane: (5-day increase ranking).
Strong stocks, even board stocksExpandThe space is the highestConnecting boards
IIHot spots in the market
3. 5-day theme concept increase list:
Four, subject news:
Promote artificial intelligence to empower new industrializationLiande equipment
2. The first satellite of G60 satellite digital factory rolled off the assembly lineCreative information
Lenovo unveils its first business AIpcGreen Precision
Xiaomi is expected to create a popular modelJinrong Tianyu
5. The first 7 billion AI large model mobile phoneYitian shares
Silicon carbide models will penetrate quicklyImbor
SSD hard drives** are on the flyDeep Tech
Five, research reportMessage
1. Kaisheng Technology:The company is the leading domestic master of a full set of localized UTG glass production technology, in the folding screen mobile phone shipments and penetration rate increase + UTG cover replacement rate increase background, the UTG market is expected to exceed 1.4 billion yuan in 2025, 7 times that of 2022;The company has a wide range of small and beautiful new material market segments, among which the purity of high-purity synthetic quartz sand can reach 6N 7N, which is much higher than the product purity of Quartz Co., Ltd. (4N8), which is enough to meet the requirements of the high-end semiconductor field, zirconium series (fused zirconia + zirconium silicate + stabilized zirconium), titanium series (nano barium titanate) and other new materials (rare earth polishing powder + hollow glass beads) are all highlights.
Six, institutional net**
SevenCoping strategies:
Rhythm: Yesterday's index was more, the money-making effect, the alternating stage of strength and weakness.
Emotion: The operation is emotionally active, and the multi-party force is on the high side.
Theme: Hot spot rotation, slight increase.
Trend: SSE bullish, **trending;GEM bullish line, **trending.
Stocks: up more and down less, the second day of general rise.
Risk: 3 of the stocks with a limit yesterday fell by more than 9%, and the risk of chasing up increased.
Strategy: Low suction is the mainstay, **20%-40%.