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Main points of today's observationConstruction industry (9 days and 8 boards, robot+military industry)Huayuan Real Estate (6 days and 5 boards, real estate)

Construction industry: the bill was missed at the end of the session. Basically, this bid is going to be opened higher and lower. Will this divergent expectation lead to a big retreat of the high-level collective? Let's leave this expectation first. Of course, everything is not absolute. If it is not low, it will be more than expected. Anyway, make more plans,Main points of today's observationYiming Food: At present, the faucet is broken, but it is ok to undertake. We should pay attention to his trend today. Here is an expectation. From his bad trend yesterday and the expected divergence of the whole line of consumption today, its mood of down limit will drop sharply, and it will be safe today, and the younger brother of the consumer sector will continue to make up for it. Whether it is down limit today or later, what can be separated from his down limit is the core target to follow.

What about the glass fiber in the back? 7 boards,Second, the compensation of the median, the risk of this piece should be great at present. Because they belong to the same cycle of Yiming, no matter how strong they go, they may follow the fall of Yiming and fall, and enter a negative stage of this cycle. Even if Yiming can hit a new high later, they will fall behind as followers, so be careful. When environmental differences come, don't be in the middle, because most of us follow them, and we don't have to choose in advance, so you can avoid a lot of big issues after you choose.Xingguang shares (4, lithium battery+household appliances+quantum technology)