Yimin Group: The division logic has been mentioned in the consumption and consumption sectors, and it is difficult to be driven in the follow-up.2 board (Taier shares broke the board, the index correction and stabilization were slow, and the number of Chinese characters began to increase)
Three-dimensional communication: artificial intelligence+robot+satellite communication. In fact, three-dimensional communication has been framed by the artificial intelligence sector. According to the fermentation of its three sectors, it is inconsistent with its own strength and needs to be changed hands, but the AI line is strong in capacity stocks, so the thrust strength is still expected tomorrow, but it is in line with expectations and cannot be brought back to a specific sector. Therefore, it is still impossible to make a subsequent relay expectation for the time being.
Zhuolang Intelligent: Robot+Xinjiang+Textile, the internal position of the plate is somewhat low. Let's talk about the card position in the construction industry. If we rely on the card position in Xinjiang, the expectation is not high because the construction industry also has the concept of developing the western region.Yesterday, on the basis that the first board was not promoted to the second board, we continued to choose to supply the first board to maintain the heat, so we entered the running rhythm of low altitude and three stupidities. At the stage of focusing on the core of capacity and width extension, the relatively certain ones at present are Keli Sensing, Giant Wheel Intelligence, Wuzhou Spring Festival and construction industry, each of which depends on its own ability. After all, the robot can't make the highest board now, so we will consider the small ticket relay when it turns from width extension to height extension again.
Strategy guide 12-14
Strategy guide 12-14