Friendship Group: Xinjiang+Consumption, following Yiming Food's time-sharing and pulling back, can't see the initiative. Those who cooperate with the bidding are always more active than those who cooperate with the time-sharing. It is necessary to make up for the expected increase rather than follow it. This is the difference.Yiming's moderate consumption of food still has the expected logic. At the same time, due to its weak daily limit, the food and beverage side has fulfilled expectations, so other branches have been derived, including the following ice and snow industry. Household stocks have pushed back the incredibly smart home, while household appliances stocks are Shuaifeng Electric Appliances. In fact, Shuaifeng Electric Appliances is also a smart home at the same time, and we will talk about it in the back board. The initiative of the first board is behind the board, indicating that it is late to start.
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.Shengguang Group: Same as above, do what you want with a trend mentality.3 board (the index opened higher and went lower on the basis of strong overnight expectations, which was much more courageous than the birth node below, and held the index back)
Rhine sports: real estate+ice and snow tourism+media, the main daily limit is still taking the ice and snow industry, and the first board has been pulled up so well. Combined with the branch of consumption, it is not as good as expected without opening a word.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14