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Today, big finance has been suppressing the index, but the index of small-cap stocks has been all the way up, and CSI 2000 has basically completed the anti-package.12.11 Comments: You are in charge of slowness, and I am in charge of cattle.The consumer sector obviously extends to consumer electronics. Food and drink can continue even if it doesn't fall down. Even if it falls down, it is estimated that there will be a new dragon on the top soon. But the theme of cross-year consumption is estimated to fall on consumer electronics! Who told people to superimpose the concepts of consumption and technology? Nowadays, the popular AI glasses and smart speakers are not only overlapping technology, but also overlapping artificial intelligence. New year's market, how to get less consumer electronics?

This is the embodiment of the paragraph "the weight is responsible for the slow, the theme is responsible for the cow" circulated in the early stage.Whether it's quantum communication or bean curd, it's still an old saying-it's better to believe early than late!Today, quantum communication has sprung up, but it is essentially an extension of AI and robots. The emergence of new themes ensures the durability of the theme as a whole. For example, today's robot sector, after killing in early trading, quickly turned into a consensus, continued to rise, and closed at more than 20 daily limit!

The management is very entangled, and even a bit of a dilemma. It is necessary to be stable, not to fall, and to be afraid of being too fast and too crazy. Therefore, it can only be regulated by Bala in this way.In a pessimistic doubt last night, the market fluctuated within a narrow range today. The index rose less than yesterday, but more than 3,800 companies rose, continuing the daily limit of more than 100 shares. The market sentiment is obviously better than yesterday. Last night, I said, "Since today can be reversed, and now it is so pessimistic, why can't it be reversed tomorrow?" Sure enough! ! !