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Yesterday, the theme was still dominated by the concept of robots and consumption. Of course, there was also a daily limit of local stocks in Shanghai, because Shanghai introduced an action plan to support mergers and acquisitions of listed companies, which lit a fire for the theme of restructuring. Since Shanghai took the lead, other cities may follow suit, and perhaps another round of map speculation is coming, so Shanghai local stocks can be tracked as a leader. It may be a new trend to see if it can replace the robot line.

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Continue to waitHowever, there was a bad phenomenon yesterday, that is, the high-end stocks collapsed again, and the capital flight was unambiguous at all. The most important thing was to control the theme speculation, perhaps to cool down the theme and let the funds flow back to the blue chip.In the realization stage, I don't think it's suitable to chase after the board stocks and the market leaders. This kind of market sentiment changes too quickly and extremely, which is usually difficult to control, so it's better to lurk the stocks with hot themes and wait for the rotation. Of course, if you can identify them at the initial stage of the theme, you can chase after the hot spots, and you can definitely eat big meat at this stage.