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2. Big consumption. Mainly retail department store branch+food branch. Accumulated 35 daily limit. Among them, the retail department store is stronger than yesterday, and the food is slightly weaker than yesterday. In terms of cycle, there are also three waves of this theme. The first wave is represented by black sesame. The second wave is represented by Guangbo and Gui Faxiang. At present, it is the third stage, represented by Yiming. If the plate is expected to break tomorrow and the plate can resist its differences, the third stage can continue, otherwise it will be over.Specifically:

Can we still play in the back? Play can be played, but it is necessary to lower expectations and change the mode. Active stocks with expected themes do T, and inactive stocks should not be touched. Resolutely give up chasing high, and be cautious about low-sucking. You can only do low-sucking with expected themes and stocks.2, 20cm direction. 15 daily limit, 2 boards and 1 board. There are 9 GEM and 6 in science and technology innovation board. The second board of Lexin Technology is also from science and technology innovation board, and the ticket of Hexin Instrument is also from science and technology innovation board, which has been quadrupled unconsciously, and Eft and other stocks have risen sharply, which has driven the effect of making money in science and technology innovation board. However, the big ticket in science and technology innovation board is not strong, and the index is average, but the theme ticket is more active. Even the height of the board has been unable to go up, and even the board echelon can't get up. Yesterday, there were 15 pieces of 20cm, and more than 10 pieces today are all green and there is no premium. But today, stocks are generally rising, and there are still 15 daily limit in 20cm. How divided do you think this emotion is?7. Shanghai. Good promotion, there are seven or eight daily limit. One-day tours may be mostly.

Third, the theme analysis5. Semiconductor. The receipt is ok. There are eight daily limit. The big ticket hardly moved.