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Looking back on the past, Huasheng Tiancheng, Leo, Yanshan Science and Technology, Tianyu Mathematics, etc. were all weak after reaching a certain height, and were relayed by the newly emerging capacity trend stocks, just like the "low altitude and three stupidities", showing the characteristics of phased rotation.Today's work: opening positions in Qingzhonggong Education and Suzhou Gutecheng; Play board Li Ziyuan, good shop; Halfway vision china, Taier shares

Current position: 30% in vision china; 30% in Li Ziyuan; 20% of good shops; Taier shares 10%

At the low end of the market, the consumer electronics sector is gestating a new cyclical wave. Stocks such as Zhuoyi Technology and Yingtong Communication have become the vanguard of this new cycle, taking the lead in making their mark. Shengli Precision, with its large market capacity, occupies an important position in this emerging low-level layout of consumer electronics. It is worth mentioning that as early as yesterday, there was already an undercurrent in the low-level area, and the traces of changes in funds quietly appeared. Only at yesterday's close, due to the broken board phenomenon of Hasen shares, people once had the illusion that this low-level start-up trend would die. But unexpectedly, today, the market capital has resolutely started the deep switch to the low position. Judging from the current market performance and the overall trend of the sector, this low position switch is undoubtedly a great success, which not only successfully activates the new vitality of the consumer electronics sector, but also lays a solid foundation for the subsequent market trend, and its influence and sustainability are expected to be further demonstrated in the subsequent trading days.The middle and high-level robot Thiel shares are broken, the dragon of the robot is the construction industry and Astar, and the low-level echelon is still in the robot.The middle and low AI camp still won't give up and continue to stick to their differences. On the other hand, high-end stocks, Tianyu Mathematics has been declining. However, the low AI immediately added a new batch of strength. This seems to indicate that it is difficult for AI to become the absolute main line that dominates the market in the future, and it may be more appropriate to treat it as a secondary main line.