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Overnight, European and American stock markets were mixed. Except for the slight decline of the Dow, the large-scale technology stocks in the United States basically rose sharply. However, the Chinese stock index bottomed out and fell by 0.94%, and the A50 index fell by 0.01%, and the external sentiment was neutral.There is still a problem to remind everyone, although the small ticket has gone up again recently, but high-priced stocks have nuclear buttons every day. Yesterday, most of the consumption, AI and robots were dominated by the first board hype, and the funds switched between the above sectors, but the influence was really average.There are great internal differences among consumption, AI and robots in the short term, and the funds are switched internally, which can only remind everyone not to chase after the rise. Follow the funds to make a low board and lower expectations, fast-forward and fast-out. After all, when the tide really ebbs, the comparison is who runs fast.

However, these batters don't suffer from pain, and it is estimated that this rhythm will not stop. There is not much we can do. As I said in the inner circle yesterday, if you want to play the board, you must be prepared to eat the limit every other day. If you have this expectation, you can still play. If you don't have the ability to accept it, you can do your own transaction with peace of mind.Today, there is a high probability of watching black Thursday, holding positions for a day and not operating!It seems that foreign capital will not return to A-shares for the time being, and the short-term capital will be wrapped up by hot money and quantitative funds. The heavy positions of institutions will continue to lose blood, and the short-term market index is not too strong. Let's focus on the rhythm of individual stocks!

Recently, two big coupons have been excavated in the direction of new quality productivity. One is July 1 E, which is stable at ten points in three days; There is also the fact that Guanghatong X rose by 15 points in intraday trading yesterday, all of which are the concept of communication+state-owned enterprise reform. What Lao Liu wants to say is that you can eat meat even if you are familiar with the transaction.There are great internal differences among consumption, AI and robots in the short term, and the funds are switched internally, which can only remind everyone not to chase after the rise. Follow the funds to make a low board and lower expectations, fast-forward and fast-out. After all, when the tide really ebbs, the comparison is who runs fast.Today, my specific operation is as follows: