HTC's new material: quantum communication, arbitrage of starlight shares, but also with silicone concept, partial trend.Three-dimensional communication: artificial intelligence+robot+satellite communication. In fact, three-dimensional communication has been framed by the artificial intelligence sector. According to the fermentation of its three sectors, it is inconsistent with its own strength and needs to be changed hands, but the AI line is strong in capacity stocks, so the thrust strength is still expected tomorrow, but it is in line with expectations and cannot be brought back to a specific sector. Therefore, it is still impossible to make a subsequent relay expectation for the time being.
5 boards (big divergence of robots, broken boards of Shandong mining machine, new urbanization and AI fermentation)Inpais: Ice and snow +AI glasses. The first board mentioned the expectation of the card position Rheinland Sports fermenting AI glasses. Consumer electronics are also consumption, but it is difficult for Kazuoyi to have technology from this angle, so it is still necessary to take a walk in the ice and snow.Good shop: the dairy industry doesn't recognize it, and the food doesn't recognize it. As a result, the food became famous.
Maoye business: consumption, the division logic has been mentioned in the consumption plate, and it is difficult to be driven in the follow-up.Yiming's moderate consumption of food still has the expected logic. At the same time, due to its weak daily limit, the food and beverage side has fulfilled expectations, so other branches have been derived, including the following ice and snow industry. Household stocks have pushed back the incredibly smart home, while household appliances stocks are Shuaifeng Electric Appliances. In fact, Shuaifeng Electric Appliances is also a smart home at the same time, and we will talk about it in the back board. The initiative of the first board is behind the board, indicating that it is late to start.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
Strategy guide 12-13