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.Ice and snow industry
Tianqimo: Tesla, regarded as the arbitrage day group.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.
5 boards (big divergence of robots, broken boards of Shandong mining machine, new urbanization and AI fermentation)Chemical engineering: military industry, arbitrage construction industry.
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13