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5 boards (big divergence of robots, broken boards of Shandong mining machine, new urbanization and AI fermentation)Hangzhou Jiebai: consumption, the division logic has been mentioned in the consumption plate, and it is difficult to be driven in the follow-up.

Yesterday, on the basis that the first board was not promoted to the second board, we continued to choose to supply the first board to maintain the heat, so we entered the running rhythm of low altitude and three stupidities. At the stage of focusing on the core of capacity and width extension, the relatively certain ones at present are Keli Sensing, Giant Wheel Intelligence, Wuzhou Spring Festival and construction industry, each of which depends on its own ability. After all, the robot can't make the highest board now, so we will consider the small ticket relay when it turns from width extension to height extension again.Haixin Food: It is greatly influenced by Yiming Food, and the arbitrage expectation is greater than the compensatory increase.

HTC's new material: quantum communication, arbitrage of starlight shares, but also with silicone concept, partial trend.