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In the cycle, Yiming Food seems to start a journey through the country, breaking through the obstacles of falling 1 and 2 in the east at sunrise, and avoiding the influence of falling 1 in Guangbo and Guifaxiang. At present, its height has surpassed that of Guangdong and Guangxi, and it is marching courageously towards the 14th board. Look at the strong trend of today's consumer sector, it seems unstoppable that Yiming food will take the road of demon. It is no exaggeration to say that the popularity of the consumer sector today is all about Yiming food. As for when the trend node of the consumer sector changes, it depends on when the market of Yiming food comes to an abrupt end.Today's work: opening positions in Qingzhonggong Education and Suzhou Gutecheng; Play board Li Ziyuan, good shop; Halfway vision china, Taier sharesLooking forward to the future, the operation mode of AI may change. When an intensity explosion point is found, it can be quickly cut in, and after it has experienced one or two rounds of rising waves, it will make a profit in time. If there are still funds to be laid out in the AI field, it is recommended to focus on low-level targets, and the high-level game is risky, so it is advisable to avoid it as much as possible.

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

2024.12.12 Pre-market Personal Plan: Focus on 1 in 2.Operation idea: See how Yiming food is broken. If it is broken, I will see the situation.