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01 general trend view

Laolong A's rebound is not cost-effective, and the theme funds tend to start fermentation and make a wave of changes.As for consumption, the expectation is good, which may be influenced by Yiming Food or Gui Faxiang. Look at Yue Xian Health and Panda Dairy in the short term.

Theme robots and consumption are all in the fishtail stage, and AI applications show signs of continuing to strengthen.12.10 before the market-it will be done today.