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5. Semiconductor. The receipt is ok. There are eight daily limit. The big ticket hardly moved.Second, emotional analysisCan we still play in the back? Play can be played, but it is necessary to lower expectations and change the mode. Active stocks with expected themes do T, and inactive stocks should not be touched. Resolutely give up chasing high, and be cautious about low-sucking. You can only do low-sucking with expected themes and stocks.

2. Big consumption. Mainly retail department store branch+food branch. Accumulated 35 daily limit. Among them, the retail department store is stronger than yesterday, and the food is slightly weaker than yesterday. In terms of cycle, there are also three waves of this theme. The first wave is represented by black sesame. The second wave is represented by Guangbo and Gui Faxiang. At present, it is the third stage, represented by Yiming. If the plate is expected to break tomorrow and the plate can resist its differences, the third stage can continue, otherwise it will be over.After the market opened lower, it rose rapidly, and the overall partial shock was repaired, closing at 3432 points, an increase of 0.29%. The turnover was 1.77 trillion, 420 billion less than yesterday. The yellow line has always been stronger than the white line when the market is divided, which means that the mood of small and medium-sized enterprises has risen and repaired. This may be the repair of yesterday's market and individual stocks going high and low.First, the market analysis

4. Consumer electronics. There is also fermentation in the plate. More than 10 daily limit. The logic has not been analyzed for the time being, and it seems that the new products of major manufacturers have no expectations recently. It may be that the logic of 3C coupons is stimulating, and it is still the logic of big consumption.The most typical thing is that today's consumption is so strong and food is so strong that there is no money to dare to top the food of the North Exchange. Five new restructuring and resumption of trading have not even completed the second board. Bawei and Feigao, who were bankrolled yesterday, are both in deep water today.Can we still play in the back? Play can be played, but it is necessary to lower expectations and change the mode. Active stocks with expected themes do T, and inactive stocks should not be touched. Resolutely give up chasing high, and be cautious about low-sucking. You can only do low-sucking with expected themes and stocks.