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The market fluctuated repeatedly in early trading, and the financial securities and insurance sectors rose at around 11 noon; The three major indexes were quickly repaired at midday, and the growth rate of the Growth Enterprise Market was +1.47%. The Shanghai and Shenzhen stock markets traded 1.17 trillion yuan in the morning, 36.2 billion more than yesterday. Index repair, theme rotation, individual stocks are mixed. On the disk, the financial, securities, insurance and large consumer sectors remained strong, with the daily limit of Guosheng Financial Holdings and Guolian Securities, while Southwest Securities and Tianmao Group rose sharply. The economic work conference is expected to pick up, and the financial blue chip will be repaired. In the prefabricated dish sector, Zhongbai Group, Huifa Food and Haixin Food continued to increase their daily limit; Yiming food, a leading consumer, oscillated high and fell back repeatedly, while Huang Shanghuang, a low one, oscillated low and repeated. Pay attention to whether there is an ignition signal that the volume turns stronger in the afternoon and follow the promotion effect of the follow-up plate.Intraday strategyIn the ice and snow economy sector, Dalian Shengya approached the daily limit and hit a new high, Changbai Mountain fluctuated and rose, and the low ice wheel environment and Longjiang traffic showed obvious follow-up actions. The establishment of special holidays and related themes for the ice and snow economy can be expected.

In the direction of AI application, the positive trend is not as good as expected. The AI concept of Tik Tok Bean Bag has gone out of the market of one-day tour in a short period of time, and the number of rotten boards and turnover rate of provincial and Guangzhou Group has soared. Days of entertainment and mathematics, anti-package board explosion board differences, Huayang Lianzhong failed to follow suit and break through again. 360 continued to break down, and the trend was less than expected. From the heat of the subject matter, AI is no less than the robot sector and stronger than the big consumption, but from the disk trend and financial feedback, it is not ideal, and the short-term differences are heavier, waiting for the risk to be released and regrouped.Intraday strategyIntraday strategy