I have to do it again before this morning's trading, and now the market is really evil - the index has fallen in a mess, but emotions are the real king.

First of all, yesterday, the Shanghai Composite Index continued to fall, and the ChiNext rebounded, but nearly 4,000 stocks were in the green, and the trading volume was still shrinking. What does this mean? Most of the funds have been lying flat. Now the market is left with commercial aerospace and Fujian concepts tossing back and forth, plus a few short-term demon stocks to support the field, so don't stare at the index, it's meaningless.

Sentiment! Emotions are the key to making money now. Wherever the money goes, you have to follow it.

On the periphery, the U.S. stock market fluctuated slightly, Chinese stocks stopped falling, and the A50 also rose a little, which means to stabilize. A-shares have fallen for so many days, and it is indeed time to rebound technically, but it depends on how to choose funds today. Yesterday, I saw that commercial aerospace and robots are a bit sustainable, and the Fujian theme is also repeatedly speculating, and the Moore thread is going to be listed, will it suck up all the funds? This one needs to be noted.

**Those things about high-ranking stocks**

Haixin and Haiwang, yesterday both double cards were 6 into 7, coupled with Guosheng's fear of serious changes, now the suppression of funds on the 7th board is becoming more and more obvious. Want to break through the 7th board in the short term? Difficult. However, if they break the board together, it may not be a bad thing for short-term sentiment - after all, they do not dare to rush in front, but suppress market sentiment.

Now that it is broken, the highest standard in the market is Gaole on the 4th board, which is still far from serious changes and will not be affected. If it can get out of something today, it will have a significant impact on the entire short-term sentiment.

Gaole's ticket is a restructuring theme, with 3 consecutive one-word boards, and the amount can get lower and lower. Today's bidding is likely to be a word, which has a boosting effect on short-term sentiment. As for whether there will be differences in volume? I think there is a high probability that it will. Recently, the restructuring stock will not be smashed immediately after a continuous word, which may have game value, but I personally reject the one-word vote, the risk is indeed great, and the relay should be careful.

Both three boards are Fujian + superimposed themes. There is news of a reduction in holdings after the Suns, and today's bidding can show the attitude of funds. Recently, the reduction of holdings has basically not ended well, but it only began to reduce its holdings on the 26th, and there is still a period of time, and short-term funds may still want to speculate.

Anji is the same as Haixin food + Fujian, and yesterday's funds obviously completed the high and low switch. If the Fujian theme can continue to be repaired, it may have funds to relay it. Compared with the Suns, the ticket market that continues to change hands prefers, so if it bids strongly today, the probability of coming out is quite high.

**Commercial aerospace is still the craziest**

Commercial aerospace is undoubtedly the craziest subject at present. Although there are not many stocks with a daily limit, the after-hours dragon and tiger list is piled up, and the floating capital continues to be optimistic, so it is easy to attract relay funds. Therefore, even if this direction is divided, the overall continuity will not end easily.

Longzhou superimposes Fujian attributes, which is obviously more favored, and is a bit of a two-wave pattern. Its first wave is actually stronger than Hangfa, but it has not been welcomed for a word, and this time it is back, if it is really strong, it should not be able to buy it today - the mood is in place. But it has a lot of hidden dangers, and there are a lot of traps in the early stage, and it is not recommended to go to the board if you don't change hands.

The second board of electromechanical is also very beautiful, and there is a competitive relationship with Longzhou, but after all, it is still at a low level, and the probability of joining hands to advance is high. Compared with Longzhou, it continues to change hands, as long as the commercial aerospace is strong enough, the relay funds will not be less. Today, there is a high probability of opening the second board, and if the board can undertake a large volume in early trading, it is not necessarily a bad thing - it has the greatest probability of becoming a leader in the commercial aerospace world.

If Longzhou and electromechanical do not have a chance to intervene, Dahua on the first board may be the third choice, and Fujian stocks also have an advantage. But it is a breakthrough of the previous high, and the risk of not releasing the volume on the next day is relatively large, so it depends on whether the volume can be undertaken on the board is suitable for the relay.

The core of commercial aerospace is still aviation development, and its performance is the vane of the sector. As long as it is not too bad, the entire sector will have funds to do even if it is in the front row of divergence. This vote can follow the performance of the stocks in the front row to buy low and sell high, and there may be a good gain.

Can the robot direction be sustained? **

Whether the robot can continue is a big attraction. Junya has a first-mover advantage, out of the one-word promotion, whether it can continue to be a word is very important to the entire sector - only it is strong, the sector will not travel at least for a day, and those highly recognizable stocks have a game opportunity.

Longxi is the opening second board, as well as the concept of commercial aerospace, and it is a Fujian stock, and the hottest themes in the market are all touched, so the funds were promoted when there was a gap at the opening yesterday. The probability of breaking through the next day is high, but if you don't open a word, the selling pressure will be very large, and it is worth paying attention to whether today's opening will come out of the high board to undertake the change.

The giant wheel is the most popular ticket in the robot direction. If the robot is sustainable and its bidding is super strong, the desire for funds to undertake long positions will be very strong - it is easy to form a joint force if it is popular. And it is relatively low-level, but it is not easy to be deeply trapped. Therefore, if a word board appears in the front row of the robot, it is very worth paying attention to if its bidding is not weak.

**The linkage brought about by Moore's listing**

Moore's listing has stimulated related stocks, and the performance of Heertai and Volkswagen is a highlight. The Science and Technology Innovation Board has a threshold, and it is not ruled out that some funds will guide these related directions to huddle - after all, the proportion of retail investors without the authority of the Science and Technology Innovation Board is very large.

The above is only personal observation and communication, and does not constitute operational suggestions!