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Today, the decline of more than 5% is not particularly large, and the market sentiment is ok, because now it is a rebound of the overall positive line, but when the negative line is adjusted, I think some high-end varieties will continue to fall.This is the rotation performance of the market.4, AI glasses, AI application end These varieties are the revolving consumer electronics of funds.

3. In the increase plate, the consumption of AI glasses was the highest in Shanghai's state-owned enterprise reform, which was related to the news sent by Shanghai yesterday. The increase was the first.It will continue to shrink tomorrow.6. Today, the increase in technology semiconductors is very good. The two-day tour market rebounded today and basically ended tomorrow.

It is also a result reaction of a fund rotation below.The first supports 3407-34107. There is not much room. Now the index as a whole is on a downward trend, and today's quantity energy is shrinking.