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The mood reversed tonight.First, the biggest newsInstitutions continue to run, and the opening hour depends on the rescue team to support the index. Oil, banks and three major telecom operators are the supporting roles; For ten minutes, I couldn't resist throwing pressure, and I took a wave of rapid diving, which was caused by the random spread of small compositions.

The first index levelThe theme is only robots, cultivating diamonds, Ai big models and CXO, especially the AI application end is relatively strong. The number of days of entertainment is 9 billion, and the recognition of Wanxing Technology and Easy Point is high. Moreover, we are talking about the make-up, and Haitian Ruisheng has also performed.Evening comments!

The logic here is that the currency is loose. This time, the direction of water flow must be new quality productivity, and NVIDIA is superimposed by lian. This is a landmark event, so the direction of internal circulation of science and technology is strengthened again; Compared with 2008, 4 trillion yuan is infrastructure, so don't entangle the real estate cycle at present.Second market directionAfternoon rhythm