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Hualian shares: the division logic has been mentioned in the consumption and consumption sectors, and it is difficult to be driven in the follow-up.

Real estate capital constructionDongfang Zhizao: It is the same as the underlying logic of Rishang Group, but Dongfang Zhizao bears the regret of a Guangdong-Guangxi stock, and domestic scientific instruments replace this dark line, and the trend is Hexin instruments.

Real estate capital constructionInpais: Ice and snow +AI glasses. The first board mentioned the expectation of the card position Rheinland Sports fermenting AI glasses. Consumer electronics are also consumption, but it is difficult for Kazuoyi to have technology from this angle, so it is still necessary to take a walk in the ice and snow.