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Guang 'an Aizhong (3 boards, electricity+natural gas)Friendship Group (3, second highest in retail)Friendship Group (3, second highest in retail)

At present, the focus is on the identification of low position and the choice of the main dragon. We have talked about the main dragon, and let's sort it out again. Looking sideways or upward at the core of the class and the change of hands in the theme fermentation, we should pay attention to the core of the class.Second, the compensation of the median, the risk of this piece should be great at present. Because they belong to the same cycle of Yiming, no matter how strong they go, they may follow the fall of Yiming and fall, and enter a negative stage of this cycle. Even if Yiming can hit a new high later, they will fall behind as followers, so be careful. When environmental differences come, don't be in the middle, because most of us follow them, and we don't have to choose in advance, so you can avoid a lot of big issues after you choose.Guosheng Financial Holdings (3, Financial Securities)

Therefore, we have three relative advantages.Huayuan Real Estate (6 days and 5 boards, real estate)Li Ziyuan (3, food is the second highest)