Friendship Group: Xinjiang+Consumption, following Yiming Food's time-sharing and pulling back, can't see the initiative. Those who cooperate with the bidding are always more active than those who cooperate with the time-sharing. It is necessary to make up for the expected increase rather than follow it. This is the difference.Shengguang Group: Same as above, do what you want with a trend mentality.
Inpais: 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.
Guang' an Aizhong: Computational power+infrastructure, artificial intelligence wants to transfer computational power to make a trial run, but there is no fermentation after Guang' an Aizhong's daily limit, and the route is still wrong.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.