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TCL Central: Low-cost Photovoltaic Leader+Turning Point of Photovoltaic IndustryThe benefits of the Politburo will not be repeated. It will inevitably open higher in early trading, and there will be big benefits in the next few months, and it will officially enter the policy bull market. In the future, as long as it does not chase high, it will not be set to find a shrinking position to buy.Song Cheng performing arts: tourism consumption+excellent performance and low price+continuous shrinkage adjustment+large room for growth.

Individual stocks can be given priority:China Free: Interest rate cut, import expectation+consumption tax exemption+Hainan customs clearance.Broad base can give priority to GEM ETF.

China Unicom: Satellite Communication +5GA Low-altitude Economic Network+Driverless+Computing Power+Low-cost Big Blue Chip.Maxim's Technology: Computing Power Data Center+Starting after sideways shrinkage is in the second wave.Maxim's Technology: Computing Power Data Center+Starting after sideways shrinkage is in the second wave.