12.08 Midday Hot Search Popularity Ranking Analysis?

Today's popularity ranking's core feature is 'Commercial Aerospace Main Line Dominance + Multi-Theme Auxiliary Linkage': Commercial aerospace stocks account for more than half, Aerospace Development has become the total leader of the sector with '10 boards in 17 days', driving activity across the entire industry chain; at the same time, themes such as cross-strait relations, cold medicine, and securities firms are synchronously diverting popularity, with stocks coming back, sentiment leaders, and rebound leaders interspersed, creating an overall mix of mainline heat + theme linkage + sentiment speculation, with the strongest cohesion in the commercial aerospace sector.

Stock Analysis

Aerospace Development: The total leader of the commercial aerospace sector, becoming the core stock of the sector with a 'group total pattern', is the key stock driving the heat of the commercial aerospace track, with both funds concentration and market popularity at a high level, aligning with the current core speculation logic of the main line.

Annie Co., Ltd.: After resuming trading, it gained attention due to the change of major shareholder to the AI new force 'Shengshi Tianan', with the core logic being the AI business linkage expectations brought by the shareholder change, belonging to the theme stocks after resuming trading, with a short-term focus on the business layout potential of the new shareholders.

Longzhou Co., Ltd.: A sentiment-driven stock, binding multiple themes of Fujian, satellite navigation, and robotics, is a favored stock under the sentiment speculation market, relying on the combination of multiple themes to fit the current market's sentiment speculation rhythm.

Aerospace Science and Technology: As the core supplier of Zhuque No. 3, focusing on the core links of commercial aerospace, is a key supporting stock in the industry chain, with a strong logic that aligns with the core demand of the commercial aerospace main line.

Aerospace Power: The core entity of the liquid rocket engine of the Sixth Academy of Aerospace, focusing on the power segment of commercial aerospace, with a high technical barrier, is an indispensable core stock in the commercial aerospace industry chain.

Haiwang Biotech: The leading stock in the cold medicine sector, with the core logic being the short-term demand catalyst for cold-related drugs, belongs to the stage hotspots in the pharmaceutical track, being the core leader in the localized pharmaceutical market.

HeFu China: Binding cross-strait relations and pharmaceutical themes, is a resonance stock between regional themes and the pharmaceutical track, leveraging regional development expectations and pharmaceutical heat, belonging to the popularity stock with dual theme overlap.

Shida Group: Related to Fujian and smart computing centers, with dark market inflow amounting to 7.76 billion, the core logic is the layout expectations of regional computing power policies, belonging to the stock linking regional themes and computing power tracks.

Shunhao Co., Ltd.: Positioned as the 'Space Computing Power Dragon', with authentic commercial aerospace logical attributes, focusing on the computing power demands of the commercial aerospace field, is one of the core stocks with relatively strong logic in the main line track.

Hongxiang Co., Ltd.: Binding commercial aerospace and cross-strait dual themes, is a 20cm elastic stock, leveraging the resonance of the main line and regional themes to become an active stock under the dual hotspot overlap.

Tongyu Communications: Has formed a comprehensive layout of 'Star-Earth-End', is a stock covering the entire industry chain of commercial aerospace, covering segments such as satellites and ground terminals, aligning with the full-segment layout demands of the main line.

Western Materials: The only material supplier for SpaceX in China, focusing on the material segment of commercial aerospace, has technical scarcity, is a supporting core stock in the international commercial aerospace industry chain.

Dahua Intelligent: A rebound stock in the commercial aerospace sector, with the core catalyst being the successful launch of 14 ground orbit satellites over the weekend, belonging to the sector rotation rebound stock driven by events.

Tefa Information: Binding commercial aerospace and communication themes, is a stock linking the main line track and the communication track, focusing on the communication support needs in the commercial aerospace field, aligning with the subdivision logic of the track.

Ruikang Pharmaceutical: A rebound stock in the cold medicine sector, with the core logic being to follow the heat of Haiwang Biotech, belongs to the rotation rebound stock within the localized pharmaceutical themes, accommodating the fund diversion within the sector.

Ruida Futures: Benefiting from the policy expectation of 'broadening the leverage limit of the capital market', belongs to the stage hotspot stock of the financial sector, focusing on the business expansion expectations brought by financial policies.

Industrial Bank Securities: Consistent with Ruida Futures logic, also benefiting from the policy expectations of broadening the capital market leverage limit, is a linkage stock in the financial sector, speculating following policy expectations.

Anji Food: The core stock of cross-strait themes, relying on regional development expectations to become the leader of this theme, belongs to the highly speculative stock under the regional theme's heat.

Double Star New Materials: Focusing on low-orbit satellite solar components, is a supporting segment stock in commercial aerospace, aligning with the energy supply demands of low-orbit satellites, belonging to the supporting subdivision stock of the main line track.

Tianjian Technology: Catalyzed by the weekend 'Radar Illuminates a Good Life' event, is a stock of military + technology themes, belonging to the short-term speculative stock driven by events, accommodating the heat brought by events.

Shuhua Sports: Binding cross-strait, sports industry, and ice and snow industry multiple themes, is a resonance stock between regional themes and industry tracks, becoming a popular stock through the overlap of multiple themes.

Guoji Heavy Industry: Related to controllable nuclear fusion and nuclear power equipment, focusing on the nuclear power equipment direction in the cutting-edge technology field, belongs to the technological subdivision track stock, aligning with the layout expectations of cutting-edge technology.

Summary

Today's popularity ranking's core main line is commercial aerospace, driving activity across the entire industry chain, while themes such as cross-strait relations, cold medicine, and finance serve as auxiliary funds diversion; most stocks are of the type 'main line subdivision + theme overlap', with strong speculation attributes. Future attention should be paid to the sustainability of the commercial aerospace sector's heat, as well as the risk of sentiment retreat for theme stocks.

The information, data, and other content in this article are sourced from public information on the internet, for reference only, and do not constitute investment advice!