① looks at the investment opportunities in the second half of the year from the perspective of theme / chip game; ② when the coal price decline is good for thermal power performance has become a market consensus, how to find more flexible thermal power enterprises? Analysts pointed out that the valuation method of EV/ installed ratio can better reflect the actual value of enterprises, and the proportion of thermal power installed in these companies is less disturbed by green power. ③ today released a total of 177 market-wide research reports, Lisheng Sports and Aerospace Rainbow ratings were upgraded, 12 companies were covered for the first time, and their China Science WeChat, Bull Group and Azure Biology were covered by New Fortune analysts. ④ in the ranking of individual stock institutions attention, Ziguang shares on the list for the first time, the top five are Wuliangye & gt; Ziguang shares & gt; & gt; Kaiying Network & gt; Mindray Medical Care.