① pessimism began to swing back, which direction in the rebound has high odds and sufficient odds? ② payment sector low valuation + high growth, the industry ushered in a triple hit of "flow scale increase x receipt rate increase x gross profit margin increase", profit elasticity is expected to be further released in the second half of the year. ③ today released a total of 295 market-wide research reports, new energy vehicle industry ratings were upgraded, and 19 companies were covered for the first time, including ZTE New Wealth analyst coverage. ④ in the ranking of individual stock institutions, New Dairy is on the list for the first time, the top five are Ziguang shares & gt; Wuliangye & gt; BYD & gt; Shanxi Fenjiu & gt; New Dairy.