July 29 Jiuyan AI Evening Hot Reviews

English summary

### July 29 Jiuyan AI Evening Hot Reviews Time: 2026-07-29 20:42:36 Content: Content from Jiuyan AI, more content can be subscribed at the [AI Assistant] column at the top of the Gongshe website homepage. Welcome to like and share~ Generation time: 2026-07-29 20:35 Overview: 1. Tianrun Dairy (600419) / Sanyuan Co., Ltd. (600429): Dairy sector cyclical catalysts + capital behavior resonance, raw milk cycle uptrend is relatively certain. Dairy sector previously lagged + chip clearing benefits from high-low switching. Recommend upstream pastures and midstream dairy companies. 2. Mao Geping (Hong Kong stocks) / Betaine (300957) / Ruoyuchen (003010) / Dengkang Oral (001328) / Proya (300740) / Juzi Bio (Hong Kong stocks) / Langzhi Co., Ltd. (002612) / Qingsong Co., Ltd. (300132): Consumption sector from groundless bounce to fundamentally supported reversal. Continue to be bullish on overall consumption rebound before mid-August. Many targets in the beauty and care sector are at low valuations, Mao Geping 15X, ...