Judging from the changes in the leading plate in the past two days, market speculation is (or has been) fully turned to consumer themes.Even in the afternoon, the market sentiment continued to pick up. Although the level of individual stocks was not generally rising, the index still fluctuated and strengthened, and the number of daily limit households increased significantly compared with that in the morning.
A shares have changed again! Is the big news coming?After 10:50, driven by the financial pull-up of brokerage, insurance and real estate, the A50 futures index rose, and the main index also took a shape of "√".However, as mentioned above, the big news that all parties in the market are holding their breath most at the moment is undoubtedly the draft of an important meeting.
However, even if you choose the wrong direction temporarily, investors don't have to be too anxious. If the market chooses to break through with the help of the node released by this big news, the probability that the plate will go hand in hand with the plate is expected to be greater than this.Therefore, once there is any trouble in the news, the funds in the venue are willing to take the lead and play a game. The most direct direction is nothing more than those that have been hot for two days: consumption, finance, real estate and so on.Hua Ge said that with the implementation of consumer policy stimulus measures, the fundamentals of the commercial and retail industry are expected to gradually bottom out. Specifically: (1) Offline retailing: Under the policy of M&A and restructuring, leading enterprises actively explore new growth drivers with the help of endogenous extension tools; (2) Cross-border e-commerce: Overseas consumer demand is still at a relatively high level, the boots for overseas elections have landed, and the performance under the regional diversification of leading targets is resilient.
Strategy guide
Strategy guide
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