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2024-12-14 03:05:58

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.Don't forget to pay attention to praise and support Brother Hua after reading it.Judging from the changes in the leading plate in the past two days, market speculation is (or has been) fully turned to consumer themes.


Large consumption on the disk has become the strongest main line in the market, while most of the other hot spots have fallen back. More than 3,500 stocks in the whole market have risen, and more than 150 stocks have daily limit or increased by more than 10%. The turnover of Shanghai and Shenzhen stock markets was 1.87 trillion yuan, 90.5 billion yuan more than that of the previous trading day.Judging from the news released by various media platforms at that time, the big news that the market was most concerned about and looking forward to has not yet landed, but it did bring good news-"the personal pension system has been pushed to the whole country."


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 "√".What happened?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.

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