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2024-12-14 01:23:52
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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 "√".Some people think that the general tone of next year's policy will be "more active and promising" at the Politburo meeting on Monday, so it is expected that more vigorous policies will be introduced at the next Central Economic Work Conference and even at the National People's Congress next year, which will help to better stabilize the expectations of market players, stimulate their vitality and lead China's economy to achieve stronger growth.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 "√".


Judging from the changes in the leading plate in the past two days, market speculation is (or has been) fully turned to consumer themes.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.Affected by this, on the other hand, the directions of humanoid robots, Sora concepts, consumer electronics, etc., which were partially active two days ago, have temporarily fallen back or fallen into adjustment after they surged in early trading.


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.To put it simply, this is a positive for A shares, which belongs to the category of "incremental funds coming".At about 10:50 am, today's disk can be divided into two stages:

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