Judging from the changes in the leading plate in the past two days, market speculation is (or has been) fully turned to consumer themes.Before 10:50, the market continued yesterday's pattern, that is, "shrinkage+narrow range shock", but it did not fall much. During this time, the amplitude of Wandequan A was only in the early 0.3%, less than half of yesterday.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 "√".
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.What happened?Before 10:50, the market continued yesterday's pattern, that is, "shrinkage+narrow range shock", but it did not fall much. During this time, the amplitude of Wandequan A was only in the early 0.3%, less than half of yesterday.
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.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 "√".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 "√".
Strategy guide
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Strategy guide