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2024-12-13 04:59:40

To put it simply, this is a positive for A shares, which belongs to the category of "incremental funds coming".Judging from the changes in the leading plate in the past two days, market speculation is (or has been) fully turned to consumer themes.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 "√".


At about 10:50 am, today's disk can be divided into two stages:What happened?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.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.On December 12, the market fluctuated all day, and the GEM index led the gains. At the close, the Shanghai Composite Index rose 0.85%, the Shenzhen Component Index rose 1% and the Growth Enterprise Market Index rose 1.35%.

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