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2024-12-14 10:21:39

Judging from the changes in the leading plate in the past two days, market speculation is (or has been) fully turned to consumer themes.Don't forget to pay attention to praise and support Brother Hua after reading it.In terms of sectors, retail, ice and snow industry, food processing and insurance were among the top gainers, while humanoid robots, Sora concept, mask aligner and steel were among the top losers.


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.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%.A shares have changed again! Is the big news coming?


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.A shares have changed again! Is the big news 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.

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