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2024-12-14 08:35:53
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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.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.


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.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.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.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.Even in the afternoon, the market sentiment continued to pick up. Although the level of individual stocks was not generally rising, the index still fluctuated and strengthened, and the number of daily limit households increased significantly compared with that in the morning.

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