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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.Judging from the changes in the leading plate in the past two days, market speculation is (or has been) fully turned to consumer themes.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.

Judging from the news released by various media platforms at that time, the big news that the market was most concerned about and looking forward to has not yet landed, but it did bring good news-"the personal pension system has been pushed to the whole country."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.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: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.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.