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?To put it simply, this is a positive for A shares, which belongs to the category of "incremental funds coming".
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.At about 10:50 am, today's disk can be divided into two stages:According to the E Fund, the full implementation of individual pension will bring about the continuous expansion of the participants and the steady growth of the overall investment scale, thus bringing more incremental funds with long-term properties to the capital market. This will help optimize the capital structure of the financial market, promote the benign interaction between the capital market and the real economy, and help the high-quality development of the financial market.
A shares have changed again! Is the big news coming?Therefore, once there is any trouble in the news, the funds in the venue are willing to take the lead and play a game. The most direct direction is nothing more than those that have been hot for two days: consumption, finance, real estate and so on.A shares have changed again! Is the big news coming?