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.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%.
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.To put it simply, this is a positive for A shares, which belongs to the category of "incremental funds 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.
At about 10:50 am, today's disk can be divided into two stages: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.
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14
Strategy guide
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14